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Data Migration

Data Migration Services to Move From Your Old LOS, CRM or Spreadsheets

Switching platforms shouldn’t mean starting over. We analyze your data, map every field, transform and clean it, and bring it into LendingWise, so your team hits the ground running on a modern lending platform, end to end.

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Illustration: loan files moving from spreadsheets, an old LOS and a CRM through a Map, Transform and Validate step into the LendingWise platform

Migrate with confidence, not guesswork

Years of loans, borrowers, investors and notes live in your current system. Moving them is the part that keeps teams on software they’ve outgrown. We take that work off your plate.

  • Data analysis

    We review your exports column by column to see what your data holds, where it’s incomplete and how it maps into LendingWise.

  • Field mapping

    Every field from your old LOS, CRM or spreadsheets is matched to a LendingWise field, or to a custom field we add for you.

  • Data transformation

    Dates, amounts, statuses and drop-down values are cleaned and converted into the right formats, so nothing lands broken.
Migrate From

From another LOS, CRM or a stack of spreadsheets

Wherever your data lives today, we bring it into one platform.

  • Another LOS

    Loan files, borrowers, properties and statuses from the loan origination system you’re leaving.

  • Another CRM

    Leads, contacts, brokers and the relationship history your sales team built.

  • Spreadsheets

    Pipelines, investor lists and servicing trackers kept in Excel or Google Sheets.

What We Migrate

Data migration across the whole platform

Data migration works for every part of your lending operation, not only the loan file.

  • CRM

    Leads, contacts, borrowers, brokers and the notes and history your team relies on. CRM software

  • LOS

    Loan files, borrowers, entities, properties, loan terms, statuses and documents. LOS software

  • Fund Management

    Funds, investors and their positions, so investor relations pick up where they left off. Fund management

  • Servicing

    Loans in servicing with their terms, so your servicing team keeps working the same book. Loan servicing

  • Draws

    Construction budgets and draw requests for the loans that are still funding. Draw management

  • Loan Guidelines

    Your loan programs and the rules each one lends by: max LTV, minimum credit score, eligible property types and more.

  • Pricing Engine

    Your pricing rules and adjustments, rebuilt in the native pricing engine. Pricing engine

  • Users & Directories

    Back office users, loan officers, agents and other parties, plus your checklists and workflows.
Built to Receive Your Data

A data model ready for your lending business

A clean migration needs a platform with a place for everything. LendingWise has one.

  • 1,000+ built-in fields

    Fields across numerous loan types for personal & business purpose loans backed by real estate, equipment & other collateral, so most of your data already has a home.

  • Custom fields

    For everything unique to your business. Custom fields work on all objects and show up in merge tags, pipeline views, the Open API and the MCP server.

  • Custom calculations

    The formulas your team runs today, rebuilt as calculations in the platform instead of in a side spreadsheet.

  • Well-structured object architecture

    Loans, borrowers, entities, properties, documents, tasks and investors are separate, linked objects, so your data stays organized as you grow.
How It Works

How data migration works

A clear path from your old system to LendingWise.

  1. 1

    Analyze

    You share exports from your current systems. We analyze the data and agree on the scope with you: modules, fields and records.
  2. 2

    Map

    We map every field to LendingWise and add the custom fields and calculations your process needs.
  3. 3

    Transform

    We clean and convert the data into the right formats, and flag records that need a decision from your team.
  4. 4

    Import & validate

    We import into your account and validate the records with you before anyone relies on them.
  5. 5

    Go live

    Your team switches over with its history in place. Pair it with implementation & training for a full transition.

Simple move? Use the built-in import tool

For straightforward data, your admins can import CSV or Excel files themselves: upload the file, map each column to a LendingWise field, review any error records and undo a bad import if needed. Sample templates help you get the format right the first time.

Scoped after data analysis

Data migration is subject to data analysis and may have a cost. It depends on the total number of modules, the number of data fields to map and how clean the data is. We analyze your data first and give you a clear scope before any work starts.

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Data migration FAQ

Can I migrate my data from another LOS or CRM to LendingWise?
Yes. Our data migration team moves your data from another LOS, CRM or spreadsheets into LendingWise. We analyze your data, map every field to the LendingWise data model, transform and clean it, then import and validate it with your team before you go live.
Can I import loans from Excel or Google Sheets?
Yes. Spreadsheets exported as CSV or Excel files can be migrated by our team, or imported by your admins with the built-in import tool: upload the file, map each column to a LendingWise field, review any error records and undo a bad import if needed.
What data can be migrated?
Data migration works across the platform: CRM, LOS, fund management, servicing, draws, loan guidelines, the pricing engine, users and more. The data analysis at the start shows what your files hold and how each part maps into LendingWise.
What if my old system has fields LendingWise doesn’t have?
LendingWise has 1,000+ built-in fields across loan types, so most of your data has a home already. Where it doesn’t, we add custom fields, which you can then use in merge tags, pipeline views, the Open API and the MCP server, plus custom calculations where your process needs them.
How much does data migration cost?
Data migration is subject to data analysis and may have a cost. It depends on the total number of modules, the number of data fields to map and how clean the data is. We analyze your data first, then give you a clear scope before any work starts.
How do you keep our data accurate during migration?
Every migration is mapped field by field, transformed into the right formats and validated with your team. You review the imported records, and we fix what doesn’t match before your team switches over.

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