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Salesforce to Filogix Expert Two-Way Integration
Submit Filogix Expert mortgage applications directly from Salesforce and keep your pipeline organized without duplicate data entry. Built for Canadian mortgage brokers, agents, and mortgage companies that want faster submissions, fewer errors, and better team visibility.
View “Salesforce to Filogix Expert Two-Way Integration” on Salesforce AppExchange
Why teams use Salesforce to Filogix
- Reduce double entry: create mortgage applications in Salesforce and submit them to Filogix Expert.
- Two-way integration: submit to Filogix, then sync key updates back to Salesforce.
- Fewer errors: validation helps catch missing information before submission.
- Better visibility: keep applications, applicants, and supporting details in one place inside Salesforce.
Prerequisites & setup
The Salesforce to Filogix application must be properly connected to your Filogix (Expert) account. Every Application User must have a properly configured Salesforce user and an active Salesforce license. Application setup and settings should be performed by a trained Salesforce Administrator or Consultant.
End-user training is recommended to increase adoption and maximize ROI.
Salesforce interface compatibility
This application supports the Salesforce Lightning Experience and is designed for the modern Salesforce UI.
Supported deal submission types
Create and submit the following Filogix Expert deal submission types from Salesforce:
- Pre-Approval — Purchase
- Approval — Purchase
- Approval — Purchase + Improvements
- Approval — Refinance
- Approval — Switch / Transfer
User roles
There are two user types:
- Standard User
- Power User
Each user type has different ways to create a deal submission.
Standard User — deal submission creation methods
- Create a Deal Submission from an Account
- Use Create Application with this Account
Power User — deal submission creation methods
- Create a Deal Submission from an Account
- Use Create Application with this Account
- Create a Deal Submission from the Deal Submission tab
- Create a Deal Submission with an Applicant
How it works
A typical workflow looks like this:
- Create a Lead.
- Convert the Lead to an Account/Contact (or Person Account) and Opportunity.
- Create a Mortgage Application (Deal Submission) from the Account or Opportunity.
- Complete the guided application sections (Applicants, Identification, Address, Employment, Income, Assets & Liabilities, Owned Properties, Subject Property, Down Payment, Mortgage Request, Fees).
- Validate required information and submit to Filogix Expert.
Two-Way Integration: Sync with Filogix (Status & Fees)
After an application is sent to Filogix, users can run Sync with Filogix to pull updates back into Salesforce. This includes the Application Status and Fees (fees are available after sync).
- Status: application status is received from Filogix via sync.
- Fees: review fee details in Salesforce after syncing the application.
Application files & client document upload
Attach and manage application documents directly on the Application record. You can also send a secure upload link to the Primary Applicant so clients can upload supporting documents. Agents receive a notification when documents are uploaded.
Property Owned
Within Salesforce to Filogix, you can create Owned Properties and related details as part of the application flow, supporting complete borrower profiles and refinance scenarios.
Mortgage Application Link (optional web form)
The Mortgage Application Link (WebLink) lets you capture leads and application details directly from your website and create records automatically in Salesforce—so prospects can submit information online and your team can follow up quickly.
How the WebLink workflow works
- A visitor opens the WebLink form, completes it, and submits it.
- Salesforce creates a Deal Submission record (and related records such as Applicant(s), Income, Assets, and more).
- The record is assigned to a selected Agent (via picklist) or to the default Deal Submission owner.
- The Agent reviews the record in Salesforce, corrects/adds details, and submits the application to Filogix Expert.
Next step
Want to see the Two-Way Integration workflow in your Salesforce org? Request a demo and we’ll confirm prerequisites, user roles, and the best setup approach for your team.