Salesforce to Filogix Expert Two-Way Integration

Mortgage Technology Integration

Bring Salesforce and Filogix Expert Together

Prepare mortgage applications in Salesforce, submit them to Filogix Expert, and bring supported application updates back into Salesforce.

View on Salesforce AppExchange

One Connected Process for Salesforce and Filogix

The integration gives mortgage teams a structured way to manage applicants, application details, supporting documents, and mortgage workflows in Salesforce while continuing to use Filogix Expert for deal submission.

• Reduce duplicate entry: prepare the mortgage application in Salesforce and submit it to Filogix Expert without entering the same information all over again.
• Support two-way synchronization: send applications to Filogix and retrieve supported updates back into Salesforce.
• Catch missing information earlier: validation helps users identify incomplete or missing data before they submit the application.
• Improve visibility: keep applicants, applications, documents, statuses, and supporting information available in Salesforce.
• Make collaboration easier: allow authorized users to work from the same shared mortgage application process.

Product Overview

Prerequisites and Setup

The Salesforce to Filogix application must be properly connected to your Filogix Expert account. Each person using the application must also have an active Salesforce license and the appropriate application permissions.

Initial setup should be completed by an experienced Salesforce Administrator or Consultant. End-user training is also recommended so the mortgage team understands the process and uses the application consistently.

Salesforce Interface Compatibility

The application supports Salesforce Lightning Experience and is designed for the current Salesforce interface.

The final setup can be aligned with your Salesforce data model, mortgage workflow, security requirements, user roles, and internal operating procedures.

Supported Deal Submission Types

The application supports the creation and submission of common Filogix Expert deal types from Salesforce, including:

• Pre-Approval - Purchase
• Approval - Purchase
• Approval - Purchase with Improvements
• Approval - Refinance
• Approval - Switch or Transfer

User Roles

The application supports two user types. Each role has slightly different options for creating a Deal Submission.

Standard User

• Create a Deal Submission from an Account
• Use Create Application with this Account

Power User

• 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 the Salesforce to Filogix Process Works

1. Create the Lead. Capture the new mortgage prospect in Salesforce.
2. Convert the Lead. Convert the Lead into an Account and Contact, or a Person Account, and create the related Opportunity when needed.
3. Create the Deal Submission. Start the mortgage application from the Account, Opportunity, Deal Submission tab, or Applicant workflow available to the user.
4. Complete the application. Add applicant details, identification, addresses, employment, income, assets, liabilities, owned properties, subject property, down payment, mortgage request, fees, and other required information.
5. Validate the information. Review the application and correct any required information that is missing or incomplete.
6. Submit to Filogix Expert. Send the completed application from Salesforce to Filogix Expert.
7. Synchronize updates. Run the supported synchronization process to retrieve application status and fee information from Filogix.

Two-Way Integration with Filogix

After an application has been submitted, authorized users can run Sync with Filogix to retrieve supported updates and display them on the Salesforce application record.

Application Status

The current application status can be received from Filogix through the synchronization process and shown directly in Salesforce.

Fees

Supported fee information can also be retrieved during synchronization and reviewed from the Salesforce application record.

Mortgage Application Information

The guided application process can capture the information needed to prepare a complete mortgage submission, including:

• Applicants and co-applicants
• Identification information
• Current and previous addresses
• Employment and income
• Assets and liabilities
• Owned properties
• Subject property
• Down payment information
• Mortgage request details
• Fees and other supporting application information

Application Files and Client Document Upload

Supporting documents can be attached and managed directly from the Salesforce Application record.

A secure upload link can also be sent to the Primary Applicant, allowing the client to submit supporting documents without needing access to Salesforce. The assigned agent can be notified when new files are received.

Owned Properties

Owned Properties and their related details can be added as part of the mortgage application. This supports a more complete borrower profile, including existing homes, rental properties, refinance situations, and other property-related details.

Mortgage Application WebLink

The optional Mortgage Application WebLink allows prospects to enter their mortgage information through your website. The submitted information is then used to create the related application records in Salesforce.

How the WebLink Workflow Works

1. The visitor opens the WebLink form, enters the requested information, and submits it.
2. Salesforce creates a Deal Submission and related records such as Applicants, Income, Assets, and other mortgage application details.
3. The application is assigned to the selected Agent or to the configured default Deal Submission owner.
4. The Agent reviews the information in Salesforce and corrects or completes anything that is missing.
5. The Agent validates the application and submits it to Filogix Expert.

Business Benefits

• Reduce duplicate data entry between Salesforce and Filogix Expert
• Improve application accuracy before submission
• Give the mortgage team better visibility into applicants and applications
• Keep supporting documents connected to the Salesforce application record
• Support a more consistent mortgage application process
• Capture online mortgage applications directly in Salesforce
• Retrieve supported application status and fee updates from Filogix
• Use Salesforce reporting and automation around the mortgage process

Implementation Approach

• Review the Salesforce organization and current mortgage workflow
• Confirm Filogix Expert connectivity and account requirements
• Identify Application Users, user roles, permissions, and security requirements
• Configure the application and integration settings
• Align Salesforce fields, record relationships, and business processes
• Test application creation, validation, submission, and synchronization
• Support user acceptance testing and production deployment
• Provide administrator guidance and end-user training

WebSolo Services Provided

• Salesforce Consulting
• Salesforce Implementation and Optimization
• Custom Salesforce Development
• Salesforce Support and Training

Frequently Asked Questions

What is the Salesforce to Filogix Expert integration?

It is a Salesforce application and integration that allows mortgage teams to prepare and manage mortgage applications in Salesforce, submit them to Filogix Expert, and retrieve supported updates back into Salesforce.

Does the application support Salesforce Lightning Experience?

Yes. The application is designed for Salesforce Lightning Experience.

Can users submit mortgage applications directly from Salesforce?

Yes. Authorized users can prepare, validate, and submit supported mortgage deal types to Filogix Expert from Salesforce.

What information can be synchronized back from Filogix?

The supported synchronization process can retrieve application status and fee information. The exact behaviour should be confirmed during implementation because it depends on the current Filogix integration configuration.

Can clients upload supporting documents?

Yes. A secure upload link can be sent to the Primary Applicant so documents can be uploaded and connected to the application record in Salesforce.

Can the application collect mortgage information from our website?

Yes. The optional Mortgage Application WebLink can collect applicant and mortgage information from a public website and create the related records in Salesforce.

Does every application user need a Salesforce license?

Yes. Each Application User must have an active Salesforce license and the required application access and permissions.

Is training available?

Yes. WebSolo can provide administrator guidance, end-user training, and post-launch support.