MortgageJunction

Unlocking Salesforce CRM's power for Canadian Mortgage Professionals...

MortgageJunction is a Salesforce-powered Mortgage CRM, Deal Origination, Agent Onboarding and Payroll platform offering online application and secure document collection portal in Salesforce with 2-way sync with Filogix and Velocity to accelerate underwriting. Brokerages benefit from faster agent onboarding with digitization and automated payroll management from pre-defined deal splits and commission schedules eliminating admin burden. It unlocks Salesforce’s workflow engine, analytics dashboards and powerful data-driven marketing segmentation toolkit.

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Secure, Audit-Ready Mortgage Operations

Run your entire mortgage lifecycle on Salesforce

Salesforce-enhanced Brokerage & Borrower Experience

  • Online application in Salesforce (No integration needed)
  • Augments Salesforce, customizing it for Mortgage brokerages
  • Document collection with automated reminders and compliance approval alerts
  • Accelerated agent on-boarding with digitization, automated document generation and e-signature workflow

Payroll Workflow Automation

  • Pre-defined Commission Schedules for automated calculations
  • Manages deal splits / co-brokered deals for both Agents and Teams
  • 1-click Disbursements reporting by Agents and Lenders
  • Automated alerts and payout status updates for Agents
  • Self-service real-time T4 generation for Agents without Admin’s assistance

Data-Driven Marketing Segmentation

  • 2-way sync of all Filogix / Velocity data for marketing in Salesforce
  • Intelligent marketing leveraging all data for Clients, Properties and Mortgages
  • Enables personalized nurturing at scale with industry-leading Salesforce Marketing tools
  • Optimize Social Ads to maximize ROI with Salesforce’s Ad Studio

Sync, Sign, and stay Audit-ready

2-Way Data Sync with Salesforce

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

Individual & Group Registrations

 Allow self-registration for individuals as well as group registrations for others

Benefits from Salesforce’s Continuous Innovation

Continuously updated to leverage enhancements in latest Salesforce releases

Secure Document Collection & Archival

Leverages Salesforce’s cloud 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
  • 2-way Sync with Filogix, Velocity and Lendesk
  • Upto 50 API calls /day and up to 10,000 API calls / year for Filogix API
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Pro

$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 and Velocity
  • Upto 100 API calls /day and up to 20,000 API calls / year for Filogix API
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Plus

Contact Sales for Pricing

  • All Growth Plan features, plus
  • User license $50 /user/month
  • Payroll Management Solution
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Ready to unlock Salesforce's full potential?