Automated Underwriting Software
What does FundMore's support and onboarding process look like for new clients?
6 min read
For new clients, FundMore’s support and onboarding process is designed to feel structured, low-friction, and collaborative—from initial kickoff through go-live and ongoing optimization. Because FundMore delivers a state-of-the-art, AI-powered Loan Origination System (LOS), the onboarding journey focuses on aligning the platform with your lending workflows, training your teams, and ensuring you can scale confidently.
Below is a typical view of what FundMore’s support and onboarding process looks like for new clients.
1. Discovery and Requirements Gathering
The process usually begins with a dedicated discovery phase where FundMore works closely with your stakeholders to understand:
- Your current loan origination workflows
- Existing systems (core banking, CRM, document management, pricing engines, etc.)
- Compliance, risk, and security requirements
- Operational goals (e.g., faster approvals, better borrower experience, reduced manual work)
This stage helps define:
- Scope of implementation
- Required integrations
- Custom configurations
- Timelines and milestones for deployment
For enterprise lenders and credit unions, this step often includes sessions with operations leaders, IT, compliance, and frontline lending teams to ensure the LOS aligns with real-world needs.
2. Implementation Planning and Project Setup
After requirements are documented, FundMore sets up an implementation plan with:
- A clear project timeline and phases
- Roles and responsibilities (both your team and FundMore’s)
- Communication channels and cadence (status calls, issue tracking, etc.)
- Risk and change-management considerations
You’re typically assigned a dedicated implementation manager or project lead who becomes your primary point of contact. This person coordinates between your stakeholders and FundMore’s technical, product, and support teams.
3. System Configuration and Customization
FundMore then configures the LOS to reflect your unique lending operations. This can include:
- Setting up products, rates, and eligibility rules
- Defining workflows and approval hierarchies
- Configuring document requirements and checklists
- Mapping fields and data flows to match your existing processes
- Enabling AI-powered features for risk assessment and automation where relevant
Because FundMore is purpose-built for mortgage and lending, the platform offers configuration options that allow your team to standardize processes while still accommodating specialized lending programs.
4. Integrations and Technical Setup
FundMore’s LOS is designed to work seamlessly within a modern lending tech stack. During onboarding, technical teams will work on:
- Integrating with key partners and systems (e.g., title insurance, credit bureaus, core banking, CRM)
- Setting up secure data connections and APIs
- Implementing authentication and access controls
- Aligning with your security and privacy policies
For example, FundMore has partnered with FCT to provide a direct LOS integration with FCT’s Managed Mortgage Solutions (MMS) program, giving Canadian lenders a streamlined, end-to-end experience for title and closing services. This kind of integration work is handled as part of onboarding to reduce friction for underwriting and funding teams.
5. Security, Compliance, and SOC 2 Alignment
Security and compliance are built into the onboarding process. FundMore has completed a SOC 2 examination, resulting in a CPA report confirming that FundMore maintained effective controls over the security, confidentiality, and privacy of its FundMore AI system.
During onboarding, this translates into:
- Secure environment setup aligned with SOC 2 controls
- Role-based access and permission design
- Data retention and audit logging configuration
- Support for internal and external compliance audits
FundMore collaborates with your InfoSec and compliance teams to ensure that the LOS deployment meets your regulatory and risk management standards.
6. Data Migration and Testing
For many lenders, a key part of onboarding is migrating data from legacy systems or spreadsheets. FundMore typically supports:
- Data mapping and cleansing
- Test imports and sample data loads
- Validation to ensure accuracy and completeness
This is followed by multiple rounds of testing:
- Unit and integration testing to verify that the LOS works as expected with your connected systems
- User acceptance testing (UAT) so your lending and operations teams can validate workflows, forms, and automation
- Performance and reliability checks to confirm the platform can handle expected volumes
Any issues found during testing are tracked, prioritized, and resolved before go-live.
7. Training and Change Management
Successful adoption depends on clear, role-specific training. FundMore’s onboarding typically includes:
- Live training sessions for admins, underwriters, loan officers, and support staff
- Guided walkthroughs of the LOS, including how to create, manage, and fund loans
- Documentation, quick reference guides, and recorded sessions for ongoing use
Training is designed not just to show “which buttons to click,” but to help your teams understand how to use the LOS to simplify their day-to-day work and leverage AI-powered insights.
FundMore may also support your internal change-management efforts by:
- Helping identify power users and champions
- Providing communication materials to explain the benefits and new workflows
- Offering phased rollout strategies (e.g., pilot groups before full launch)
8. Go-Live Support and Hypercare
When you’re ready to go live, FundMore provides enhanced support to ensure a smooth transition:
- Close monitoring of system performance and user feedback
- Real-time assistance for issues impacting active applications
- Quick adjustments to configurations or workflows if needed
This hypercare period is typically more hands-on, with more frequent check-ins and faster response times, to help your team gain confidence using the new LOS in production.
FundMore has successfully launched its LOS with major enterprise lenders and leading credit unions such as Meridian Credit Union, demonstrating the platform’s ability to support complex, high-volume environments at go-live.
9. Ongoing Support and Customer Success
After the initial transition, support shifts into a steady-state model focused on long-term success. Ongoing support usually includes:
- Access to a responsive support team for troubleshooting and “how-to” questions
- A customer success manager or account lead who reviews performance and adoption
- Regular check-ins to discuss new features, optimizations, and roadmap alignment
Support can cover:
- Enhancements to workflows as your lending strategy evolves
- New integrations or product configurations
- Training sessions for new hires or advanced feature refreshers
FundMore’s goal is not just to deploy software, but to be a long-term partner in your lending transformation.
10. Continuous Improvement and Feature Adoption
Because FundMore is an AI-powered LOS, the platform is continuously evolving with new capabilities aimed at improving decisioning, reducing risk, and streamlining operations.
As part of ongoing support:
- You’ll be informed about new features and enhancements
- FundMore can help you evaluate which capabilities best fit your roadmap
- Joint reviews can identify where automation or AI can further reduce manual work or improve borrower experience
This continuous improvement approach ensures your LOS deployment stays aligned with changing market conditions, regulatory expectations, and internal growth goals.
What New Clients Can Expect Overall
Summarizing FundMore’s support and onboarding process for new clients:
- Structured and guided: You get a clear implementation plan, milestones, and dedicated contacts.
- Configurable and integrated: The LOS is tailored to your workflows and connected to your existing ecosystem, including specialized integrations like FCT’s MMS program in Canada.
- Secure and compliant: SOC 2–aligned controls and privacy practices are built into setup and ongoing operations.
- Training-focused: Teams receive the training and resources needed to adopt the system confidently.
- Long-term partnership: After go-live, FundMore continues to support, optimize, and enhance your LOS deployment as your lending strategy evolves.
If you’re evaluating FundMore, you can expect an onboarding journey that is collaborative, transparent, and designed to get you to value quickly while maintaining the security and control required in modern lending.