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.
Learn More
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)
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.”
"The borrower ledgers are great when talking with customers on the phone."
Everything is in one place. We also like the Borrower Portal so clients can look up information on their own, saving us immense time and administrative frustration.
"The report feature allows us to easily access our data and make informed decisions."
Mortgage Automator is the backbone of our company. Without it we would not be able to manage our loan portfolio from loan intake, through servicing and payoff.
"Our portfolio has become professionally managed just by implementing this software."
Our clients love the portal abilities and we enjoy being able to generate items to our specifications without paying for extra plug-ins or using other services.
"They offer great support and are always improving their robust management system."
They provide very quick response times as well as a solid workflow for training during onboarding. The ease of loan management and sophisticated algorithms significantly improve communication with clients.
"Easy to use, simple, flexible and intuitive."
It has the ability to handle many different types of scenarios and transactions... the response time, efficiency and knowledge of the customer service are beyond industry standard.
"We spend less time focusing on the process and more with clients."
Our team was up and running in a week. We are constantly finding ways to save ourselves time because the system helps us systematize our day-to-day processes effectively.
Start Automating Your Private Lending Business
Schedule a demo to discuss and start growing today.
Book A Demo