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.
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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
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
A One-Stop Shop for Mortgage Servicing from Origination to Pay off and More
There is no better way to keep our loans organized, serviced, and monitored all in one place. We use the product every single day and it has become the backbone of our deal flow. MA has allowed us to streamline our process from beginning to end. It allows us to address problems quickly and efficiently.
Jason W.
Verified G2 Review
5 stars
Easy to Implement
We are able to operate and administrate from multiple cities and countries without issues. This is a game-changer for our team. The software is a wholistic approach to Mortgage Portfolio management and administration and saves a ridiculous amount of staff time. The software continues to get better and better.
Dave M.
President, Shelter Lending Corporation
5 stars
Mortgage Automator and how it has made our lives better
One of the greatest things about the MA software is the time saving. What used to take hours to set up, fill out forms and save documents - now takes so much less time. The MA people are incredibly helpful and adaptable to make changes as we see fit for our business. They are ROCKSTARS!
Lauren H
Senior Mortgage Underwriter, Magenta Capital Corporation
5 stars
Mortgage Automator is an absolute game-changer!
Their services are top-notch, making the private mortgage process smooth and efficient. The automation they provide simplifies tasks, saving time and the team at Mortgage Automator is a dream to work with - knowledgeable, responsive, and always ready to go the extra mile. Their customer service is unparalleled.
Kendra P.
Verified G2 Review
5 stars
Efficient Loan Management with Smart Automation
Mortgage Automator has streamlined our loan origination and servicing process. The automation for documents, compliance, and payments saves us time, while the Borrower Portal makes lead management seamless. The automation and integrations cut down manual work, and the support team is great.
Amy S.
Director, Verified Sourceforge Review
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