Expert Login
Expert Help Desk Number
When you call you will need to provide information on your personal Expert ID such as your login name. They may even ask for your email address or phone number. Make sure you know which is attached to your Expert ID. The information that you filled out on the HR forms would tell you what information Filogix has on record.
They will give you a ticket number. Please record this number. If ever you can’t get a situation resolved through the help desk please email RMA Head Office at brokerservices@rmabroker.ca and quote the ticket number that you were given and the issue that you are having. This will help get the issue resolved quickly.
Online Expert and Expert Pro/Plus Training Information
Expert Training:
Training sessions on both platforms take place on Wednesdays each week. Training on Expert Pro/Plus is at 1:00 pm EST, and training on Expert Broker is at 2:00 pm EST.
To join the Expert Pro/Plus training, anyone can join by clicking this link at 1:00 pm on Wednesdays to enter the meeting room.
To join the session on Expert Broker, the agent interested will need to send a quick email to our training team at experttraining@finastra.com requesting to be added to the training session.
Expert Pro/Plus:
There is a link below to a PDF with information on Expert Pro/Plus and how it can help you:
https://www.finastracanada.com/wp-content/uploads/Filogix-Expert-Pro-FS-EN.pdf
Additionally, I would encourage you to take a look at our demo video that provides a quick overview of the Expert Pro/Plus platform: https://www.finastracanada.com/filogix-expert/
The same web link contains a comparison of Plus and Pro. The primary difference is that in Expert Plus, our added value features including NOA retrievals, bank statement pulls, and e-signature packages (just to name a few) are limited. With Expert Pro there is no current limit on any features.