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Mortgage360
Mortgage360 vs Scarlett

The Canadian broker CRM with AI follow-up and a built-in dialer

Scarlett is a serious Canadian broker CRM with a strong network and franchise user base, built for this market rather than adapted into it. Mortgage360 covers the same ground and adds the operational layer — power dialling, renewal automation, FINTRAC records and commission calculation.

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

About Scarlett

Scarlett, in their words and ours

Scarlett is a Canadian mortgage broker CRM (NEXA) platform based in Canada, primarily serving Canadian mortgage brokers + networks. 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 Scarlett does well

  • Strong franchise / network operator support (DLC, Centum, etc.)
  • Mature Canadian broker CRM workflow
  • Established compliance and reporting capabilities
  • Familiar UX for brokers from major networks

Factual trade-offs

  • No AI agents — Harvey-style automation requires third-party add-ons
  • Queue-based power dialling typically requires a separate tool
  • Brokerage commission calculation generally needs another system
  • Agent licence and continuing-education tracking not included
Why teams choose Mortgage360

Where Mortgage360 goes further

AI on every deal
Harvey intakes clients in 50+ languages, drafts outreach + ranks pipeline, runs compliance + AML/PEP/sanctions, and scores renewal risk across the book.
Dialer + compliance included
Queue-based power dialling with automatic call logging, FINTRAC identity capture on the deal, and commission split calculation — included rather than three more subscriptions.
Multi-tenant network
Per-tenant brand kit, SSO (SAML/OIDC), royalty engine, network-level compliance dashboards. Built for the way DLC, Centum, TMG scale.
Filogix 2-way
1,047 fields. Both directions. Edit in Filogix Expert or Mortgage360 — the other reflects within seconds.
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
Scarlett
Canadian mortgage brokers + networks
Multi-pipeline (purchase, refi, renewal, HELOC)
Lead management distinct from deals
Drip marketing built in
~
Per-agent + per-team performance
Commission splits + lead-source attribution
Per-tenant brand kit (white-label)
SSO (SAML / OIDC)
Royalty / fee engine with reconciliation
~
Network-level compliance dashboards
~
Client AI in 50+ languages
Agent AI copilot
Compliance AI (AML / PEP / sanctions)
~
Power dialer built in
FINTRAC identity records on the deal
~
Commission split calculation
~
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 Scarlett alternative?+

Yes — Mortgage360 covers the same Canadian broker CRM workflow plus AI-drafted follow-up, a built-in power dialer, FINTRAC compliance records and commission calculation. Brokerages switch when the work between deals is what is costing them.

Does Mortgage360 support franchise / network operators?+

Yes — the Enterprise plan is built for multi-tenant networks. Per-tenant brand kit + domain + theme, SSO (SAML/OIDC) + SCIM provisioning, royalty engine with reconciliation, network-level compliance dashboards.

Can we migrate while keeping our franchise relationships?+

Yes. We import existing contacts, leads, deals, and historical reporting via API or CSV. Franchise royalty rules carry over.

Continue reading

Decide for yourself

See Mortgage360 next to Scarlett

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

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