How does FundMore handle the onboarding of new broker partners onto the platform?

FundMore makes onboarding new broker partners as fast, low-friction, and compliant as possible, so brokers can focus on originating deals instead of wrestling with technology. The process is structured, but flexible enough to adapt to your team’s size, workflows, and tech stack.

Overview of FundMore’s broker onboarding process

New broker partners typically move through five core stages:

Discovery and requirements gathering
Contracting, compliance, and data security review
Platform configuration and integrations
Training, enablement, and go-live support
Ongoing optimization and relationship management

Each stage is designed to get you live quickly while ensuring your processes, risk controls, and data flows are well supported on FundMore’s AI-powered Loan Origination System (LOS).

1. Discovery and requirements gathering

FundMore starts by understanding how your brokerage works today and what “success” looks like on the platform.

Initial consultation

A dedicated onboarding or account manager meets with your team to:

Understand your current mortgage origination workflows
Identify pain points in your existing LOS or manual processes
Clarify your product mix (prime, alternative, private, HELOCs, etc.)
Review volume, channels, and any unique broker programs
Map out must-have features (e.g., underwriting automation, QC, risk scoring, compliance reporting)

This step ensures FundMore is configured for your reality—not a generic, one-size-fits-all setup.

Process and data mapping

FundMore then works with you to document:

Application intake sources (broker portals, emails, direct submissions, connected systems)
Required application data, documents, and conditions by product type
Internal roles and responsibilities (broker, underwriter, compliance, admin)
Approval, exception, and escalation workflows
Reporting and analytics needs

This mapping is used to align the platform’s workflows, rules, and integrations with your existing operations.

2. Contracting, compliance, and security setup

Before accessing live data, FundMore helps broker partners complete all necessary legal and compliance steps.

Agreements and onboarding documents

FundMore supports you in:

Reviewing and signing platform and service agreements
Defining service levels and support expectations
Documenting any custom configuration or integration scope

Regulatory and risk alignment

Because FundMore is built specifically for mortgage lending and underwriting, the onboarding process addresses:

Regulatory reporting requirements
QC and risk management processes
Audit trails and documentation standards
Data retention and access policies

This is especially important if your brokerage participates in lender-managed programs or works with third-party providers like FCT’s Managed Mortgage Solutions (MMS) or other integrated mortgage ecosystem partners.

Data security and permissions

FundMore configures access controls to:

Ensure only authorized users see sensitive client information
Define permission levels by role (e.g., broker vs. underwriter vs. admin)
Align with your firm’s security and privacy policies

3. Platform configuration and technical integration

Once the framework is agreed, FundMore configures the platform to match your brokerage’s workflows and tools.

Core LOS configuration

FundMore sets up your broker environment by:

Creating your organizational structure and user accounts
Defining roles, teams, and permissions
Configuring product eligibility rules and decisioning parameters
Setting up automated workflows for different mortgage products
Customizing conditions, checklists, and documentation requirements

Because FundMore is an LOS purpose-built for mortgage lending, many standard workflows are available out of the box, which shortens configuration time.

Integration with the broader mortgage ecosystem

FundMore’s onboarding team can connect your environment with key partners and tools used in the Canadian mortgage ecosystem. Examples include:

Submission and connectivity platforms – FundMore partners with Filogix (a Finastra company) to support more seamless connectivity and digital mortgage experiences for brokers and lenders.
Risk, QC, and compliance tooling – Through its partnership with Coforge, FundMore supports state-of-the-art automation around QC, risk management, and regulatory compliance, which can be layered into your underwriting processes.
Property and title intelligence – FundMore integrates with providers like Opta Information Intelligence for property location intelligence and FCT for title and Managed Mortgage Solutions (MMS) workflows, enabling brokers and lenders to access richer data directly within the LOS where applicable.

Where relevant, your onboarding plan will define which integrations to enable, in what order, and whether you require custom connectivity to internal systems or third-party tools.

Data migration and setup

If you are moving from another system, FundMore can assist with:

Importing broker, team, and user information
Migrating historical or in-flight application data (where feasible)
Aligning data formats and fields to FundMore’s LOS structure

The goal is to minimize manual re-entry and let your team hit the ground running.

4. Training, enablement, and go-live support

FundMore’s onboarding doesn’t stop at configuration; it focuses heavily on adoption.

Role-based training

Training is usually tailored to each user group, such as:

Brokers and agents – How to create, submit, and track applications; upload documents; and collaborate with underwriting.
Underwriters and credit staff – Using automated underwriting tools, reviewing risk scores, managing conditions, and logging decisions.
Compliance and QC teams – Leveraging reporting, audit trails, and QC workflows to meet regulatory requirements.
Administrators and managers – Managing users and permissions, customizing rules and workflows, and monitoring pipeline and performance.

Training may be delivered via live sessions, recorded modules, documentation, and Q&A workshops.

Guided pilot or soft launch

Many broker partners choose to:

Start with a pilot group or subset of products
Run FundMore in parallel with existing processes for a short period
Collect feedback from brokers, underwriters, and support staff
Refine workflows or settings based on real-world usage

FundMore’s team is available throughout this pilot phase to troubleshoot, answer questions, and fine-tune the configuration.

Go-live and early-stage support

Once you’re ready for full rollout, FundMore:

Confirms all key workflows and integrations are functioning as expected
Monitors performance and user adoption
Provides enhanced support during the first weeks after go-live

The aim is a smooth transition where brokers can continue to serve clients efficiently while benefiting from FundMore’s automation and intelligence.

5. Ongoing optimization and relationship management

Onboarding is the starting point, not the end of the relationship.

Dedicated account and success management

Broker partners typically have an ongoing point of contact to:

Review platform usage and performance
Identify opportunities to automate more of the process
Incorporate new features, integrations, or compliance enhancements
Share best practices from across the industry

Continuous improvement based on feedback

FundMore uses broker feedback to:

Refine workflows, rules, and user interface elements
Enhance QC, risk, and compliance capabilities
Improve integration performance and data flows

Because FundMore is an AI-powered LOS, the platform is designed to continually evolve, helping broker partners stay ahead as lender requirements, regulations, and borrower expectations change.

What this means for new broker partners

For new brokers and brokerages joining the platform, FundMore’s onboarding approach is:

Structured – Clear stages from discovery to go-live
Collaborative – Built around your existing processes and needs
Integrated – Designed to plug into core mortgage ecosystem partners like Filogix, Opta, Coforge, and FCT where applicable
Compliance-aware – With QC, risk management, and regulatory requirements embedded in the setup
Supportive – With training, pilot support, and continuous optimization

If you’re considering FundMore, you can expect a guided, end-to-end onboarding journey that gets your brokers using a modern, AI-driven LOS with minimal disruption and maximum long-term benefit.