For brokerages
One portal for your whole brokerage. Branded. Compliant. Scalable.
Run your agents, deals, lenders, and compliance from one place. Branded with your colours and domain. Sits on top of your existing CRM — Scarlett, Filogix, Finmo, or any combination.
- Branded subdomain + custom logo + colour scheme
- Brokerage pipeline: every agent, every deal, one view
- FINTRAC compliance dashboard with Vera AI flagging
- Lender management + commission tracking
- Sub-agent permissions: who sees what, who can do what
- Single sign-on (Microsoft / Google) on Enterprise
CRM-agnostic
Works on top of Scarlett, Filogix, Finmo, or any combination — plus our own data when you don’t have a CRM yet.
ScarlettFilogixFinmoVelocityBoSS
Switch CRMs without losing your portal — adapter pattern keeps everything working.
$499/mo
Starts at — 5 seats
$1,999
Enterprise — 50 seats
14-day
Free trial
1-hour
Enterprise SLA
Pricing
Plans that scale with you.
Switch plans anytime. 14-day free trial on every tier. No setup fees.
Most popular
Brokerage
Multi-agent brokerage with branded subdomain and pipeline oversight.
$499/mo
5 seats included · +$49/seat · max 50
- 5 agent seats included · $49 per additional
- Branded subdomain + custom logo + colours
- Brokerage pipeline + leaderboard + funded volume reporting
- FINTRAC compliance dashboard
- Lender management + commission tracking
- Sub-agent management + role permissions
- All Solo Agent features for every agent
- Priority support (4-hour response)
Brokerage Enterprise
Large brokerages with 50+ agents and bespoke requirements.
$1,999/mo
50 seats included · +$39/seat
- 50 agent seats included · $39 per additional
- White-label custom domain (e.g. portal.yourbrokerage.ca)
- Custom Scarlett / Filogix credentials per brokerage
- Dedicated success manager + onboarding training
- Single sign-on (Microsoft / Google)
- Custom reporting + data export to QuickBooks
- All Brokerage features
- 24/7 priority support + 1-hour SLA
Why us
Mortgage Squad Advisors vs. Filogix Expert
Capability
Mortgage Squad Advisors
Filogix Expert
Client-facing portal
Built-in, branded
Add-on or build separately
AI assistant
Maya + Finn + Vera
Not available
Pipeline + leaderboard
Real-time across agents
Reports run separately
Custom domain
portal.yourbrokerage.ca on Enterprise
Filogix domain only
FINTRAC compliance UX
Per-deal checklist + AI flagging
Manual
CRM lock-in
Use any CRM — adapter pattern
Filogix only
Onboarding
Onboarding manager + training
Self-serve
Pricing
Per-agent transparent
Per-deal + setup fees
“We have 23 agents and were paying for Filogix, a CRM, an e-sign tool, a calendar, a marketing automation tool, and a separate website. Mortgage Squad Advisors replaced four of those and integrated the other two. We saved $14,000/year and our agents stopped complaining.”
— Daniela R., Principal Broker, 23-agent brokerage in Hamilton
Can each agent have their own subdomain?
Yes — every agent gets firstname.yourbrokerage.com automatically. They can personalize their landing page within the brand rules you set.
Does it integrate with our existing CRM?
Yes. We have adapters for Scarlett, Filogix, and Finmo. Switching costs nothing — we sync 2-way and you don't change your underwriting workflow.
How does pricing work as we grow?
Brokerage plan: $499/mo for 5 agents, +$49 per additional agent. Brokerage Enterprise (50+): $1,999/mo + $39 per additional. We meet quarterly to true-up.
Can we white-label it for our brand?
Brokerage tier: yes — your logo, colours, subdomain. Enterprise: full white-label including custom domain (portal.yourbrokerage.ca) and your support email.
What about agent termination / offboarding?
Built-in workflow. Deactivate agent → their deals route to a designated agent or principal broker, their subdomain redirects, audit log preserved. FINTRAC-compliant.
Multi-province compliance?
Yes. We support FSRA (Ontario), FICOM (BC), RECA (Alberta), MFAA (Nova Scotia). Per-province rate sheets and disclosure templates included.