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Connect your app to your
any CRM or LOS

Platform Integrations enable your mobile app to “talk” to other applications (such as your CRM) and share important data in real time. Automatically send leads, client details and pre-qualification data from the Canadian Mortgage App into the systems you already use. Less data entry. Faster follow-up. Better client experience.  

Works with the tools mortgage brokers already use:

  • BluMortgage (CRM)
  • Brokeredge (CRM)
  • MyBrokerPro (CRM)
  • Webhooks (Any)
  • Expert PRO (Filogix) (LOS)
  • Finmo (LOS)
  • Scarlett (LOS)
  • Velocity (LOS)

We also support Webhooks. This means your app can also send data without a direct API connection. For instance, you can use Webhooks to connect your app to thousands of applications via Zapier or Make.

Capture Every Lead

When a client creates a profile, completes a PreQual or requests mortgage help, their information can flow directly into your CRM or LOS. No copying, exporting or missed opportunities.

Follow Up Faster

Use activity in your app to trigger tasks, emails, texts or automated client journeys. Reach clients when they are actively considering their mortgage.

Eliminate Double Entry

Send contact, mortgage and qualification details directly into your CRM or LOS. Spend less time entering data and more time working with clients.

Know More Before You Call

Get more than a name and phone number. Receive valuable mortgage scenario and qualification details so you can have a better conversation from the first call.

How to set it up

PRO Admin > Connections

Open your app.

Tap the PRO Admin button in the top left corner of your app’s home screen.

In your mobile app admin, tap on Connections

Each platform connection has its unique setup steps. Click on the desired platform to view the steps.

Webhook Tutorials

BluMortgage

Get the Zoho Blu-CMA Extension

Brokeredge

Google Sheet

HubSpot

Mailchimp

Trello

For Developers

We currently support three types of payloads.

  1. Client Profile
  2. Client PreQualification
  3. CMA Leads

Client Profile

The profile data payload is posted when a client creates a new profile on the professional’s app or logs in to an existing account. The JSON data structure has a type key that shows this is a profile payload.

				
					{
    "type": "profile",
    "version": "1.0",
    "customerId": "CO36817",
    "ownerCustomerId": "23",
    "firstName": "Ben",
    "lastName": "Consumer 2",
    "email": "consumer2@bendigi.com",
    "phone": "416-720-3044",
    "localeIdentifier": "en",
    "defaultLocation":
    {
        "countryCode": "CA",
        "province": "ON",
        "city": "Toronto",
        "longitude": "-79.38459",
        "latitude": "43.80549"
    },
    "createdAt": "2020-07-07T21:40:21.172Z"
}

Aside from basic contact information, the payload also contains unique ids. 

customerId is the user’s unique id on your mobile app and should be stored in your CRM because future notifications about this user will include the same key/value so it can be cross-referenced. 

ownerCustomerId is the pro’s own unique id with us. This is particularly useful if the pro shares their CRM account with another colleague and both have an app with us. Here you may use the same webhook URL, and this field will help to identify from whose app the data originated.

Client PreQualification

The PreQualification data payload is our most comprehensive data set. The data is posted when a client completes or updates their scenario on their mobile app. The JSON data structure has a type key that identifies this payload as a prequalification. 

It also has a unique scenarioId; this system-generated id will live with the scenario. Even if the user updates their input and the data is recalculated and reposted, the scenarioId will not change. However, clients can have multiple PreQual scenarios, so if the user starts an entirely new scenario, the posted data will carry a new scenarioId. 

				
					{
    "type": "prequalification",
    "version": "1.0",
    "scenarioId": "3A3E9126-94F3-4D41-BAC0-B93D1BC16842",
    "scenarioTitle": "Sally",
    "contact": {...},
    "applicant":{...},
    "subjectProperty":{...},
    "mortgage":{...}, // ommited on Realtor apps
    "closingCosts":{...},
    "qualificationDetails":{...}
}

The Pre-Qualification payload is very comprehensive and includes multiple sections. If you want to parse all the fields fully, please read this. However, if you are just looking to extract the most important information that the user has entered, look at the Contact, Applicant, and Subject Property sections below.

Contact Section

This entire section is useful and should be retrieved in full.

				
					"contact": {
    "customerId": "69",
    "firstName": "Ben",
    "lastName": "Salami",
    "email": "consumer@bendigi.com",
    "phone": "416-720-3044"
}

Applicant Section

This will give you the information that the user has entered, including the total available funds they have saved up, their gross annual income, a list of liabilities, and whether they own other properties. The income key is an array of incomes; however, currently, we only have one entry listed as employment income. In the future, users can enter other sources of income, hence the array.

				
					"applicant": {
    "totalAvailableFunds": 400000,
    "firstTimeBuyer": true,
    "foreignBuyer": false,
    "creditScoreRange": "800 - 900",
    "employmentType": "employed",
    "incomes": [
      {
        "amount": 150000,
        "type": "employmentincome",
        "frequency": "annual"
      }
    ],
    "liabilities": [],
    "nonSubjectProperties": []
},

Subject Property

The subject property section will contain the pre-qualified purchase price and other estimates. 

If you want the absolute minimum from this section, you should parse out

  1. purchasePrice,
  2. downPayment
  3. propertyLocation.

If you want to go further, look at the propertyType and occupancy.

				
					"subjectProperty": {
    "purchasePrice": 999999,
    "totalMonthlyCost": 5417.634998018308,
    "propertyType": "house",
    "brandNewHome": false,
    "propertyLocation": {
      "province": "Ontario",
      "city": "Toronto",
      "municipality": "toronto",
      "fullAddress": "Toronto, ON, Canada",
      "placeId": "ChIJpTvG15DL1IkRd8S0KlBVNTI"
    },
    "occupancy": "ownerOccupied",
    "rentalIncome": {},
    "downPayments": [
      {
        "amount": 173673.9875,
        "type": "personalcash"
      }
    ],
    "expenses": [
      {
        "type": "propertytax",
        "payment": 5997.03400296,
        "frequency": "annual"
      },
      {
        "type": "heat",
        "payment": 150,
        "frequency": "monthly"
      }
    ]
}

CMA Leads

CMA Leads are generated by users who submit mortgage requests using the generic Canadian Mortgage App. A professional must participate in the referral program to receive such leads.

All payloads are posted with type = lead. 

Further, the leadType defines the exact place on the app from which these users have submitted the request. This is not very important once the leads are received, but here is what they mean:

  1. lead_preq: This type of lead is directly generated in the pre-qualification tool 
  2. lead_contact: The user used the main contact form in the home screen or inside one of the tools that allows submission.
  3. lead_quote: The user visited the rate screen and decided to request a quote for a rate
  4. lead_rate: The user went further into a specific rate on the app and decided to apply for it.
 

Mortgage Goal

One of the more important properties in the lead payload is the key mortgageGoal. There are 5 options. Depending on the option, scenario data may also be attached. The 5 options are preapproval, purchase, refinance, renew or other.

Here are some examples of payload for each mortgage goal.

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What PROs are saying

Tons of positive feedback
Cody Rowe
I’m getting tons of positive feedback – not to mention new clients – by getting this app in the hands of my referral partners.
Very helpful!
TanyaBangay
As a Realtor, I frequently use this app as a quick reference to give my clients an idea of what expenses will be.
Best mortgage app!!
dremanage416
I use this app at least one a day. Text it to my clients to pre-fill the applications makes my life easier.
Great App
Bosley Jos ,
I'm a réaltor in downtown Toronto and I make my clients download this app. It allows us to compare costs of various properties easily and accurately. Keep up the good work!
Favourite App for business
cvwmwaw
As a real estate Broker this App is amazing for my clients. It helps them play around with different purchase price scenarios, calculate closing costs & down payments etc....it also helps me run quick numbers for investor clients on the spot. The Pro is worth it all day long! The support staff is great and very responsive.
I love this app!!
jhiggelke
I have been a mortgage broker for 12 years and this is the best mortgage calculator app that I have ever used. I am very excited to share it with both my clients and referral sources! Thank you!!
Awesome app.
Hoben2011
I cannot live without this app. Immensely useful for qualifying buyers on the spot and show my expertise
Best Apps for rental property in Canada
lildavesflava
How was it even possible to be an investor before this one came out. Best app ever made. Take in consideration all the subtlety of the Canadian market
Great real-estate investing app
Doubt fire
As a new real estate investor, this app is my number one go-to resource for quickly comparing and evaluating the properties I'm looking at. Great interface, and easy to use.
This App Rocks
KrispyLovesRealEstate
I'm a Real Estate Sales Professional in Ontario- this app covers it all! Land transfer tax calculations, mortgage insurance calculations, etc. They thought of everything when they developed this app!
Indispensable
Livingonthegoon
I'm able to quote clients accurate numbers on mortgages including CMHC fees in seconds.
Best Mortgage App
HincheyHomes
I love this app. Makes me look professional in front of my clients. Quick and easy enough anyone can use it.

Quick, easy and accurate
Simply Powerful

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