# 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.