Filogix Releases

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 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

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