Pricing for brokers + brokerages
Full broker CRM + AI agents + lender intake + Filogix sync + branded client portal — for solo brokers, multi-agent teams, and franchise networks. 14-day free trial. No credit card required.
Broker
For solo mortgage brokers running their own book.
- All 50+ calculators (mortgage payment, LTT, CMHC, affordability, stress test + many more)
- RatePulse live rates board — embed on your site
- Filogix two-way sync (1,047 fields)
- Branded client portal
- Deal management (pipeline, conditions, documents)
- 350+ lender intake list
- Built-in dialer (500 min/mo)
- DocuSign + e-sign
- Mobile app (iOS + Android) — coming soon
- Email + chat support
Brokerage
For multi-agent teams + owners running offices.
- Everything in Broker, plus:
- Team leaderboard + SLA enforcement
- Lead-source commission splits
- Workflow automations (200+ triggers)
- Compliance backstop (AML, ID, expiry sweep)
- Brokerage-branded forms with FSRA licence chrome
- Unlimited calling + Twilio integration
- Mobile broker portal (iOS + Android) — coming soon
- Priority chat + onboarding manager
Enterprise
Networks + franchises (DLC, Centum, TMG).
- Everything in Brokerage, plus:
- Multi-tenant + per-tenant branding
- SSO (SAML / OIDC) + SCIM provisioning
- Royalty engine + franchise reconciliation
- Network-level reporting + supervisory access
- Custom SLAs + dedicated infrastructure
- Data residency (Canada / US / EU)
- Named CSM + 24/7 priority support
- Migration + training included
Every broker tier ships with the foundation
Pick the right fit
Solo broker
You run your own book. You want CRM + calculators + lender intake + a branded client portal without paying for team-management features you won't use. Start with Broker.
Multi-agent office
You have 3-30 agents. You want leaderboards, SLA enforcement, commission splits, workflow automations, and brokerage-branded forms with FSRA licence chrome. Start with Brokerage.
Franchise / network
You're a network operator — DLC, Centum, TMG, or similar. You need per-tenant branding, SSO, royalty engine, network-level reporting. Talk to Enterprise.
Common questions
What does 'per agent' mean?+
We bill on active mortgage agents — anyone with a unique FSRA / RECO licence who's submitting deals. Office admins and assistants are free; we charge for the licensed agents who actually originate.
Is there a free trial?+
Yes — 14 days free on Broker and Brokerage, no credit card required. The trial includes the full feature set. Enterprise trials are paid pilots scoped to your network.
Do you replace Filogix?+
No — Mortgage360 runs alongside Filogix. We have 2-way sync across all 1,047 fields so your underwriting team can keep submitting through Filogix while your CRM, AI, and borrower experience run on Mortgage360.
Can I migrate from BluMortgage / Finmo / Scarlett?+
Yes. We import contacts, leads, deals, and document records via API or CSV. Migration is free for those three and most other Canadian broker CRMs. Most teams are productive in their first week.
Do I have to pay annually?+
Monthly billing is available on every tier. Annual saves 20%. Enterprise contracts are typically 1-3 years.
Is RatePulse included?+
Yes — on every broker tier. Embed the live rates board on your own site at no extra cost. Calculators also pre-populate from RatePulse.
When are the mobile apps coming?+
iOS + Android apps for both the client and broker portal are in active development. Join the waitlist on the homepage to be first.
Pricing for lenders is different.
Private lenders, MIC funds, syndicated structures, and commercial / construction lenders have their own pricing track with lender portal, LMS, MIC management, and investor portal.
Start your free trial
14 days. Full feature set. No credit card. Cancel anytime.