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Mortgage360
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.

Integrations — common questions

What does Mortgage360 integrate with?
Filogix Exchange is the deepest one — two-way across 1,047 fields. Beyond that: credit bureaus, banking data, e-signature, telephony and accounting. The integrations page lists what is live, and marks what is on the roadmap as roadmap.
Is the Filogix integration really two-way?
Yes — field-level synchronisation in both directions in under five seconds, with logged conflict resolution, not a nightly export. The phrase covers at least four different things in this industry, so ask any vendor for the field count and the latency.
Do you have an API?
Yes, along with webhooks for event-driven integration. If you are evaluating on integration specifically, ask for the documentation before the demo rather than after — it tells you more about a platform than the demo does.
Can you integrate with our existing phone system?
The dialer is built in, which is why call logging is automatic rather than a sync that can silently stop. Where a brokerage has an existing telephony contract, integrations are per-brokerage — each client connects its own provider.
What about Velocity, Scarlett or Finmo?
Those are competing platforms rather than integration targets, and we publish comparisons against each. If your workflow genuinely needs to span two of them, tell us what it looks like and we will tell you honestly whether we can do it.
How long does an integration take to set up?
Filogix is connected during onboarding with your own Filogix credentials. Anything custom is scoped against your actual workflow before we quote it — an integration timeline given before anyone has seen the systems is a guess.