Fund Management Software for Private Lenders

Experience a private mortgage fund platform rooted in transparency and reliability. Streamline fund organization, investor relations, and performance reporting with tools designed for secure and efficient operations.

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4.9/5 star rating on G2 and Capterra

Trusted by 400+ lenders

SOC 2 Type II certified

Fund Organization

Optimize Private Fund Structures for Growth

Versatile Fund Settings and Options

Customize fund structures with ease, offering fixed or floating share prices and adaptable interest rate options. Adjust fund settings to align with market conditions and investor preferences, easily connecting the fund to the mortgage. Simplify revenue tracking with pre- or post-DRIP NAV calculations and choose between cash or accrual-based recognition for precise and compliant financial reporting.

All-In-One Fund Dashboard

Gain real-time insights into portfolio performance with intuitive dashboards. Easily track fund deployment and availability to optimize capital allocation. Access a comprehensive view of investor accounts and lending portfolios to streamline operations and strategic decision-making.

All-in-one fund management dashboard for 'ABC Lender,' displaying real-time portfolio performance insights. Features include P&L overview, cash flow analysis, growth statistics, active investors, and lending portfolio tracking. A graph visualizes net income trends, helping investors and fund managers optimize capital allocation and strategic decision-making.

Shareholders / Investors

Simplify Investor Management with Confidence

Investor relations dashboard displaying an active investment account with a DRIP (Dividend Reinvestment Plan) settings adjustment window. The interface allows investors to modify reinvestment percentages, select payout frequencies (monthly, quarterly, semi-annually, or annually), and manage deposits, redemptions, and transfers. Automated subscription agreements and trade confirmations streamline investor management.

Effortless Investor Relations

Automate subscription agreements, share certificates, direct payments, and trade confirmations seamlessly. Offer diverse investment options and flexible DRIP plans with customizable payout schedules monthly, quarterly, semiannually, or annually.

Clear Communication

Offer investors real-time access to information along with automated, branded statements. Enable smooth tax reporting and provide secure, around-the-clock access to accounts via the investor portal for continuous engagement.

Investment transaction dashboard displaying shareholder account management with options for deposits, redemptions, and transfers. A redemption request form for 'Fund A' allows investors to set redemption dates, account details, and penalties. The system supports accrued interest calculations and ensures accurate, compliant fund movements for investors and administrators.

Flexible Transaction Processing

Effortlessly manage deposits, redemptions, and transfers across share classes or investment accounts, with built-in support for accrued interest calculations. Streamline fund movements while maintaining accuracy and compliance, ensuring seamless transactions for investors and administrators alike.

Reporting

Generate Concise and Actionable Reports

In-Depth Fund Reporting

Gain full visibility into fund performance with in-depth reports, detailed ledgers for line-by-line financial tracking, and intuitive dashboards. Generate period-specific profit and loss statements, analyze cash flow trends, and export data for deeper analysis.

Growth and Performance Insights

Monitor fund growth with customized reports and investor participation insights. Leverage dynamic metrics to refine your investment strategy and drive sustainable growth.

Investment fund growth and loan performance dashboard displaying quarterly trends. A line graph compares investor contributions and loan disbursements over time, showing dynamic growth metrics for strategic investment management. The system enables fund managers to track portfolio performance and optimize capital allocation based on real-time analytics.

Why Choose Mortgage Automator?

All-in-One Solution

Centralize fund management with a platform that integrates seamlessly with lending operations.

Customizable Reports

Tailor reports for internal analysis or investor presentations.

Streamlined Workflow

Reduce manual effort with automated updates and intuitive interfaces.

Data Accuracy and Transparency

Keep investors informed with clear, real-time information

Integrations

One Platform, All Solutions

Optimize your workflow with a centralized integration framework that connects credit reporting, broker software, insurance providers, credit card processing, eSignatures, CRMs, AML compliance, and more, enhancing efficiency and simplifying processes for everyone involved.

Ready to Get Started?

Schedule a demo and start growing your business today.

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Don’t take our word for it, read what other private lenders have to say about us. 

“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. 

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

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

This software has allowed us to focus on the growth of our company and has allowed us to scale.

When underwriting loans, it is a huge benefit to have all of the information in one place to look at all of the prior business we have done with a repeat customer. Their support team is great and they are very available and willing to make changes as needed. Love this company!

Craig J.

President, Avalon Capital LLC

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

Amazing User-Friendly Software

Mortgage Automator has been the most user-friendly all-encompassing software we have ever used for our mortgage lending business. It requires little set up time and very simple, straightforward and easy to use. Highly recommended software for you to grow and scale your lending business.

Michael C.

Latitude Mortgage Services Inc.

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.

Eugene G.

Loan Officer, Verified Sourceforge Review

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

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

SOC 2 Type II Attestation

Secure & Compliant

SOC 2 Type II certified in accordance with the American Institute of Certified Public Accountants (AICPA) standard. Mortgage Automator utilizes the highest standards of data security and operational integrity, to safeguard every transaction and record entry with rigorous, industry-leading security measures.