Complete Loan Origination & Servicing Software for Private Lenders

Automate your lending processes so you can focus on growth

summer 2026 g2 leadersummer 2026 g2 momentum leadersummer 2025 G2 High performerG2 users love us 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.
summer 2026 g2 leadersummer 2026 g2 momentum leadersummer 2025 G2 High performerG2 users love us 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.


95.5

Customer Satisfaction Score (CSAT)

4.9/5

67

Net Promoter Score (NPS)
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
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
The name speaks for itself... and the people are AWESOME!
Mortgage Automator is so user-friendly; not much need for training, it is very intuitive to navigate. They are very helpful and super quick to return a call or email. Producing paperwork for us has become so much easier. Looking forward to further improvements.
Katie F.
Manager, Operations, New Haven Mortgage Corporation
5 stars
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.
Ron C.
EVP, Ready Capital
5 stars
Best Product on the Market
Using Mortgage Automator as the end-to-end platform for my hard money lending business. The team behind Mortgage Automator is the best. The software is super easy to learn and use and has a wide range of integrations and capabilities. We choose MA because there are more integrations, more customization, and more capabilities.
Jason B.
President, Lendfinity Financial Corporation
5 stars
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.
Vince O.
Mortgage Underwriter, Interfinance Mortgage Corporation
5 stars
Very pleased with our choice of Mortgage Automator
What we like most about Mortgage Automator is the ease of use along with the very responsive and helpful customer service. It is completely integrated and helps us in all phases of our business, from originating, to underwriting, to servicing, keeping our entire business under one software.
Chris A.
Chief Operating Officer, Yieldi
cute mascot robot Morty flying in space

Start Automating Your Private Lending Business

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