Coming soon: Mortgage360 mobile app for iOS & Android — Client portal + Broker portal in your pocket.
Mortgage360
Origination workbench

Pipeline to submission, without the chaos

One workspace for every deal from first touch to lender submission. Filogix-grade data quality without Filogix-era UX.

Book a demoSee pricing
1,047
Filogix fields
Bi-directional
Two-click
Lender submission
Conditions pre-mapped
350+
Lender intake
Pre-mapped
0
Re-keying
Single source
What's included

Everything between “lead” and “ready to submit”

Lead intake

Web forms, Harvey chat, partner referral, paid ads — every channel lands as a structured lead.

Outreach + nurture

Drip campaigns, drip pause on response, AI-drafted personalized re-engagement.

Application

1,047-field Filogix parity. Side-by-side borrower comparison. Subject-property with Canada Post lookup.

Conditions

Condition templates per workspace + per lender. Owner / due date / status. Auto-prompt borrower.

Lender intake

Click to submit. We map your deal to the lender's required fields. With submission tracking.

Walk-through

Validate flow with deep-link Fix. Borrower header flags incomplete data at a glance.

Harvey

Harvey handles the client side, outreach, and compliance — all on the same record.

Smart calendar

Google + Microsoft sync. Round-robin team booking. Auto-generated meeting brief.

Automations

Stage triggers, SLAs, escalations, drip campaigns. Visual builder with code escape hatch.

Filogix 2-way sync

1,047 fields. Both directions.

Most platforms 'integrate' with Filogix by exporting once. Mortgage360 is the only system with true bi-directional sync — edit a field in either system, see it in the other in seconds.
Filogix details
Filogix sync · live
Subject property132 Mill Rd, Vaughan132 Mill Rd, Vaughan
Applicant 1 SINXXX-XXX-451XXX-XXX-451
Down payment$144,000$144,000
Employer (App 1)Bay Street Capital—
Last sync: 4s ago · 1,047 fields tracked
Ready when you are

Modernize without losing data quality

Book a demoSee pricing

Mortgage origination — common questions

Is Mortgage360 a loan origination system?
It covers the origination workflow — application intake, document collection, conditions and submission — alongside the CRM. What it does not do is replace Filogix Exchange, which stays your lender submission rail.
How do clients submit documents?
Through a branded portal with a checklist of what is outstanding, on any device, with no account to create. Documents land on the deal classified rather than in an inbox, which is where most of the administrative time in a file actually goes.
Does it track conditions?
Yes, as structured items on the deal with owners and due dates rather than as notes. Outstanding conditions are what a file stalls on, so they are visible at brokerage level, not only to the agent working it.
What is the difference between a CRM and an LOS?
An LOS manages the file — application, documents, conditions, submission. A CRM manages the relationship — leads, follow-up, renewals, referrals. Mortgage360 does both on one record, which is the point; see our guide on the distinction.
Can we keep our current origination software?
Yes. Filogix Exchange sync is two-way across 1,047 fields, so brokerages routinely run Mortgage360 as the working surface while an existing submission arrangement stays exactly as it is.
How long does implementation take?
It depends on the state of the data you are migrating, which is why we scope against an export of your actual records before quoting a timeline rather than publishing a number we would have to walk back.