3. How to Use Filogix Extension (Including Stage and Data Mapping)

3. How to Use Filogix Extension (Including Stage and Data Mapping)

Introduction

This article describes how to use the Filogix Extension in your BluMortgage CRM. This includes receiving data from Filogix and the data mapping.
If you have any questions about the Filogix Extension, please reach out to support@bluroot.ca.

How to Manually "Pull Deals" from Filogix

The "Pull from Filogix" button can be used to bring a mortgage record from Filogix into the CRM. Below, we have provided the steps on how to pull deals from Filogix on demand:
  1. Open your BluMortgage CRM
  2. In your "Mortgages" module, click on "Pull from Filogix" button

  4. Fill in the Filogix Deal Number, or hit the "Plus" button to add multiple deals
  5. Click in "Submit"
After the integration is complete, you will get a status report. The status report will tell you the success of the integration, and if any actions are needed to properly integrate the data.

Deal Stages

By default, the mortgage stage in the CRM updates according to the data in Filogix. The default stage mapping and how to change it is shown below.

Default Stage Mapping

The default stage mapping for the Filogix integration is as follows:
Filogix StatusBluMortgage Stage
AcceptedConditionally Approved
ApprovedConditionally Approved
CancelledMortgage Lost
ClosedMortgage Closed
CompleteMortgage Closed
DeclinedMortgage Lost
In ProgressUnderwriting in Progress
Paid
Mortgage Closed
Ready to Close
Broker Complete

How to Update Deal Stage Mapping

If you want to update this stage mapping based on your process, or if you have introduced custom stages in BluMortgage, you can do so by following these instructions:

  1. Log In: Access your Blue Mortgage CRM account.

  1. Access Settings: Click the gear (⚙️) icon for settings.

  1. Navigate to Installed Extensions: In settings, go to "Marketplace" then "All" then "Installed"

  1. Access Filogix Integration: Locate the Filogix integration among the extensions and click on it.

  1. Edit Mapping: Scroll down to "Extension Settings" to review the default mapping of Filogix statuses to Blue Mortgage stages. To edit, click the pencil icon.

  1. Customize Mapping: In the editable table, customize the mapping of Filogix statuses to your desired Blue Mortgage stages. Ensure accuracy and use copy-paste for title precision. 

  1. Save Changes: Save your customized mappings by clicking on "Save".

Video




Data Mapping

When a mortgage is pulled from Filogix into your BluMortgage CRM, a mortgage record will be created with the associated borrower records. The following table outlines how specific field in Filogix is mapped to a corresponding Module and Field in your BluMortgage CRM.

The following table outlines how each field in Filogix is mapped to a corresponding Module and Field in your BluMortgage CRM.

BluMortgage Module
 BluMortgage Field
Filogix Mortgage Application Section
Filogix Field
Borrowers
 First Name
 Applicant Group - Applicant
First Name
Borrowers
 Last Name
Applicant Group - Applicant
Last Name
Borrowers
 Date of Birth
Applicant Group - Applicant
Birth Date
Borrowers
 Phone
Applicant Group - Applicant
Borrower Work Phone Number
Borrowers
 Mobile
Applicant Group - Applicant
Borrower Cell Number
Borrowers
 Home Phone
Applicant Group - Applicant
Borrower Home Phone Number
Borrowers
 Credit Score
Applicant Group - Applicant
Credit Score
Borrowers
 Email
Applicant Group - Applicant
Email Address
Borrowers
 FTHB?
Applicant Group - Applicant
First Time Buyer
Borrowers
 Filogix Applicant ID
Applicant Group - Applicant
Borrower ID
Borrowers
 Country
Applicant Group - Applicant - Address Detail - Address *
 Country
Borrowers
 Mailing Province/State
Applicant Group - Applicant - Address Detail - Address Province
Borrowers
 Mailing City
Applicant Group - Applicant - Address Detail - Address
City
Borrowers
 Mailing Postal Code
Applicant Group - Applicant - Address Detail - Address
Postal Code (FSA + LDU)
Borrowers
 Mailing Street
Applicant Group - Applicant - Address Detail - Address
Street Name
Borrowers
 Mailing Street
Applicant Group - Applicant - Address Detail - Address
Street Number
Borrowers
 Mailing Street
Applicant Group - Applicant - Address Detail - Address
Street Type
Borrowers
 Mailing Street
Applicant Group - Applicant - Address Detail - Address
Unit Number
Borrowers
 Occupation
Applicant Group - Applicant - Employment History **
 Job Title
Borrowers
 Income
Applicant Group - Applicant - Employment History - Income
Income Amount
Borrowers
 Income Frequency
Applicant Group - Applicant - Employment History - Income
Income Period
Borrowers
 Income Type
Applicant Group - Applicant - Employment History - Income
Income Type
Borrowers
 Contact Status
 Deal
 Status ***
Mortgages
 Mortgage Name
Deal
Application ID
Mortgages
 Transaction Type
Deal
Deal Purpose
Mortgages
 Closing Date
Deal
Estimated Closing Date
Mortgages
 Stage
 Deal
Status
Mortgages
 COF Date
 Deal
Financing Waver Date
Mortgages
 Mortgage Type
Mortgage
Mortgage Type
Mortgages
 Amount
 Mortgage
 Net Loan Amount
Mortgages
 Payment Amount
Mortgage
P&I Payment Amount
Mortgages
 Payment Frequency
Mortgage
Payment Frequency
Mortgages
 First Payment Date
Mortgage
First Payment Date
Mortgages
 Maturity Date
Mortgage
Maturity Date
Mortgages
 Term
Mortgage
Actual Payment Term
Mortgages
 Term Type
Mortgage
Payment Term
Mortgages
 Amortization
Mortgage
Amortization Term
Mortgages
 Rate Type
Mortgage
Interest Type
Mortgages
 Mortgage Rate
Mortgage - Rate
Net Rate
Mortgages
 Construction Type
Subject Property
New Construction
Mortgages
 Occupancy
Subject Property
Occupancy Type
Mortgages
 Condo/Freehold
Subject Property
Property Type
Mortgages
 Purchase Price/Value
Subject Property
Purchase Price
Mortgages
 Country
Subject Property - Address
Country
Mortgages
 Province
Subject Property - Address
Province
Mortgages
 Street
Subject Property - Address
Street Number
Mortgages
 Street
Subject Property - Address
Street Name
Mortgages
 Street
Subject Property - Address
Street Type
Mortgages
 Unit
 Subject Property - Address
Unit Number
Mortgages
 City
Subject Property - Address
City
Mortgages
 Postal Code
Subject Property - Address
Postal Code (FSA + LDU)
Lenders
 Lender Name
 Mortgage - Submission - Lender Profile
Lender Name 

Notes
* -  Uses applicant's current address.
** -  Uses applicant's current employment.
*** -  If the deal status is "Closed", "Complete", or "Paid", then the Contact Status in CRM will be "Client"; otherwise it will be set to "Potential Client".

Additional Properties 

In addition to the above mapping for the primary mortgage on the application. The Filogix Integration will pull any other mortgages associated with applicants as a new deal in your CRM. The deal will be named according to the address of the property, and will have the stage "Additional Properties" in the CRM.

The fields are mapped from the Applicant in the Mortgage Application in Filogix according to the following table.

BluMortgage Module
 BluMortgage Field
Filogix Mortgage Application Section
Filogix Field
Mortgages
 Amount
 Applicant - Other Property - Mortgage
 Balance Remaining
Mortgages
 Maturity Date
 Applicant - Other Property - Mortgage
 Maturity Date
Mortgages Mortgage Type
 Applicant - Other Property - Mortgage
 Mortgage Type
Mortgages
 Payment Amount
 Applicant - Other Property - Mortgage
 P&I Payment Amount
Mortgages Payment Frequency
 Applicant - Other Property - Mortgage
 Payment Frequency
Mortgages
 Rate Type
 Applicant - Other Property - Mortgage
 Interest Type
Mortgages
 Unit
 Applicant - Other Property - Address
 Unit Number
Mortgages
 Street
 Applicant - Other Property - Address
 Street Number
Mortgages
 Street
 Applicant - Other Property - Address
 Street Name
Mortgages
 Street
 Applicant - Other Property - Address
 Street Type
Mortgages
 City
 Applicant - Other Property - Address
 City
Mortgages
 Province
 Applicant - Other Property - Address
 Province
Mortgages
 Country
 Applicant - Other Property - Address
 Country
Mortgages
 Postal Code
 Applicant - Other Property - Address
 Postal Code (FSA + LDU)
Mortgages
 Occupancy
 Applicant - Other Property - Property
 Occupancy Type
Mortgages
 Purchase Price
 Applicant - Other Property - Property
 Original Purchase Price