Filogix Exchange two-way sync: Keep Filogix Exchange. Work in one record.
The sync is designed two-way: an edit made in Mortgage360 goes back to Filogix Exchange, and an edit made in Filogix comes back to the deal — applicant, property, employment, income and asset fields, compared field by field, with conflicts shown to a person rather than silently overwritten. The workflow is built into the deal record; the live Exchange connection is being rolled out.
Source of truth, both ways
Bi-directional
Pull shows every field where Filogix and the deal differ; push sends your edits back. No re-keying the same applicant twice.
Mapped to the Filogix schema
Field mappings follow Filogix's own application schema — applicant, property, employment, income and asset — starting with the fields agents edit daily.
Conflict resolution
When both sides changed the same field, the agent chooses ours, theirs or a custom value, and the choice is written to both sides and logged.
Sync log
Every pull, push and conflict resolution is logged against the deal, with who did it and when, in both directions.
Group totals
Filogix-style group totals box. Applicant pair controls (Edit / Duplicate / Delete). Canada Post lookup.
Smart field layouts
Subject Property with separate street-number / name / type / direction. Canonical CA street-type list built in.
Nothing silent
A pull shows what differs before anything is written. Rows added or removed on either side are flagged, not quietly merged.
No middleware
Designed against the Filogix Exchange API rather than a Zapier-style relay, so there is no third service in the middle of your applicant data. That live connection is the part in rollout.
Filogix as guide
We treat Filogix as reference for field shape — not a UI to clone. Modern interface. Same data quality.
Questions that separate a sync from an export
| Capability | Mortgage360 | Export-only tools |
|---|---|---|
| Bi-directional sync | Export-only | |
| Field-level audit trail | ||
| Conflicts shown to a person | ||
| Rows added or removed flagged |
Edit anywhere. See it everywhere.
- 12:04:11LF → FXapplicant_1.dob1989-04-12
- 12:03:54FX → LFsubject_property.unit_num402
- 12:02:18LF → FXemployment_1.start_date2022-01-10
- 12:01:02FX → LFdownpayment.source_2.amount$24,000
Stop choosing between Filogix data and modern UX
With Mortgage360, you get both — and a clean audit trail to prove it.
Filogix sync — common questions
- How does Mortgage360's Filogix integration work?
- Per deal, an agent pulls from Filogix Exchange and sees every mapped field where the two differ, resolves each conflict, and pushes edits back, with every change logged. It maps a curated subset of Filogix's application schema. The live Exchange connection is in rollout.
- Does Mortgage360 replace Filogix?
- It replaces Filogix Expert as the surface you work in all day. It does not replace Filogix Exchange, which is the rail most Canadian lenders receive submissions through and stays exactly where it is.
- What does 'two-way' actually mean here?
- Pull and push, compared field by field, rather than a one-way export. The phrase is used loosely across this industry for everything from a CSV drop to genuine sync, so ask any vendor — us included — which fields are mapped and whether the connection is live today.
- What happens if a field changes in both systems?
- A person chooses ours, theirs or a custom value, rather than the system silently overwriting one side, and the choice is logged. This is the part of an integration that is easy to demo and hard to build, and it decides whether your team trusts the sync a year in.
- Do we need our own Filogix licence?
- Yes. The integration connects to your Filogix account; it does not provide access to Exchange on your behalf. Your existing arrangement with Filogix is unchanged.
- What happens if Filogix Exchange is down?
- Work in Mortgage360 carries on. Sync is a pull or push per deal, so you bring changes across once Filogix is reachable again. Nothing in the CRM waits on Filogix being up.
- Can we use Mortgage360 without Filogix?
- Yes. Mortgage360 is a complete CRM and brokerage-operations platform on its own. The Filogix sync is for teams whose workflow already runs on Filogix Exchange and who want to keep it.
- Will switching disrupt our lender submissions?
- Less than expected, because submission connectivity does not move. What changes is where your team works. That is the main reason brokerages find this migration less disruptive than replacing an origination system outright.