Client Data Imports

Users with an existing Loan Management System might wish to import their data into Mobiloan. Our development team handles this process by using your previous Allps Branch Instance as the primary data source.

Automatic Extraction of Clients and Branches

Every night, a scheduler scans branch objects on Allps-i to identify missing client information in Mobiloan. This data is then extracted and applied to Mobiloan to keep client records current and accurate.

Manual Mapping

For data not related to clients or loans, you need to manually fill out a spreadsheet with specific information.

Non-client and non-loan data requires manual input into a spreadsheet using designated fields.

1. Addresses

2. Areas

3. Agents

4. Employers

5. Notes

Transactional data is not imported into mobiloan. We advise that you collect from all accounts before continuing the import in Mobiloan.

For more information on the import process, contact [e-mail]