Filogix Releases

Release Notes

Expert Release – August 2021

Expert Release – August 2021 1024 575 Finastra Canada

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

  • Access to Surex for Home Insurance Requests
  • Updates to New Brunswick Disclosure Forms
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Expert Release – June 2021

Expert Release – June 2021 1 1 Finastra Canada

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

  • Changes to support Expert Pro originated applications
  • Various updates within the existing Service Contract form for Quebec users
  • Genworth rebranding to ‘Sagen’
  • Additional Filogix rebranding updates
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Expert Release – November 2020

Expert Release – November 2020 1024 575 Finastra Canada

The November 2020 Expert Broker release includes various enhancements and maintenance fixes including:

  • Ability to Generate Manulife’s MPP Consumer Digital Links for Your Client(s)
  • Employer Lookup Changes to Allow Address Searches
  • Ability to Update Notification Emails
  • Additional Payment Frequency Options – Mortgage Analyzer and Isolator
  • Addition of Rate Type to the Mortgage Application Form
  • Rebranding
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Expert Release – September 2020

Expert Release – September 2020 1024 575 Finastra Canada

The September 2020 Expert Broker release includes various enhancements and maintenance fixes including:

  • Lender Filtering Capability
  • Ability to Look-up Employers using Google
  • Scotiabank Insurance Changes
  • Help File Updates
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Expert Release – July 2020

Expert Release – July 2020 1024 575 Finastra Canada

The July 2020 Expert Broker release includes various enhancements and maintenance fixes including:

  • Access to Nationwide Appraisal Services
  • Changes to the Forms Screen – Mortgage Application and Mortgage Summary
  • Employment Address Business Rules – Soft to Hard Stop
  • Removal of ‘other’ Option from Lender Drop Down
  • Scotiabank Form Updates
  • Quebec Licensing Change
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Expert Release – May 2020

Expert Release – May 2020 1024 575 Finastra Canada

The May 2020 Expert release includes some minor enhancements and maintenance fixes including:

  • Ability to recalculate ratios from the Applicant Liabilities section
  • Disclaimer added to the Application and Summary forms
  • Enhancements to the Amortization Schedule tool
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Expert Release – January 2020

Expert Release – January 2020 1024 575 Finastra Canada

The January 2020 Expert release includes some minor enhancements and maintenance fixes:

  • Shortcut to allow users to copy the primary borrower details to the Appraisal request screen
  • Ability to use a closing date range when creating the Firm Statistics Report
  • Password reset enhancement
  • Update to the BC Form 9 – Lender Disclosure Statement
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