Corporate and Agent Websites
Desktop and mobile websites for firms, teams and agents
State of the art mortgage calculators
Client mortgage application capture
Search engine optimization modules
Social media integration
Content management interface
Customer Relationship Management
Automatic push/pull to and from Expert
Deal flow management
Business intelligence and reporting
Document and condition management
Client document portal
Email, contact and task synchronization
Automatic digital communication (Email, SMS)
Tasks management
Loan and Deal Origination / Point of Sale
End-to-End digital mortgage application process from start to finish
Manage applications anywhere, anytime and on any device being your laptop, desktop or mobile device
Direct connect with all Filogix supported lenders
Achieve instant access to valuable client and customer data (Credit Bureau, Proof of Down Payment, Bank Statements, CRA Documents, Identity Validation and Verification)
Single Location Document Management (eSign, generate provincial and compliance documents, request documents via secure portal, upload documents and much more ...)
Payroll & Commissions Processing
Support for multiple payout models such as splits, flat fees, per deal fees or combination of all of the above
Team and agent level pay
Expense module
Direct Deposit and Pre-Authorized Debit Capabilities
Compliance integration
Reporting
