Can I migrate existing client data to Mobiloan with my Amplifin subscription?

Yes, you can migrate your existing client data to Mobiloan using your Amplifin subscription. The process utilizes your Allps Branch Code as the primary source for data extraction. An automated nightly scheduler ensures the accuracy of client records by scanning Allps-i for missing client information and seamlessly importing it into Mobiloan.

Manual Mapping for Non-Client and Non-Loan Data

For non-client and non-loan-related data, such as addresses, areas, agents, employers, and notes, manual input is required. Users must populate a spreadsheet with pre-defined fields to map this data accurately.

Important Note

Transactional data is not included in the import process. To prevent discrepancies, we recommend collecting all relevant transactional records from your previous system before starting the migration.

For step-by-step guidance or assistance with the data import process, feel free to reach out to Mobiloan Support at [e-mail]. We’re here to help ensure a smooth transition!