How To Extract Data From CRM Brain

This article will give you guidance on how to:

  • Create a report in CRM Brain.
  • Upload it into the portal.

How to download the report

  • Open CRM Brain.
  • Click 'Reporting' on the sidebar.
Users will need certain permissions to view the reporting depending on set up.
  • Generate your custom report.

Dataset: Mortgage Applications Dataset

Advisor: All, or whoever you would usually include.

Report period: Year to date or full backbook.


  • Press run report.
  • Make sure all columns are green, this is the easiest way to ensure we have all the information we need. Data we don't use will not be imported.

  • Press Update Results.

At this point, you can also save the report with a description to make it easier to recreate each month.

  • Your report will then download and you can upload this straight into our portal (How?).
  • We will run the file and import only completed cases. Any cases with missing or incomplete data will route to load approval and our team will contact you if there are any issues.
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