Modern broker workflow with AI follow-up and a built-in dialer
Filogix BOSS is the broker-side workflow tool inside the Filogix ecosystem, and its proximity to Exchange is a real advantage. Mortgage360 runs alongside it via two-way sync and adds the relationship layer — AI-drafted follow-up, renewal campaigns, power dialling and brokerage compliance.
Fact-checked comparison. We update this page when the competitor ships material changes — last reviewed August 2026.
Filogix BOSS, in their words and ours
Filogix BOSS is a Canadian mortgage broker workflow (Finastra / Filogix) platform based in Canada, primarily serving Canadian mortgage brokers. Here's a fair read of what they do well and where the trade-offs are — so you can decide if Mortgage360 is a fit.
What Filogix BOSS does well
- Native Filogix Exchange integration
- Familiar to brokers already using Filogix Expert
- Established Canadian mortgage broker DNA
- Reliable lender submission pipeline
Factual trade-offs
- UX is functional-first — not modern web standards
- No AI agents — Harvey-style automation requires third-party tools
- Queue-based power dialling typically requires a separate tool
- Narrower than full broker → brokerage → enterprise scaling
Where Mortgage360 goes further
Capability comparison
Honest read. Cells reflect publicly available information about each platform's current capabilities. Send corrections to hello@mortgage360.ai.
Common questions
Can I keep using Filogix BOSS?+
Yes — Mortgage360 runs alongside Filogix via 2-way sync. Many brokers keep BOSS for the submission pipeline while running their CRM, AI, and client portal in Mortgage360.
Is Mortgage360 a Filogix BOSS replacement?+
It can be, or it can be additive. Mortgage360's lender intake covers 350+ Canadian lenders natively, so brokerages that want fewer vendors often consolidate. Others keep BOSS for specific lender workflows.
See Mortgage360 next to Filogix BOSS
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