---
title: "FundMore AI Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about FundMore AI Software - reviews, pricing plans, popular comparisons to other Insurance Rating products and more."
source_url: "https://www.capterra.com/p/214382/FundMore-AI/"
page_type: "product"
language: "en"
---

# 

 FundMore AI Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on September 24, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)

FundMore AI

## What is FundMore AI?

FundMore.ai is an automated underwriting system that uses machine learning to streamline the Pre-Funding process for loans. The FundMore.ai platform lets you leverage customizable automation, enhance the borrower experience through analytics, reduce risk using AI, and improve your cycle times for new accounts. We are the proud winners of the CLA Fintech Innovator of the Year award 2020.

## What is FundMore AI used for?

[Mortgage](https://www.capterra.com/mortgage-and-loans-software/)[Insurance Rating](https://www.capterra.com/insurance-rating-software/)

Top alternative

Featured

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

CA$999

Per User, Per Month

Free trial  
not available

Free version not included

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

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Do you work for FundMore AI?[Manage this product listing](https://www.g2.com/products/fundmore-ai/claim_requests/new?auto=true)

## FundMore AI Overview

Updated September 2026

AI summary

FundMore AI equips small businesses in the mortgage sector with tools for loan origination, loan management, and electronic applications, supporting the entire process from pre-qualification to refinance management. With features like pipeline management, workflow automation, and integrations with credit and document platforms, it enables teams to track, assess, and advance mortgage applications across multiple devices and operating systems.

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### FundMore AI

0.0

VS.

[4.2 (142)](https://www.capterra.com/p/70671/Applied-Epic/reviews/)

Starting Price

CA$999

Per User, Per Month

Starting Price

$1000

One Time

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

3.9 (75)

Value For Money

0.0 (0)

Value For Money

3.7 (64)

Customer Service

0.0 (0)

Customer Service

4.2 (65)

## FundMore AI alternatives

[3.6 (22)](https://www.capterra.com/p/167497/Macaw/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

55%

of reviewers

rated it above 4 stars

[4.8 (48)](https://www.capterra.com/p/79849/Margill-Loan-Manager/reviews/)

Starting price

$325.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

Highest Rated

[4.9 (39)](https://www.capterra.com/p/254642/HES-LoanBox/reviews/)

Starting price

$75000.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[4.8 (288)](https://www.capterra.com/p/9277/The-Mortgage-Office/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

## FAQs about FundMore AI

Overview

### What company size and specific industries is FundMore AI built for?

FundMore AI is designed for small, mid-sized, and enterprise organizations operating in North American mortgage, lending, and fintech sectors. It suits companies in these financial services industries that need software tailored to mortgage origination, lending workflows, or fintech operations.

Features and Usability

### What are the key features of FundMore AI?

FundMore AI offers loan origination and loan management tools for residential mortgages, including electronic applications, pre-qualification, refinance management, and pricing management. It also includes pipeline management, workflow management, task management, and document management, plus client database, contact management, credit reporting, and third-party integrations.

Integrations

### Which third-party tools and platforms does FundMore AI integrate with?

FundMore AI integrates with 5 third-party platforms: Equifax, Ezidox, Finmo, Plaid, and Velocity. These catalog integrations cover credit data, document collection, and financial verification tools used in lending and mortgage workflows.

Getting Started and Support

### What training and onboarding options does FundMore AI offer?

FundMore AI provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, while documentation offers written reference material and videos provide self-paced learning for reviewing features and setup steps.

Getting Started and Support

### What customer support options does FundMore AI offer?

FundMore AI offers email/help desk, FAQ/forum, phone support, and chat. No reviewer feedback is available to describe response times, helpfulness, or common support issues, so the support experience cannot be assessed from user comments.

## Features

AI summary

Based on 226 Insurance Rating reviews

Not all mortgage software covers every feature buyers care about most. Here is what Capterra reviewers flag as essential when choosing a solution:

-   **Loan Management** (**67%** of reviewers rated this feature as critical)
-   **CRM** (**69%**)
-   **Electronic Applications** (**59%**)

FundMore AI includes **Loan Management** and **Electronic Applications**, helping mortgage teams manage loans from application through closing while making it easier for borrowers to submit information digitally. However, it does not offer **CRM**. Instead, it provides **Pipeline Management** (**56%**) and **Pre-Qualification** (**56%**), which give lenders added visibility into deal progress and help assess borrower readiness earlier in the process, allowing teams to move applications forward more efficiently and focus on qualified opportunities.

Amortization Schedule

Create a table of loan payments showing dates, amount of principal, amount of interest, and remaining balance

Client Database

Electronic storage of stakeholder contact information

Contact Management

Manage, organize, and store contact information

Credit Reporting

Report customer payment history and outstanding debts to credit bureaus

Document Management

Store, manage, and track all electronic documents in a centralized location

Document Storage

Store and organize documents in a centralized system

FundMore AI 15 features

### All Features
- Amortization Schedule: Create a table of loan payments showing dates, amount of principal, amount of interest, and remaining balance
- Client Database: Electronic storage of stakeholder contact information
- Contact Management: Manage, organize, and store contact information
- Credit Reporting: Report customer payment history and outstanding debts to credit bureaus
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Document Storage: Store and organize documents in a centralized system
- Loan Management: Distribution and delivery of funds to approved borrowers
- Loan Origination: Process of securing a loan from a bank or any other lender.
- Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
- Pre-Qualification: The initial step in the mortgage workflow
- Pricing Management: Tool used to determine accurate pricing and product eligibility for borrowers
- Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria
- Task Management: Create, manage and track all task activities and progression
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

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## Pricing

Basic

CA$999.00

Per User,Per Month

## Integrations

[

Plaid](https://www.capterra.com/p/174384/Plaid/)[

Equifax](https://www.capterra.com/p/176344/Compliance-Solutions/)[

Ezidox](https://www.capterra.com/p/198635/Ezidox/)[

Finmo](https://www.capterra.com/p/137771/Lendesk/)

Connect with a Capterra advisor for a free 15-minute consultation

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## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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