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

Yes. The process leverages the existing Allps Branch Code as the primary source for data extraction and uses what's known as an automated nightly scheduler to maintain accurate client records.

This scheduler scans Allps-i for missing client information and automatically imports it into Mobiloan.

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Manual Mapping for Non-Client and Non-Loan Data

For non-client and non-loan-related data, users must manually input specific information into a spreadsheet using pre-defined fields. The types of data requiring manual mapping include:

• Addresses

• Areas

• Agents

• Employers

• Notes

Transactional data is not included in the import process.

To avoid data discrepancies, users are advised to collect all relevant transactional records from their previous system before initiating the import into Mobiloan.

For detailed guidance or assistance with the data import process, users can contact Mobiloan Support at [e-mail].