The Mortgage Platform That Brings Everyone Together

Streamline your pipeline, integrate seamlessly, close faster.

Everything you need to scale your mortgage business

Powerful features designed specifically for mortgage agents and brokers who want to work smarter, not harder.

End-to-End Tracking

Monitor every stage of the mortgage process from lead to close

Accelerated Deal Flow & Automation

Faster workflows, fewer delays, and quicker deal closures.

Integrated Affiliate Solutions

Provide partners with a fully transparent platform and intelligent tools to optimize client engagement and accurately track all referrals and commissions.

Intelligent Document Management

Collect and manage client documents automatically, all in one place.

Robust Data Security & Compliance

Protect sensitive client data with industry-leading encryption and built-in regulatory compliance.

Switch Easily. Connect Instantly.

Free and easy migration from your existing CRM or deal management platform — with full onboarding support included.

Seamless Integrations with Leading Mortgage Tools

Connect instantly to Teranet Purview, Filogix Expert, Gnowise, Equifax, Finks, and more — keeping your workflow unified and effortless.

How Oscar Intelligence Works

Get Started & Connect Your Tools

Add Clients & Build Your Pipeline

Add your clients and deals, structure your pipeline, and keep documents centralized.

Automate & Close Deals Faster

Automate workflows and reminders, track every step in real time, and close deals faster with complete visibility.

Powerful Tools to Manage Every Stage of the Process

Streamline workflows, improve accuracy, and give your team everything they need to move deals forward efficiently.

Mortgage Client Management

Manage clients and deals efficiently with a centralized system that keeps everything organized and accessible.

Government Data & API Access

Connect instantly to government data sources, tax assessments, and land registries for accurate, real-time information.

AI-Powered Underwriting

Improve efficiency and accuracy with streamlined underwriting processes designed for speed and consistency.

End-to-End Deal Tracking

Track every stage of the mortgage process and maintain full visibility from application to closing.

Full Ecosystem Connectivity

Oscar integrates with essential partners including Equifax, Teranet, Filogix Expert, etc., ensuring a consistently accurate client data flow.

Streamlined Payouts & Commissions

Automate commissions, payouts, and payment workflows with accuracy and complete transparency.

Take your mortgage operations to the next level.

Turn complexity into clarity with a platform built for high-performance teams.

Trusted by Leading Mortgage Brokers

“Oscar has transformed the way our brokerage operates. We’ve reduced manual follow-ups and document collection time by more than half. Our team is now more focused, faster, and far more organized.”

"Oscar is our pillar of trust. The platform's industry-leading encryption and full operational transparency not only safeguard client data but fundamentally simplify our regulatory compliance and eliminate risk exposure."

"Oscar helped us eliminate manual spreadsheets and endless email threads. The platform keeps everyone aligned — brokers, agents, and clients — in one clean workflow"

“Before Oscar, we were losing leads to manual follow-up delays. The intelligent insights and workflow automation have scaled our conversion rate by 10X. It simply doesn't let leads fall through the cracks.”

Frequently Asked Questions

We Get It—Curiosity Leads to Success! Got questions? That’s a great sign. Here are some

What is Oscar, and who is it designed for?

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Oscar is an all-in-one mortgage CRM and deal management platform built for brokers, agents, lenders, and underwriting teams. It centralises clients, deals, documents, communication, and compliance, helping teams streamline workflows and close mortgages faster.

How long does it take to get started with Oscar?

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Getting started is quick, most teams are fully onboarded within minutes. Oscar supports instant integrations with Filogix, Equifax, and other essential tools, and our team provides guided onboarding to ensure a smooth transition from your existing system.

Can Oscar automate document collection and follow-ups?

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Yes. Oscar automatically requests, collects, organizes, and tracks client documents. Follow-up reminders, status updates, and notifications are built in, eliminating manual chasing and reducing delays in the underwriting process.

Does Oscar integrate with Filogix and Equifax?

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Absolutely. Oscar connects seamlessly with Filogix Expert, Equifax, Teranet Purview, and multiple industry tools. These integrations ensure accurate data flow, faster applications, and a fully unified mortgage workflow.

Is my data secure on Oscar?

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Yes, Oscar uses enterprise-grade encryption and adheres to strict security and compliance standards. All sensitive client and financial data is protected with advanced security protocols, ensuring privacy and regulatory compliance at every step.

Can I track deal progress and team performance?

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Yes. Oscar provides real-time deal tracking, pipeline visibility, team performance insights, and reporting dashboards. You can monitor every stage of the mortgage lifecycle, identify bottlenecks, and make informed decisions to improve productivity and close deals faster.