Product Feature Guide
Table of Contents
Introduction
The Top Menu is located at the very top of the platform and is constant regardless of where you are in the system. Depending on your User permissions, some of the above sections may not be visible. (i.e. Manager Portal).
Company Logo & Headers
The user can move to different sections of the platform by clicking on the menu headers directly to the right of the logo which may consist of: Pipeline View, Reports, Manager Portal, and Settings. The section you are in is visually indicated by a colored line beneath the name of the header.
Company Logo - The company logo will appear when it has been uploaded in the Manager Portal under the Settings section. If no logo is uploaded, it will default to the FundMore logo. For more information on the logo see our product feature guide Company Settings.
Pipeline View - The Pipeline View allows users to easily view all applications assigned to them, unless they have wider access permissions to view/edit deals beyond their assigned deals. This section provides a quick and concise overview of the applications, allowing users to track the current stage of each application and view their qualifying information such as applicant type (company or individual), applicant name(s), other stakeholders, status, subject property address, loan amount, loan number, deadline to accept date, closing date, broker, and application source (Ingested from Filogix, Ingested from Velocity, Ingested from Lendesk, Cloned, Uploaded From PDF or Manually Created). For more information on the Pipeline View, see our product feature guide: Pipeline View PFG.
Reports - The Reports page comes with standard canned reports created by FundMore.ai and can also include any customized reports the lender has created. The page defaults to the Number of Deals by Stage report. A report section can consist of the Reports Search Box, Canned Reports Header and List, Report Title, Report Charts/Graphs, Data Table, and Filter Section. Our reports are generated by Power BI (Click the Power BI link to learn more).
Our canned reports consist of: Fund Report, Number of Deals by State, Deal Amount by State and Date, Deal Amount by Date, Deals By State, Closed Deals by Broker, Deals by Brokerage, Deals by Underwriter, Decline Reasons, Deals by Brokerage, Margin Report, Margin Pipeline and Sankey Diagram.
Note: Reports are customized for each implementation and as a result, your environment may differ from what is described here.
Depending on your role and associated permissions, you may or may not have the ability to access Reports.
Manager Portal - The Manager Portal houses all sections in which the lender can tailor the platform to their individual needs. This is where much of the configuration takes place, directly influencing the system’s functionality. Key areas of customization encompasses Conditions, Products, Broker and Lawyer Management, amongst others. The Manager Portal can only be accessed by users with the appropriate permissions. For further information, refer to the respective Product Feature Guides for each section.
Settings - The User Profile and Settings is specific to the user signing into the platform. In this section you can find the User Profile, User Settings, View User Preferences, and the MFA Settings.
The User Profile section contains all details pertinent to account access, including profile picture management.
The User Settings houses the user’s visual preferences, notification settings, and shows how the user preferences were configured in the Manager Portal.
The MFA Settings houses the user’s Multi-Factor Authentication (MFA) and SMS security settings.
Icons
On the top far right corner of the menu, you will find the following icons: Search, Help, Notifications, Notes, Language, and Profile Icon.
Search
Allows you to search for a specific application. You can search by applicant name(s), phone number(s) and the subject property address.
The display changes, as you type, to show just the results that match your search criteria. Simply remove the entered text to re-display data for all active borrowers.
Help
Clicking on the ‘Help’ icon will take you to the FundMore.ai Help Page.
Our help page provides a deeper understanding of the platform with a large knowledge base and various product feature guides on how to use the system. Our documentation is organized into three categories. When you click on each category, you will find a list of documents specific to that category. If you are not sure where to look, you can also search using keywords. As you type, the system will provide a list of relevant guides for you to reference.
Manager Portal - The contains documentation for all sections within the Manager Portal. It would be relevant for users that have access to that section of the system, and are responsible for the configuration of your system.
User Interface - This section provides documentation for all areas of the system that are not part of the Manager Portal. It is relevant for users who interact with the system on a daily basis, such as Underwriters. Here, users can find information and resources to support their day-to-day tasks and operations within the platform.
Troubleshooting Guide - The is a valuable resource for users experiencing system issues. It serves as a self-help guide that we strongly encourage users to consult before reaching out to support. By referring to this guide, users can explore possible solutions and resolve their issues quickly and independently.
Note: While there is an option to search in French, we have not yet uploaded any French documentation.
Notifications
We have moved this section to it’s own Product Feature Guide. Navigate to the Notification PFG for information relating to notifications.
System Notes
The Notes section provides a space within the platform for users to jot down important information unrelated to any specific application. These notes are accessible to all users, fostering collaboration and easy information sharing. Furthermore, notes can seamlessly be transitioned into applications, with the ability to map data items from a note to specific fields within an application.
Sample Use Case for Notes: An underwriter is in the middle of evaluating an application when they receive a call from a broker discussing a potential deal. With notes, they can keep their existing file open, access the Notes section, and jot down details about the broker’s deal. When the deal materializes, the underwriter can return to the note, extract relevant information, and import it into an application.
To use this feature, click the “Notes” icon located in the top menu bar. A drop-down menu will appear consisting of: a search box, a list of existing notes, an add new note button, and a toggle button to show only non-attached notes.
Search box - In the top left corner of the drop-down menu, you will find the search box. Here, you can enter text or keywords that are related to the notes you have previously created. All notes that match your search criteria will be displayed in the list below.
Show only non-attached notes toggle - Use the toggle located in the top right corner to display only the notes not linked to any applications. To view unattached notes, slide the toggle to the right. To return to the default view, slide the toggle to the left.
Sorting Notes - Column headers can be used to sort the list in ascending or descending order. Simply click on the arrow to the right of the header title. When the arrow is facing upwards the list is sorted in ascending order. When it is facing downwards, the list is sorted in descending order. When you sort the list, the arrow in the column of which you sorted will hold in place to indicate what your sort criteria was.
Line Arrow - Located on the far right of each line on the list. When the arrow is clicked, you will enter the note within that line to view, edit, map, and convert to an application.
Inline Ellipsis - This ellipsis has three options: convert to application, attach to application and delete.
Attach to Application - Selecting this allows you to attach the note directly to the application notes section of an existing application.
Delete - To delete a note, click the inline ellipsis. A drop down will appear, select the delete option and the note will be deleted.
Convert to Application - When you select the "Convert to application" option, it directs you to the Create a Manual Application template. The "Convert to application" button is linked to the same permission as “Create Manual Application”.
Upon clicking "Convert to Application," you will be directed to the Manual Application page where your notes seamlessly transition into the Application Notes box. This action automatically copies your notes into the Manual Application notes, mapping any specified fields. This ensures that upon conversion, the application is created with all relevant information accurately mapped (with data into designated fields and notes into the application notes).
Note: This feature is disabled if your organization does not support Manual Application Creation.
While in the Manual Application view, you have the option to click on the “Show Note” button, enabling you to review your notes alongside the content in the Application Notes box.
You can scroll through the application form to verify that your mapped fields have indeed been mapped and fill in any additional required information.
After submission, your application is created and visible in the Pipeline View, with the application source denoted as Manual Application.
When accessing the dashboard of the application, you will find that the application notes have been copied over to the Notes section of the dashboard, and the fields you mapped are accurately populated as intended.
From this point onwards, you can proceed with your application process as required.
Add a New Note Button - Used to create a new note.
The new note page consists of: Note Name, Text Box, Mapped Value Search Box, Add a New Mapped Value Button, and Convert to Application Button.
Note: When you enter a note to edit/view the same items appear.
Name - A title/short description of the note.
Text Box - Input field to enter information, as needed. The text entered in this field can also be used for mapping. To map data to a field in an application, highlight the text you wish to map. In the pop-up that appears, select the field or category you want to map the value to.
Mapped Value Search Box - In the top right corner, you will find a search box where you can enter text or keywords that are related to the previously created mapped values. As you type, all mapped values containing the search text/keywords will be displayed in a list below.
‘Add a New Mapped Value’ button - When the button is clicked, a drop down will appear. Enter the data for the value you want to map and the field you want to map it to. Then, click the ‘Add mapped value’ button.
Note: Both 'Value' and 'Field' are required fields.
Mapped Value List and Headers - You can sort the list by clicking the arrows next to the headers. When the arrow is pointing up the list is sorted in ascending order, and when the arrow is pointing down the list is sorted in descending order. To delete a mapped value, click the inline ellipsis and select the ‘Delete’ option. The Mapped value will be deleted.
Edit a Note - To edit a note, click on the arrow (
View a Note - Click the arrow (
Language Icon
Users have the option to switch between English and French languages according to their preference. By default, the system is set to English. To work in French, simply click on the language icon and select "Français".
Note: Text fields within the LOS will not auto translate. These fields will need to be completed in French or English by the user.
Note: Quebec province indicator will default to French. The indicator for the other Canadian provinces will default to English.
User Profile & Settings
When the user selects the Profile Icon/Image, a drop down will appear. From the drop-down menu, users have the option to select "User Profile", which will take them to their User Profile and User Settings, or "Logout", which will log them out of the platform. See User Profile Product Feature Guide for more details on this section.