Key fields needed for Ekeeper CRM
This quick article will give you guidance on:
- Which Ekeeper fields you need.
Step1: Build your report:
Please use the following column headers:
- Applicant 1 Email
- Applicant 1 Forename
- Applicant 1 Preferred Name
- Applicant 1 Surname
- Applicant 1 Day Phone
- Applicant 1 Evening Phone
- Applicant 1 Mobile Phone
- Applicant 1 DOB
- Applicant 2 Email
- Applicant 2 Forename
- Applicant 2 Preferred Name
- Applicant 2 Surname
- Applicant 2 Day Phone
- Applicant 2 Evening Phone
- Applicant 2 Mobile Phone
- Applicant 2 DOB
- Advisor
- Advisor Email
- Property Address
- Postcode
- Valuation
- Mortgage Completion Date
- Product Expiry Date
- Term (years)
- Interest Rate Type
- Rate
- Buyer Type
- Mortgage Amount
- Repayment Method
- Split
- Interest Only Portion
- Interest Only Term
- Purpose of Loan
- Provider
- Stage