Resources

Credit bureau changes and what you need to know.

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…

Filogix and Axiom are pleased to inform you of 2 new extensions of our innovative relationship. Please click here for the press release explaining the details.

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.

If you use Newton Velocity for deal management, you may lose access to some lenders on October 31st. Learn more about what’s changing.

The August 2022 Expert Broker release includes various enhancements including New Brunswick Mortgage Broker Disclosure to Borrower form and edit screen.

In recent years, the topic of diversity has taken center stage as societies around the globe develop greater tolerance, compassion and empathy for the differences that exist around us.

As Canadian businesses continue to adjust and adapt, many are still struggling with the continuing complications of the COVID-19 virus and what it means for operations.

Following a year of great changes, we reflect on the positive outcome 2020 had on the workplace. Siobhan Byron, SVP of TEMS & Tracy Binns, Principal Human Resources discuss the impact the year had on both employers and employees, with both groups relying on technology to bridge gaps and reveal new opportunities.

As we head toward the start of a new year and we continue to deal with the impacts of the COVID-19 pandemic, reducing costs and increasing efficiency continue to be top priorities for lenders and brokers. To meet both objectives, the pace of digital adoption needs to accelerate across the industry.

The events of the past year have impacted businesses around the world. The Canadian mortgage industry is no stranger to these changes as brokers, brokerages and lenders transition to a more digital way of operating.

Canadian consumers are willing to make the leap and buy a home, but many are unsure about the process required to obtain a mortgage. The industry needs to evolve to support homebuyers as they navigate this very complex transaction.