# 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?