What does a typical weekly check-in with FundMore's implementation team cover?

When you begin implementing FundMore’s Loan Origination System (LOS), weekly check-ins with the implementation team become the backbone of a smooth, predictable rollout. These sessions are structured, outcome-focused meetings designed to keep your project on track, surface issues early, and ensure your team is ready to fully leverage FundMore once you go live.

Below is what a typical weekly check-in with FundMore’s implementation team usually covers.

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1. Review of project status and milestones

Each check-in usually starts with a quick status review so everyone knows exactly where the implementation stands.

Typical topics include:

• Current phase of implementation

  • Discovery and requirements gathering
  • Configuration and setup
  • Integration development and testing
  • User acceptance testing (UAT)
  • Training and readiness
  • Go‑live and stabilization

• Milestones completed since last meeting
  The implementation team will recap what was delivered or completed (e.g., “Initial product configuration completed,” “Credit bureau integration tested,” “First group of underwriters trained”).

• Upcoming milestones and key dates
  They’ll confirm what’s planned for the next 1–2 weeks, including internal tasks for your team and dependencies on third parties (e.g., IT, compliance, external vendors).

This section keeps executives, lending managers, and IT aligned on timelines and progress.

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2. Configuration and workflow alignment

FundMore is a comprehensive LOS designed to support underwriting managers and lending teams, so a major focus of weekly check-ins is making sure the platform reflects your real-world processes.

Common configuration topics:

• Workflow design and validation

  • Loan application intake steps
  • Underwriting and approval workflows
  • Conditions, stipulations, and document checklists
  • Exception handling and escalation paths

• Role-based access and permissions

  • Underwriter, lending manager, admin, and broker roles
  • Security and privacy rules that align with your policies

• Rule configuration

  • Credit policies and decisioning criteria
  • Automated checks and flags
  • Eligibility and risk thresholds

In these discussions, your team provides feedback on how the system behaves, and FundMore’s team adjusts configuration so it supports compliance, efficiency, and your specific lending strategy.

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3. Integration planning and updates

Because FundMore is often integrated with other systems and partners, weekly check-ins typically include a dedicated integration segment.

This often covers:

• Core systems and data sources

  • Connection to your core banking or servicing platform
  • CRM, document management, or data warehouses
  • API usage and data mapping

• Third-party services

  • Credit bureaus and identity verification
  • Valuation and appraisal tools
  • Title, closing, and mortgage services (including direct LOS integration with partners such as FCT’s Managed Mortgage Solutions program, where applicable)

• Technical updates and blockers

  • Progress on API development and testing
  • Any errors or unexpected data behaviors
  • Security and privacy considerations for data exchange

This portion of the meeting ensures technical teams on both sides know what’s required and what’s coming next, reducing surprises and integration delays.

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4. Data, security, and compliance considerations

FundMore has undergone a SOC 2 examination, with an independent CPA report confirming effective controls over security, confidentiality, and privacy of its AI system. Weekly check-ins often include time to align this framework with your internal governance requirements.

Typical discussion points:

• Security posture and access controls

  • How user access is provisioned and audited
  • Multi-factor authentication and session management
  • Data segregation between business lines or regions

• Privacy and data handling

  • How borrower data is stored, transmitted, and retained
  • Handling of sensitive documents in the LOS
  • Deletion, retention, and export policies

• Compliance workflows

  • Steps for documenting decisions and audit trails
  • How to configure alerts or reports for regulatory reviews
  • Alignment with your internal policies and external regulations

This segment helps your risk, compliance, and IT security teams confirm that the platform and implementation approach meet your standards from day one.

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5. Training, onboarding, and change management

To get maximum value from FundMore, your underwriting managers and lending teams need to feel confident using the platform. Weekly check-ins usually include updates on training and user adoption.

Key elements:

• Training plan and schedule

  • Who is being trained (underwriters, processors, managers, admins)
  • What topics are covered in each session
  • Live training sessions vs. recorded modules or documentation

• User feedback and adoption

  • Questions or concerns raised by early users
  • Features that need more emphasis or clarification
  • Any friction points slowing down adoption

• Change management and communication

  • Internal communications to stakeholders
  • How existing processes are changing with FundMore
  • Support resources available during and after go‑live

This portion ensures your team is not just “configured” in the system, but actually equipped to use FundMore to manage and optimize their lending workflows.

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6. Issue tracking and risk management

A standing component of weekly check-ins is structured issue and risk management so problems are handled before they impact timelines or quality.

Typical components:

• Issue log review

  • New issues raised since the last meeting
  • Status of previously identified issues
  • Ownership, due dates, and next steps

• Risk review

  • Dependencies that could impact timelines (e.g., third-party approvals, internal IT capacity)
  • Regulatory or policy changes that may require configuration updates
  • Data migration or integration risks

• Mitigation actions

  • Temporary workarounds vs. permanent fixes
  • Escalations needed to unblock progress
  • Priority setting for the coming week

This structured approach allows both your team and FundMore’s implementation specialists to stay proactive rather than reactive.

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7. Metrics, reporting, and early value realization

As implementation progresses—especially closer to UAT and pilot use—weekly check-ins may start to include early performance insights.

Topics might include:

• Operational metrics

  • Application processing times
  • Underwriter workload and throughput
  • Bottlenecks in the workflow

• Quality and compliance indicators

  • Error rates or rework
  • Approval vs. decline patterns
  • Consistency of decisioning and documentation

• Reporting and dashboards

  • Which reports lending managers and executives need
  • How dashboards can highlight productivity and risk
  • Configuring views for different roles (e.g., underwriting managers vs. executives)

This helps lending managers see how FundMore can be used to oversee teams, drive efficiency, and manage compliance once fully rolled out.

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8. Planning the week ahead and confirming responsibilities

Every weekly check-in typically ends with a clear plan for the next 7 days.

You can expect:

• Action items and owners

  • Who is responsible for each task (FundMore vs. your internal teams)
  • Due dates and expected outcomes

• Meeting agenda for next week

  • Topics that require more time or decision-making
  • Decisions that must be made by business or IT stakeholders

• Open questions and follow-ups

  • Items that require additional information or approvals
  • Documentation or resources that will be shared after the call

This structure ensures continuity between meetings and helps everyone stay accountable.

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How to get the most from your weekly check-ins

To maximize the value of your weekly check-ins with FundMore’s implementation team, consider:

• Bringing the right people

  • A project lead or sponsor
  • Representatives from underwriting/operations
  • IT and integrations contact
  • Compliance or risk stakeholders when needed

• Preparing beforehand

  • Review status and issues on your side
  • Collect questions from end users and managers
  • Confirm decisions that can be made on the call

• Documenting outcomes

  • Keep a shared action list and issue log
  • Capture decisions that affect policy or workflow
  • Track progress week over week against your go‑live plan

With this structure, a typical weekly check-in becomes a focused, productive session that steadily moves your implementation forward, ensures your lending processes are properly supported, and sets your team up to fully benefit from FundMore’s AI-powered LOS once you go live.