Filogix Integration
The Mortgage Map CRM is integrated with Filogix, with Filogix deals automatically syncing to the CRM twice daily.
Deals can also be synced anytime in bulk or individually using the 'Sync with Filogix' buttons on the mortgage list page and mortgage details page.
The following CRM fields are synced from Filogix:
Mortgage record
Mortgage Information
Mortgage Name
Owner
Mortgage Type
Client Name
Co-borrower
Application Type
Application Details
Application Status
Date Application Updated
Closing Date
Mortgage Details
Amount
Mortgage Priority
Interest Type
Interest Rate
Term Type
Term Length
Amortization
Down Payment Amount
Payment Amount
Payment Frequency
First Payment Date
Maturity Date
GDS
TDS
LTV
Subject Property
Occupancy
Unit Number
Street Number
Street Name
Street Type
Street Direction
City
Province
Postal Code
Country
External File Information
Loan Origination System
Firm Code
Filogix ID
Client Roles
Additional co-borrowers are added accordingly
Client record
Client Information
Client Name
Owner
Gender
Date of Birth
Marital Status
Spouse or Partner
Number of Dependents
FTHB
Communication Information
Email
Phone
Work Phone
Home Phone
Address Information
Unit Number
Street Number
Street Name
Street Type
Street Direction
City
Province/State
Postal/Zip Code
Country
Living Situation
Employment Information
Self-employed
Job Title
Job Type
Occupation Type
Industry Sector
Business/Employer Name
Income Type
Income Amount
Income Frequency
Liability record
Record Information
Liability Name
Owner
Client Name
Liability Information
Liability Type
Monthly Payment
Balance
Credit Limit
Payoff Type
From Credit Bureau
Maturity Date
Description
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