The platform behind how brokers get mortgages done in Canada

Filogix is the technology platform brokers rely on to submit mortgage applications, manage customer relationships, and stay compliant across Canada. It’s been a trusted part of broker workflows for decades, and continues to evolve with the market to meet your needs today and tomorrow.

Why brokers choose Filogix

Filogix is built around how you actually work, helping you quickly and easily submit applications, while ensuring your clients have a fantastic experience and keep coming back to you. Filogix is designed to support you with tools that prioritize speed, accuracy, and reliability over unnecessary complexity.

AI Integrated to improve quality and save time

AI-assisted tools in Filogix Expert Pro reduce manual work and improve submission quality, while streamlining document completions, client communications, and many other tasks — increasing efficiency and quality.

Compliance without disruption

Secure document handling, audit-ready activity tracking, and FINTRAC-aligned workflows are built directly into Filogix. Compliance works quietly in the background, so you can focus on your clients and your deals with confidence.

Built to integrate, not lock you in

Filogix works alongside the tools you already use, supporting integrations and flexible workflows rather than mass replacement. You stay in control of your business and your technology stack.

Your business, your data

With Filogix, your business and your data remain yours. Plus, you continue to retain ownership of your data, even if you change brokerages or how you operate.

Two tools. One trusted foundation.

Filogix offers two core tools to our brokers: Filogix Expert Pro and Filogix Expert Broker. Use just one, or both together.

Save time, streamline your workflow, and grow your business.

A trusted, familiar way to submit applications.

Not sure which is best for you? Let’s talk!

With Filogix Expert Pro, the application is just the start: reduce manual work, stay organized, and create a more efficient way of working, so you can spend less time on admin and more time closing deals.

Deal process management:

Get deals done faster and more easily, in a way that works with your workflow.

Submit applications to 350+ lenders
Store and manage documents securely with DocConnect
Automate communication with borrowers, and you internal teams
Extract data from documents and use bank statement retrieval to reduce manual entry
Sync your email and upload documents directly into deals
Track deals visually with customizable, kanban-style workflow boards

Client
experience:

A smoother, more professional experience for your clients, all with less effort.

Create configurable borrower application web experiences
Automatically request documents based on borrower inputs
Provide secure portals for document upload and communication
Enable self-serve appointment booking with calendar integration
Tailor communications based on borrower type and situation
Set up notifications for upcoming birthdays, task reminders, mortgage renewals upcoming, etc.

Broker efficiency & time savings:

Spend less time chasing information and more time moving deals forward.

Get reminders for overdue tasks, renewals, and key client moments
See everything that needs attention in one dashboard
Use AI to summarize client emails and suggest tasks for you and your assistant
Automate follow-ups, document requests, and routine admin
Generate borrower emails instantly using AI

Filogix Expert Broker is the established Filogix experience many brokers know well and continue to use because it is comfortable, familiar, and dependable. It is designed for the core task of getting applications submitted efficiently.

With Filogix Expert Broker, you can:

Submit applications to 350+ lenders
Manage documents securely
Access credit data and complete compliance workflows
Work within a system your brokerage already supports

Designed for how you work, and how you can work more efficiently

Filogix Expert Broker provides a familiar, proven solution for submitting applications. Filogix Expert Pro builds on that foundation with additional capabilities designed to reduce manual effort through AI and automations, keep everything organized, and help you manage your work more efficiently.

Unsure which to choose? Filogix is here to support you, contact us anytime

	Filogix Expert Broker	Filogix Expert Pro
Primary role	Submit applications	Run and grow your business
Lender access	350+ lenders	350+ lenders
Core strength	Simplicity & familiarity	Efficiency, automation and control
Best fit	Brokers who want straightforward submission	Brokers who want to save time and scale
Workflow	Manual, familiar process	Automated, customizable, AI supported workflows

Work with Filogix

Whether you’re submitting deals, managing client relationships, or preparing for what comes next in the market, Filogix provides the trusted foundation you rely on today and into the future.

Common Questions

Is Filogix being discontinued?

No – Filogix is not being discontinued. In fact, the opposite is happening: Filogix is continuing to grow through continued investment in its platform, products, and people. Filogix Expert Broker and Filogix Expert Pro are both actively supported and evolving.

Who owns my data?

You do. Your client data belongs to you and stays with you, even if you change brokerages or how you work.

I love Filogix Expert Broker and it’s all I need. Am I going to have to switch platforms to Filogix Expert Pro, even if I don’t need it for my business?

No. Each platform tool is available to you and each offers its own unique functionality and benefits. You can choose to use one, the other, or both if you wish. You know your business best, and we’re here to support you with whichever Filogix tools you choose.

Will I need to relearn or change how I work?

No. Filogix is designed to fit into familiar broker workflows, not replace them.

If I need help, how do I get it?

Reach out to our support team, or access in-app help resources available in both Expert Broker and Expert Pro.