Just Ask Mortgage Automator
Connect Mortgage Automator directly to Claude and ChatGPT. Ask a question in plain language, get a real answer, pulled from your live data.
Watch your data answer questions.
4.9/5 star rating on G2 and Capterra
Trusted by 400+ lenders
SOC 2 Type II certified
Move at the speed of your book
An investor wants your exposure by state. A borrower wants a status update on their draw. A new deal crosses your desk and you need to know how it fits against what you already hold. You shouldn't have to stop and go build the answer every time someone asks.
With the Mortgage Automator MCP Server, it's already there, whenever you need it.
How the Mortgage Automator MCP Server Works
Ask anything
Ask a question in plain language, like "tell me about loans maturing in the next 30 days," and get an answer pulled straight from your live Mortgage Automator data.
Trend and risk analysis
Compare payoff speeds quarter over quarter, build a risk profile by geography, or stress-test your portfolio against an ARV scenario, all from a single prompt.
Liquidity and investor reporting
Forecast liquidity based on upcoming closings and payoffs, or generate an investor summary for a fund, without opening a separate reporting tool.
Look it up mid-conversation
Check a balance, a rate, or a payment history the moment you need it, without breaking away to go find the file.
Built for your team
Set it up once and everyone on your team can ask their own questions of the same live data.
Read-only by default
The connection allows Claude or ChatGPT to answer questions about your data.
Ask It Like You'd Ask a Colleague
“Tell me about loans maturing in the next 30 days.”
“Build me a risk profile by geography and exposure.”
“Compare funding times quarter-over-quarter.”
“Tell me if any of my loans are missing key documents or condition fields.”
“What is my projected liquidity for the next 90 days based on scheduled closings and payoffs?”
Built for How Private Lenders Operate
Private lenders and fund managers
Get a real-time read on liquidity, exposure, and fund performance without waiting on a manual report.
Loan servicing teams
Answer a borrower or investor question on the spot, pull payment history or maturity dates mid-call.
Portfolio and risk reviews
Walk into a risk committee meeting with a risk profile by geography already built, not assembled the night before.
Frequently Asked Questions
Is this read-only?
Loan servicing software helps lenders manage the work that happens after a loan closes. That includes payment tracking, statements, borrower updates, renewals, documents, reporting, compliance records, and portfolio activity.
For private lenders, it keeps servicing from becoming a mix of spreadsheets, inboxes, and manual follow-ups.
Can it update or edit my data?
We’re evaluating interest in write capabilities, if there is something you’d hope to use it for, let us know.
Which AI tools does this work with?
Claude and ChatGPT are supported today. Using something else? Reach out, we may be able to help.
Is my data secure?
Only authorized users of your Mortgage Automator account can connect via the MCP Server.
Still Have Questions?
Contact Sales
See Your Data Answer Back
Connect the Mortgage Automator MCP Server and start asking the questions you used to have to answer for yourself.
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