How to download basic client information

You have the option to download basic client information, which includes the following fields:

• Broker Name
• Introducer (Negotiator)
• Negotiator Branch
• Client Id Client
• Firstname Client
• Surname Client
• Contact Number Client
• Email
• Last Contact
• Finance Id
• Live Status
• Status Follow-up
• Date
• Lender Name
• Solicitor Name
• Date Live

To download this information, you need to go to the Cases Page and select the relevant cases. To select a case, tick the circle button located on the right-hand side of the page.

Once you have selected the desired cases, click on the download button.

The client information will be downloaded as an excel file.