Key fields needed for Smartr

This quick article will give you guidance on:

• Which Smartr fields you need.

Step1: Build your report

Please use the following column headers:

• Adviser
• Buyer
• Type
• Client 1 Date Of Birth
• Client 1 Email Address
• Client 1 Name
• Client 2 Date Of Birth
• Client 2 Email Address
• Client 2 Name
• Completion Date
• Current Valuation
• Lender
• Mortgage Amount
• Mortgage Rate
• Mortgage Term (Additional Months)
• Mortgage Term (Years)
• Mortgage Type
• Property Address
• Property Postcode
• Purchase Price
• Rate
• Expiry Date
• Repayment Method
• Status

Step 2

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.