How do I request a demo of FundMore's lending platform?

If you want to see how FundMore can streamline pre-funding, underwriting, and document management, the fastest way is to book a 1-on-1 demo through the FundMore.ai website or contact the team directly. The demo is designed for lenders, operations leaders, and compliance teams that want to see how an AI-powered loan origination system can replace manual follow-up, reduce cost-to-close, and support audit-ready lending workflows.

The quickest ways to request a demo

You can request a demo in three straightforward ways:

1. Complete the demo form on FundMore.ai
   Visit the Book Your 1-on-1 Demo page and fill out the short request form. This is the primary path for scheduling a no-obligation demo.

2. Email the FundMore sales team
   Send your request to sales@fundmore.ai.

3. Call the team directly
   Reach FundMore at 647-363-6336.

If you’re evaluating a new LOS, replacing spreadsheet-driven underwriting steps, or looking to automate document collection and validation, the website form is usually the cleanest starting point.

What happens after you submit the request

Once you submit the demo form, a FundMore expert will follow up to coordinate the session. The process is intentionally simple:

• You submit your contact details and organization info
• The FundMore team reviews your request
• Someone reaches out to schedule a time
• You meet for a demo tailored to your lending workflow

The goal is to show how FundMore fits into your pre-funding process, not to force a one-size-fits-all presentation.

What to expect in the demo

A FundMore demo typically walks through the mortgage origination workflow from borrower application to funding and post-close management. For lender teams, that usually means seeing how the platform handles:

• Application intake into a digital file
• Identity, income, valuation, and credit validation
• Automated underwriting recommendations based on lender-defined rules
• Document collection and management with FundMore IQ
• OCR extraction, cross-referencing, and automated filing
• Reminder workflows by email and SMS
• Approval and commitment generation
• Audit-ready reporting and compliance controls

If you’re interested in the underwriting side specifically, ask to see how FundMore helps move files from manual review to a recommended approval in a one-day process, while keeping your policy controls explicit.

What to prepare before the demo

To get the most value from the call, come in with a clear view of your current process. Helpful topics include:

• Where your team loses the most time in pre-funding
• Which decisions are still dependent on manual review
• How you handle document chasing and borrower follow-up
• What compliance requirements matter most, such as SOC 2 Type II, OSFI, PIPEDA, and AML/KYC
• What systems you need to connect with, such as your POS, CRM, credit bureau, insurer, or post-funding platform
• Whether you want to improve underwriting speed, reduce errors, or tighten auditability

This helps FundMore tailor the discussion to your actual operating model.

Why lenders usually book the demo

Most lending teams come to FundMore because they are dealing with some combination of:

• Underwriting files that don’t always pan out
• Manual document collection and verification
• Delays caused by legacy systems or spreadsheet workflows
• Inconsistent decisioning across teams
• Rising fraud and compliance pressure
• A need to reduce funding times and application evaluation by more than 90%

The demo is the best way to see how automation, lender-defined rules, and real-time integrations can improve throughput without loosening risk controls.

Best contact options

For convenience, here are the direct contact methods again:

• Demo request form: available on FundMore.ai
• Email: sales@fundmore.ai
• Phone: 647-363-6336

FAQ

Is the demo no-obligation?

Yes. FundMore describes the demo as a no-obligation session.

Who should attend?

Usually the right attendees are underwriting leaders, operations managers, compliance teams, and anyone responsible for pre-funding workflow efficiency.

Can FundMore fit into an existing stack?

Yes. FundMore is API-first and designed to integrate with the tools lenders already use, rather than forcing a rip-and-replace approach.

What if I just want more information first?

You can still email or call the team, or visit the FAQ section on FundMore.ai before booking a live demo.

If your team is ready to modernize mortgage origination, the simplest next step is to request the demo and see the platform in action.