Today AGORA Data is integrated with two primary dealer management systems (DMS): Frazer and DealerSocket's iDMS. What this means is that AGORA Data is equipped to handle exports directly from these two systems. Don't worry if you're using another system. We have plans to quickly integrate with many more DMS's and loan management systems (LMS) in the near future, and we also provide an AGORA standard format for upload, where data from any system can be converted over and brought into the AGORA Data application. Of course, if you have any troubles either getting data out of your DMS/LSS or converting that data to the AGORA standard format, open a support ticket here, and we'd be glad to assist!
To get started, sign in to the AGORA Data system (app.agoradata.com), and navigate to 'Upload Loans' on the left-hand side. At the top of this page you can then either select your DMS (Frazer and iDMS) or select 'AGORA' where a download link for our standard template will appear. Once you have ready either your DMS extract file or your converted AGORA format file, you can either drag and drop it onto the page or click anywhere below the 'Upload Files' line to open a file browser. If you're unsure how to generate this export file, we've posted tutorials on this process for several DMS's in our Help Center's Tutorials section. Click 'Upload' and our import process will begin, taking anywhere from seconds for smaller files to just a minute or two for larger files. You'll now either be shown a success message or an error message upon upload.
After uploading, navigate over to 'My Loans', where you can view your newly uploaded loans and ensure accuracy. This import process takes place in the background, and sometimes not all of your loans are imported instantaneously. Refresh this page from time-to-time, until the loan count has finished updating. Again, this shouldn't take more than a few minutes at most. You're now all set! Your loans are imported, and you're ready to see what AGORA Data can do for you!