Complete Loan Origination & Servicing Software for Private Lenders
Automate your lending processes so you can focus on growth
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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 500+ Happy Clients
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.
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.
“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.”
Great Software
Overall, the experience has been great. We have been able to streamline our business and make our processes simpler, faster, and easier, saving us time and money. The software is easy to use and integrates well with our current practices. Regular updates to the software increases functionality.
This software has allowed us to focus on the growth of our company and has allowed us to scale.
When underwriting loans, it is a huge benefit to have all of the information in one place to look at all of the prior business we have done with a repeat customer. Their support team is great and they are very available and willing to make changes as needed. Love this company!
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.
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.
Automator has made management of our Trust very smooth
It's functionality serves our purpose 100% and when at times it doesn't the Automator Team is very open and quick to make sure it stays at 100%. Customization is always welcome and we have never been denied of a need. The software is VERY user friendly and the ability to customize to our needs is seamless.
Smooth system
Overall a great system that flows pretty well. Makes our job very smooth and hassle-free most of the time. Love how easy it is for workflow. Great platform for what we do in Underwriting. Client intake is a breeze with MA. Love that it stores client profiles.
Amazing User-Friendly Software
Mortgage Automator has been the most user-friendly all-encompassing software we have ever used for our mortgage lending business. It requires little set up time and very simple, straightforward and easy to use. Highly recommended software for you to grow and scale your lending business.
Incredible Customer Service
The software has made my life so much easier. It does exactly what we need it to do! (The support team) 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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