Coming soon: Mortgage360 mobile app for iOS & Android — Client portal + Broker portal in your pocket.
Integrations

Already connected to the systems lenders use

60+ first-party integrations across origination, identity, credit, property, signing, payments, and accounting. Every adapter is class-based with a clean manual fallback.

60+
First-party integrations
Across 12 categories
8
Unified facade functions
verifyIdentity, etc.
Auto
Provider failover
Per capability
Manual fallback
When unconfigured
Ops queue
Browse the catalog

60+ integrations · live + manual-fallback

Core data

Lender intake + applicant data

  • Filogix Exchange2-way
  • Velocityroadmap
  • Scarlettroadmap
  • Finmoroadmap
  • Mortgage Bossroadmap

Identity + AML

KYC, PEP, sanctions, adverse media

  • Equifax KYC Connect
  • Refinitiv World-Check
  • Dow Jones Risk
  • ComplyAdvantage

Income + bank

VOE, VOI, VOA, transaction pulls

  • Flinks
  • Inverite
  • Plaid Income
  • Finicity
  • Truv
  • The Work Number

Credit bureau

Soft + hard credit pulls

  • Equifax CA
  • TransUnion CA
  • Equifax US
  • TransUnion US
  • Experian

Property + valuation

MLS, AVM, title, appraisal

  • Geowarehouse
  • Teranet
  • Realmaster
  • Veros AVM
  • House Canary
  • Solidifi
  • AppraisalPort

Signing + closing

E-sign, e-vault, RON, notarize

  • DocuSign
  • Adobe Sign
  • Dropbox Sign
  • Notarize
  • NotaryCam
  • Stavvy

Calendar + comms

Email, SMS, voice, calendar

  • Google Workspace
  • Microsoft 365
  • Twilio
  • SendGrid
  • Postmark
  • RingCentral
  • Dialpad

Payments + treasury

ACH, EFT, escrow, NSF retry

  • Stripe
  • Rotessa
  • Plaid Auth
  • Modern Treasury

Accounting

Trust, GL, journal entries, reconciliations

  • QuickBooks
  • Xero
  • Harvey Intacct
  • NetSuite

CRM + marketing

Inbound, attribution, nurture

  • Salesforce
  • HubSpot
  • Pipedrive
  • Marketo
  • ActiveCampaign

Storage + analytics

Doc storage, BI, warehouse

  • AWS S3
  • Google Drive
  • OneDrive
  • Snowflake
  • BigQuery
  • Looker
  • Tableau

Government + address

ID checks, address validation, registries

  • Canada Post AddressComplete
  • Service Canada SIN
  • USPS Address API
  • OFAC
  • FINTRAC
How integrations work

One facade. Many providers.

The platform exposes 8 capability functions. Each picks the first configured provider and falls back to a manual ops queue if none is available — so workflows never stall.

verifyIdentity

Equifax KYC Connect → manual fallback. AAMVA + MRZ + selfie liveness wrapped.

runAmlScreening

Equifax → Refinitiv → ComplyAdvantage → manual. PEP + sanctions + adverse media.

pullBankStatements

Flinks → Plaid → Inverite → manual. Transaction pull + categorization.

verifyBankAccountOwnership

Flinks VOA → Plaid Auth → manual. Confirms named owner.

analyzeIncome

Truv → The Work Number → Plaid Income → Finicity → manual.

pullCraDocuments

Inverite → manual. T1, NOAs, T-slips, deal extraction.

runKycCheck

Light KYC: name + DOB + address validity. Equifax → manual.

runPepSanctionsCheck

Lighter than AML. Equifax KYC → Refinitiv → manual.

Ready when you are

See the integration you need? It's probably already there.