
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
