Filogix Expert Community

The updated FINTRAC regulations take effect on October 11, 2024.

Please be advised that a new release of Expert will be launched Saturday September 14 in support of FINTRAC requirements allowing users to flag suspicious deals.

To help you navigate the upcoming FINTRAC regulatory changes coming to the Mortgage Broker Channel on October 11, our partner, Equifax Canada is hosting a webinar on September 5th at 1:00 pm ET.

As mortgage brokers, adhering to FINTRAC's guidelines is essential for legal compliance and maintaining the integrity of your business.

The July 2024 Expert Broker release includes various enhancements and maintenance fixes including New Nova Scotia Mortgage Disclosure Statement Form.

In our April 2024 Expert release, we’ll make a few changes to the Newfoundland Disclosure Statement, add the Nova Scotia Recommendation and Assessment Form and update the Mortgage Classification Options for the FSRA AIR.

Experience seamless appraisal ordering with Value Connect on Filogix Expert.

Please read the following message from Equifax here.

Filogix is pleased to have Wiseday Financial as a new member of our lending community. You can submit applications to them via the Lender dropdown within Expert. For more information about Wiseday Financial, please contact Tony Morino at (438) 822-8669.

At midnight EST Dec 1 Filogix Exchange will be taken offline to begin a migration to a modern infrastructure. This migration will take place over the week, with Exchange kept offline during this time. Exchange service will resume in conjunction with our next Expert update Dec 9th.

Value Connect lets you order appraisals directly through Expert Broker.

In the upcoming release of Expert Pro, we’re elevating board functionality, enabling users to easily duplicate boards and enhancing the default board statuses for smoother workflows. Brokerage admins can now set default boards across their team for unified and efficient collaboration. We’ve also expanded our document automation feature to include switch/transfer applications for consistent document request handling. Our co-brokered applications feature now provides clearer notifications and transparency on co-broker actions. We’ve decluttered the user interface by removing redundant placeholders for a cleaner, more intuitive experience. The Mortgage Broker Disclosure to Borrower document is now accessible for New Brunswick deals, strengthening…

Filogix and Axiom are pleased to inform you of 2 new extensions of our innovative relationship. Please click here for the press release explaining the details.

In our June 2023 Expert release, users holding an Ontario license will be able to include their FSRA license class information. Within the Options section, you can define your class of license as Agent Level 1, Agent Level 2, or Broker, along with your license number. License information will be available to lenders with your deal submission. For details on updating your license information in Expert, please click here to review the release notes. This new release of Expert will be launched on Saturday, June 10, 2023. The update process will start at 12:01 AM ET and will be completed...

Please be advised that a new release of Expert will be launched this weekend. The update process will start at 12:01 AM ET Saturday, March 4, and will be completed no later than 6:00 AM ET. Please click here to view the release notes. As part of the user’s responsibility for an Expert release, it is highly recommended that you clear your browser cache. Instructions for clearing your browser cache are available from the Expert sign-on page and here.

The August 2022 Expert Broker release includes various enhancements including New Brunswick Mortgage Broker Disclosure to Borrower form and edit screen.

The July 2022 Expert Broker release features the addition of Equifax’s new Mortgage Broker Credit Report. The new report will be viewable by selecting the ‘Preview PDF’ button on the Credit Bureau page in Expert.

Filogix is pleased to have Glengarry Farm Finance as a member of our lending community. You can submit applications to them via the Private Lender dropdown within Expert.

Do you have questions about how to use Filogix Expert Pro? Our new how-to videos help you find the answers you need.

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The November 2021 Expert Broker release includes various enhancements and maintenance fixes including:

• Commissions 
• Nova Scotia Mortgage Brokerage Disclosure form and edit screen 
• Nova Scotia Recommendation and Assessment form and edit screen

Send home insurance quotes for your clients from Canada’s leading insurance carriers.

In these 45-minute demo sessions, our experts will show you the power of Filogix Expert Pro. See how it works, learn how to put down your digital roots and do more.

In recent years, the topic of diversity has taken center stage as societies around the globe develop greater tolerance, compassion and empathy for the differences that exist around us.