Mortgage CRM

The CRM that understands a mortgage is a person, not a lead

Most CRMs treat a mortgage like a one-off sale. Mortgage360 models it the way your business actually works — a client you keep for decades, with a renewal date, a co-applicant, a property, and a compliance file behind it.

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Built in Canada for FSRA, MBLAA and FINTRAC obligations. Free migration from your current CRM.

Pipeline

New lead12

Priya Raman

Pre-approval · $780k

Web form

Devon Clarke

Refinance · $410k

In review8

The Osei family

Purchase · $1.2M

Docs in

M. Tremblay

Switch · $325k

Submitted5

Chen / Wu

Filogix · TD

Awaiting

Funded31

R. Okafor

Renews Mar 2029

The short answer

What is a mortgage CRM, and how is it different from a regular CRM?

A mortgage CRM manages the full lifecycle of a borrower relationship — lead, application, lender submission, funding, and every renewal after that — rather than a single sale that closes and disappears. Mortgage360 is a mortgage CRM for the Canadian market: it holds people and the deals attached to them, tracks renewal dates years out, and carries the compliance record regulators expect.

Contacts are people; deals are mortgages. One person can hold several deals over 30 years.
Renewal dates are first-class — the system surfaces the book that renews in 120 days.
Co-applicants, guarantors and co-signers are modelled properly, not stuffed into a notes field.
FINTRAC identity records and retention live with the deal, not in a separate binder.
Submits to Filogix Exchange, so the CRM is not a second place to re-key the same file.
A built-in power dialer means calls are logged automatically, not from memory.

1 system

Instead of six

CRM, dialer, docs, compliance, commissions and marketing in one place.

30 yrs

Client lifecycle

Every renewal, refinance and referral stays on the same record.

1,047

Filogix fields

Mapped both directions, so submission is not re-typing.

Per-seat surprises

Pricing is per agent, published, and does not change at renewal.

People, not records

A client record that survives the deal

When a mortgage funds, most CRMs consider the job done and the record goes cold. That is exactly when a mortgage relationship starts earning: the renewal, the refinance, the second property, the referral to a sibling. Mortgage360 keeps the person at the centre and hangs every mortgage they ever hold off that record.

One contact, many deals — purchase in 2021, refinance in 2024, renewal in 2026.
Household view: partners, co-signers and guarantors linked, with the relationship named.
Properties tracked separately from people, so shared ownership works correctly.
Every call, email, text and document lands on the timeline automatically.
Click any field to edit it inline — it saves when you click away, no modal.

Priya Raman · activity

09:14Call logged
4m 12s — discussed variable vs 3-year fixed. Auto-logged by the dialer.
09:20Documents received
T4, NOA 2025 and void cheque classified automatically.
10:02
Sent to lender
Submitted to Filogix Exchange — TD, 5-yr fixed.
Mar 1Renewal reminder
Scheduled 120 days before maturity. Nothing to remember.

Pipeline

See the whole book without asking anyone

A pipeline is only useful if it is current, and it is only current if updating it takes no effort. Stages advance from real events — a document arriving, a submission going out, a lender responding — so the board reflects what actually happened rather than what someone remembered to drag.

Stages move themselves when the underlying event fires.
Filter by agent, lender, product, close date or renewal window.
Stalled-deal detection surfaces files that have not moved, before they die.
Team and brokerage roll-ups without a single status meeting.
Every view is scoped to what that user is allowed to see.

This month

In pipeline

$14.2M

48 active deals

Funded

$6.8M

19 deals

Renewals ≤120d

$9.1M at risk

Stalled >14d

Needs a call

AI follow-up

The deals you lose are the ones you forgot to chase

Almost nobody loses a file to a competitor's rate sheet. They lose it to eleven days of silence. Mortgage360 watches the pipeline for exactly that, drafts the message in your voice, and puts it in front of you ready to send — you stay the one who decides what goes out.

Drafts outreach for stale leads, upcoming renewals and post-funding check-ins.
Ranks today's list by which conversation is actually worth having first.
Writes in your tone, using the real details of the file — not a mail-merge.
Nothing sends itself: every AI-drafted message waits for your approval.
Consent and do-not-call status are checked before anything is queued.

Today · suggested follow-ups

DC
Devon Clarke
No contact in 11 days · refinance
Draft ready
TO
The Osei family
Condition expires Friday
Urgent
RO
R. Okafor
Renews in 118 days
Renewal
MT
M. Tremblay
Rate hold ends in 6 days
Time-boxed

Power dialer

Calls that log themselves

Call activity is the single most under-recorded thing in every brokerage, because logging it by hand is tedious and nobody does it honestly. The dialer builds the queue from your CRM, dials it in order, shows the script and the file side by side, and writes the outcome back the moment you hang up.

Queues built from any CRM filter — renewals, stale leads, a campaign list.
Scripts and objection handling on screen, per campaign.
Disposition, duration and recording written straight to the timeline.
Managers see live queue progress and can coach from the same screen.
DNC and consent enforced before a number is ever dialled.

Power dialer · Renewal campaign

On call · 02:41

Marie Tremblay

Renews 12 Jun · 5-yr fixed · $325k

Up next

R. Okafor118 days
Chen / Wu121 days
S. Nakamura124 days

41 of 96 called today · 12 conversations · 4 appointments booked

Compliance

Audit-ready without a scramble

FINTRAC obligations do not care how busy the quarter was. Identity verification, records, retention and reporting are part of the deal record from the start, so an audit is a report you run rather than a fortnight of reconstructing files from email.

Identity verification captured against the deal, with the method recorded.
Records retained for the statutory period, without anyone maintaining a folder.
Every change is written to an immutable activity log with who and when.
Brokerage-wide compliance view: what is missing, on which file, whose it is.
Data stays scoped to your brokerage — never pooled across tenants.

Compliance · outstanding

C/
Chen / Wu
ID verification expires in 9 days
Action
DC
Devon Clarke
FINTRAC record complete
Clear
TO
The Osei family
Source of funds outstanding
Action
PR
Priya Raman
Verified 14 Aug · photo ID
Clear

See it on your own pipeline

A 30-minute walkthrough using your own deal flow — not a canned demo file.

Book a demo Compare platforms

Switching costs you a weekend, not a quarter

We move your data. You keep working through the changeover — there is no window where your book is somewhere you cannot reach it.

Export

Send us whatever you have — a CRM export, a spreadsheet, a decade of Outlook contacts. We take it as-is.

Map

We map your fields, stages and tags to Mortgage360 and show you the result before anything is committed.

Verify

You check a sample against the source. Nothing goes live until the numbers reconcile.

Go live

Your team signs in to a system that already has their pipeline in it. Training is an hour, not a week.

Side by side

Mortgage CRM vs a generic CRM with mortgage fields added

Generic CRMs can be bent into shape. The question is what you are signing up to build and maintain yourself, and what happens at audit time.

Capability

Mortgage360

Purpose-built

Generic CRM

Salesforce / HubSpot

Spreadsheet + inbox

The honest baseline

Contact holds multiple mortgages over time

Generic CRMs model a closed deal as won and archive it.

Renewal date as a first-class field

Co-applicants, guarantors and co-signers

Property records separate from people

Filogix Exchange submission

GDS/TDS and stress-test calculation

Lender product and rate context on the deal

Document classification on upload

FINTRAC identity records on the deal

Statutory retention handled by the system

Immutable audit log of every change

Works on day one without an implementation partner

Mortgage features arrive without custom development

Power dialer included

Generic CRMs integrate a third-party dialer at additional cost.

Capabilities compared as of August 2026. Generic CRMs can achieve much of the middle column through custom development, third-party apps or an implementation partner — the distinction drawn here is what works without that investment.

Questions

Frequently asked

What is the best mortgage CRM in Canada?

It depends on what you are running. A solo agent needs follow-up that happens without an assistant; a brokerage needs compliance, commissions and agent oversight; a network needs per-brokerage isolation with roll-up reporting. Mortgage360 is built for all four tiers on one platform, which is why we publish a full comparison against Velocity, Scarlett, Finmo, Filogix BOSS and the generic CRMs rather than asking you to take our word for it.

Can I use Salesforce or HubSpot as a mortgage CRM?

You can, and plenty of brokerages do. The trade-off is that you are building the mortgage layer yourself — the renewal logic, the co-applicant model, the FINTRAC record, the Filogix hand-off — and then maintaining it as regulations and lender requirements change. That is a reasonable choice with a developer on staff, and an expensive one without.

Does Mortgage360 integrate with Filogix?

Yes. Mortgage360 syncs with Filogix Exchange in both directions, so a deal built in the CRM submits without re-keying and updates flow back onto the record. Filogix remains the submission rail to lenders; Mortgage360 is where the client relationship, the follow-up and the compliance file live.

How long does it take to switch from my current CRM?

Most single agents are live the same week; brokerages typically take two to three weeks, most of which is your team confirming the data rather than us moving it. We do the migration, you verify a sample against the source, and you keep working in your existing system until you sign off.

Is my client data kept separate from other brokerages?

Yes. Every workspace is scoped so one brokerage cannot read another's contacts, deals, compliance records or do-not-call list. That isolation is enforced at the query layer rather than in the interface.

Do I need the whole platform, or can I just use the CRM?

Start with the CRM. Origination, the dialer, compliance, commissions and marketing are part of the same system rather than separate purchases, so you can turn them on as you need them — but nothing obliges you to adopt everything at once.

Does it work for a single agent, or is it built for brokerages?

Both, and they are priced differently. A solo agent gets the same CRM, dialer and AI follow-up without the brokerage administration layer. Brokerage features — commissions, payroll, agent oversight, recruiting — appear when you have agents to manage.