Migrate with confidence
Agility Transfer
Migration of legacy data and loans into the Agility platform, enabling a secure, efficient transition while preserving critical historical information.
Overview
Agility Transfer moves legacy data and loans into the Agility platform so lenders can transition from existing systems without starting over. The migration brings loan records and their associated data into Agility in a secure, efficient process, allowing operations to continue on the new platform with the information they already rely on.
Critical historical information is preserved through the transition, so the record of what happened before the move remains available inside Agility. Teams keep continuity across the switch, and the platform becomes the single place to work from once the migration is complete.
How it works
- 1
Identify what moves
Legacy loans and the data that supports them are identified as the scope of the migration into Agility.
- 2
Transfer securely
Data is moved into the Agility platform through a secure, efficient transition process.
- 3
Preserve the history
Critical historical information travels with the loans so the record remains intact after the move.
- 4
Operate on Agility
Once migrated, the loans and their history live in Agility alongside new activity on the platform.
Capabilities
What Agility Transfer delivers.
Legacy loan migration
Existing loans move from legacy systems into the Agility platform as part of a structured transition.
Legacy data migration
The data that supports those loans moves with them, so Agility holds the complete picture from day one.
Secure transition
The migration is carried out securely, keeping sensitive lending data protected throughout the move.
Efficient transition
The process is designed to be efficient, limiting disruption to operations while the switch takes place.
Historical information preserved
Critical historical information is preserved so prior activity remains available inside Agility.
Continuity after the move
With history and current loans together on one platform, teams keep working without a gap in the record.
Best for
Lenders moving from a legacy system who need their existing loans and history carried into Agility without disruption.
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