Filogix
Filogix is a Finastra-owned Canadian mortgage technology provider operating a web-based open platform that connects mortgage brokers to a network of lenders across Canada for origination, document management, and underwriting. It serves the Canadian mortgage industry with subscription SaaS products including Expert POS, Expert Pro, Express, and Exchange.
- Company typePrivate
- Founded2000
- HeadquartersToronto, Canada
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
What Filogix does
Filogix is a Toronto-based Canadian mortgage technology provider that has operated as the technology hub of the Canadian mortgage industry for over two decades and now functions as a wholly-owned subsidiary of global fintech Finastra. The company operates a web-based, open platform — the Filogix Mortgage Marketplace — that connects Canadian mortgage brokers to a broad network of lenders, allowing brokers to submit applications from their choice of front-end systems and lenders to receive applications regardless of broker-side tooling. Its product suite spans the full mortgage lifecycle: Filogix Expert POS (paid origination and submission), Expert Plus (freemium onboarding tier), Expert Pro (advanced deal management with integrated e-signature, document storage, email marketing, and bank statement retrieval), Filogix Express (lender-side underwriting with fraud management and compliance to lender credit-risk policies), Filogix Exchange (secure document management), and the Filogix Private Lender Gateway extending connectivity to private lenders.
The underlying architecture emphasizes interoperability rather than single-vendor lock-in, with all modules integrating across the Expert Community portal and supporting device-agnostic web access. Distribution combines a self-serve, low-friction onboarding path for individual brokers through the free Expert Plus tier and the Expert Community portal, with a direct enterprise sales motion for larger brokerages and lender institutions accessed via a 'Contact us' engagement on the Finastra Canada website. Marketing is primarily B2B content-driven: corporate web pages, downloadable fact sheets, the 'Shaping 2021' thought-leadership research publication, video content, and executive speaking slots at industry events such as the Canadian Mortgage Summit. Geographic scope is exclusively Canadian.
Revenue mechanics are built around software licensing and recurring subscription fees across the paid tier of the platform, with Expert Plus offered free as a funnel into paid Expert Pro and Expert POS subscriptions. Customer concentration is dual-sided across the broker and lender markets in Canada, with both mid-market brokerages and enterprise lenders as primary users. No direct revenue figures, growth rate, or KPIs are disclosed in the available sources.
Filogix firmographics
Firmographics- Name
- Filogix
- Legal name
- Filogix
- Website
- https://filogix.com
- Company type
- Private
- Founded year
- 2000
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Filogix is a Finastra-owned Canadian mortgage technology provider operating a web-based open platform that connects mortgage brokers to a network of lenders across Canada for origination, document management, and underwriting. It serves the Canadian mortgage industry with subscription SaaS products including Expert POS, Expert Pro, Express, and Exchange.
- Ownership category
- akta.pro rank
Filogix industry classification
Industry- Product category
- Mortgage Technology
- NAICS
- Mortgage and Nonmortgage Loan Brokers (522310), Activities Related to Credit Intermediation (5223), Credit Intermediation and Related Activities (522)
- SIC
- Loan Brokers (6163), Mortgage Bankers & Loan Correspondents (6162)
- akta.pro primary industry
- Loan Servicing Platforms (Billing, Statements, Customer Self-Service) (FSAGAHAH)
Keywords
Where Filogix is headquartered
LocationHeadquarters
- HQ city
- Toronto
- HQ country
- Canada
- HQ region
- North America
Offices1 record
Markets served
Filogix business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure
Revenue model
- Software Platform Subscription: Filogix generates revenue through software licensing and subscription fees for its mortgage technology platform. Solutions include Expert POS (paid), Expert Plus (free tier), Expert Pro (paid), Exchange, and Express. The platform connects mortgage brokers and lenders, enabling mortgage application submission and management.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Others | Expert Plus - Free tier for basic digital mortgage experience |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Filogix product offering
Product offeringCore offering
Filogix provides a web-based mortgage technology platform offering end-to-end connectivity between Canadian mortgage brokers and lenders. Its core solutions enable creation, submission, and management of mortgage applications through an open platform, plus underwriting, secure document management, and deal management capabilities. The platform allows brokers to submit applications to the lender network from any front-end system, while lenders receive applications and perform underwriting with fraud management and credit risk compliance.
Product overview
Filogix, a Finastra company, operates as a platform-plus-modules architecture serving the Canadian mortgage industry for over two decades. The core offering centers on the Filogix Expert suite, which includes Expert (mortgage origination), Expert Plus (free basic tier), Expert Pro (advanced deal management with e-signature, document storage, and bank statement retrieval), and Express (mortgage underwriting for lenders). These are supported by Filogix Exchange for secure document management, and accessed through the Filogix Expert Community portal. The Filogix Mortgage Marketplace serves as the open platform connecting brokers and lenders, while the Private Lender Gateway extends connectivity to private lending transactions. The platform enables brokers to submit mortgage applications to the lender network regardless of their front-end system of choice.
Differentiator
Problem solved
Functional benefit
Brands
- Filogix Expert: Web-based end-to-end solution for creation, submission and management of mortgage applications.
- Filogix Expert Plus
- Filogix Expert Pro
- Filogix Exchange
- Filogix Express
- Filogix Expert Community
- Filogix Mortgage Marketplace
- Filogix Private Lender Gateway
Products and services
- Filogix Expert (POS) Web-based, reliable, and secure end-to-end solution for the creation, submission, and management of mortgage applications. Offers secure connectivity between more lenders and mortgage brokers than any other available solution in the Canadian market.
- Filogix Expert Pro
Companies that use Filogix
Customer profileNamed customers2 records
Segments2 records
Ideal customer profiles2 records
Filogix technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature5 records
Filogix partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- FinastracoreFilogix operates as a subsidiary and brand of Finastra, a global financial technology company. Finastra provides the parent company infrastructure and brand authority while Filogix maintains its identity as the Canadian mortgage technology hub. Filogix products are marketed under the Finastra corporate umbrella.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
Filogix competitors and assessment
Company assessmentDirect peers
- ICE Mortgage Technology (Encompass): ICE Mortgage Technology, formed from the merger of Ellie Mae and Black Knight, is the dominant U.S. loan origination system (Encompass) serving mortgage brokers and lenders. It is the most direct functional competitor to Filogix's Expert suite, with growing ambitions in the Canadian market.
- Calyx Software: Calyx provides loan origination and processing software (Point, Path) for mortgage brokers and lenders. It targets the same broker-lender workflow that Filogix addresses, with similar document management and compliance features.
- OpenClose: OpenClose offers a multi-channel loan origination system for mortgage lenders and brokers, including pricing, POS, and decisioning capabilities. It competes with Filogix's Expert and Express products in the lender and broker tooling space.
- Mortgage Cadence (Accenture): Mortgage Cadence provides enterprise loan origination technology for mortgage lenders, with workflow automation, imaging, and closing capabilities. It competes with Filogix Express for the underwriting and lender-side technology budget.
- Mortgage Builder (Open Mortgage): Mortgage Builder provides a browser-based loan origination system for mortgage lenders, with POS, underwriting, and document management features. It directly competes with Filogix's enterprise lender offering.
Broad incumbents
- Finastra (parent company mortgage suite): Finastra is Filogix's parent and a global fintech offering lending, core banking, and treasury solutions. Its broader lending technology suite overlaps with Filogix functionally while addressing a far wider set of financial institutions.
Emerging players
- Lendesk: Lendesk is a Canadian mortgage technology platform that connects brokers to lenders and automates application processing. It is a domestic Canadian competitor to Filogix's Mortgage Marketplace and Expert suite, focused specifically on broker workflow.
- Canopy (mortgage data platform): Canopy is a Canadian fintech that provides data and workflow tools for the mortgage industry, including broker-lender matching and CRM-style functionality. It is an emerging competitor targeting the same broker-lender connectivity niche as Filogix.
- BlueSage Solutions: BlueSage offers a cloud-based digital mortgage platform with POS, origination, and closing capabilities for lenders and brokers. It is a newer entrant applying modern cloud architecture to compete with incumbents like Filogix.
- SimpleNexus (nCino): SimpleNexus, now part of nCino, provides a digital mortgage platform spanning borrower experience, loan origination, and closing. It is an emerging player offering a modern, mobile-first alternative to legacy LOS systems like Filogix's Expert suite.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Filogix social profiles
Digital presenceFilogix financial estimates
Financial estimateRevenue estimate
Valuation estimate
Filogix leadership team
Management profileNumber of profiles
Profiles1 record
Filogix funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Filogix M&A and investment
M&A and investmentM&A2 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Filogix
What does Filogix do?
Filogix provides a web-based mortgage technology platform offering end-to-end connectivity between Canadian mortgage brokers and lenders. Its core solutions enable creation, submission, and management of mortgage applications through an open platform, plus underwriting, secure document management, and deal management capabilities. The platform allows brokers to submit applications to the lender network from any front-end system, while lenders receive applications and perform underwriting with fraud management and credit risk compliance.
Is Filogix a public or private company?
Filogix is a private company. It is classified as corporate owned and is currently operating.
When was Filogix founded?
Filogix was founded in 2000. It employs 101 to 250 people.
Where is Filogix based?
Filogix is headquartered in Toronto, Canada, in the North America region.
How does Filogix make money?
One revenue line is on record: software Platform Subscription.
Who are Filogix's main competitors?
Direct peers on record are ICE Mortgage Technology (Encompass), Calyx Software, OpenClose, Mortgage Cadence (Accenture) and Mortgage Builder (Open Mortgage). Finastra (parent company mortgage suite) is listed as a broad incumbent. Emerging players are Lendesk, Canopy (mortgage data platform), BlueSage Solutions and SimpleNexus (nCino).
Does Filogix have an API?
No public API is recorded for Filogix.
What industry is Filogix in?
Filogix's product category is Mortgage Technology. Its primary akta.pro industry code is FSAGAHAH, Loan Servicing Platforms (Billing, Statements, Customer Self-Service). Its NAICS code is 522310 and its SIC code is 6163.