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
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 and Velocity
- 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.
Plus$1,495/month
- All Growth Plan features, plus
- User license $50 /user/month
- Payroll Management Solution
- Upto 150 API calls /day and up to 30,000 API calls / year for Filogix API