How to get data from Revolution
- What to request from Stonebridge and how to do so.
- Which Revolution fields you will need.
This quick article will give you guidance on:
Step 1
Contact Stonebridge Partner Support.
Please make your request by emailing
helpdesk@stonebrigegroup.co.uk or call 0345 646 5505 and select option 5.
You need to make a request for access to the client data export report -
only available to business principals.
For your information, these are the exact fields you need in the report:
- Applicant1 Name
- Applicant1 email
- Applicant1 Phone number
- Applicant1 DOB
- Applicant2 Name
- Applicant2 Email
- Applicant2 Phone Number
- Applicant2 DOB
- Adviser name
- Adviser email
- Prop Address
- Prop Town
- Prop County
- Post Code
- Property Value
- Original Mortgage Amount
- Lender Name
- Mortgage Product Description
- Exchanged On Date
- Completed On Date
- Initial Term Expiry Date
- Preferential Rate
- Scheme Term (months)
- Mortgage Term (years)
- Interest Rate Type
- Interest Rate After Initial Rate
- BTL Regulated
- Repayment Method
- Policy ID
- Initial Rate
- Initial Monthly Payment
- ERP End Date
- ERP Description
Step 2
Please 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.
Any issues, please do
get in touch.