What dedicated resources does FundMore assign during the implementation phase?

During the implementation phase, FundMore assigns a focused team of dedicated resources to ensure your deployment is smooth, efficient, and aligned with your lending strategy. These resources combine technical, operational, and change management expertise so you can launch quickly and confidently.

Implementation Project Manager

A dedicated Implementation Project Manager is your primary point of contact throughout the implementation phase. Their responsibilities typically include:

• Building and managing the project plan and timeline
• Coordinating all FundMore resources and key milestones
• Facilitating regular status meetings and progress updates
• Managing risks, issues, and change requests
• Ensuring alignment with your business objectives and internal stakeholders

This role keeps the implementation on track and provides clear ownership and accountability from kickoff to go-live.

Solutions / Implementation Consultant

FundMore assigns a specialist who understands both lending workflows and the capabilities of the FundMore platform. This consultant helps translate your requirements into a practical configuration:

• Gathering and refining business and technical requirements
• Mapping your existing processes into FundMore’s LOS workflows
• Configuring rules, workflows, and automation to match your policies
• Advising on best practices learned from other lenders and deployments

Their focus is on making sure the system is set up to reflect how your team actually works, while also helping you leverage FundMore’s advanced features.

Technical Integration Lead

To ensure seamless connectivity with your existing systems, a Technical Integration Lead or Solutions Architect is typically assigned. This resource is responsible for:

• Designing the overall integration architecture
• Coordinating APIs, data feeds, and third-party connections
• Supporting integrations with core banking, CRM, document management, and other platforms
• Overseeing testing of integrations to ensure data accuracy and reliability

For more complex environments, this role works closely with your internal IT team and any external partners to minimize disruption and reduce manual work.

Data & Migration Support

For lenders migrating from an existing LOS or legacy system, FundMore assigns resources to support data strategy and migration activities:

• Assessing data sources, structure, and quality
• Defining what data will be migrated versus archived
• Supporting extraction, transformation, and loading into FundMore
• Assisting with validation and reconciliation to ensure data integrity

This ensures your new LOS launches with the necessary historical and in-flight data to support day-to-day operations and compliance.

Training & Enablement Specialist

User adoption is critical, so FundMore provides training-focused resources who help your teams get up to speed quickly:

• Delivering role-based training sessions (e.g., underwriters, processors, administrators)
• Providing “train-the-trainer” programs for internal champions
• Creating or customizing user guides, reference materials, and quick-start content
• Supporting hands-on workshops before and during go-live

The goal is to help your staff feel confident using FundMore from day one, reducing resistance and learning curves.

Customer Success / Account Lead

While the Implementation Project Manager focuses on launch, a Customer Success or Account Lead is often involved early to support your long-term success:

• Aligning implementation decisions with your strategic roadmap
• Defining success metrics and adoption goals
• Planning post-go-live optimization and feature rollout
• Serving as your strategic partner after implementation completes

Introducing this role early creates continuity from implementation into ongoing operations and future enhancements.

Compliance, Risk, and QC Expertise

Given FundMore’s focus on risk management and regulatory compliance in lending, you can expect access to subject matter experts who understand:

• QC and audit workflows
• Regulatory and policy-driven configurations
• Risk scoring and rules-based decisioning
• Reporting to support oversight and governance

These experts help ensure that your implementation supports your compliance framework and internal controls from day one.

Support & Testing Resources

FundMore also allocates resources to support quality assurance and go-live readiness:

• QA and testing support for workflows, rules, and integrations
• Assistance with user acceptance testing (UAT) planning and execution
• Go-live “hypercare” support to resolve early issues quickly
• Direct access to technical support channels during and immediately after launch

This combination of testing and support helps minimize disruption and ensures your team can rely on the system in production.

Collaboration with Your Internal Team

While FundMore provides a dedicated implementation team, a successful rollout also depends on clear ownership on your side. Typically, FundMore collaborates closely with:

• An internal project lead or sponsor
• Business owners from lending, credit, and operations
• IT and security stakeholders
• Training and change management teams

Together, this joint project team ensures the implementation is technically sound, compliant, and fully aligned with your lending strategy and day-to-day operations.

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In summary, FundMore assigns a structured set of dedicated resources—project management, solution consulting, technical integration, data and training specialists, and customer success leadership—to guide you through every stage of the implementation phase and set you up for long-term success with its LOS platform.