How to extract data from Toolbox

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

This guide is for DA firms.

Step 1

Open Toolbox.

Step 2

Select the correct report. You need to run a report under the ‘branch’ on Toolbox. You then need to choose reports and then management reports – all highlighted in the screenshot for you below.

Step 3

The report you need it towards the bottom and is called  ‘list all mortgages – extra details’.

Click run now.

Step 4

Extract the report in Excel. You will need to add the adviser name and email address to each client.

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