Keep Filogix Exchange. Replace the surface you work in.
Filogix Expert is where most Canadian brokers key an application, and Filogix Exchange is how it reaches the lender. Mortgage360 does not try to replace Exchange — we sync to it across 1,047 fields, in both directions. What we replace is the day-to-day working surface: the CRM, the follow-up, the document chase, the compliance file and the commission math that Expert was never built to hold.
Fact-checked comparison. We update this page when the competitor ships material changes — last reviewed August 2026.
Filogix Expert, in their words and ours
Filogix Expert is a Canadian mortgage origination software (Finastra / Filogix) platform based in Canada, primarily serving Canadian mortgage brokers and lenders. 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 Expert does well
- Filogix Exchange is the de facto Canadian lender submission rail
- Near-universal lender coverage and broker familiarity
- Deep, well-established mortgage application data model
- The workflow most Canadian brokers were trained on
Factual trade-offs
- An application tool rather than a CRM — leads and retention live elsewhere
- No relationship layer: renewals, drip marketing and referrals are not the job it does
- No AI agents, and no queue-based dialling
- Brokerage-level commission, payroll and licence oversight are separate systems
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
Does Mortgage360 replace Filogix?+
Not Filogix Exchange. Exchange is the lender submission rail and Mortgage360 syncs to it across 1,047 fields in both directions. What brokerages usually move off is Filogix Expert as the day-to-day working surface — the CRM, follow-up, document collection and compliance file run in Mortgage360 instead.
Can underwriters keep working in Filogix Expert?+
Yes. The sync is bi-directional, so an underwriting team can stay in Expert while agents and clients work in Mortgage360. Edits on either side reflect on the other within seconds.
What does Mortgage360 do that Filogix Expert does not?+
Expert is an application tool. Mortgage360 adds everything around the application: lead management, multi-pipeline CRM, renewal campaigns, drip marketing, a power dialer, FINTRAC identity records, commission calculation, payroll and licence tracking.
Do we lose our Filogix lender relationships if we switch?+
No. Submissions still go through Filogix Exchange, so your lender relationships and submission history are unaffected.
See Mortgage360 next to Filogix Expert
A 20-minute demo with your real-world data. No prep needed. No follow-up unless you want one.