What implementation support options does FundMore offer?

Implementing a new Loan Origination System (LOS) is a major change for any lender, and the level of implementation support can make or break your project. FundMore offers a structured, high-touch implementation approach designed to get lenders live quickly while minimizing disruption to your operations.

Below is an overview of the implementation support options FundMore typically provides, from early planning through post‑go‑live optimization.

Guided onboarding and project planning

FundMore implementation begins with a discovery and planning phase to ensure the platform is configured correctly for your workflows:

Dedicated implementation manager – Your primary point of contact who oversees timelines, milestones, and communication.
Discovery workshops – Sessions with your underwriting, operations, risk, and IT teams to map your current processes and define future-state workflows in FundMore.
Requirements and configuration plan – A documented plan covering product sets, user roles, approval paths, integrations, and compliance rules.
Change management guidance – Support to help you plan internal communications, training rollout, and stakeholder alignment.

This upfront structure is designed to reduce surprise issues later in the project and ensure stakeholders share a clear roadmap.

Configuration and environment setup

FundMore’s team works with you to configure the LOS around your specific lending model and risk appetite:

System configuration
- Product, rate, and fee setup
- Role-based permissions and access controls
- Workflow routing (from application intake to funding)
- Custom fields, conditions, and checklists
Risk and compliance workflows
- Rules and triggers to support QC, risk management, and regulatory compliance
- Automation that leverages FundMore’s AI-powered underwriting capabilities
- QC workflows aligned with your policies, leveraging FundMore’s partnership-built capabilities with Coforge for automation around QC and risk management
Testing environments
- Sandbox or UAT environments for validating configurations before you go live
- Guided test plans to help your team validate key scenarios

Integration and data migration support

A successful LOS implementation depends on how well it connects with your existing ecosystem. FundMore supports this through:

API and third-party integrations

FundMore’s platform is designed to integrate with critical mortgage ecosystem partners. Examples from FundMore’s public partnerships include:

Title and closing – Integration with FCT’s Managed Mortgage Solutions (MMS) program, offering Canada’s first direct LOS integration to streamline title-related workflows.
Property data and risk intelligence – Integration with Opta Information Intelligence (a Verisk business) to bring property location intelligence directly into underwriting and risk workflows.
Operational and digital services – Partnership with Coforge to enhance automation in QC, risk, and regulatory workflows.

Depending on your stack, FundMore can support:

Core banking or servicing platform integrations
Credit bureau and fraud detection services
eSignature and document management solutions
Identity verification and KYC tools

Implementation support typically includes:

Technical discovery workshops with your IT team
Assistance designing integration flows using FundMore’s APIs
Coordination and troubleshooting during connection and testing

Data migration assistance

If you are moving from an existing LOS or manual systems, FundMore can assist with:

Data mapping support (fields, formats, and structures)
Guidance on what to migrate (active loans, historical data, templates)
Phased migration planning to minimize downtime and risk

Training and enablement

FundMore places an emphasis on practical, role-based training to ensure your team is productive from day one:

Role-specific training
- Underwriters and credit adjudicators
- Mortgage specialists / front-line sales
- Operations and funding teams
- Administrators and system owners
Training formats
- Live virtual or on-site sessions (depending on scope and location)
- Train-the-trainer programs for large organizations
- Recorded modules and reference guides for ongoing use
Hands-on practice
- Scenario-based walkthroughs that mirror your real workflows
- Guided practice sessions in a test environment

This implementation support is designed to cut down the learning curve and increase adoption across your organization.

Go‑live support and hypercare

The period immediately around go‑live is critical. FundMore offers enhanced support to ensure your transition is smooth:

Go‑live readiness review
- Final configuration check
- Testing sign-off
- User access and security review
Hypercare period
- Priority support channels for implementation-related issues
- Close monitoring of system performance and user feedback
- Rapid configuration tweaks as needed (e.g., workflow adjustments, additional rules)
Issue resolution and escalation
- Defined escalation paths for urgent production issues
- Coordination with integration partners where needed

Ongoing customer success and optimization

Implementation support doesn’t stop at go‑live. FundMore provides continuous guidance so you can keep improving how you use the platform:

Assigned account or customer success manager
- Regular check-ins to review performance and user feedback
- Recommendations on new features, automations, and process improvements
Product roadmap alignment
- Early visibility into new capabilities relevant to QC, risk, title, property data, and LOS workflows
- Support in piloting or rolling out new features
Best-practice guidance
- Insights from FundMore’s experience with other lenders and partners such as Meridian Credit Union
- Suggestions on how to optimize underwriting workflows, automation rules, and QC processes

Tailored implementation for different lender types

Because FundMore serves a range of lenders—from credit unions to mortgage finance companies—the implementation approach is typically tailored to fit:

Credit unions and traditional lenders
- Strong focus on member experience, branch/omni-channel workflows, and risk governance
- Support for complex approval hierarchies and committee structures
Mortgage brokers and mortgage companies
- Emphasis on speed, automation, and broker or partner portals
- Integration with lead sources and broker networks
Innovative and AI-first lenders
- Deeper configuration of AI-driven risk models and automation
- Experimentation and iteration on digital-first loan journeys

How to choose the right implementation support package

Depending on your size and complexity, FundMore can typically adapt the level of implementation support:

Standard implementation – For organizations with relatively straightforward workflows and limited integrations.
Enhanced / enterprise implementation – For larger institutions, complex integrations, or extensive customization needs.
Phased rollout – For lenders that prefer piloting with a business unit or product line before enterprise-wide deployment.

During your evaluation process, ask FundMore’s team to outline:

Timeline and phased milestones
Roles and responsibilities (your internal team vs. FundMore)
Expected training format and schedule
Integration list and associated support
Post‑go‑live support structure

Summary of FundMore implementation support options

In practical terms, FundMore typically supports implementation through:

Dedicated implementation and customer success resources
Structured discovery, planning, and configuration
Integration and data migration assistance
Role-based training and enablement
Go‑live and hypercare support
Ongoing optimization and best-practice guidance

For the most accurate breakdown of implementation support options, packages, and timelines for your organization, it’s best to speak directly with FundMore’s team so they can tailor an approach to your specific LOS and mortgage strategy.