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Filogix Expert Community

Filogix Expert Community

Please be advised that Expert will undergo maintenance on Saturday, September 23, starting at 12:01 AM ET and will be completed no later than 6:00 AM ET. Expert will be unavailable during this time.

What’s new in the mortgage broker community?

LATEST NEWS

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July 2023 Expert Pro Release

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…

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NEWS

A laptop screen with the header "Filogix Expert Release notes"

July 2023 Expert Pro Release

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…

Learn more
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Filogix/Scarlett Press Release

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.

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June 2023 Expert Release

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...

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March 2023 Expert Release

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.

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August 2022 Expert Broker Release

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

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July 2022 Expert Broker Release: Equifax PDF Report

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.

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The Filogix Mortgage Markplace welcomes Glengarry Farm Finance

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.

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Filogix Expert Pro How-to Videos

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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Filogix is on Facebook and Instagram!

Follow us to learn the latest news in the Filogix world and engage with other Filogix community members. Search for ‘Filogix’ on Instagram and click below to follow us on Facebook.

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Expert Release – November 2021

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

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The Filogix Mortgage Marketplace welcomes Surex

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

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Watch our Lunch and Learn sessions on demand

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.

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#ChooseToInclude and build a workplacewhere everyone is valued

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.

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The Filogix Mortgage Marketplace is Canada’s largest marketplace for the mortgage industry.

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Do you need technical support?

expert.support@finastra.com | 1-800-732-5638  
Hours: Mon-Fri 9am-6pm ET 

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