LoanCirrus Limited

Initial steps to prepare for data migration

Data Migration Step 1: Customizing Your System

Data Migration Step 2: The Excel Data Migration Template

Getting your source data into the LoanCirrus Template

Data Migration Step 3: Adding Your Data to the LoanCirrus Migration Template

Place LoanCirrus in Migration Mode so you can backdate critical transactions and get data into LoanCirrus.

Migration Mode

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Adding data into LoanCirrus and downloading your Database

Data Management

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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