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  • Mortgage Technology
    • Overview
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Resources

Resources

Check out our recent webinars, videos, product brochures and market commentaries to learn more about Finastra Canada solutions.

Webinars

 Filogix Connects Webinar

Filogix Connects Webinar

Credit bureau changes and what you need to know.

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Videos

Filogix Private Lender Gateway

Filogix Private Lender Gateway

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Filogix Expert Pro

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Welcome to the Filogix Mortgage Marketplace

Welcome to the Filogix Mortgage Marketplace

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Filogix, a Finastra company

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Factsheets

Filogix Expert Plus

Filogix Expert Plus

The steppingstone to a fully digital mortgage experience. A free solution you can access anywhere, anytime to do more, faster.

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Filogix Exchange: A secure document management solution

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Filogix Express: A mortgage underwriting solution

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Filogix Expert POS: A web-based mortgage application solution

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Filogix Expert Pro: The most powerful solution in the industry

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Market Commentary & Publications

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July 2023 Expert Pro Release

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…

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Filogix/Scarlett Press Release

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.

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June 2023 Expert Release

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...

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March 2023 Expert Release

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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Accessing Filogix Lenders in Newton Velocity

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

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August 2022 Expert Broker Release

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

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#ChooseToInclude and build a workplacewhere everyone is valued

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.

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COVID-19 and the Canadian Workplace

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.

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The new virtual workplace: A positive outcome to 2020

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.

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Shaping 2021: Digital as the key driver of the Canadian Mortgage Industry article on laptop screen

Shaping 2021: Digital as the key driver of the Canadian Mortgage Industry

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.

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Filogix Mortgage Marketplace—A Platform for the Way You Operate Today

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.

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Reimagining Mortgage Lending: Canadian homebuyers seek a more complete experience article on laptop screen

Reimagining Mortgage Lending: Canadian homebuyers seek a more complete experience

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.

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