We’ve pulled together a quick “how-to” for Toolbox users on how to get the data we need to get set up on Retain.
Select the correct report. You need to run a report under the ‘branch’ on Toolbox. You then need to choose reports and then management reports – all highlighted in the screenshot for you below.
The report you need it towards the bottom and is called ‘list all mortgages – extra details’.
Click run now.
Extract the report in excel. You will need to add the adviser name and email address to each client.
I need help
We’re happy to jump on screen shares with you, just send us an email or talk to us on live chat.