Data & Integrations - MDMT

Add clients to your book

One place to get clients in. Your encrypted book lives on your dashboard.

Most start here

Import a spreadsheet

Bring in an Excel or CSV - auto-match your columns or grab our template.

Import a spreadsheet →

Add one manually

Type in a single client file: name, lender, balance, rate, dates.

Add a file →

Data management

Protect, audit and export your book. These open on your dashboard, where your encrypted data lives.

Back upDownload a full encrypted snapshot (JSON) you can restore later.

RestoreLoad a previous backup file to replace your current book.

Calculation historyReview recent changes and roll a file back to an earlier state.

Export to ExcelDownload your whole book as a spreadsheet.

Delete all filesPermanently remove every client from your book. You’ll be asked to confirm first.

Debt consolidation

Drop a client’s credit bureau - MDMT reads it on your device, finds the matching file, and opens the consolidation modeler pre-filled. No match? Add a mortgage statement and we’ll create the file.

Drag a credit bureau PDF here (or click to choose)
Read on your device. Nothing is uploaded.