What is Filogix?
Filogix is the middleware infrastructure that connects lenders and mortgage agents across Canada's broker channel. Rather than requiring individual integrations with each point-of-sale platform, Filogix serves as the central hub, giving lenders broad reach through a single connection.
Getting Started
To activate the integration, you'll first head to the options settings in TMO.
The first step is to flip the toggle for Enable Filogix. This will then allow you to input additional details for the integration to function. Once this is done, you'll add the:
- Filogix Client ID
- Filogix Secret
- Filogix Receiver Code
After adding these details, you can click the 
button to save the details. This will then open up new functionality in the Loan Origination system.
Accessing Filogix Applications
All Loan Applications are visible in the Online Applications of Loan Origination. When opening the Pending, Accepted, or Declined sections, an additional column is now available for Loan Origin, with applications coming from Filogix being indicated as such.
Funding Filogix Applications
The final step in the loan application is to fund the loan. This critical action is necessary to indicate that the loan has indeed been funded. A pop-up appears to confirm the understanding that this will generate a charge from Filogix.