Data Migration Tool – Point to Zenly
Important: Data Migrations are scheduled during normal business hours, Monday - Friday from 8 am- 6 pm CST.
Data Migration Requirements:
• Point Version 11.2 or higher on a designated Windows PC workstation.
• The designated workstation cannot be used while The Migration Tool is running.
• Windows 10 Operating System or higher.
Important Information:
• The Migration Tool cannot be run using a MAC computer or from within a parallel
environment.
• Low bandwidth and the amount of data to be migrated may increase the migration time.
• The Migration Tool does not delete the data from the hard drive or server, it copies the
data onto the Zenly servers.
• It is recommended that you back up your data prior to migration.
• The Migration Tool will migrate Fannie Mae 3.2 (.fnm) or Fannie Mae 3.4 MISMO (.xml)
files with attached documents located in Point’s Document Management.
• Documents will be migrated and stored under Documents>Stored within Zenly in a .pdf
format.
• Active Leads/Loans will be displayed on the Home Screen in Zenly.
• Any Leads/Loans/Closed/Denied files can be Archived in Zenly.
• The Migration Tool will not import documents that are in Word format.
• Data Folder do not yet exist within Zenly.
• None of the Templates below will be migrated into Zenly:
o Reports
o Loan Programs
o Closing Cost Scenarios
o Prospect/Borrower Master Templates
o Custom Forms/Letters/Email