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For Credit Unions
Technology That Puts Your Members First
More lending, less paperwork. Powered by a system built for Canadian Credit Unions.
Mortgage Automator streamlines your lending operations, reduces risk, and boosts efficiency, all while preserving the cooperative, member-first approach of your credit union. With phased rollouts and parallel run support, we ensure that the transition and adoption of Mortgage Automator is seamless for your credit union and its members. Backed by white-glove onboarding and award-winning support, we modernize lending and help you grow with confidence.
Loan Origination Software Built for Canadian Credit Unions
Built for the unique needs of Canadian credit unions, Mortgage Automator combines seamless integrations, enterprise-grade security, board-level reporting, with CRM capabilities built in. Enable your team to close deals faster and deliver greater member-focused service.
Credit Union Core Banking & Data Integrations
Pre-built integrations with Filogix, Lendesk, Equifax, and Inverite, plus email/SMS gateways. Our API-first architecture ensures seamless connectivity with your credit union’s core banking system.
Enterprise-Level Security, Compliance & Permissions
Mortgage Automator is SOC 2 Type II certified with Canadian data residency. All data is encrypted in transit and at rest, with SSO (SAML/SCIM), field-level RBAC, and IP whitelisting to meet your credit union’s compliance standards and mitigate risk.
Board-Grade Reporting & Portfolio Insights
Stay in control with real-time dashboards, pipeline SLAs, exception tracking, and audit exports, backed by hundreds of configurable variables, giving your credit union complete control over custom reporting.
World-Class Onboarding & Implementation
Launch with confidence. Our dedicated implementation team includes a one-on-one onboarding specialist, project manager, and customer success manager; ensuring a fast, low-risk transition tailored to your credit union.
Policy-Based Underwriting & Loan Decisioning
Enforce policy, not opinions. Configure rules for GDS/TDS, LTV/LTI, collateral, and exceptions, with role-based permissions to ensure policies cannot be overridden by unauthorized users.
Member, Broker & Branch Portals
Deliver seamless digital experiences with white-labeled portals. Enable members and brokers to submit intake forms, upload documents, track real-time loan status, and communicate through secure two-way messaging.
Intelligent Document Engine
Generate complete, branded loan document packages with conditional logic, loops, and e-signature support. Digitize and ingest historical member and loan data for end-to-end efficiency.
KYC/AML & FINTRAC Reporting
Stay compliant with LCTR/STR workflows, full audit trails, and pre-built workflows designed to meet Canadian credit union compliance standards and FINTRAC best practices.
Credit Union Core Banking & Data Integrations
Pre-built integrations with Filogix, Lendesk, Equifax, and Inverite, plus email/SMS gateways. Our API-first architecture ensures seamless connectivity with your credit union’s core banking system.
Enterprise-Level Security, Compliance & Permissions
Mortgage Automator is SOC 2 Type II certified with Canadian data residency. All data is encrypted in transit and at rest, with SSO (SAML/SCIM), field-level RBAC, and IP whitelisting to meet your credit union’s compliance standards and mitigate risk.
Board-Grade Reporting & Portfolio Insights
Stay in control with real-time dashboards, pipeline SLAs, exception tracking, and audit exports, backed by hundreds of configurable variables, giving your credit union complete control over custom reporting.
World-Class Onboarding & Implementation
Launch with confidence. Our dedicated implementation team includes a one-on-one onboarding specialist, project manager, and customer success manager; ensuring a fast, low-risk transition tailored to your credit union.
Policy-Based Underwriting & Loan Decisioning
Enforce policy, not opinions. Configure rules for GDS/TDS, LTV/LTI, collateral, and exceptions, with role-based permissions to ensure policies cannot be overridden by unauthorized users.
Member, Broker & Branch Portals
Deliver seamless digital experiences with white-labeled portals. Enable members and brokers to submit intake forms, upload documents, track real-time loan status, and communicate through secure two-way messaging.
Intelligent Document Engine
Generate complete, branded loan document packages with conditional logic, loops, and e-signature support. Digitize and ingest historical member and loan data for end-to-end efficiency.
KYC/AML & FINTRAC Reporting
Stay compliant with LCTR/STR workflows, full audit trails, and pre-built workflows designed to meet Canadian credit union compliance standards and FINTRAC best practices.
Designed for Control, Compliance, and Scale
Everything your credit union needs to originate, service, and scale loans — all in one platform.
Control every step of your lending workflow, from origination to servicing and fund management
Integrate seamlessly with your core banking system and leading Canadian platforms like Filogix, Lendesk, and Equifax.
Deliver a better member experience with white-labeled portals, secure communications, and real-time updates
Word-Class Award-Winning Customer Support, Rely on fast, human-first support
Automate the busy work with AI so your team can focus on members, not manual tasks
All the core features you need for your private lending business
Trusted by 400+ Happy Clients
From Lenders, Community Credit Unions to Enterprises
“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.”
“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.”
Essential Software for Efficient Mortgage Management
The software is highly customizable, which allows us to tailor it to our specific needs. The document automation feature saves us a lot of time and reduces the chance of errors. Moreover, their customer support is outstanding - responsive, helpful, and always ready to solve any issues that arise.
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.
Comprehensive Lending and Administration Platform with Great Support
I love the support and customer centricity... The platform is comprehensive and always evolving, that helps us consolidate our technology stack and minimize reliance on external systems. The ability to get deals submitted from the origination platforms directly to us is a big factor as it streamlines the digital application process.
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.
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.
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.
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.
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.
Solutions that Work, Service that Cares
Customer Satisfaction Score (CSAT)
Net Promoter Score (NPS)
Connected with the Private Lending Ecosystem
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 a centralized system, enhancing efficiency and simplifying processes for everyone involved.
Explore Integrations
See How Credit Unions Go Live in as Little as 6-8 Weeks
Modernizing lending doesn’t have to be a long, risky project. With Mortgage Automator, Canadian credit unions benefit from a structured onboarding process that’s fast, low-risk, and designed around your team.
Book A Demo to See It In Action.
Book A Demo to See It In Action.
