Complete Loan Origination & Servicing Software for Private Lenders
Automate your lending processes so you can focus on growth
$
95
B
Funded across 190k Loans
485
K+
Loans Originated
20
%
YoY Growth in Funded Volumes
Automate Your Entire Lending Business
Loan Origination
Build a sales funnel, automate and manage tasks, and organize your lending business with our complete loan origination feature set.
Loan Servicing
Save time on your loan servicing processes and prevent human errors by automating calculations, alerts, payments, and more.
Fund Management
Leverage powerful tools to simplify fund management, streamline operations, and drive growth.
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.
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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.
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.
Don’t take our word for it, read what other private lenders have to say about us.
95.5
Customer Satisfaction Score (CSAT)
4.9/5
Capterra, G2, SourceForge Rating
67
Net Promoter Score (NPS)
“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.”
"Very integrated software, exceptional service and support."
Mortgage Automator truly helps ease the process of loan servicing and payment collection. It utilizes a modern interface and becomes relatively easy to use with proper training and time. Many features are very customizable and allow for tailoring the software to fit the customer's needs. The support staff is fantastic and works on a solution almost always the same day.
“Mortgage Automator is Amazing!"
Its been great and the customer service may be my favorite thing. That is most important to me. User friendly, strong customer service, and covers/manages every aspect of our lending business.
"Mortgage Automator - highly recommended"
This company offers a great product. It has allowed our company to grow in our daily output through the automation offered. Their customer service has been really great to work with as well and is quickly responsive when we have questions.
"Mortgage Automator has become an essential tool for our business"
Our small team uses it daily to help collect data on new loans and to service funded loans. It is a complex software which we like because we are a very tech savvy team. A lot of customizations allowed which is great for our unique business. The customer service team is also fantastic, they are super responsive and either fix the issue quickly or escalate to back end engineering to implement.
"Freed up at least 5-10 hours per week of our loan processors"
I liked that the software is scalable and dynamic. It allows operations both big and small to effectively accomplish their goals. Specifically, the API, Customer Service, the amount of options available, the monthly webinars and the constant new launches available really stood out to me.
"Incredible Customer Service"
The software has made my life so much easier. It does exactly what we need it to do! Pavel has been a life saver. He is so attentive to our needs and takes every suggestion and makes it a reality for us. I can not be happier with how this product has truly freed up my time and made things run so smoothly.
Start Automating Your Private Lending Business
Schedule a demo to discuss and start growing today.
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