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Free on Growth & Enterprise plans

Switch to LendAutomate in Under 30 Days.
Zero Data Loss. Zero Downtime.

A dedicated migration specialist handles everything — from data audit to go-live — so your team never misses a beat.

Get Your Free Migration Plan See How It Works
< 30days
Average time to go live
100%
Data integrity guaranteed
0hrs
Downtime during cutover
60days
Post-launch support included
Free Download

10 Things to Do Before Switching Your Lending Platform

A one-page migration checklist covering data audit, compliance prep, staff training, and go-live day — everything you need to switch platforms without disruption.

We Migrate From

We have dedicated migration playbooks for the three most common private lending platforms.

Mortgage Automator
Native export format supported
See comparison →
The Mortgage Office
Full data wizard integration
See comparison →
LendingWise
API + CSV extraction
See comparison →

How Migration Works

A structured 5-step process designed to move your entire operation with zero disruption.

01

Data Audit & Mapping

Days 1–3

Your dedicated migration specialist audits your existing data structure — loans, borrowers, documents, payment history — and maps every field to LendAutomate's schema.

  • Full export from your current platform
  • Field-by-field mapping document
  • Data quality report with gap analysis
  • Sign-off before any data is moved
02

Parallel Import & Validation

Days 4–10

We import your data into a staging environment and run automated validation checks. You review a sample set and approve before anything goes live.

  • Staging environment with your real data
  • Automated integrity checks (zero data loss)
  • Side-by-side comparison report
  • Your sign-off required to proceed
03

Configuration & Training

Days 11–20

We configure your workflows, user roles, document templates, and integrations. Your team gets live training sessions tailored to your lending operation.

  • Workflow and automation setup
  • User roles and permission configuration
  • Document template migration
  • Live training sessions (recorded for reference)
04

Go-Live & Cutover

Day 21–30

We schedule a low-risk cutover window, typically over a weekend. Your old system stays read-only for 30 days post-launch as a safety net.

  • Weekend cutover to minimise disruption
  • Old system read-only for 30 days
  • Real-time monitoring during cutover
  • Dedicated support line for first 72 hours
05

Post-Launch Support

Days 31–60

Your migration specialist stays on for 30 days post-launch to handle edge cases, answer questions, and ensure your team is fully productive.

  • Dedicated Slack channel with your specialist
  • Weekly check-in calls
  • Priority support ticket queue
  • Transition to standard support at day 60
Data Guaranteed
Automated integrity checks on every record before cutover.
Dedicated Specialist
One point of contact from day 1 through day 60.
No Re-entry
Your team never types the same data twice.
30-Day Safety Net
Old system stays read-only post-launch for peace of mind.

Migration FAQ

Get Your Free Migration Plan

Tell us about your current setup. We'll send you a personalised migration timeline within one business day — no commitment required.

No commitment required. We'll respond within one business day.

Ready to See LendAutomate First?

Book a 30-minute demo and we'll show you the platform live — and walk through what your migration would look like.

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