LendingJunction

Unlocking Salesforce CRM's power
for Canadian Lenders

LendingJunction helps Canadian lenders streamline the entire mortgage lifecycle, from application intake to funding. Pre-integrated with industry-standard platforms such as Filogix, Newton, and Lendesk, it enables seamless deal ingestion into Salesforce while providing pre-built broker and borrower portals for online applications. Underwriters benefit from a customized workspace with real-time mortgage calculators showing LTV GDS TDS updates, compliance and conditions tracking and one-click document generation for funding packages. With improved broker communication and Salesforce-powered automation, lenders can process deals faster, enhance collaboration, and deliver a better experience for both brokers and borrowers.

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Automate every Lending Touchpoint

Streamline loan origination, broker collaboration & underwriting—all in Salesforce

Salesforce-enhanced Brokerage & Borrower Experience

  • Online application wizard for borrowers
  • Document collection with alerts and notifications
  • Accelerated agent on-boarding
  • Digital document generation with e-signature

Payroll Workflow Automation

  • Automated commissions tracking
  • Manage deal splits / co-brokered deals
  • 1-click Disbursements reporting
  • Payout status updates for agents
  • Self-service T4 generation for Agents

Data-Driven Marketing Segmentation

  • 2-way sync with Filogix, Velocity and Lendesk
  • All application data available for segmentation
  • Personalized marketing at scale with Salesforce

See how it works

Watch Demo

Discover how applications flow seamlessly into Salesforce, enabling lenders to underwrite, communicate, and fund deals more efficiently.

Sync, Sign, and stay Audit-ready

2-Way Data Sync with Salesforce

Designed leveraging latest 2-way REST APIs from Filogix and Velocity

Ready for Out-of-the-box Adoption

Additional Salesforce customizations not needed, avoiding costly implementations

Benefits from Salesforce’s Continuous Innovation

Continuously updated to leverage enhancements in latest Salesforce releases

Secure Document Collection & Archival

Leverages Salesforce for archiving documents or sync to your Sharepoint / Google Drive

Compliance-friendly Salesforce Shield features

Field changes history tracking with audit logs saved for 10 years for FSRA compliance/audits.

Canadian Data Residency Compliant

Compliant with Canadian Data Residency requirements for PII.

PDF Docs for E-Signature

Generate PDF documents for e-signature from within Salesforce with automated actions/notifications for signed documents

From Data Sync to Deal Closure

Pricing

Subscription plans

Billed Annually in USD

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Discounted pricing is available for not-for-profits

Essentials

$495 /month

  • Maximum 5 user licenses included
  • Mortgage CRM for Lead & Deal Flow Management
  • Deal Origination with Online Application & Document Collection
  • Deal Origination with Online Application & Document Collection
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RECOMMENDED

Growth

$995 /month

  • User license $50 /user/month
  • Mortgage CRM for Lead & Deal Flow Management
  • Deal Origination with Online Application & Document Collection
  • 2-way Sync with Filogix, Velocity & Lendesk
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Plus

$1495 /month

  • All Growth Plan features, plus:
  • User license $50 /user/month
  • Payroll Management Solution
  • Lender-side deal ingestion
  • Underwriters console
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Premium

Customized Pricing

  • All Plus Plan features included
  • For larger teams, please contact our Sales team to discuss customized API limits and user pricing
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Ready to unlock Salesforce's full potential?

Empower users.
Delight customers.

Fuel your AI Agents with real-time insights

Customer service representatives can be armed with information in a few seconds with a simple conversational query. No more juggling multiple screens, swivel chairing and accessing multiple apps and interfaces to find information related to a customer.

Self-service possibilities for customers become more exciting as customers and partners can access AI Agent-powered web portals and web apps and lookup information, request actions and get progress visibility and status updates, in response to simple conversational requests, powered by live data streaming from ERPs and back-office systems.

Access data residing
"as-is" elsewhere.

Avoid expensive integrations

Your data stays as-is, in the system it belongs to. This bypasses the need for expensive data migrations and matching up reference IDs and data formats across multiple systems.

Data can be accessed on-demand by AI Agents without having to deal with the overhead of a long, complex integration project.

Zero-copy
Agentic connections.

Bypass all ETL / data sync pains

The conventional Extract-Transform-Load complexity of data integrations is bypassed as the data is not synced or replicated across systems.

The zero-copy architecture simply queries the data on-demand as and when needed.