How to get data from MIDAS

This quick article will give you guidance on:

Which MIDAS fields you need
What to request from MIDAS on first load and for completions.

Step 1

Raise a ticket with MIDAS

You need to make two report requests:

Request a firm PED report with the below fields*
Request an automated monthly PED report to be sent to you. This should include whatever was sent in the first load plus any new deals

The fields* you need in these reports:

Pro Client Folder Id
Exchange Date
Adviser First Name
Adviser Last Name
Adviser Email
Completion Date
Adminstrator Name
Mortgage Id
Address1
Address2
Address3
Address4
Town
County
Post Code
Mortgage Loan Type
Lender
Lead Source Name
Lead Source Branch Name
Date Written
Mortgage Type
Loan Sub Type
Term
Purchase Price
Loan Required
Repayment Amount
Interest Only
Product Details
Product End Date
C1Name
C1Date Of Birth
c1Email
c1Mobile
c1Telephone
C1Communication Telephone
C1Communication Face To Face
C1Communication Sms
C1Communication Email
C1Communication Third Party Intermediaries
C1Communication Other
C1Marketing Optin
C1Marketing Post
C1Marketing Email
C1Marketing Telephone
C1Marketing Sms
C1Marketing Automated Call
C1Marketing Face To Face
C1Marketing Website Enquiry
C1Marketing Third Party Intermediaries
C1Marketing Other
C1Re Engage
C2Name
C2Date Of Birth
c2Email
c2Mobile
c2Telephone
C2Communication Telephone
C2Communication Face To Face
C2Communication Sms
C2Communication Email
C2Communication Third Party Intermediaries
C2Communication Other
C2Marketing Optin
C2Marketing Post
C2Marketing Email
C2Marketing Telephone
C2Marketing Sms
C2Marketing Automated Call
C2Marketing Face To Face
C2Marketing Website Enquiry
C2Marketing Third Party Intermediaries
C2Marketing Other
C2Re Engage

Step 2

Upload your data into the system

Once you've signed a contract with us we'll be in touch to give you access to our system so you can securely upload your data.

Instructions on how to do so are here: How to upload my data for Eligible.

I need help

Data not coming through from MIDAS? We're happy to share fellow MIDAS firms who have already been through this process and who they spoke to at MIDAS to get things set up quickly. Just get in touch.