How to extract data from IO

We’ve pulled together a quick “how-to” for Intelligent Office users on how to get the data we need to get set up on Eligible.

Step 1

Create a new MI Report . Then select ‘Client and Plan’ as Data Source:

Select folder category as ‘mortgage’ from the drop down list.

Step 2

Select ‘Plan.Plan Category’ as the only one.

Step 3

Under Actions select ‘organise outputs’. This is where you select all the mortgage product information headings you want in your spreadsheet, ie all the categories you need.

You will still need to add any client contact information. Make sure to use the ( . ) when searching – see below. Select these items:

In Force Date
Mortgage – Completion Date
Mortgage – Feature Expires
Mortgage – Interest Rate
Mortgage – Loan Amount
Mortgage – Price/Valuation
Mortgage – Redemption End Date
Mortgage – Repayment Method
Mortgage – Rev Rate
Mortgage – Review Diary Date
Mortgage – SchemeEndDate
Mortgage – Term (months)
Mortgage – Term (years)
Mortgage Address Line 1
Mortgage Address Line 2
Mortgage Address Line 3
Mortgage City / Town
Mortgage Postcode
Owner 1.Client Reference
Owner 1.Date of Birth
Owner 1.Email Address
Owner 1.Full Name
Owner 1.Home Telephone Number
Owner 1.Mobile Number
Owner 1.Work Telephone Number
Owner 2.Client Reference
Owner 2.Date of Birth
Owner 2.Email Address
Owner 2.Full Name
Owner 2.Home Telephone Number
Owner 2.Mobile Number
Owner 2.Work Telephone Number
Plan Advice Type
Plan Status
Plan Type
Policy Number
Policy Start Date
Product Name
Provider.Name
Selling Adviser.Full Name
Selling Adviser.Email Address
Submitted Date
Value of Property
Mortgage - Interest Only Amount
Mortgage - Capital Repayment Amount
Mortgage – Rate Type

<br>

Step 4

Next, make sure correct permission in place to run the report within the security tab. Make sure you have all tick boxes in all columns ticked, see below.

That’s it.

Step 5

Run the report. This screen may appear and appear as if the report hasn't worked. Just click CSV export. That will then pull in to Excel, and off you go…

I need help

We’re happy to jump on screen shares with you, just send us anemail or talk to us on live chat.