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

Mortgage360 vs the alternatives

Fair, fact-checked comparisons against the platforms Canadian mortgage brokerages actually choose between — and the generic CRMs they bend into shape. Competitor strengths stated honestly, and updated as they ship.

Mortgage origination software

(7)

The surface you take an application through — intake, documents, lender submission. Compared on what happens after the deal funds, which is where these differ most.

Canadian origination software (DLC Group)

Mortgage360 vs Filogix Expert

Exchange is the submission rail and stays in the stack — we sync to it both ways. What we replace is Expert as the surface you work in all day. Now owned by DLC.

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Application-first workflow

Mortgage360 vs Finmo

Finmo has one of the best borrower application experiences in Canada. We cover intake too, then carry the client through renewal and referral.

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M3 Tech's broker platform

Mortgage360 vs Mortgage BOSS

BOSS is the deepest network-provided platform in Canada, and M3 brokers get it bundled. We are the option that does not end when you change network.

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Canadian broker CRM (Scarlett Network)

Mortgage360 vs Scarlett

Scarlett is a serious Canadian broker CRM with a strong network base. We add power dialling, renewal automation and commission calculation.

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Broker platform (Newton, DLC Group)

Mortgage360 vs Velocity

Velocity is strong on lender connectivity and submission. Mortgage360 is built around the other half — keeping the client between deals.

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Lender rate and policy database (Lendesk)

Mortgage360 vs Lender Spotlight

Not an alternative to us — it answers which lender takes the deal. We hold everything that happens before and after that question.

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Lender connectivity + Lender Spotlight

Mortgage360 vs Lendesk

Lendesk is well regarded for lender matching. We focus on the thirty years of relationship after the submission.

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Mortgage CRM and brokerage software

(11)

The system of record for the relationship — pipeline, follow-up, renewals, commissions. Compared on how much of a brokerage's operations each one actually carries.

Canadian broker CRM built on HubSpot

Mortgage360 vs BluMortgage

BluMortgage inherits HubSpot marketing tooling that industry products rarely match. We add the operational layer without a platform licence underneath.

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Canadian brokerage CRM + back office

Mortgage360 vs BrokerEdge

BrokerEdge is a solid brokerage back office. We join that head-office view to the agent's daily follow-up on one record instead of two systems.

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BC-built mortgage broker CRM

Mortgage360 vs Broki

Broki is a well-made Canadian CRM at the same per-seat price as our Agent tier. The difference shows at brokerage scale, not agent scale.

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Canadian broker workflow

Mortgage360 vs Doorr

Doorr is quick to start and uncomplicated. We extend past workflow into retention, compliance and brokerage operations.

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All-in-one CRM with coaching (MBP Essentials)

Mortgage360 vs My Broker Pro

MBP bundles coaching and marketing with the software, which suits agents who want the playbook as much as the tool.

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Sales and marketing CRM

Mortgage360 vs HubSpot

Excellent marketing software with a sales CRM underneath. A closed deal gets archived; a mortgage relationship starts there.

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Canadian-hosted general CRM

Mortgage360 vs Maximizer

Maximizer answers the data-residency question better than most generic CRMs. It still has no mortgage in it.

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General-purpose enterprise CRM

Mortgage360 vs Salesforce

Salesforce can do almost anything — you have to build the mortgage layer first, then maintain it as rules change.

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Marketing automation and agency CRM

Mortgage360 vs GoHighLevel

Strong top-of-funnel machine at an aggressive price. The gaps are the mortgage model, Filogix and FINTRAC.

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US mortgage CRM on Salesforce

Mortgage360 vs Jungo

A genuine mortgage data model — built for the US market, its submission rail and its qualification math.

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Lightweight sales pipeline CRM

Mortgage360 vs Pipedrive

The most common thing a solo agent actually uses. Excellent at pipelines, blank on everything a mortgage needs after one.

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Don't see your platform?

We add new comparisons when prospects mention them in sales calls. If you'd like a Mortgage360 vs [your platform] page, let us know — we'll fact-check and publish.

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