Payroll for the Canadian Financial Industry

inContact has identified the need for an "end-to-end" mortgage origination system. As such inContact has taken a proactive approach, and is filling the need for a payroll and document compliance auditing system. inContact Payroll software provides firms with a system that will ingest Filogix data, then audit deals, associate agent splits, review and archive required documents, expense agents and automatically pay agents through Electronic Funds Transfer (EFT).


This software includes

Filogix data ingestion - inContact's payroll system completely and seamlessly ingests all of your firms Filogix Expert data. This allows your payroll administrators to work on files without re-entry or waiting on paper file submission. There are no bridges to be built, no customizations to be done. inContact's payroll system is completely integrated with your Mortgage Origination data.

Viewing/editing/deleting filogix deals - Once your data has been transferred, your administrators will have the ability to view, edit and delete the information. Delete 'dead deals', edit the deals final status, correct the missing or incorrect information and much more.

View/edit agents information - A separate internal setup section allows firms to track their agents information as well as establish and change commission split structures.

2 levels of access - inContact's payroll system allows for 2 levels of administrator access. The first level is for your payroll audits to ensure the deals are audited and correct before submitting them to the second level access, for Electronic Funds transfer authorization.

Process Lender Payments - Record Lender Payments on Finders, Broker, Volume Bonus and Retroactive Volume Bonus payments.

Other Expenses - Administrators can charge expenses to Agents records for items like business cards, CAAMP dues, Credit Bureau charges, Desk Fees, etc. These expenses will be netted against their commission payments.

Other Incomes - Add insurance premium residuals, Finders Fees or any other source of income your agents earn and need to be paid on.

Centrally stored - This system is a Hosted application, allowing firms to access the application from multiple locations.

Reports - inContact Payroll includes a robust reporting tool that allows firms to perform searches and reports on all data ingested.

Accounting Integration - When it comes time to transfer transactional records to your accounting system, inContact Payroll has you covered. Through report generation or formatted XML data feeds we can customize the application to work with your current accounting processes.


Screen Shots




Email Marketing Lead Generator Full CRM Suite Integrated CRM Suite Mortgage Compliance Management CRM and Web Mortgage Payroll Management
$6.99/month $18.99/month $29.99/month $69.99/month $89.99/month $99.99/month $125.99/month
One Time Setup Fee $0 $0 $0 $50 $400 $0 $1200
Add/Edit Delete Contacts
Unlimited Mass Email
Secure Online System
Access to Templates
Create Templates
Website Lead Form  
Lead Notification Email  
Automated Notifications    
Print Avery Labels    
Direct Mail Merging    
Automated Marketing Campaigns    
Activity and History Logs    
Seamless Filogix Expert Data Connection      
Push Applications to Filogix Expert      
Customized Website            
Website Content Management System            
Rate Watch Email Feature            
Website SEO            
Compliance Management Groups          
Compliance Management Notifications          
Compliance Management Reporting          
Payroll Management Groups            
Payroll Management Notifications            
Payroll Management Reporting            
20 Million Mentoring Program

Demonstration and Questions

To order inContact’s Payroll Management Tool please click here to fill in the order form. Or if you would like more information email us or call 1 866 290 6067 ext 111.