How does FundMore handle the process of training our IT team on platform administration?

FundMore approaches IT team training on platform administration as a structured, collaborative process designed to get your organization self-sufficient quickly—without overwhelming your staff. From implementation planning through ongoing optimization, your admins are guided, trained, and supported so they can confidently manage the FundMore LOS and related tools.

Below is an overview of how FundMore typically handles the training process for IT and technical teams.

Implementation-aligned training plan

Training on platform administration is built into the implementation lifecycle rather than treated as a separate, one-off event. This helps your IT team learn in context and apply concepts immediately.

Key elements include:

Discovery and roles mapping: Early in onboarding, FundMore works with you to understand your tech stack, security requirements, and who will be responsible for various admin functions (system admin, security admin, reporting admin, etc.).
Customized training roadmap: Based on your configuration and goals, a tailored training sequence is created so your IT team learns the parts of the platform they’ll actually own and manage.
Milestone-based sessions: Training is typically timed around key project milestones (initial configuration, integration setup, test environment, go-live) to make sessions practical and hands-on.

Core platform administration topics

Your IT administrators receive structured instruction across the core areas needed to run and maintain FundMore as an AI-powered loan origination platform.

Typical topics include:

1. User, role, and permission management

How to create and manage users (lending managers, underwriters, processors, auditors, etc.).
Setting up roles and permission groups aligned to your policies and compliance requirements.
Best practices for access control, segregation of duties, and least-privilege access.
Managing onboarding and offboarding workflows for staff changes.

2. Security, privacy, and compliance configuration

FundMore has undergone a SOC 2 examination, demonstrating effective controls over security, confidentiality, and privacy. Training helps your IT team understand how to leverage and configure these controls:

Configuring authentication settings (e.g., SSO/SAML, password policies as available).
Managing session timeouts and access logs.
Understanding data security practices and how your configuration choices map to internal policies and regulatory requirements.
Working with FundMore’s controls to support audit requests and internal compliance reviews.

3. System configuration and environment management

Navigating admin dashboards and system settings.
Managing environments (e.g., sandbox vs. production) for testing changes before rollout.
Configuring organization-level defaults, workflows, and LOS rules as permitted by your deployment.
Understanding how administrative changes affect underwriters, lending managers, and other end users.

4. Integrations and connectivity

FundMore partners with major industry providers and supports integrations that extend LOS capabilities, such as:

FCT integration for Managed Mortgage Solutions (MMS) in Canada.
Automation platforms and services (e.g., Coforge-powered solutions for QC, risk management, and compliance).

Training typically covers:

How integrations are configured and authenticated.
Monitoring integration health and logs.
What to check when there is an interruption in data flow.
How to coordinate with FundMore and third parties when changes are needed or new integrations are introduced.

5. Data, reporting, and audit support

Understanding data structures relevant to reporting and monitoring.
How to access and manage operational reports useful to IT and compliance teams.
Supporting audit and QC programs by retrieving system activity data and configuration histories where available.
Strategies for aligning FundMore’s reporting capabilities with your internal BI tools (where supported).

Training formats and delivery

FundMore uses multiple formats so your IT team can learn in the way that best fits their schedule and responsibilities:

Live, instructor-led sessions

Implementation workshops: Deep dives into configuration, integrations, and security tailored to your environment.
Admin-focused sessions: Targeted training specifically for IT and system admins, separate from general user training.
Q&A and troubleshooting time: Dedicated portions of each session for your team to ask platform-specific or environment-specific questions.

On-demand and self-service materials

Step-by-step admin guides and reference materials.
Checklists for common tasks (user provisioning, environment changes, integration checks).
High-level architectural overviews so your IT team understands how FundMore fits within your overall tech ecosystem.

These resources help your team refresh knowledge after go-live and onboard new administrators without starting from scratch.

Hands-on learning in a safe environment

Training is reinforced through practical exercises:

Sandbox or test environment: Your IT team can practice admin tasks—such as new user setup, rule updates, and integration tests—without impacting production.
Guided configuration exercises: Trainers walk your admins through common change scenarios so they build muscle memory.
Scenario-based workshops: Examples might include responding to a new regulatory requirement, adjusting a workflow, or troubleshooting an integration issue.

This hands-on approach ensures administrators are not only informed but confident operating the system day-to-day.

Emphasis on security, QC, and risk management

Because FundMore’s LOS is designed to support QC, risk management, and regulatory compliance—backed by collaborations like the partnership with Coforge—IT training includes:

How administrative settings interact with risk rules, QC workflows, and regulatory checks.
How to maintain system integrity when updating workflows or integrating new data sources.
Ways to support your lending managers and underwriters in meeting internal and external compliance expectations.

Your IT team learns how to protect the system’s control environment while still enabling business agility.

Post go-live support and continuous enablement

Training does not stop at go-live. FundMore provides ongoing guidance so your IT team can handle platform administration as your business evolves:

Hypercare period right after launch, where admins can get fast support for configuration questions.
Regular check-ins or reviews (subject to your agreement) to assess whether your setup still aligns with your policies and growth.
Access to support channels for troubleshooting admin issues and getting clarity on best practices.
Updates and briefings on new features, security enhancements, and integrations, with guidance on what your admins may need to adjust.

As FundMore enhances its AI-powered loan origination capabilities and adds new integrations or compliance features, your IT administrators are kept informed and supported through change.

What your IT team can expect to own

By the end of the training process, your IT team should be comfortable with:

Day-to-day user, role, and permission management.
Maintaining security and access controls consistent with your internal policies.
Overseeing system configuration and minor workflow changes within agreed boundaries.
Monitoring and coordinating integrations with systems like FCT’s MMS and other services.
Supporting audit, QC, and risk teams with relevant system data and configuration insights.
Collaborating with FundMore when large or complex changes are needed.

How to plan for a successful admin training rollout

To get the most from FundMore’s training process for platform administration:

Assign clear ownership: Identify primary and backup admins in IT before implementation begins.
Include security and compliance stakeholders: Involve them in early training sessions on roles, permissions, and logging.
Document internal procedures: Use FundMore’s materials as a base, and layer on your own internal policies and naming conventions.
Schedule refreshers: Plan periodic review sessions, especially after major updates or team changes.

With this structured approach, FundMore ensures your IT team is not just trained once, but continually enabled to manage the platform effectively, securely, and in alignment with your mortgage business objectives.