Unlocking Salesforce CRM's power for Canadian Mortgage industry

Salesforce-powered Mortgage CRM, Agent Onboarding and Payroll, Loan Origination and Under-Writing platform offering online loan application and secure document collection portal in Salesforce with 2-way sync with Filogix, Lendesk and Velocity to accelerate underwriting.

MortgageJunction for Brokers

Canadian Brokerages benefit from faster agent onboarding with digitization and automated payroll management from pre-defined deal splits and commission schedules eliminating admin burden. Unlock Salesforce’s workflow engine, analytics dashboards and powerful data-driven marketing segmentation toolkit.

Secure, Audit-Ready Mortgage Operations

Run your entire Mortgage lifecycle on 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

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

Pricing

Subscription plans

Discounted pricing is available for not-for-profits

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.