How to securely upload data to Eligible
The secure uploader is how you should always send data across to us. It’s the safest way.
Please avoid sending us data via email; it's not secure.
How it works
If you have upload permissions you'll be able to upload data (CSV or Excel format) directly into Eligible. Talk to us if you need access.
- Log in
- Go to file manager
- Upload your file(s) as "mortgage data"
What do I upload?
Upload your entire back book. We'll auto-filter out any expired deals.
Please include all the key fields (pdf) we need from your CRM.
Please avoid uploading any test case files. We won't be able to process these.
Once you’ve uploaded your file, our data team will review and be in touch with next steps.