Pricing for private lenders + MIC funds
Lender portal + loan management + MIC fund management + investor portal + trust accounting + regulatory reporting — on one chassis. Sized for funds from $5M AUM to $5B+.
Lender
Private lenders + small MIC funds (under $50M AUM).
- Lender portal — submission queue, TRID gate, commitment builder
- RatePulse PPE cascade (350+ lender envelopes)
- Loan management — daily / monthly / per-diem servicing
- Investor portal — cap table, distributions, IRR/TVPI
- MIC management (units, NAV, share classes, T5/NR4)
- Construction draws + inspector mobile portal
- Trust accounting + FSRA AIR / FINTRAC reports
- Custom integrations + named CSM
- Email + chat support
Lender + MIC Pro
Mid-size MIC funds + private lenders ($50M-$500M AUM).
- Everything in Lender, plus:
- Multi-fund + multi-class structures
- Pro-rata + DRIP + redemption windows
- Watermarked data room with audit log
- Per-investor accreditation tracking + recertification
- Multi-investor syndicated allocation
- Capital-markets dashboard (WAC, vintage, concentration)
- Loan trading + secondary market
- Priority CSM + quarterly business reviews
Enterprise
Large funds + networks ($500M+ AUM or multi-tenant).
- Everything in Lender + MIC Pro, plus:
- Multi-tenant + per-tenant branding
- SSO (SAML / OIDC) + SCIM provisioning
- Dedicated infrastructure + custom SLAs
- Data residency (Canada / US / EU)
- Network-level supervisory access + reporting
- Custom compliance evidence packs
- 24/7 priority support + on-call
- Migration + training included
Every lender tier ships with the foundation
Built for the full lender lifecycle
Lender portal
Inbound submission intake from brokers, ranked by appetite + risk + revenue. TRID timing gate enforces §1026.19. Commitment-letter builder with version tracking. Capital-markets analytics.
Loan management
Servicing math you can audit — daily, monthly, per-diem accrual. Escrow analysis per jurisdiction. Modifications, prepayment (5 IRD methods), payoffs. Arrears + collections + foreclosure workflows.
Investor portal
Per-LP holdings dashboard with IRR / TVPI / DPI / RVPI / MoM. Distribution history with gross / withholding / net. T5/T5008/NR4 ready Jan 1. Watermarked data room with audit log.
Common questions
Why no published price on Lender + MIC Pro and Enterprise?+
Mid-size MIC funds and large lenders have wildly different sizing — number of users, AUM, complexity of the fund structure, regulatory reporting depth, custom integrations. We quote off a paid pilot scoped to your specific book.
Is there a free trial?+
No — but we run a paid pilot before any annual contract. Typically 60-90 days, scoped to your real book + a specific outcome (e.g. close 5 deals end-to-end, reconcile last month's distribution). Pilot fee is credited toward your annual contract if you proceed.
Can you replace Mortgage Automator / Dolphin / Filogix LOS?+
Yes — Mortgage360 customers commonly migrate from those platforms. We import existing loans, contacts, investors, fund structures, and historical reporting via API or CSV. Free migration if you're on Mortgage Automator, Dolphin, Filogix LOS, or have CSV exports.
Do you handle FSRA + FINTRAC reporting?+
Yes — Mortgage360 generates FSRA Annual Information Return (AIR), FINTRAC LCTR / STR, and MBLAA quarterly reports as standard. Custom regulatory templates are available on Lender + MIC Pro and Enterprise.
How is data secured?+
AES-256 at rest, TLS 1.3 in flight. Multi-region failover. Step-up MFA on privileged actions (manual override, AML dismiss, doc unredact). Per-deal evidence packs. Audit log signed + retained 7 years. SOC 2 audit in progress.
What integrations are supported?+
Filogix Exchange (2-way, 1,047 fields), DocuSign, Plaid (US), Inverite + Refinitiv (Canada), Equifax KYC Connect, Twilio, Microsoft 365 / Google Workspace, QuickBooks Online, Xero. Custom integrations available on Lender + MIC Pro.
Do you support Canada + US?+
Yes — Mortgage360's compliance frameworks cover both jurisdictions. Canadian (FSRA / MBLAA / FINTRAC) and US (TRID / RESPA / state lending licenses) requirements are encoded into the platform, not bolted on.
Pricing for brokers is different.
Brokers, brokerages, and broker networks have their own pricing track — broker CRM, 350+ lender intake, Filogix sync, branded client portal.
Book a lender discovery call
20-minute scoping call. We'll size a paid pilot tailored to your book — origination, LMS, investor portal, or all three.