Mortgage software for agents, teams, brokerages and networks: One platform, from your first licence to a national network
Mortgage software is usually bought for one firm size, so the usual growth path involves throwing a system away twice — once when you outgrow the solo tool, and again when the brokerage tool needs a migration. Mortgage360 covers all four tiers, so moving up is a change of plan rather than a change of software.
Find your shape
Under a network?
Independent pages for agents and member firms under Canada's major networks — what the platform covers, and where your network's own tools take over.
By province
Mortgage CRM by province lists each province's regulator and licensing notes in one place. Pricing for firms with several agents is broken down on brokerage pricing.
Who it suits, and who it does not
A demo that ends with “this is not for you” is a better outcome for both of us than a migration that ends that way.
A good fit if
- You are licensed in Canada and originate residential mortgages through the broker channel.
- Your follow-up, documents and renewals currently live in a mix of a CRM, email, spreadsheets and memory.
- You submit through Filogix Exchange or Velocity and want to keep doing so.
- You carry compliance for other people, as a principal broker or network, and want the records built as the work happens.
Probably not a fit if
- You originate outside Canada. The product is built around FSRA, FINTRAC, CASL and provincial rules, and assumes Canadian lenders.
- You want to stop using a submission rail altogether. Mortgage360 does not replace Filogix Exchange or Velocity.
- You are a lender looking for a core banking or adjudication system. This is broker-side software.
- You need a single-purpose tool, just a dialer or just e-signature, and nothing around it. A point product will be cheaper.
What getting started actually involves
We do not publish a standard implementation time, because it depends on the data you bring. This is the order it happens in. There are no customer case studies here yet: we publish them only once a customer has reviewed and approved the numbers.
Scope against your data
We look at an export of your actual records before quoting a timeline, because the state of the data decides how long a move takes, not a number on a pricing page.
Connect what you keep
Your email and phone provider stay yours, and Mortgage360 connects to them rather than replacing them. So does your Filogix account, as the live Exchange connection rolls out.
Set the brokerage up
Branding, users and roles, and the ready-made automations you want switched on. Brokerages and networks can use their own domain.
Move the work, then the habits
Import contacts and open files, then run live deals on it. The first renewal campaign and the first conditions chase are usually where teams see the difference.
Not sure which tier fits?
Tell us how many licensed people you have and what you are running today. We will point you at the right one — including away from us if that is the honest answer.
Who Mortgage360 is for — common questions
- Which Mortgage360 tier do I need?
- Agent if you run your own book with no one else's compliance to oversee. Brokerage once someone is accountable for other agents, commissions are split, or payroll runs. Network when you operate multiple brokerages needing isolation plus roll-up.
- Is the software different at each tier?
- No, and that is deliberate. Every tier ships the whole platform. What changes is the brokerage administration layer — oversight, commissions, payroll, recruiting — because tiers should be about managing other people, not about crippling your own work.
- Can I move up a tier as I grow?
- Yes, without migrating anything. Adding the brokerage layer to an existing agent workspace turns on the oversight features against the data already there.
- Does a solo agent really need this?
- Honestly, not always. If you close a handful of deals a year and remember every client, a cheap pipeline tool is enough. It starts paying when the number of clients you should be following up exceeds the number you can hold in your head.
- What counts as a team versus a brokerage?
- A team is producing agents working a shared pipeline inside someone else's brokerage. A brokerage has a principal broker who is accountable to the regulator for every file, which is the point at which compliance oversight stops being optional.