Discovery workshop
Products, processes, reports and integrations documented in a shared plan.
Implementation and data migration
In short
A successful lending platform launch depends on a clear plan, clean data and a trained team. Finsora's implementation service covers discovery, product and process configuration, migration of loans, customers and payments from spreadsheets or a legacy system, reconciliation of balances, testing, training and a supported go-live.
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Implementation and data migration
Key features
Configuration
Products, rules, documents, roles and notifications set up on the platform.
Data migration
Customers, loans, schedules, payments and documents moved with mapping and cleansing.
Reconciliation
Balances and schedules compared with the source system before cut-over.
Training and go-live
Role-based training and hands-on support in the first weeks.
Who it's for
Who it's for
- Lenders replacing a legacy system
- New lenders launching
- Lenders consolidating several systems
- Portfolio acquisitions
Capabilities and integrations
- Discovery
- Data mapping
- Excel / CSV import
- Reconciliation
- UAT
- Training
How implementation works
How implementation works
01
Plan
Scope, timeline and responsibilities agreed.
02
Build
Configuration and integrations completed.
03
Migrate and test
Trial migrations, reconciliation and user acceptance testing.
04
Launch
Cut-over, hyper-care and handover to support.
Implementation and data migration
Frequently asked questions
How long does implementation take?
A standard setup can go live in a few weeks; projects with migration, several products or many integrations take longer. We agree a timeline after discovery.
Can you migrate from Excel?
Yes. Spreadsheet data is mapped, cleaned and imported, and balances are reconciled before go-live.
Who is involved from our side?
Usually a project owner, someone from operations and finance, and compliance for document review.
What happens after go-live?
Your team gets hyper-care support during the first weeks and then ongoing support under the agreed SLA.
Related solutions
Demo
See it on your use case
Request a demo – we reply within 1 business day.
- Fast to launch
- Configurable, not rigid
- Your brand
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