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

"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.

Architecture

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 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.
CONTACT SALES

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
CONTACT SALES

Please Contact Sales for our Onboarding Service Packages.

START A CONVERSATION

Whether you are looking to migrate from your current mortgage platform or a current Salesforce (or Jungo) customer looking to get more mileage out of your existing investment, our 50+ years of Salesforce experience can help mitigate risks to a successful implementation and accelerate adoption for your team.