Plan Manager Data Extractor

Please click on the links below to upload a PDF. Each will open in a new window. Wait up to 15 minutes for all uploads to happen. When it says 'PDF extraction complete' go to Select Lender.

Make sure you delete the old files before uploading new PDFs. Simply go to Manage Lenders, select Edit for lender to delete, then tick Is Quoting Enabled for this lender? and hit save. The old PDF will then be removed ready for the new one.

Upload Masthaven Upload Together Upload Central Trust (CT) Upload West One Upload Equifinance Upload United Trust Bank (UTB) Upload Step One Upload Norton Upload another lender



Disclaimer

Product and fee names have been standardised for consistency across all lenders. Currently, fees use the product name (e.g., Prestige 1 – Masthaven Second Charge – Fixed – 36m – ≤65% – Lender Fee (£1,495.00)), while plans show the main name with rate and term details (e.g., Masthaven Second Charge – Fixed – 36m – 10.35%).

Mortgage Payment Challenge
Difficulty:
Play while your PDF processes!
Home Purchase Scenario:
Home Price: \u00A3200,000
Down Payment: \u00A340,000 (20%)
Interest Rate: 5.0%
Loan Term: 25 years
What's the monthly payment?

Hint:
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