Detailed Fund Management Technology for Modern Private Lenders (Canada)

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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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. 

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.”

Jason Anbara

Founder & President, NorthLend Financial Inc. 

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

Incredible Customer Service

The software has made my life so much easier. It does exactly what we need it to do! (The support team) is so attentive to our needs and takes every suggestion and makes it a reality for us. I can not be happier with how this product has truly freed up my time and made things run so smoothly.

Katherine S.

Director Investor Services, Pacific Equity and Loan, LLC

Mortgage Automator - Automater of All Loan Things

MA user interface is extremely intuitive. Tech Support is very fast to answer any questions. Training of my team can happen really quickly making the software easy to adopt. Automating what would be many manual tasks, the custom forms and workflow that you can set up make MA the best platform.

Joshua L.

Verified G2 Review

Complete Lending Solution from Onboarding to Customization

Our experience has been flawless. Anytime we have questions, we reach out and they are answered quickly and with utmost professionalism. We love how our portfolio has become professionally managed just by implementing this software. Our clients love the portal abilities.

Chris L.

Director of Sales, Creative Financing Solutions

Easy to Use, Simple, Flexible, Intuitive and Great Customer Service

Exceptional! No issues from day one - MA has always been there to support, teach and listen. MA is easy to use, simple, flexible and intuitive. It has the ability to handle many different types of scenarios and transactions. The customer service is exceptional. The response time, efficiency and knowledge are beyond industry standard.

Tina H.

Director, Funding and Administration, Portage Capital

Very satisfied with Mortgage Automator

Getting our business on Mortgage Automator has been a massive shift for us and has brought positivity in all areas of our business. This software is very robust yet very easy to use and figure out. It has helped us transform our operations and continues to allow us to streamline and improve efficiency.

Mark C.

Mortgage Broker, One Stop Mortgage Corp.

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.