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

When you introduce a new loan origination platform, your IT team needs more than a quick demo—they need confidence, control, and clear processes for day‑to‑day administration. FundMore structures platform administration training to give your internal team exactly that: hands-on expertise, documented procedures, and ongoing support so they can own the environment long term.

Training approach and philosophy

FundMore’s training for IT administrators is designed around three core principles:

Role-based learning – Focused on what administrators actually do: user management, configuration, integrations, security, and monitoring.
Progressive enablement – Start with foundational knowledge, then advance into configuration, automation, and optimization as your team becomes more comfortable.
Embedded into implementation – Training is woven into the onboarding and configuration project, so your team learns on your real environment, not a generic sandbox.

The result is a structured, repeatable process that turns your IT team into internal subject-matter experts on FundMore platform administration.

Onboarding and discovery with your IT team

Before formal training starts, FundMore typically runs a discovery phase with your IT and security stakeholders. This is where:

Your administrative roles and responsibilities are defined (e.g., system admin, security admin, reporting admin).
Existing access control, compliance, and audit requirements are captured.
Integration points and ownership (e.g., LOS, CRM, data warehouse, SSO, middleware) are mapped.
Any change management policies (e.g., release windows, approval workflows) are taken into account.

These inputs guide the training curriculum so that sessions are tailored to your environment and governance, not just generic platform overviews.

Structured admin training curriculum

FundMore usually delivers training as a series of focused modules, each mapped to specific admin capabilities. Sessions can be remote or on-site, depending on your implementation plan.

1. Platform foundations for IT administrators

This first block ensures your IT team understands the platform’s architecture and operational model:

How the FundMore Loan Origination System (LOS) is structured (tenants, environments, roles).
Overview of AI-driven automation, QC, and risk tools, in partnership with providers like Coforge and FCT.
How FundMore’s SOC 2–audited controls support your security, confidentiality, and privacy requirements.
Environment strategy: sandbox vs. production, release management, and configuration promotion.

By the end of this phase, your IT team knows how the pieces fit together and where administrative responsibilities begin and end.

2. User, role, and permissions management

Next, admins get hands-on with access control:

Creating and managing user accounts.
Configuring roles and permission sets aligned to underwriting, funding, QC, and lending manager workflows.
Implementing least-privilege and segregation-of-duties practices.
Setting up or validating SSO and identity provider integration where applicable.
Monitoring logins, access patterns, and running access reviews for compliance audits.

Training includes real configuration exercises so your admins can practice building and adjusting roles based on your internal policies.

3. Configuration and workflow administration

FundMore is a configurable LOS, so IT admins are trained to manage and maintain that configuration without constant vendor intervention:

Setting up and updating loan products, programs, and parameters.
Administering workflows for underwriting, QC, risk, and compliance checks.
Configuring automated rules for document collection, eligibility checks, and routing.
Managing templates (emails, forms, notices) and system preferences.
Best practices for documenting changes and tracking configuration history.

This module focuses on how admins can safely introduce changes to improve efficiency while maintaining control and compliance.

4. Integration and data management training

Because many lenders rely on a connected ecosystem, FundMore provides technical training on integrations and data flows:

Overview of supported integrations (e.g., credit bureaus, title insurance providers like FCT, QC and risk platforms via Coforge, core banking, CRM, and other third-party systems).
Managing and monitoring API connections and webhooks.
Handling data mapping, error handling, and testing for integration changes.
Approaches to reporting and data export for BI tools or data warehouses.
Guidelines for data retention, backup, and archival in line with your policies.

FundMore works with your IT team to establish operational runbooks so integration issues can be identified and resolved quickly.

5. Security, compliance, and audit readiness

Given FundMore’s SOC 2 background, security and compliance are central in admin training:

Understanding FundMore’s SOC 2 controls and how they align with your internal policies.
Configuring security settings: password rules, session timeouts, IP allowlists, and other controls.
Using platform tools to support regulatory compliance and QC / risk management automation.
How to access and interpret audit logs, activity history, and configuration change tracking.
Preparing evidence for internal and external audits (e.g., user access reports, configuration snapshots).

This module is particularly valuable for organizations with strict regulatory and audit frameworks.

6. Monitoring, performance, and incident handling

IT administrators are responsible for keeping the platform running smoothly. FundMore trains them on:

Monitoring system status and health.
Recognizing and triaging incidents (availability, performance, integration issues).
Escalation paths and interaction with FundMore support teams.
Using logs and admin dashboards to diagnose common issues.
Planning for maintenance windows and change freezes during peak lending periods.

FundMore helps you define SLAs, escalation procedures, and communication templates to standardize incident management.

Hands-on practice and sandbox environments

To reinforce learning, your IT team typically gets access to a dedicated sandbox environment where they can:

Test role changes, new workflows, and integration adjustments safely.
Rehearse upgrade or configuration rollout procedures.
Run simulations for incident response and failover scenarios.

Training sessions often incorporate live exercises in this environment so that admins practice doing the work, not just watching it.

Documentation, playbooks, and admin guides

Alongside instructor-led training, FundMore provides documentation designed specifically for admins:

Administrator guides for user management, security, configuration, and integrations.
Step-by-step playbooks for common tasks (e.g., onboarding new teams, updating workflows, rotating keys).
Change control templates and checklists to align with your governance model.
Reference materials highlighting how FundMore’s AI, QC, and risk tooling fit into your broader tech stack.

These materials support both new hires and cross-training within your IT organization.

“Train-the-trainer” model for scaling knowledge

Many lenders prefer to centralize expertise in a small group of platform champions. FundMore supports a train-the-trainer model where:

A core group from your IT team receives deeper, advanced training.
They learn how to deliver internal training to additional IT staff and power users.
FundMore helps your trainers design internal curricula and checklists for future admins.

This approach reduces long-term dependence on the vendor and lets you scale FundMore knowledge as your team grows.

Ongoing support and continuous learning

Training does not end at go-live. FundMore typically provides ongoing resources so IT administrators can stay current:

Access to support channels for admin-level questions and troubleshooting.
Updates on new features, security enhancements, and integrations, with guidance on how to configure and roll them out.
Optional refresher sessions or advanced workshops when you adopt new modules or expand usage.
Knowledge base materials and release notes that your admins can use to keep your internal documentation up to date.

This continuous enablement ensures your team can adapt as FundMore evolves and as your lending operations change.

How this benefits your IT and lending teams

With this structured training and enablement approach, your IT team can:

Confidently manage the FundMore LOS without relying on constant vendor intervention.
Align platform configuration with your compliance, risk, and QC requirements.
Support lending managers and underwriters with efficient, well-governed workflows.
Demonstrate strong security and privacy controls, backed by FundMore’s SOC 2 environment and audit readiness.

If you’re planning an implementation or evaluating platforms, you can expect FundMore to treat IT administration training as a core component of the rollout, not an afterthought—giving your team the skills and tools they need to administer the platform effectively from day one.