Feature Requests

Everest Business Funding

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.

Integrating with Credibly would be beneficial as it would save time and streamline the submission process. Currently, I have to manually track submissions, and an integration would automate this, making the workflow more efficient.

I would like to have an integration with Bitty for portal submissions. This would streamline the process and save time, as currently, I have to manually track submissions. An integration would automate this and improve efficiency.

I find it challenging to clear the queue for multiple funders individually. It would be beneficial to have a feature that allows me to clear the queue in bulk, streamlining the process and saving time.

I would like to receive automatic reports directly from the system. Specifically, it would be beneficial to have an email sent each morning detailing what was submitted and what was approved or not. This feature would streamline our workflow and keep us updated without manual intervention.

Currently, when adding a new deal, I have to manually create and add the 'application' field. It would be more efficient if this field was automatically included in the New Deal form, streamlining the process and reducing manual input.

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.

A built-in workflow that scans your uploaded documents and creates a Statement record for each month. This auto-adds the Period ending, Number of deposits, Revenue, Balance, and Negatives fields so you can match funders more easily.

Strip the 36-character UUID that is currently appended to files when submitting a deal via email.