What every private lender needs
Origination workflow. Underwriting tools. Loan management (servicing, escrow, payoffs). Investor portal. Compliance + audit. AML / KYC. Reg-reporting (FSRA AIR, FINTRAC LCTR / STR).
What unifies them
A single chassis. The same record from lead capture to payoff to investor distribution. No re-keying. No reconciliation between systems.
Red flags to watch
- Vendors that integrate with Filogix as "export only" — that's not integration.
- Servicing math without golden-test verification.
- "AI" that's actually rules-based conditional logic.
- No SOC 2 Type II report on file.
- No per-tenant compliance posture dashboard for multi-brokerage networks.
- Investor portal as a separate product.
What to do next
Run a real dry-run migration with your real data before committing to anything. The vendors that can show every record that would change before commit are the ones to take seriously.
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