How to Extract Your Data from Revolution
This quick article will give you guidance on:
- What to request from Stonebridge and how to do so.
Which Revolution fields you will need.
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_V2 report - only available to business principals.
For your information, these are the exact fields you need in the report:
- Applicant1 Name
- Applicant1 Last Name
- Applicant1 email
- Applicant1 Phone number
- Applicant1 DOB
- Applicant1 Employment
- Applicant1 Smoker Status
- Applicant1 Health
- Applicant2 First Name
- Applicant2 Last Name
- Applicant2 Email
- Applicant2 Phone Number
- Applicant2 DOB
- Applicant2 Employment
- Applicant2 Smoker Status
- Applicant2 Health
- Adviser name
- Adviser email
- Prop Address
- Prop Town
- Prop County
- Post Code
- Property Value
- Original Mortgage Amount
- Lender Name
- Mortgage Product Description
- Policy Account Number
- Completed On Date
- Exchanged On Date
- Initial Term Expiry Date
- Preferential Rate
- Scheme Term(months)
- Mortgage Term (years)
- Interest Rate Type
- Interest Rate After Initial Rate
- BTLRegulated
- Repayment Method
- Initial Rate
- ERP End Date
- ERP Description
- On Variable Rate
- Is Landlord
- Adverse Credit Events
- Mortgage Free
- Buy to let ERC
- Policy Type
- Premium
- Commission Safe Date
- Start Date of Protection
- End Date of Protection
- Dependants
- Taken Protection
- Income Protection
- Home Insurance
- Other GIPolicy
- Policy ID
Step 2
Please extract as-is (xslx format works) and 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.