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
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