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.