Unlocking Salesforce CRM's power for Canadian Lenders

LendingJunction helps Canadian lenders streamline the entire mortgage lifecycle, from application intake to funding. Pre-integrated with industry-standard platforms such as Filogix, Newton, and Lendesk, it enables seamless deal ingestion into Salesforce while providing pre-built broker and borrower portals for online applications. Underwriters benefit from a customized workspace with real-time mortgage calculators showing LTV GDS TDS updates, compliance and conditions tracking and one-click document generation for funding packages. With improved broker communication and Salesforce-powered automation, lenders can process deals faster, enhance collaboration, and deliver a better experience for both brokers and borrowers.

Automate every Lending Touchpoint

Streamline loan origination, broker collaboration & underwriting—all in Salesforce

Salesforce-enhanced Brokerage & Borrower Experience

  • Online application wizard for borrowers
  • Document collection with alerts and notifications
  • Accelerated agent on-boarding
  • Digital document generation with e-signature

Payroll Workflow Automation

  • Automated commissions tracking
  • Manage deal splits / co-brokered deals
  • 1-click Disbursements reporting
  • Payout status updates for agents
  • Self-service T4 generation for Agents

Data-Driven Marketing Segmentation

  • 2-way sync with Filogix, Velocity and Lendesk
  • All application data available for segmentation
  • Personalized marketing at scale with Salesforce

Watch Demo

Discover how applications flow seamlessly into Salesforce, enabling lenders to underwrite, communicate, and fund deals more efficiently.

Sync, Sign, and stay Audit-ready

2-Way Data Sync with Salesforce

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

Ready for Out-of-the-box Adoption

Additional Salesforce customizations not needed, avoiding costly implementations

Benefits from Salesforce’s Continuous Innovation

Continuously updated to leverage enhancements in latest Salesforce releases

Secure Document Collection & Archival

Leverages Salesforce 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

From Data Sync to Deal Closure

Subscription plans

Billed Annually in USD

Essentials

$495 /month

  • Maximum 5 user licenses included
  • Mortgage CRM for Lead & Deal Flow Management
  • Deal Origination with Online Application & Document Collection

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, Velocity & Lendesk

Plus

$1495 /month

  • All Growth Plan features, plus:
  • User license $50 /user/month
  • Payroll Management Solution
  • Lender-side deal ingestion
  • Underwriters console

Premium

Customized Pricing

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

Ready to unlock Salesforce's full potential?