For brokerages

Run the brokerage, not six disconnected subscriptions

A brokerage is two businesses at once: helping agents write more, and making sure the firm survives an audit. Most brokerages buy separate software for each and spend their week reconciling the two. Mortgage360 puts compliance, commissions, payroll, recruiting and the CRM on one record.

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Per-agent pricing that scales down as well as up. Your data stays scoped to your brokerage — never pooled.

Brokerage · command centre

Active agents

3 onboarding

Pipeline

$182M

612 deals

Compliance gaps

Across 6 files

Payout this cycle

$418k

Calculated, awaiting release

The short answer

What does mortgage brokerage management software need to do?

It has to serve the principal broker and the agents at the same time. For the principal broker that means provable compliance, accurate commission payouts and visibility across every agent's book. For agents it means a CRM good enough that they use it voluntarily — because oversight built on a system agents avoid produces confident reports about incomplete data.

FINTRAC identity, records and retention captured as part of the deal flow.
Commission splits, tiers and clawbacks calculated rather than reconciled.
Agent oversight without reading over shoulders — the record shows the work.
Recruiting and onboarding tracked from first conversation to first funded deal.
Licence and continuing-education status monitored before renewal season.
One workspace per brokerage, isolated from every other tenant on the platform.

6 → 1

Systems replaced

CRM, dialer, compliance, commissions, agent training and marketing.

Per deal

Commission accuracy

Calculated from the deal, not rebuilt in a spreadsheet.

Audit-ready

By default

Records complete as work happens, not reconstructed later.

Isolated

Tenant data

Enforced at the query layer, not just hidden in the UI.

Compliance

The audit you can pass on a Tuesday

Compliance failures are almost never a decision to cut a corner — they are a file somebody meant to come back to. The fix is not more diligence, it is a system where the record cannot quietly go missing and the gaps are visible while there is still time to close them.

Brokerage-wide view of every outstanding item, by file and by agent.
FINTRAC identity verification captured with the method used and the date.
Statutory retention handled by the system rather than by a folder convention.
Immutable audit log — every change attributed to a person and a timestamp.
Export a complete evidence pack for a regulator without rebuilding it.

Compliance · needs attention

C/
Chen / Wu · M. Bell
ID verification expires in 9 days
9 days
Of
Osei family · A. Okonkwo
Source of funds outstanding
Overdue
N·
Nakamura · S. Lin
Record complete
Clear
C·
Clarke · M. Bell
Record complete
Clear

Commissions

Payouts that agents do not need to check

Every hour a principal broker spends explaining a commission statement is an hour lost twice — once doing it and once in the trust it costs. When the split is calculated on the deal and the agent can see the arithmetic, the conversation stops happening.

Splits, tiers and thresholds applied per deal, automatically.
Volume-based structures that step up when an agent crosses a level.
Clawbacks when a funded deal later falls apart.
Agent-facing statements showing exactly how the figure was reached.
Reconciles to the brokerage ledger without a parallel spreadsheet.

Payout cycle · August

Gross commission

$612k

34 funded deals

Agent payouts

$418k

Calculated

Brokerage share

$194k

After splits

Clawbacks

$8.2k

2 deals unwound

Agent oversight

Know which agents need help before the quarter ends

Most brokerages find out an agent is struggling when their funded volume arrives at month end — far too late to change it. Leading indicators live in activity: calls made, leads answered, files stalled. Those are visible daily.

Activity and pipeline per agent, comparable across the brokerage.
Response-time tracking against your service standard.
Stalled-file counts by agent, so coaching targets the real problem.
Licence and continuing-education status ahead of renewal deadlines.
Impersonation with consent and a full audit trail, for genuine support.

Agents · needs coaching

MB
M. Bell
14 stalled files · avg reply 4h 12m
Review
AO
A. Okonkwo
Licence renews in 41 days · CE 8/12
CE due
SL
S. Lin
Top quartile · 9 min avg reply
Strong
DN
D. Nguyen
Onboarding · 2 of 6 tasks
Day 4

Recruiting + training

Recruiting is a pipeline, so run it like one

Brokerages grow by attracting agents and keeping them productive, yet recruiting usually lives in one person's inbox and onboarding in a checklist nobody updated. Both are pipelines with stages, owners and drop-off — and both belong where you can see them.

Recruiting pipeline from first conversation to signed agreement.
Structured onboarding so a new agent's first week is not improvised.
Built-in training and course tracking against licensing requirements.
Continuing-education progress monitored before the renewal deadline.
Mentorship pairing, with the record of what was actually covered.

Marketing

Brand control without becoming the bottleneck

Agents will market themselves whether or not you provide the tools. The question is whether what goes out is on-brand and compliant, or improvised in Canva at eleven at night. Approval workflows let agents move quickly inside boundaries you set once.

Social posts scheduled across every agent's accounts from one place.
Approval rules — free rein, review-first, or brokerage-published only.
Templates carrying correct licensing disclosures automatically.
Campaign performance visible by agent and by channel.
Consent and do-not-call rules enforced across every outbound channel.

See it on your own pipeline

A 30-minute walkthrough using your own deal flow — not a canned demo file.

Book a demo Compare platforms

Consolidation, one system at a time

Nobody replaces six tools in a weekend. We sequence it so each step stands on its own.

CRM first

Get every agent's book into one place. This is the step that makes the others possible.

Compliance

Turn on FINTRAC capture and close the historical gaps the dashboard surfaces.

Commissions

Model your splits, run a cycle in parallel with your current process, compare, then switch.

The rest

Recruiting, training, marketing and payroll as you are ready — nothing is a prerequisite.

Questions

Frequently asked

Will our agents actually use it?

That is the right question, and it is why we lead with the CRM rather than the oversight tools. Adoption follows usefulness: agents use a system that gets them appointments and catches renewals, and oversight built on a system agents avoid produces confident reports about incomplete data.

Can we keep using our network's required tools alongside this?

Yes, and most brokerages in a franchise network do. Mortgage360 handles the relationship, follow-up, compliance and commission side while you continue submitting through whatever rail your network mandates. We sync with Filogix Exchange directly.

How is our data separated from other brokerages on the platform?

Every brokerage has its own workspace, and isolation is enforced at the query layer rather than by hiding things in the interface. One brokerage cannot read another's contacts, deals, compliance records or do-not-call list.

Do you handle payroll for salaried staff as well as agent commissions?

Commission payouts are live today, calculated per deal with splits, tiers and clawbacks. A full payroll module covering salaried staff is on the roadmap — the page for it is marked accordingly and you can join the waitlist rather than being sold something that does not exist yet.

What does it take to move a 40-agent brokerage across?

Typically two to three weeks, and most of that is your team confirming data rather than us moving it. We migrate agent by agent so nobody loses access to their book during the changeover.

Can we see what an agent has been doing on a file?

Yes. Every action is on the deal timeline attributed to a person and a timestamp, and support impersonation requires consent and leaves its own audit trail.