Manual template for uploading your data (Sesame Users)
How to fill out our manual template – Sesame Eligible Users
- Fill out the sheet using your mortgage data from The Key/Smartr.
- You will find examples below, please follow the same format, particularly for dates and mortgage types.
- Fields marked * are required and mandatory. The fields in grey are optional if you want to add more information onto the system (e.g ID from CRM or product description).
- Please do not change the names of any of the columns – our import system expects the sheet to contain each row exactly as given otherwise it won’t work.
- As required by the network, we must collect your consumers marketing information. Please ensure these fields are filled out with ‘Yes’ or ‘No’. If no, we won’t be able to contact this consumer.
Top Tips
- The system will only take cases that are labelled 'Complete' in the 'Current Stage' column so make sure you keep this up to date if including submitted cases.
- Please upload your full dataset each time, to help with auditing and ensuring records aren't missed. To do this, add your new completions as additional rows to the same sheet and reupload.
Columns
Column Name (Do not change) |
Example |
Applicant 1 DOB (DD-MM-YYYY)* | 01/01/2000 |
Applicant 1 Email* | Joeblogs@test.com |
Applicant 1 Name* | Joe Bloggs |
Applicant 1 Phone Number* | 07978738492 |
Applicant 2 DOB (DD-MM-YYYY)* | 01/01/2000 |
Applicant 2 Email* | janebloggs@test.com |
Applicant 2 Name* | Jane Bloggs |
Applicant 2 Phone Number* | 07978792749 |
CRM Case ID | |
CRM Consumer ID | |
CRM Mortgage ID | |
CRM Property ID | |
Case Advisor's Email* | StevenJones@mortgage.com |
Case Advisor's Name* | Steve Jones |
Case CRM Link | |
Charge (First,Second etc.)* | First |
Current Stage (Complete,Submitted etc.)* | Complete |
Full Term (Yrs)* | 5 |
Lender* | Barclays |
Loan Amount (£)* | 400000 |
Loan Purpose (Purchase,Remo,Further Advance)* | Purchase |
Mortgage CRM Link | |
Mortgage Property Value* | 50000 |
Part and Part - Interest Only* (only needed if applicable) | |
Part and Part - Repayment Amount* (only needed if applicable) | |
Payment Type (IO,Repayment)* | Repayment |
Pref. Rate (%)* | 1.75 |
Product (Mortgage) Expiry Date (DD-MM-YYYY)* | 06/06/2025 |
Product (Mortgage) Start Date (DD-MM-YYYY)* | 06/06/2020 |
Product Description | |
Property Address - including postcode* | 116 London Road, London EC8R 3BC |
Scheme (Fixed,Variable,Tracker)* | Fixed |
Type (BTL,RESI)* | RESI |
Can Contact By Email* | Yes |
Can Contact By Mail* | Yes |