Mortgage Automator started its life in 2013 as a simple document generating tool for a small lender based out of Toronto, Canada. Over the past 5 years, the software has evolved to encompass all aspects of private lending, document generation, compliance and reporting.

For lenders, by lenders. We get it. We’ve been dealing with unique lending scenarios for over 15 years in the industry and 5 years with this software. Our goal was to comprehensively include all possible edge-cases into Mortgage Automator.

Our philosophy is to keep it simple, yet allow unlimited customizability.

For those who are only getting into lending, we offer all our own documents, written by our lawyers over the years. All these documents are completely customizable for your own unique needs.

For the bigger players in the market, we offer additional functionality and features that significantly reduced human error, accurately tracks all accounting and meets the ever demanding compliance needs.

Meet the Team

Joseph Fooks

CEO, Co-Founder

Lawrence Schwartz

CFO, Co-Founder

Pavel Tchourliaev

COO, Co-Founder

Schien Dong


Patrick Moran

Lead Developer

Ivy Pan

Lead Designer