Document Management
Document Automation

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FundMore IQ document management and automation for mortgage lenders that need to collect, classify, process, validate and securely store multiple documents from their clients.

Our Product Features

Automated naming, filing and indexing

Automated Naming, Filing and Indexing

Never worry about naming, filing and indexing the documents you receive. FundMore DM automates the entire process.

Document Storage

Document Storage

Store documents for any length of time with customized data purging schedules.

Instant Notifications

Instant Notifications

Automated notifications and follow-ups to customers reminding them of any missing documents using SMS and email.

Extract Information

Extract Information

Process Documents

Process Documents

Cross-Reference Data

Cross-Reference Data

Integration with eSignature Platforms

Integration with eSignature Platforms

Easy integrations with third-party electronic signature providers for most efficient functionality.

Automated Workflows

Automated Workflows

Drastically decrease the administrative overheads of having to manually manage documents.

Protect Personal data

Protect Personal Data

Top level SSL certificate, IP blocking, data encryption, multi-factor authentication, SOC2 compliant and more.

Benefits

Increased Productivity

We can eliminate as much as 90% percent of the time it takes to file, search for or retrieve documents.

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Lower Costs

Save more than 25% savings of administration and manual processing costs with our automated document collection and workflows.

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Better Customer Experience

Improve the customer experience with loan servicing software that’s designed to expedite your approval times while reducing risk. Our platform can get your customers approved in as little as minutes.

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How Much Could You Save?

How many hours does it take to collect and process information from your customers?

*Hint - On average, mortgage application takes 8 hours. Question 1 out of 3

How many transactions does your business process per week?

Question 2 out of 3

Tell us the average hourly cost of your admin staff.

Question 3 out of 3

Your Result

Average savings from current FundMore DM customers is 75% of their total time.
With FundMore DM you could save approximately:

$

*Individual results may vary.
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Enterprise Solution

Quick & Efficient Discovery

Fundmore DM provides users with multiple ways to search and retrieve documents and data with integration partners.

Increased Productivity

We can eliminate as much as 90% of the time it takes to file, search for, or retrieve documents.

Improved Collaboration

With all documents converted to digital formats, clients, colleagues and third-party providers can collate all necessary information in a single repository and share those files on a global scale.

Stay Secure and Compliant

We’re compliant so that you can operate with ease and comfort, knowing we’ve achieved all the required certifications.

Contact Us to Learn More