Close more deals. Spend less time on paperwork.
From the first lead to the funded deal — pipeline, lender intake, calculators your clients actually share, branded client portal, and the live rates that win the price-shopping conversation. Built for solo agents and multi-agent teams.
Your day on Mortgage360
One platform. Every step. From the morning pipeline review to the funded-deal celebration.
Open the dashboard. See every deal that needs you today, ranked by urgency. New leads from overnight. Renewals coming up in 60 days.
Pick the lender. Click submit. Conditions pre-mapped. Filogix synced both directions. Done in 4 clicks.
Borrowers chat with you in the branded portal. Upload missing docs. Sign disclosures. Mobile (coming soon) means it works on the bus.
Drip campaigns trigger automatically. Renewals 90 days out get re-engagement emails. Your weekend is yours.
Every deal, one workspace
The pipeline view shows every active deal — stage, owner, dollar value, days in stage, next required action. Sort by anything. Filter by everything. Move a deal forward in two clicks.
- Configurable pipelines (purchase, refinance, renewal, HELOC, commercial)
- Leads kept separate from deals — no more "lost lead" tracking confusion
- Conditions checklist per deal with owner + due-date tracking
- Document repository per deal, sorted by category, with client approval workflow
Submit to any lender — in two clicks
Keep Filogix. Gain everything else.
- 12:04:11LF → FXapplicant_1.dob1989-04-12
- 12:03:54FX → LFsubject_property.unit402
- 12:02:18LF → FXemployment.start_date2022-01-10
- 12:01:02FX → LFdown_payment.source_2$24,000
Everything a broker needs, none of the bloat
Built around the actual broker workflow — lead intake, application, conditions, submission, commitment, funding, renewal.
CRM + leads
Lead capture from your website, partner referrals, Harvey chat, paid ads. Separated from deals so attribution is clean.
Deal management
Pipelines, conditions, documents, lender submissions. The full workspace from app to fund.
350+ lender intake
Pre-mapped conditions per lender. Two-click submission with field mapping handled for you.
Filogix 2-way sync
All 1,047 fields. Both directions. Conflict resolution + field-level audit trail.
50+ calculators
Mortgage payment, affordability, LTT, CMHC, stress test + many more. Embed on your site or share results with clients.
RatePulse live rates
Canadian mortgage rates from every major lender, refreshed continuously. Embed the board on your own site.
Forms + e-sign
Brokerage-branded forms with your FSRA licence chrome. FSRA-prescribed forms render verbatim.
Compliance backstop
Automated AML / PEP / sanctions screening. ID validation with MRZ + AAMVA. Expiry sweep on every document.
Built-in dialer
Click-to-call from any contact. Recordings + AI summary auto-logged to the deal. Twilio under the hood.
Smart calendar
Google + Microsoft sync. Round-robin team booking. Pre-meeting brief auto-generated for the agent.
Branded client portal
Borrowers chat, upload, sign, see status — all in one place, with your brokerage logo + colours.
Drip marketing
Multi-step nurture sequences. Auto-trigger on lead source, deal stage, or anniversary. Pause when borrower replies.
Running a multi-agent office? You get extra.
Everything in Brokers, plus the team management surface a brokerage owner actually needs.
Team leaderboard
Funded volume, conversion rate, average days-to-fund, retention — per agent, side-by-side.
SLA enforcement
Lead untouched > 5 min? Page the agent. > 30 min? Reassign automatically. Owner sees the misses.
Lead-source attribution
Track every lead from the source ad/referral through to funded GCI. Auto-split commission per source rules.
Workflow automations
200+ trigger types. Visual rule builder + code escape hatch. Standardize your office playbook.
Brokerage forms + chrome
All client-facing forms render with your FSRA licence + logo. FSRA-prescribed forms stay regulator-compliant.
Owner dashboard
Funded volume, GCI, agent ramp time, lender mix, churn — at-a-glance for the office owner.
The assistants that work while you sleep
Three built-in assistants quietly handle the parts of your day that don't require a human touch — so you can spend your time where it matters.
Answers your borrowers in 50+ languages, 24/7. Captures documents through chat. Books appointments on your calendar. Routes to you only when needed.
Drafts your follow-up emails. Surfaces stale leads. Ranks pipeline. Suggests the next move with one click to send.
Auto-classifies every uploaded doc. Runs AML / PEP / sanctions. Validates IDs. Tracks every expiry across every deal.
Broker portal — in your pocket.
Run scenarios, check live rates, see your pipeline, message borrowers — from anywhere. iOS + Android. Join the waitlist and you'll be first when we ship.
The right tool for a Canadian mortgage broker
Mortgage360 is built specifically for the Canadian mortgage industry. FSRA / MBLAA-licensed brokers, brokerages, and team leads use the platform to run deals from first lead to funded payoff. The platform speaks Filogix natively — two-way, all 1,047 fields. It connects to 350+ lenders out of the box. It includes 50+ mortgage and property calculators you can share with your clients or embed on your site.
Built for the way you actually sell
Most CRMs were built for B2B SaaS sales, not for mortgage. They're generic. Mortgage360 is mortgage-first — pipelines that match your stages, conditions that match real lender requirements, forms that render with your brokerage chrome and FSRA licence number.
What you can do today
- Capture leads from your website, partner referrals, Harvey client chat, and paid ads — all in one inbox.
- Push complete applications to 350+ Canadian lenders with two clicks.
- Share branded calculator results with clients by email or shareable link.
- Embed Mortgage360's live rates board on your own site to capture rate-shoppers.
- Run automated nurture sequences for stale leads and 90-day renewals.
What's coming next
iOS and Android apps for both the client and broker portals are in active development. Join the broker waitlist to be first.
How to get started
Start a free 14-day trial — no credit card. Bring your existing pipeline and we'll migrate it for you (free if you're on Filogix, Salesforce, HubSpot, or have a CSV export). Or browse the pricing page to compare the Brokers and Brokerages tiers.
Try it free for 14 days
No credit card. Bring your existing pipeline. Migration is free if you're on Filogix, Salesforce, or HubSpot.