We are pleased to announce a new partnership and integrated connection with Prospr by Sun Life (‘Sun Life’). For firms already contracted with Sun Life for Mortgage Protection Insurance, your Expert Broker users can now seamlessly send insurance referral requests directly from their deals. Please click here for the release notes on how to use this functionality. For those interested in understanding more about Sunlife Mortgage Protection insurance, reach out to one of our Sunlife business development managers here.

Please be advised that a new release of Expert will be launched Saturday December 6. The update process will start at 12:01 AM ET, Saturday, and will be completed no later than 6:00 AM ET. Expert will be unavailable during this time.

Please click here for the full 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.

Please be advised that a new release of Expert will be launched Saturday September 13. The update process will start at 12:01 AM ET, Saturday, and will be completed no later than 6:00 AM ET. Expert will be unavailable during this time.

Please click here for the full 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.

Filogix is excited to announce the launch of DocConnect, a new feature in Expert that enables secure, streamlined document sharing with participating lenders. This enhancement helps simplify your workflow, reduce follow-ups, and ensure sensitive documents are transmitted safely.

DocConnect is available to Expert users with an active Filogix Exchange account. For access to or activation of Filogix Exchange, please reach out to expert.support@finastra.com.

With DocConnect, you can submit supporting documents directly to lenders who have enabled the feature— starting with Desjardins, with more lenders to follow as they adopt the capability.

Click here for details on how to use DocConnect for the original version of Expert and click here for details on Expert Pro.

Please be advised that a new release of Expert will be launched Saturday June 14. The update process will start at 12:01 AM ET, Saturday, and will be completed no later than 6:00 AM ET. Expert will be unavailable during this time.

The June 2025 Expert Broker release includes various enhancements and maintenance fixes including:

• Changes to FINTRAC risk classifications
• Updated Quick Links

Please click here for the full 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.

Please be advised that a new release of Expert Pro was launched April 15.

Please click here for the full release notes.

Please be advised that a new release of Expert Pro was launched January 22.

Please click here for the full release notes.

Please be advised that a new release of Expert will be launched Saturday March 22. The update process will start at 12:01 AM ET, Saturday, and will be completed no later than 6:00 AM ET. Expert will be unavailable during this time.

Please click here for the full 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.

Please be advised that a new Expert release will be launched on Saturday, December 7, to further support FINTRAC requirements. The update process will start at 12:01 AM ET and will be completed no later than 6:00 AM ET. Expert will be unavailable during this time.

Please click here for the full release notes.

It is highly recommended that you clear your browser cache as part of the user responsibility for an Expert release. Instructions for clearing your browser cache are available from the Expert sign-on page and here.

As mortgage brokers, adhering to FINTRAC's guidelines is essential for legal compliance and maintaining the integrity of your business. A key piece of these new requirements is making sure you know your client and that you are confident they are who they say they are. Within the Identification section of both Filogix Expert and Filogix Expert Pro you now have quick access to login to Fastkey, a software solution that allows you to validate your client ID and complete screening for borrowers who may be politically exposed or appear on sanction lists.

Please watch this video to understand the ease of their ID Verification Process and then click here to contact Fastkey directly to setup your account.

You can also register for one of the Fastkey demonstration days to see a live demonstration and how to access Fastkey through Filogix Expert and Filogix Expert Pro. Pick your preferred date from the list below click on the link to join the session at your preferred time.

• Tuesday, December 3, 2024 10AM PST/1PM EST - Join the meeting
• Thursday, December 5, 2024 10AM PST/1PM EST - Join the meeting
• Tuesday, December 10, 2024 10AM PST/1PM EST - Join the meeting
• Thursday, December 12, 2024 10AM PST/1PM EST - Join the meeting