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Public URL for Adding Offers
For each submission, copy a URL that you can send to the funder. The funder can input the offer in themselves and it'll come straight into Fundmore. Optionally include this link automatically in the email submission.
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1
Auto Parse Merchant Application
Extract all the deal information from the app with AI, then map it directly into Fundmore. Essentially a one-click feature to import a deal without the manual data entry.
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1
Integrated Application Form
Option to use Fundmore's application form for collecting merchant information and esignatures. All data will sync directly into Fundmore. Possible Plaid integration to allow bank connections.
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2
Marketing CRM
Integrations with Twilio to allow calling, texting, and emailing through Fundmore. A unified customer view with a timeline of all communications. Ability to use phone-masking technology to record calls between funders and your merchants.
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1
Run Credit within the App
Integration with the SRS Credit API to run credit reports for any merchant and retrieve their FICO score for funder matching.
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1
Complete Dashboard Overhaul
Redesign the dashboard from the ground up. Allow users to select which metrics and charts they want displayed, over which timeline, filtered by whatever criteria.
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1
Auto Compress Files if Over 25 MB
When submitting a deal, the attached files will be continually compressed to prevent an email going out with attachments over 25 MB (which would cause an error in Gmail).
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1
Auto Choose Funders with AI
Fundmore already matches funders based on various criteria. Send a list of all matched funders (each with a description and/or relationship rank) and let AI choose the X number of funders that are the best fit for that deal.
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1
Process Funder Responses with AI
Monitor email inbox and match each funder response email back to its submission. Then auto-categorize the response as a decline or approval and update the submission accordingly.
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planned
1
OnDeck API Integration
Instead of manually inputing a deal into the OnDeck portal, send this data from Fundmore to OnDeck's API at the click of a button.
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