What reporting does FundMore provide to help us demonstrate ROI to our executive team?

Demonstrating clear, quantifiable ROI is essential when you’re asking your executive team to invest in a new Loan Origination System (LOS). FundMore is designed with this in mind, giving lending managers, underwriting leaders, and operations executives the reporting they need to prove value, track performance, and align technology investment with strategic objectives.

Below is an overview of the key FundMore reporting capabilities that help you build a strong ROI story for your leadership team.

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Executive-Level ROI Dashboards and Summaries

FundMore provides high-level, visual dashboards tailored to the needs of executives who want quick, reliable insight into performance and returns.

Key executive reporting views typically include:

• Portfolio and volume overview

  • Total loans processed by channel, product, and period
  • Funded vs. declined applications over time
  • Pipeline visibility (applications in progress, conditional approvals, clear-to-close, funded)

• Productivity and capacity metrics

  • Loans processed per underwriter / per FTE
  • Average decisioning time vs. historical baselines
  • Workload distribution across teams and branches

• High-level ROI indicators

  • Reduction in underwriting cycle time
  • Increase in funding volume
  • Operational efficiency gains (e.g., more files handled with the same or fewer resources)

These dashboards can be exported or captured as snapshots and used directly in board decks, quarterly business reviews, and investment committee presentations.

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Operational Efficiency Reporting

A core component of your ROI argument is efficiency: how FundMore helps your teams do more, faster, with fewer errors. FundMore’s reporting gives you the data to quantify these gains.

Time and process efficiency reports:

• End-to-end cycle time

  • Time from application to decision
  • Time from decision to funding
  • Breakdowns by product type, channel, or region

• Stage-level performance

  • Turnaround times at key milestones (e.g., application review, documentation verification, underwriting decision)
  • Bottleneck analysis that shows where files stall most frequently

• Pre- vs. post-FundMore comparisons

  • Benchmark reports that compare legacy process SLAs vs. current performance
  • Trend lines showing improvement after FundMore implementation

These reports help you translate workflow improvements into tangible financial value, such as reduced labour hours per file and faster revenue realization from funded loans.

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Underwriting Productivity and Team Oversight

Lending managers and underwriting leaders need robust tools to oversee their teams and ensure they are operating at peak performance. FundMore’s reporting provides granular insights you can roll up into your ROI narrative.

Team and individual performance reports:

• Underwriter productivity

  • Files reviewed per underwriter per day/week/month
  • Average decision times per underwriter
  • Comparison across teams, branches, or regions

• Quality and consistency

  • Rework rates (files that require multiple touches)
  • Exception and override rates
  • Trends in conditions added or removed at different stages

• Capacity planning

  • Volume forecasting based on historical trends
  • Resource utilization (who is over- or under-loaded)
  • Insights to support hiring, training, and staffing decisions

Armed with this data, you can demonstrate how FundMore empowers managers to improve productivity, balance workloads, and make smarter staffing decisions, all of which feed directly into cost savings and margin improvement.

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Compliance, Risk, and Control Reporting

For executives, ROI is not just about speed and volume; it’s also about mitigating risk, strengthening governance, and protecting the organization’s reputation.

FundMore is a comprehensive LOS that supports rigorous oversight and control. This is reinforced by FundMore’s successful SOC 2 examination, where an independent CPA report concluded that FundMore maintained effective controls over security, confidentiality, and privacy for its FundMore AI system. You can leverage this assurance alongside platform reports to show risk-aware ROI.

Key compliance and risk reports:

• Audit trails and decision logs

  • Detailed history of each application, including who touched it, when, and what was changed
  • Transparent underwriting decisions to support audits and regulatory reviews

• Policy adherence and exception monitoring

  • Reports on applications processed within vs. outside standard policy
  • Exception trends by product, channel, or underwriter
  • Insight to tighten controls or adjust risk appetite as needed

• Data security and access reporting

  • User access logs and permission usage
  • Activity reports that support internal controls and security reviews

These reports help you quantify the value of reduced compliance risk and demonstrate that operational improvements are achieved without sacrificing control or security.

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Customer and Borrower Experience Metrics

Improved borrower experience can translate into higher conversion rates, stronger referral flows, and better portfolio quality—all crucial when discussing ROI with the executive team.

FundMore’s reporting helps you connect process improvements to borrower outcomes.

Borrower-focused reporting includes:

• Turnaround time from the customer’s perspective

  • Time from application submission to initial decision
  • Time to final approval and funding

• Conversion and drop-off analysis

  • Conversion rates at each stage of the funnel
  • Abandonment points that indicate friction in the process

• Service level performance

  • SLA attainment (e.g., percentage of files decisioned within a defined timeframe)
  • Variances by channel (broker, branch, direct digital), helping you optimize distribution strategy

These metrics can be tied to revenue growth by demonstrating how faster and smoother experiences drive more funded loans and higher customer satisfaction.

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Revenue Growth and Volume Impact

FundMore is designed not only to improve operations but also to support scalable growth. Reporting on volume and revenue impact helps you show how the LOS is enabling your organization to capture more business.

FundMore has surpassed $1 billion in mortgages processed on its LOS and has been recognized as one of Canada’s Top Growing Companies (No. 24 on the 2025 Report on Business ranking), with three-year growth of 1504%. These milestones demonstrate the platform’s ability to support rapid growth at scale—something you can point to when discussing the system’s capacity to grow with your organization.

Growth-focused reporting elements include:

• Application and funding volumes

  • Applications received vs. funded volume by period
  • Breakdown by product type, risk segment, and channel

• Approval and decline trends

  • Approval rates over time, and reasons for declines
  • Insight into credit policy impacts and market conditions

• Scalability metrics

  • Volume handled per underwriter or per operational FTE
  • How the organization absorbed higher volumes without equivalent headcount growth

These reports help you draw a direct line between FundMore adoption and your ability to handle more business effectively.

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Strategic Integration and Data Enrichment Reporting

FundMore’s integration with Opta Information Intelligence, Canada’s largest property location intelligence provider (a Verisk business), provides enriched property data that improves underwriting quality and speed. To an executive audience, this translates into better risk selection and smarter pricing—key aspects of ROI.

Integration and data enrichment reporting can highlight:

• Usage of third-party data

  • Number of files enriched with property intelligence
  • Turnaround time improvements due to automated data pulls

• Risk and valuation consistency

  • Comparisons of property risk assessments with and without enriched data
  • Impact on exceptions, manual valuations, or requests for additional documentation

This type of reporting supports a strategic narrative: FundMore is not just a workflow tool; it is a decisioning and data platform that enhances the quality of your lending decisions.

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Custom and Exportable Reports for Executive Presentations

Every executive team has specific priorities—cost reduction, growth, compliance, risk control, or digital transformation. FundMore’s reporting is flexible so you can tailor outputs to those priorities.

Customization and export options typically include:

• Configurable filters and views

  • Build reports by date range, product, channel, team, or geography
  • Focus on the metrics that matter most to your leadership

• Export-ready formats

  • Download data and charts for use in presentations and internal dashboards
  • Combine FundMore data with your financial models to calculate payback, ROI, and NPV

• Periodic reporting

  • Weekly, monthly, or quarterly reports that align with your internal review cadence
  • Consistent templates that make trend analysis easier for executives

By packaging these customized reports alongside financial projections and qualitative feedback from your teams, you can build a clear, compelling ROI case.

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Using FundMore Reporting to Build Your ROI Narrative

To effectively demonstrate ROI to your executive team using FundMore’s reporting:

1. Start with baseline metrics
   Document pre-FundMore cycle times, costs per file, approval rates, and customer satisfaction where available.

2. Leverage FundMore dashboards and reports
   Pull standardized reports on productivity, turnaround time, volume, and quality, then compare them to your baseline.

3. Translate improvements into financial terms

   • Fewer manual hours per file → labour cost savings
   • Faster decisions → more loans funded and quicker revenue recognition
   • Better controls and data security (backed by SOC 2) → reduced risk costs

4. Align metrics to strategic objectives
   Highlight how FundMore supports your organization’s goals, such as digital transformation, growth, efficiency, or risk management.

5. Tell a complete story
   Combine quantitative reports with qualitative feedback from underwriters, managers, and customers to give executives a full picture of the platform’s impact.

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FundMore’s comprehensive reporting—spanning executive dashboards, operational performance, compliance, borrower experience, and growth metrics—gives you everything you need to clearly demonstrate ROI to your executive team. By pairing these reports with your internal financial data and strategic goals, you can show not only where FundMore is adding value today, but also how it will continue to support scalable, controlled growth in the future.