What migration means
Migration is moving your data from the old system to the new one. For a lender, that means customers, contracts, payment histories, and balances. It is the riskiest part of any platform change.
Solifi has moved many portfolios, given its long history. But every migration is custom work. The vendor's experience does not remove your need to plan.
The numbers must tie out
After migration, your totals must match the old system to the penny. Total receivables, contract counts, and delinquency buckets must all tie. Tie-out means the numbers agree.
Ask the vendor how tie-out works. Ask who signs off. Ask what happens when a contract does not map cleanly.
What to ask Solifi
- How many migrations from our current system have you done?
- Is migration a fixed price or time and materials?
- How many test migrations are included before the real one?
- What is the rollback plan if go-live fails?
- Who validates balances, us or you?
Start your readiness list now
You can start before you pick a vendor. Clean data migrates faster and cheaper. Use the checklist below to track the work.
The contracts that will not map
Every portfolio has odd contracts: weird payment schedules, old fee types, one-off amendments. These are the records that break migrations.
Ask the vendor how exceptions are handled, and ask for a written exception process before you sign. The answer tells you more than any project plan.
Interactive tool
Migration readiness checklist
Track the work that makes any platform migration faster and cheaper. Your answers stay in this browser. Nothing is sent or stored.
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Want the full worksheet set? Open the partner tools.
Migration readiness checklist
- Contract count and total receivables are known.
- Data fields are mapped from old system to new.
- Dirty records are identified and assigned for cleanup.
- Payment histories are complete for active contracts.
- A tie-out report template is agreed.
- A rollback plan is written.
- Two test migrations are scheduled.
Sources
- Solifi — Equipment finance checked 2026-11-05
- Solifi — Financial institutions checked 2026-11-05
- Solifi acquires Leasepath (news, July 2025) checked 2026-11-05
- Stonebriar extends contract with Solifi (news) checked 2026-11-05
Based on public product documentation. We have not tested a private account. Landscaping Equipment Financing LLC is an independent commercial equipment finance broker, not a lender, and not affiliated with any software vendor listed here.