Filogix Releases

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…

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 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

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

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

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

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

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

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