The word does too much work
Every platform in this market claims to integrate with Filogix. The claim is almost always technically true and almost never specific, because "integration" covers at least four arrangements that behave nothing like each other in daily use.
Roughly, from weakest to strongest:
1. Export and import. You produce a file from one system and load it into the other. This is integration in the sense that a photocopier integrates two filing cabinets. It works, on a schedule, with a human in the middle.
2. One-way push. System A sends to system B automatically. Better, and it solves half the problem: whatever your team does in B is invisible to A, so someone re-keys, or the two drift apart quietly.
3. Two-way sync on a subset. Both directions, automatic, but only on selected fields — usually the obvious ones like name, amount and status. Sounds like the real thing until you find that the field your process depends on is not in the subset.
4. Two-way sync with conflict resolution. Both directions, broad field coverage, and a defined rule for what happens when the same field changes in both places before the sync runs. This is the only version that lets a team genuinely work in either system.
The questions that resolve it
Ask these four, and ask for specifics rather than adjectives:
How many fields, and can I see the list? A number without a list is a marketing figure. What you actually need to know is whether your fields are covered — the ones your process depends on, which are usually not the obvious ones.
Which direction does each field flow? Some fields are legitimately one-way. That is fine when it is deliberate and documented, and a problem when nobody can tell you.
How fast? "Real time" and "nightly" are both integrations. Only one lets an agent edit in one system and take a call about it from the other five minutes later.
What wins when both sides change? This is the question that separates a real implementation from a demo. If the answer is a shrug, you will find out what wins during your first month, on a live file.
Why re-keying is worse than it looks
The cost of one-way sync is not the typing. It is that the same fact now exists in two places with no authority between them, and every downstream decision inherits that ambiguity.
A renewal date that was updated in the CRM but not the deal system means the renewal campaign fires on the wrong month, or not at all. A borrower's corrected income in the application that never reached the CRM means the next conversation is had against stale information. A commission calculated from a loan amount that was revised after submission is simply wrong, and nobody notices until an agent queries their statement.
Each of these is small. Collectively they are why brokerages describe their data as "a bit messy" and then spend a week cleaning it before any migration.
The Filogix case specifically
Filogix Exchange is the submission rail the Canadian market runs on, and no reasonable evaluation proposes leaving it. What varies is what your working surface does with it.
Mortgage360 syncs with Exchange across 1,047 fields in both directions, with conflict resolution and an audit trail on each change, so an edit in either system is reflected in the other and you can see what changed, where it came from and when. That is the fourth arrangement above, and it is the reason changing your daily surface is not a change to your lender connectivity — covered in more detail on the Filogix integration page and in Mortgage360 vs Filogix Expert.
It is also worth understanding the distinction between Expert and Exchange before you evaluate anything, because they are frequently conflated: Filogix Expert vs Filogix Exchange sets out which is which.
What to do with the answer
If a vendor gives you specifics — field counts you can inspect, directions per field, a sync interval, a conflict rule — you are talking to someone who has built the thing.
If you get "fully integrated" three times in a row, ask them to show you an edit made in one system appearing in the other, live, during the demo. It is a thirty-second test and it settles the question completely.