Filogix Releases

Release Notes

March 2023 Expert Release

March 2023 Expert Release 990 557 Finastra Canada

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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Expert Release – November 2021

Expert Release – November 2021 1024 575 Finastra Canada

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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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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