MortgageJunction
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.
See How Brokers Submit Deals Faster
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.
See How Lenders Process Deals Faster
Lenders benefit from a seamless loan origination and deal ingestion workflow directly into their CRM, pre-integrated with industry-standard platforms like Filogix, Newton and Lendesk. Loan applications flow into Salesforce through a customized, underwriter-friendly interface, including mortgage calculators, compliance and conditions tracking, and one-click document generation for funding packages.
Secure, Audit-Ready Mortgage Operations
Designed leveraging latest 2-way REST APIs from Filogix and Velocity
Additional Salesforce customizations not needed, avoiding costly implementations
Continuously updated to leverage enhancements in latest Salesforce releases
Leverages Salesforce for archiving documents or sync to your Sharepoint / Google Drive
Field changes history tracking with audit logs saved for 10 years for FSRA compliance/audits.
Compliant with Canadian Data Residency requirements for PII.
Generate PDF documents for e-signature from within Salesforce with automated actions/notifications for signed documents
From Data Sync to Deal Closure
Pricing
Discounted pricing is available for not-for-profits
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.
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.
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.
