MortgageJunction enables 1-click submission into Filogix for loan applications originating and being managed in Salesforce's CRM, with edits in Filogix updated back in Salesforce with the 2-way data sync. It accelerates the underwriting workflow for mortgage brokerages, reducing data entry and improving the borrower experience.

MortgageJunction

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

MortgageJunction

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

MortgageJunction enables 1-click submission into Filogix for loan applications originating and being managed in Salesforce's CRM, with edits in Filogix updated back in Salesforce with the 2-way data sync. It accelerates the underwriting workflow for mortgage brokerages, reducing data entry and improving the borrower experience.

Burke Financial Success Story

Architecture

2-way Sync

Leverages Finastra’s latest bi-directional REST API (released 2021) to sync data back and forth between Filogix and Salesforce

Native Salesforce Design

Designed for the Financial Services Cloud (Mortgage) leveraging standard Salesforce objects and fields

Go-Live Ready

Canadian localization package includes all Salesforce fields for Filogix sync. Additional Data Model configuration not needed

Online Application Capture

Salesforce Lightning Flow package for the Canadian market available, enabling Online Application capture directly in the CRM

PDF Generation & E-Signature

Digital Document Generation in Salesforce for Loan Agreement with workflow-driven E-signature and alerts (*With 3rd party apps)

Scalability

Built on Salesforce's Heroku platform for maximum scalability, performance and security

Extensibility

Pre-configured PDF generation templates with field mappings for Loan Agreement provided for Conga, DocuSign and PDF Butler

Compliant

Meets Canadian Data Residency requirements for Personally Identifiable Information (PII)

Watch MortgageJunction in action

Subscription Plans

PRICES ARE IN CAD, BILLED ANNUALLY

Growth$995 /month

  • Upto 50 API calls /day
    ?
    Each update on a loan application record from Filogix to Salesforce consumes 1 API call.
  • Upto 10,000 API calls /year
    ?
    Annual Filogix API calls included to align with their annual API limits.
  • Prebuilt templates for PDF Generation with Conga, DocuSign & PDF-Butler
    ?
    Standard loan agreement document template provided with relevant fields pre-mapped for multiple AppExchange PDF generation apps.
  • User license $25 /user/month
  • E-Signature workflow supported
    ?
    Loan agreement document can be sent to borrower for e-signature through multiple AppExchange e-signature apps.
CONTACT SALES

PremiumCustomized Pricing

  • All Plus Plan features included
  • For larger teams, please contact our Sales team to discuss customized API limits and user pricing
CONTACT SALES

Please Contact Sales for our Onboarding Service Packages.

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Whether you are new to Salesforce and contemplating your technology roadmap, or a current Salesforce customer looking to get more mileage out of your existing investment, our 50+ years of experience with Salesforce's platform can help identify and mitigate risks to a successful implementation and accelerate adoption for your team.

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