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Mortgage360
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.

Fact-checked comparison. We update this page when the competitor ships material changes — last reviewed August 2026.

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
AI-native, Canada + US
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)
~
Last reviewed by our research team within the last 30 days. We do not block competitor pages from indexing; this is a fair-comparison resource we publish in good faith.
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Common questions

Is Mortgage360 a BrokerEdge alternative?+

Yes. Mortgage360 covers the brokerage back office — deal tracking, commission splits, head-office reporting and payroll — and adds the agent-facing layer: lead management, renewal campaigns, a power dialer, document collection and AI-drafted follow-up on the same record.

Can we migrate our historical deals and commission history?+

Yes. Contacts, leads, deals and historical reporting import by API or CSV, and existing commission split rules carry over so past statements still reconcile.

What is the main difference for a brokerage owner?+

BrokerEdge gives you the head-office view of the business. Mortgage360 gives you the same view without a second system underneath it, because the pipeline the agent works and the deal you report on are one record.

Do we keep submitting through Filogix?+

Yes. Mortgage360 syncs two-way with Filogix across 1,047 fields, so submissions continue through Filogix Exchange exactly as they do now.

Decide for yourself

See Mortgage360 next to BrokerEdge

A 20-minute demo with your real-world data. No prep needed. No follow-up unless you want one.