Bring your existing book in — tested, reconciled and reversible.
Moving systems is the step lenders worry about most. Amortivo imports your book in a set order, lets you test-run every file, reports errors row by row and can roll back any import — so you go live only when the numbers match.
Step by step
- Export from your current systemContacts, loans with balances at cut-over, lender history, payments and documents.
- Map the columnsColumns matched automatically; save the mapping for next time.
- Test-runEverything is checked and rolled back; download the error report.
- Import and reconcileImport for real, compare against your old figures, roll back if needed.
What changes
- A controlled, low-risk move
- Go live only when it reconciles
- No re-keying your book
Used by
- Owners
- Administrators
- Implementation teams
Capabilities
Ordered imports
Contacts, loans, lender history, transactions, documents.
Cut-over balances
Loans imported with principal, interest paid to and arrears as of a date.
Test runs
Nothing saved until you're ready.
Error reports
Row-by-row, downloadable.
Rollback
Undo any import from the history.
Documents ZIP
Folders matched to loans and contacts.
Questions about data migration
Can an import be undone?
Yes. Every import can be rolled back from the import history, in reverse order.
Works together with
CRM & contacts
A CRM built for private lending: borrowers, guarantors, lenders, brokers and lawyers with calls, emails, SMS, notes, tasks and documents on one timeline.
Learn more →The loan file
One page per loan: balance, next payment, arrears, terms, fees, borrowers, properties, lenders, documents, renewals and a full status history.
Learn more →Trust ledger
A trust ledger posted automatically from payments, advances and distributions, with sub-ledgers for each lender, the company, borrower reserves and holdbacks.
Learn more →See your loan book in Amortivo.
A 30-minute walkthrough with your own scenarios — origination to investor payout.