NetLoan - Transfer to Production Overview

Overview

This article gives an overview of what needs to be done in preparation for transitioning your loans into your production account and what will need to be done once the transition has occurred.

Client Preparation

To prepare for the migration to production, it is important to delete all test loans from your sandbox environment that shouldn't be brought over to production. Please also ensure your data validation has been completed and that your Netgain implementation team has been provided access to your production account.

Transfer to Production

Your Netgain implementation team will transition your loans from your sandbox to your production environment. All settings, loan records, payment records, rate records, and customizations will be copied into your production account as they currently exist in your sandbox account.

Next Steps

• Validate the transferred loans to ensure no errors have crept in during the transition
• Go-live Call