MortgageJunction

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.

MortgageJunction

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

MortgageJunction, a Salesforce-powered Mortgage CRM and Payroll solution, offers online application and document collection in Salesforce’s CRM with 2-way sync with Filogix and Velocity to accelerate underwriting. Brokerages can manage payroll within Salesforce eliminating admin burden with automated calculations from commission schedules and deal split rules. It unlocks Salesforce’s powerful marketing engine, analytics dashboards and workflow automation for improved data-driven marketing segmentation and automating agent-onboarding with digitization.

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

Architecture / Features

2-Way Data Sync with Salesforce

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

Ready for Out-of-the-box Adoption

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

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.

Watch MortgageJunction in action

Subscription Plans

PRICES ARE IN CAD, BILLED ANNUALLY

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 
    ?
    Each update on a loan application record from Filogix to Salesforce consumes 1 API call.
CONTACT SALES
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 and Velocity
  • Upto 100 API calls /day and up to 20,000 API calls / year for Filogix API
CONTACT SALES

Plus$1,495/month

  • All Growth Plan features, plus
  • User license $50 /user/month
  • Payroll Management Solution
CONTACT SALES

Please Contact Sales for our Onboarding Service Packages.

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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.