Complete Loan Origination & Servicing Software for Private Lenders

Automate your lending processes so you can focus on growth

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summer 2026 g2 leadersummer 2026 g2 momentum leadersummer 2025 G2 High performerG2 users love us badgebest relationship G2 Spring 2026 badgeBadge displaying 'Winter 2026 Best Results' with the G2 logo in the top right corner.G2 Winter 2026 Best Usability award badge with white background and orange detail.G2 Best Software 2025 Top 50 Financial Services ProductsBlue circular badge with crozdesk logo stating Quality Choice Top Ranked Solution 2025.Diamond-shaped badge with 'Software Suggest' logo and text 'User Engagement 2025' in blue and white colors.Top Rated badge from SoftwareWorld 2025 featuring a trophy icon and stars in blue and white.Capterra Best Value 2024 blue shield badge with orange and white paper plane icon.
$
95
B
Funded across 190k Loans
485
K+
Loans Originated
20
%
YoY Growth in Funded Volumes

Trusted by 400+ Happy Clients

Work Less. Scale More.
Eliminate busywork and simplify your workflow. Automate key processes, generate documents instantly, and reduce costly errors so your team can handle more loans, faster and more efficiently without adding headcount.
Learn More
Comparison chart of traditional loan processing using Excel and Word versus Mortgage Automator. Mortgage Automator completes loan origination in under 1 minute and 40 seconds, loan servicing in under 4 minutes, and loan renewals in under 4 minutes—reducing total processing time to under 7 minutes. A powerful loan automation tool designed to streamline lending operations and eliminate manual work.

Secure & Compliant

We are proudly SOC 2 Type II certified in accordance with American Institute of Certified Public Accountants (AICPA) standard. Our platform utilizes the highest standards of data security and operational integrity, to safeguard every transaction and piece of data with rigorous, industry-leading security measures.

Seamlessly Integrate with Your Essential Tools

With a comprehensive suite of integrated solutions including credit reporting agencies, broker softwares, insurance providers, credit card processing, eSignature, CRMs, and more, you can perform all critical tasks within acentralized system, enhancing efficiency and simplifying processes for everyone involved.
View All Integrations

Ready to Get Started?

Schedule a demo and start growing your business today.
Book A Demo

All-In-One Solution for All of Your Private Lending Business Needs:

Document Generation, Storage & Sharing

Generate, store, and share loan documents using flexible fields and templates tailored to your business needs.

Email / SMS Communications

Integrated communication tools for automated and manual messaging.

Workflow Management

Create and automate your workflow to optimize and scale your operations.

Organization Management

Configure teams, roles, and permissions with secure authentication and robust access controls.

Analytics and Business Insights Dashboards

Gain actionable insights from powerful analytics dashboards featuring customizable charts and infographics.

Reporting & Accounting

Build custom reports to suit your own accounting and business needs.

Investor & Borrower Portals

Secure, self-serve access to manage loans and investments, access documents and request actions—all in one place.

Compliance and Regulatory Reporting

Secure storage and easy sharing tools to ensure compliance with industry regulations and facilitate regulatory reporting.

Integration with Third-Party Systems

Ability to integrate with existing systems and third-party services to ensure seamless data flow.

Automated Payment Processing

Streamlined payment collection and processing.

Real-Time Notifications and Alerts

Enhanced security features to manage user access and authentication.

Scalable Database Architecture

Secure, robust and scalable database architecture to handle large volumes of data.
View All Features

Don’t take our word for it, read what other private lenders have to say about us.


5 stars
“User-friendly software interface and comprehensive features
The Mortgage Automator’s intuitive design makes navigating complex mortgage processes a breeze, even for users with limited technical expertise. Additionally, the robust reporting capabilities provide valuable insights into loan performance and operational efficiency, empowering lenders to make informed decisions.”
Jason Anbara
Founder & President, NorthLend Financial Inc.

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5 stars
Comprehensive Lending and Administration Platform with Great Support
I love the support and customer centricity... The platform is comprehensive and always evolving, that helps us consolidate our technology stack and minimize reliance on external systems. The ability to get deals submitted from the origination platforms directly to us is a big factor as it streamlines the digital application process.
Yahya M.
Verified G2 Review
5 stars
Great tool for mortgage underwriting
I like how you can customize the system to suit your needs (conditions, document buckets, formulas etc). I love the document upload portal and how it updates in real time. It has really changed the way we underwrite at my company. The ease of use really saves me time in my daily worklife.
Anonymous
Underwriter, Verified SourceForge Review
5 stars
Very satisfied with Mortgage Automator
Getting our business on Mortgage Automator has been a massive shift for us and has brought positivity in all areas of our business. This software is very robust yet very easy to use and figure out. It has helped us transform our operations and continues to allow us to streamline and improve efficiency.
Mark C.
Mortgage Broker, One Stop Mortgage Corp.
5 stars
Saves you time and simplifies your life
The mortgage origination process is quick, efficient and user friendly. It allows me to manage my files in one location with simplicity. I am very grateful to have a program like Mortgage Automator which allows me to focus more on selling and making money, and less on administrative work.
Daniel I.
Director of Operations, Verified SourceForge Review
5 stars
Easy to Use, Simple, Flexible, Intuitive and Great Customer Service
Exceptional! No issues from day one - MA has always been there to support, teach and listen. MA is easy to use, simple, flexible and intuitive. It has the ability to handle many different types of scenarios and transactions. The customer service is exceptional. The response time, efficiency and knowledge are beyond industry standard.
Tina H.
Director, Funding and Administration, Portage Capital
5 stars
Mortgage Automator is an absolute game-changer!
Their services are top-notch, making the private mortgage process smooth and efficient. The automation they provide simplifies tasks, saving time and the team at Mortgage Automator is a dream to work with - knowledgeable, responsive, and always ready to go the extra mile. Their customer service is unparalleled.
Kendra P.
Verified G2 Review
5 stars
Easy-to-use platform
Chat support team is readily available when needed. Mortgage dashboard is easy to navigate while working through deals in the underwriting stage. Flexible options to explore different scenarios and debt service ratios. Easy to navigate loan management platform with efficient underwriting tools (such as rental offsets). Beneficial for private/alternative lending where multiple scenarios or more creative deal structures are analyzed.
Vanessa D.
Mortgage Underwriter, Verified SourceForge Review
5 stars
Efficient Loan Management with Smart Automation
Mortgage Automator has streamlined our loan origination and servicing process. The automation for documents, compliance, and payments saves us time, while the Borrower Portal makes lead management seamless. The automation and integrations cut down manual work, and the support team is great.
Amy S.
Director, Verified Sourceforge Review
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Start Automating Your Private Lending Business

Schedule a demo to discuss and start growing today.
Book A Demo