Mortgage360 vs BrokerEdge

Brokerage back office with the agent's day built in

BrokerEdge is built for the Canadian brokerage back office — deal tracking, commissions and the head-office view of the business. Mortgage360 covers that ground and joins it to the work the agent actually does all day: lead follow-up, power dialling, document collection, renewals and AI-drafted outreach, on one record instead of two systems.

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Last reviewed August 21, 2026. Built from BrokerEdge's public documentation and pricing — not from a demo. Spotted something out of date? Tell us.

About BrokerEdge

BrokerEdge, in their words and ours

BrokerEdge is a Canadian brokerage CRM and back office platform based in Canada, primarily serving Canadian mortgage brokerages. 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 BrokerEdge does well

Built for the Canadian brokerage market rather than adapted into it
Established deal-tracking and commission back office
Head-office reporting brokerage owners recognise
Familiar to administrators who have run it for years

Factual trade-offs

Back-office first — the agent's daily follow-up surface is thinner
No AI agents for drafting outreach or ranking pipeline
Queue-based power dialling typically requires a separate tool
Recruiting, licence tracking and continuing education generally sit elsewhere

Why teams choose Mortgage360

Where Mortgage360 goes further

One record, both jobs

The deal the head office reports on and the pipeline the agent works are the same record — no reconciliation between a CRM and a back office.

AI on every deal

Drafted follow-up, ranked pipeline, stale-lead surfacing, and AML / PEP / sanctions screening on every applicant.

Dialer + compliance included

Queue-based power dialling with automatic call logging and FINTRAC identity capture on the deal — included rather than two more subscriptions.

Filogix two-way

1,047 fields, both directions. Keep submitting through Filogix Exchange while the brokerage runs on Mortgage360.

Side-by-side

Capability comparison

Honest read. Cells reflect publicly available information about each platform's current capabilities. Send corrections to hello@mortgage360.ai.

Capability

Mortgage360

Built for Canada

BrokerEdge

Canadian mortgage brokerages

Deal tracking with head-office view

Commission splits, tiers and clawbacks

Agent + team performance reporting

Agent payroll from the same ledger

Trust / accounting reconciliation

Lead management distinct from deals

Multi-pipeline (purchase, refi, renewal, HELOC)

Renewal book with automated campaigns

Drip marketing built in

Power dialer built in

Branded client portal

Client AI in 50+ languages

Agent AI copilot

Compliance AI (AML / PEP / sanctions)

FINTRAC identity records on the deal

Licence + continuing-education tracking

Agent recruiting pipeline

Filogix two-way sync (1,047 fields)

Built from BrokerEdge's public documentation and pricing — not from a demo. Last reviewed August 21, 2026. We do not block competitor pages from indexing; this is a fair-comparison resource we publish in good faith.

Choosing between Mortgage360 and BrokerEdge

Head office and the agent's desk are usually two systems

BrokerEdge is a brokerage back office, and back-office software is built for the principal broker's view: deals, agents, compliance, payouts. That is a legitimate and well-defined job.

The pattern we see is that it rarely stays the only system. Agents need daily follow-up, lead management and outreach, which a back office is not designed for, so a second tool appears at the agent level — and the brokerage now has head-office truth in one place and agent activity in another.

Mortgage360's argument is that these are one record. The same contact and deal carry the agent's follow-up and the brokerage's oversight, so the principal broker's view is a lens on live data rather than a separate system fed by it.

What that costs when they are separate

The visible cost is duplication. The less visible one is that oversight lags: compliance status, pipeline health and commission accruals reflect what has been entered into the back office, not what happened on the agent's desk this week.

For a small brokerage that lag is manageable. It becomes a problem at the scale where a principal broker can no longer hold the state of every file personally, which is the point at which most brokerages start looking.

It also shows up at examination time, when the question is whether the evidence for a file can be produced from a system or has to be assembled.

Where BrokerEdge fits

If your brokerage's need is squarely head-office — payouts, agent administration, compliance records — and your agents are content with their own tools, a focused back office is less to implement and less to change.

Consolidation is worth its cost when the split between the two views is actively causing problems, not before. We would rather scope that honestly than argue every brokerage needs one system.

Common questions

Is Mortgage360 a BrokerEdge alternative?+

Yes, and it covers both halves — the brokerage back office and the agent's daily CRM on the same record, so oversight is a lens on live data rather than a separate system fed by it.

What does BrokerEdge do well?+

It is a focused brokerage back office covering the principal broker's view: deals, agents, compliance records and payouts. If that is squarely your need, it is less to implement than a full platform.

How confident are you in this comparison?+

Less than on the pages where we have used the product directly, and the page says so rather than claiming otherwise. This comparison is built from publicly available material, written conservatively. If you work at BrokerEdge and something here is wrong, tell us and we will correct it.

What is the practical difference?+

Scope and record structure. A back office is built for head office; agents typically add a second tool for follow-up. Mortgage360 puts the agent's activity and the brokerage's oversight on one contact and deal.

What about compliance oversight?+

Identity verification is captured on the deal and retained against the client, so an examiner's request is answered from the system rather than reconstructed from email. Licensing status and continuing-education hours are tracked per agent. Confirm your own obligations with FINTRAC and your provincial regulator.

How are commission splits and payouts handled?+

Tiered and package-based structures with qualification periods, calculated against the funded deal, with per-agent visibility at brokerage level and payroll-adjacent reporting.

Does Mortgage360 integrate with Filogix?+

Yes, in both directions — 1,047 fields sync in under five seconds, and an edit in either system is reflected in the other. Filogix Exchange stays your submission rail.

Do agents get their own CRM surface?+

Yes — pipeline, lead management, queue-based dialling with call logging, AI-drafted follow-up and renewal automation, on the same record the brokerage sees.

When is a separate back office the better choice?+

When head-office administration is genuinely the whole need and your agents are content with their own tools. Consolidation earns its cost when the split between the two views is actively causing problems, not before.

Continue reading

Decide for yourself

See Mortgage360 next to BrokerEdge

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