Complete Loan Origination & Servicing Software for Private Lenders
Automate your lending processes so you can focus on growth
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$
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.
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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.”
“Mortgage Automator is the backbone of my lending business"
Mortgage Automator has evolved over the years to grow with my company. We switched to Mortgage Automator to use the document generation and payment features, now we also use it for report building, automated communications with external clients, (SMS and Email) fund accounting, submission ingestion and internal to-do lists as files progress through the lifecycle.
"Mortgage Automator has helped us streamline and improve efficiency across the organization"
Mortgage Automator is very user friendly, most if not all of us use it all day every day for work across the company from origination, underwriting, to mortgage admin and servicing and even MIC management. We onboarded with automator quite a few years ago and at the time it was in its infancy, and it has grown so much since then.
"Easy to Use, Simple, Flexible, Intuitive and Great Customer Service"
MA is easy to use, simple, flexible and intuitive. It has the ability to handle many different types of scenarios and transactions, and if a function isn't currently automated, MA always is able to provide a alternative solution in the meantime. The customer service is exceptional. The response time, efficiency and knowledge are beyond industry standard.
“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 improvement from our previous system"
The Mortgage Automator team was great throughout the entire transition. From on boarding to training and ongoing support. They are always there when we need them. Easy to use and has reduced time to underwrite files. The system is slick and performs all of the tasks we had hoped it would.
"The best thing that happened to our company"
Mortgage Automator has made it easy for us to grow our business. Without it, we'd be stuck in the spreadsheet era. We now have the ability to procure loan documents at a speed that would have been unbelievable a few years ago. All our documents and deal flow are seamless from receipt of an application to funding and beyond.
Start Automating Your Private Lending Business
Schedule a demo to discuss and start growing today.
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