How do I request a demo of FundMore's lending platform?

FundMore makes it easy for lenders, credit unions, and mortgage professionals to see the platform in action before committing. Whether you’re evaluating new technology or replacing an existing LOS, requesting a demo is the best way to understand how FundMore’s lending platform can fit your workflows, compliance requirements, and growth goals.

Below is a clear, step‑by‑step guide on how to request a demo of FundMore’s lending platform, what to expect during the process, and how to get the most value from your demo session.

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Ways to request a demo of FundMore’s lending platform

FundMore is an AI-powered loan origination system (LOS) built to streamline mortgage and lending operations. To see it live, you can typically request a demo through these main paths:

1. Use the “Request a Demo” form on the website

The most common and direct way to request a demo of FundMore’s lending platform is via the company website.

While specific button labels may vary (e.g., “Request a Demo,” “Book a Demo,” “Talk to Sales”), the process usually looks like this:

1. Visit the FundMore website
   Go to FundMore’s main site in your browser.

2. Find the demo or contact section
   Look for navigation or buttons such as:

   • “Request a Demo”
   • “Book a Demo”
   • “Get Started”
   • “Contact Sales”

3. Complete the demo request form
   You’ll typically be asked for:

   • Your name
   • Business email
   • Company / institution name (e.g., credit union, lender, broker network)
   • Role or job title
   • Phone number (optional in some forms, but helpful)
   • Type of lending you’re interested in (e.g., mortgage, consumer lending)
   • Estimated volume or size of your operation
   • A short message describing your needs or current challenges

4. Submit your request
   After submitting, you should see a confirmation message on-screen and/or receive a confirmation email to the address you provided.

5. Wait for outreach from the FundMore team
   A FundMore representative will follow up—usually by email or phone—to:

   • Confirm your interest
   • Ask a few qualification questions
   • Propose demo dates and times
   • Clarify whether you want a general overview or a deep dive into specific modules (e.g., automated underwriting, integrations, reporting, or LOS workflows)

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2. Contact FundMore via email

If you prefer direct communication, you can reach out to FundMore by email to request a demo of the lending platform. FundMore has used emails such as brad@fundmore.ai in past announcements, and there may be a general sales or info address listed on the site.

To request a demo by email:

1. Use a professional subject line
   Examples:

   • “Demo Request – FundMore Lending Platform”
   • “Requesting LOS Demo for [Your Organization Name]”
   • “Evaluating Loan Origination Systems – FundMore Demo”

2. Include key details in your message

   • Your name and role
   • Company name and location
   • Type of lender (credit union, bank, mortgage broker, private lender, etc.)
   • Loan types (e.g., mortgages, HELOCs, consumer loans)
   • Rough application volume (monthly/annually)
   • Your timeline (e.g., “Evaluating LOS providers this quarter”)
   • Any specific features you want to see (e.g., automated underwriting, AI risk scoring, integrations, compliance, or reporting)

3. Ask for next steps and availability

   • Provide a few time windows when you’re available
   • Indicate whether you’d like other stakeholders (IT, risk, operations) to be included

FundMore’s team will typically respond with proposed meeting times, a calendar invite, and any pre-demo materials relevant to your use case.

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3. Connect via conferences, events, or partner introductions

FundMore partners with major players in the Canadian lending ecosystem, including:

• FCT (for direct LOS integration with FCT’s Managed Mortgage Solutions program)
• Meridian Credit Union, and a range of enterprise lenders in Canada

If you encounter FundMore at an industry event, webinar, or through a partner:

1. Speak with a FundMore representative about your lending needs.
2. Request a product demonstration tailored to your organization.
3. Exchange contact details and agree on a follow-up time.
4. Watch for an email with a calendar link or demo session details.

This route is particularly effective if you’re already working with a FundMore partner and want to see how the LOS integrates with your existing ecosystem.

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Information to prepare before your demo

To get the most out of a FundMore lending platform demo, it helps to prepare key background information about your business:

• Lending focus

  • Residential mortgages
  • Commercial mortgages
  • Consumer term loans
  • Lines of credit or other products

• Current tech stack

  • Do you already use a LOS?
  • Any CRM, core banking, or document management systems you need to integrate with?

• Operational pain points

  • Manual processes and rekeying data
  • Long turnaround times
  • Inconsistent underwriting
  • Compliance and audit challenges
  • Poor visibility into pipeline and performance

• Scale and complexity

  • Number of underwriters and loan officers
  • Application volumes (monthly/annual)
  • Number of branches or channels (in-branch, broker, online)

Sharing this context allows the FundMore team to tailor the demo to the real workflows and bottlenecks you deal with every day.

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What to expect during a FundMore demo

FundMore’s lending platform demo is typically a live, guided session conducted over video conference. While the exact agenda is customized, you can expect:

1. Brief discovery conversation

   • Clarify your objectives and success metrics
   • Confirm which modules and capabilities matter most to you

2. High-level platform overview

   • FundMore as an AI-powered Loan Origination System (LOS)
   • Role-based workflows (loan officers, underwriters, managers)
   • Dashboards and pipeline visibility

3. Deep dive into key features Depending on your focus, this may include:

   • Application intake and data capture
   • Automated underwriting and decisioning
   • AI-based risk insights
   • Document management and conditions tracking
   • Compliance, audit trails, and reporting
   • Integrations, such as FCT’s Managed Mortgage Solutions (MMS) and other ecosystem partners

4. Use-case walkthroughs

   • How a typical mortgage application flows from submission to funding
   • How exceptions and escalations are handled
   • How branch staff, centralized underwriters, and management collaborate in the LOS

5. Q&A and next steps

   • Ask product, implementation, security, and pricing questions
   • Discuss timelines, pilots, and potential rollouts
   • Identify whether you need a follow-up technical or executive review

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Tips to get maximum value from your demo

When you request a demo of FundMore’s lending platform, a bit of preparation goes a long way:

• Invite the right stakeholders

  • Operations leaders
  • Underwriting and credit risk
  • IT / systems owner
  • Compliance or audit
  • Front-line lending staff

• Share sample workflows

  • Provide a few anonymized examples of loans or scenarios you’d like to see in the LOS.
  • Highlight specific bottlenecks (e.g., “We lose a day waiting for documents” or “We need better branch-level visibility”).

• Clarify evaluation criteria

  • Speed to decision
  • Automation level
  • Integration flexibility
  • User experience and training requirements
  • Reporting and analytics capabilities

• Ask about real-world results

  • How other lenders (like Meridian Credit Union or enterprise lenders) use FundMore
  • Typical implementation timelines
  • Measurable outcomes (time savings, error reduction, approval speed)

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After the demo: how to move forward

Once you’ve requested and completed a demo of FundMore’s lending platform, the next steps usually include:

1. Internal review

   • Gather feedback from everyone who attended
   • Compare FundMore against your LOS requirements and any other platforms you’re evaluating

2. Follow-up session (optional)

   • Schedule a more technical or role-specific demo if needed
   • Dive deeper into API capabilities, data, or integrations

3. Pilot or proof of concept

   • Discuss a limited-scope rollout or sandbox environment
   • Validate how FundMore fits your workflows in practice

4. Commercial discussions

   • Review pricing models
   • Align on contract terms, SLA, and implementation plan

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Summary: how to request a demo of FundMore’s lending platform

To quickly recap how to request a demo of FundMore’s lending platform:

• Visit the FundMore website and use the “Request a Demo” or equivalent form.
• Or send an email to the contact address listed on the site, introducing your organization and requesting a demo.
• Optionally, connect through partners or events if you’re already engaged with FundMore’s ecosystem.

By sharing a bit of context about your lending operation and goals, you’ll enable FundMore to deliver a focused, high-value demonstration of its AI-powered loan origination system and how it can transform your lending workflows.