If you frequently submit deals to the same group of funders, you can save time by creating a Funder Tag and applying it to multiple funders. This allows you to easily add them in bulk instead of selecting them one by one.
Step 1: Create a Funder Tag
Go to FundMore Settings > Tags.
Click “New Tag” and create a tag for your group of funders (e.g., "Preferred Lenders" or "High-Volume Funders").
Apply this tag to the funders you want grouped together.
Step 2: Use the Funder Tag When Submitting a Deal
Open any deal and go to the Funders tab.
Use the Filter option to search for funders by tag.
Bulk select the funders you want and click “Add to Queue.”
When you click “Submit,” the selected funders from your queue will automatically be included.
By setting up Funder Tags, you can simplify submissions and ensure consistency in selecting the right funders for each deal