Mortgage broker software, module by module: One record, every job around it
Mortgage360 is mortgage broker software for Canadian agents and brokerages, built as modules on a single client record rather than separate products stitched together. Start with the mortgage CRM; everything below reads from and writes to it. Where a module is not fully shipped, it says so.
Win and keep the client
The record every other module reads from, and the tools that act on it.
Mortgage CRM
Contacts, deals, co-applicants, properties and renewal dates on one record, built around a client you keep for decades.
Read morePower dialer
Call queues built from CRM filters, scripts on screen, voicemail drop, and every outcome logged to the deal.
Read moreAutomations
Workflows that fire on real mortgage events — applications, conditions, renewals, licences — with CASL checks and a run log.
Read moreAgent websites
In developmentAgent profiles and campaign pages that capture into the CRM today; the full site builder is in development.
Read moreSocial media
Brokerage-approved templates with licensing disclosures, published across agents' accounts.
Read moreGet the deal funded
From application to lender submission without keying the same applicant twice.
Origination
Intake, applications, documents, conditions and submission tracking on one file.
Read moreUnderwriting studio
GDS and TDS at the qualifying rate, what-if scenarios and a readiness check before you submit.
Read moreFilogix sync
Sync with Filogix Exchange designed two-way, field by field, with conflicts resolved by a person. In rollout.
Read moreIntegrations
Identity, credit, banking data, e-signature, telephony and accounting providers.
Read moreRun the brokerage
The obligations a principal broker is accountable for, on the same record agents work in.
FINTRAC compliance
Identity verification, statutory records, licence and CE tracking, and an evidence pack you do not rebuild from email.
Read moreCommissions
Per-deal splits, tiers, referral fees and clawbacks, with statements that show the arithmetic.
Read moreCommission payroll
Partly shippedPaying commissioned agents from the deal ledger. Salaried-staff payroll is in development.
Read moreRecruiting and training
A candidate pipeline, a structured first week, and licences kept current.
Read moreAI assistants
Three assistants with separate jobs. They draft, rank, classify and translate; a licensed person decides.
How AI is used
Where AI sits in the workflow, and where it deliberately does not.
Read moreFinn — agent copilot
Drafts outreach, ranks the pipeline and surfaces the leads and renewals going quiet.
Read moreMaya — borrower AI
Answers borrower questions in 50+ languages over chat, voice and SMS, and books time with the agent.
Read moreHarvey — compliance AI
Document classification and AML, PEP, sanctions and adverse-media screening on every file.
Read moreComparing platforms rather than modules? See the best mortgage CRM in Canada roundup, the head-to-head comparisons, or what the platform looks like for your size of firm. Prices are on the pricing page, and the practical side — FINTRAC, lead follow-up, switching systems — is in the guides for Canadian brokerages.
See the modules on your own pipeline
Thirty minutes with your real deal flow. If a module is not a fit, we will say so.