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Filogix Updates

Check here for the latest information about product releases, updates, events and more.

Expert Pro - New British Columbia Mortgage Services Act forms

October 9, 2026

The Expert Pro release includes new British Columbia Mortgage Services Act forms to support provincial regulatory requirements taking effect October 13, 2026. These requirements are part of B.C.’s new regulatory framework for mortgage services, including new disclosure requirements for mortgage brokers.

Read the full release notes and details on the above here. 

October 2026 Filogix Expert Broker Release

October 9, 2026

Please be advised that a new release of Expert will be launched on Friday, October 9. The update process will start at 12:01 AM ET and will be completed no later than 6:00 AM ET. Expert will be unavailable during this time.

The Expert Broker release includes new British Columbia Mortgage Services Act forms to support provincial regulatory requirements taking effect October 13, 2026. These requirements are part of B.C.’s new regulatory framework for mortgage services, including new disclosure requirements for mortgage brokers.

Read the full release notes and details on the above here. 

Expert Pro - Enhanced Notifications

October 6, 2026

It’s now easier to keep your team and other key contacts up to date as an application moves forward. With Enhanced Notifications, you can send Expert Pro notifications by email, SMS text message, or both and add recipients from within or outside your brokerage.

Click here for more details.

Click here to see it in action.

Expert Pro - Introducing Smart Entry: Speak, paste or type your way to an application

September 28, 2026

Expert Pro users can now start an application with Smart Entry. Simply speak, paste, or type the client’s information, and Expert Pro will organize it into application fields for you to review before creating the application.

Click here for more details.


Click here to see Smart Entry in action.

August 2026 Filogix Expert Broker Release

August 22, 2026

The August 2026 Expert Broker release includes various enhancements and maintenance fixes including:

  • Risk Level Report Enhancements for PEP and Sanctions
  • A new FINTRAC Risk Level Navigation shortcut
  • Deal Submission Status Updates
  • Employment address information added to the Mortgage Application form
  • New Brunswick Disclosure enhancements
  • Updated validation on Income fields

Read the full release notes and details on the above here. 

A Complimentary One-year MLN Pro Subscription for Filogix Users

August 10, 2026

As Filogix enters its next chapter, our commitment remains clear: Filogix will continue to serve the Canadian mortgage industry as an open, reliable and industry-focused platform.

To recognize the professionals and organizations that rely on Filogix every day, we are pleased to provide eligible Filogix users with a complimentary one-year subscription to Mortgage Logic News Pro, valued at ~$1,200.

Mortgage professionals will enjoy direct access to MLN’s:

  • Exclusive mortgage intelligence – supporting client conversations and new business
  • Mortgage Memo – analyzing bonds, rates and the BoC daily
  • Mortgage term simulator – projecting optimal terms using market-implied forward rates
  • Daily Rate Survey – tracking industry-average and leading rates from all top providers
  • Live rate alerts – signalling imminent rate lock and float-down opportunities
  • Economic database – leveraging 135,000+ data points, correlations and shareable charts
  • Upcoming AI features, including lead magnets, backtesting and much more…

This benefit is available to all eligible Filogix users regardless of brokerage, company or network affiliation.

MLN Pro access is one of the first ways we are investing directly in the Filogix user community and providing additional practical value to mortgage professionals across Canada.

To activate your complimentary one-year MLN Premium subscription, please follow the instructions in the email you’ll receive in the next two days from MLN. If you have not received those instructions in the next 48 hours, please reach out directly to MLN: info@mortgagelogic.ca with the email address you have on file with us.

Thank you for being part of the Filogix community. We look forward to continuing to support your business and the broader Canadian mortgage industry.

Gary Mauris, CEO and Founder of DLCG, Discussing the Filogix Acquisition.

August 6, 2026

Hear directly from Gary Mauris, CEO and Founder of DLCG Group of Companies, about his vision for Filogix’s exciting future. 

Gary reaffirms our founding commitment: your data is your data, and your customers are your customers — a promise formalized in our Data Pledge. You’ll continue working with the Filogix team you already know, and the product you know and love will only get better as we invest more development resources into it. The data security and privacy you’ve trusted us with for years will not change.

Press release: Filogix acquired by DLCG Mortgage Group.

August 4, 2026

Today, we are excited to share that Filogix has been acquired by DLCG Mortgage Group.

For more than 30 years, Filogix has been a trusted mortgage technology and connectivity platform, helping Canadian brokers, lenders, and industry partners work together more efficiently.

For our customers, it’s business as usual. Filogix will continue to operate as the trusted, independent platform you know today, serving the entire mortgage ecosystem with the same commitment to choice, connectivity, and collaboration.

Protecting customer information remains one of our highest priorities. Our commitment to privacy, security, and safeguarding customer and industry data is unwavering and will continue to be foundational to everything we do.

With the support of DLCG’s long-term investment, Filogix is entering an exciting new chapter. We are well-positioned to accelerate innovation, invest in our technology, infrastructure, products, and people, and continue delivering the exceptional reliability and service our customers have come to expect.

Filogix will continue to serve lenders, brokers, and industry partners across the Canadian mortgage ecosystem with the same independent, customer-first approach our customers have come to expect.

To our customers, partners, lenders, brokers, and employees, thank you for your continued trust and support. We look forward to building the future of mortgage technology together.

Read the press release here. 

Expert Pro - Expanded Renewal Visibility

June 23, 2026

Expert Pro users can now identify more renewal opportunities. In addition to subject properties, upcoming renewals associated with other properties owned by borrowers are now highlighted, helping brokers uncover additional opportunities to reconnect with clients. Click here for details.

June 2026 Filogix Expert Broker Release

June 3, 2026

The June 2026 Filogix Expert Broker release includes various enhancements and maintenance fixes including:

  • Applicant risk categories
  • Risk level report enhancements
  • New PEP declaration form
  • Quebec Service Contract update
  • Nova Scotia Form 2 update


Read the full release notes and details on the above here. 

Questbank Launch

June 1, 2026

We’re excited to announce that as of June 1 2026, Community Trust will be listed as Questbank in the Expert lender dropdown.

To learn more about Questbank, please visit: https://communitytrust.com/questbank/about-us/

Expert Pro - New Enhancements

April 30, 2026

This release includes a number of client-requested enhancements to Expert Pro, including:

• Enhanced Timeline Visibility
• Application Creation Date Display
• Client Profile Labels Enhancement
• Email Templates with Attachments
• Checklist Templates
• New Board Sorting Options
• Quick Copy for Applicant Emails
• Document Package Ordering
• Client Portal Document Control
• MPP Requests Update
• Internal Notes Default Value
• Email Field Validation

Click here for more details.

Sun Life Referral Service

March 31, 2026

We are pleased to announce a new partnership and integrated connection with Prospr by Sun Life (‘Sun Life’). For firms already contracted with Sun Life for Mortgage Protection Insurance, your Expert Broker users can now seamlessly send insurance referral requests directly from their deals. Please click here for the release notes on how to use this functionality. For those interested in understanding more about Sunlife Mortgage Protection insurance, reach out to one of our Sunlife business development managers here.

Client Profile Participants

March 19, 2026

Expert Pro now allows users to add and manage participants directly at the client profile level, including realtors, lawyers, contractors, and other contacts. This provides a more complete view of each client’s relationships and improves the ability to track and report on participants across your client base. Click here for the full release notes.

December 2025 Expert Release

December 6, 2025

Please be advised that a new release of Expert will be launched Saturday December 6. The update process will start at 12:01 AM ET, Saturday, and will be completed no later than 6:00 AM ET. Expert will be unavailable during this time.

Please click here for the full 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.

Announcing: Filogix DocConnect

September 13, 2025

Filogix is excited to announce the launch of DocConnect, a new feature in Expert that enables secure, streamlined document sharing with participating lenders. This enhancement helps simplify your workflow, reduce follow-ups, and ensure sensitive documents are transmitted safely.

DocConnect is available to Expert users with an active Filogix Exchange account. For access to or activation of Filogix Exchange, please reach out to expert.support@finastra.com.

With DocConnect, you can submit supporting documents directly to lenders who have enabled the feature— starting with Desjardins, with more lenders to follow as they adopt the capability.

Click here for details on how to use DocConnect for the original version of Filogix Expert Broker and click here for details on Filogix Expert Pro.

June 2025 Expert Release

June 14, 2025

Please be advised that a new release of Expert will be launched Saturday June 14. The update process will start at 12:01 AM ET, Saturday, and will be completed no later than 6:00 AM ET. Expert will be unavailable during this time.

The June 2025 Expert Broker release includes various enhancements and maintenance fixes including:

  • Changes to FINTRAC risk classifications
  • Updated Quick Links

Please click here for the full 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.

April 2025 Expert Release

April 15, 2025

Please be advised that a new release of Expert Pro was launched April 15.

Please click here for the full release notes.

March 2025 Expert Release

April 22, 2025

Please be advised that a new release of Expert will be launched Saturday March 22. The update process will start at 12:01 AM ET, Saturday, and will be completed no later than 6:00 AM ET. Expert will be unavailable during this time.

Please click here for the full 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.

January 2025 Expert Release

January 22, 2025

Please be advised that a new release of Expert Pro was launched January 22.

Please click here for the full release notes.