Private Lending Software Plans
Flexible pricing for private lenders, MICs, funds, and growing lending teams that need origination, servicing, borrower management, investor management, and compliance workflows in one platform.
Book A DemoCore
Up to 24
active loans
Up to $20M AFV
Origination, servicing, and fund management. Nothing gated.
24/7 support
Live support, onboarding, and training included.
Plus
25–99
active loans
$20M+ to $50M AFV
The full platform (nothing gated) and 24/7 support.
+ Customer Success Manager
One expert who knows your business and owns your outcomes.
Connect
100–1,499
active loans
$50M+ to $500M AFV
The full platform, 24/7 support, and a named CSM.
+ API package + MCP connector
Build on your data. Put Automator inside your AI tools.
Enterprise
1,500–5,000+
active loans
$500M+ AFV, unlimited
The full platform, 24/7 support, named CSM, API and MCP.
+ Unlimited scale
Volume without a ceiling, on terms built around your book.
Mortgage Automator pricing tier is set by active loans or annual funded volume — whichever is higher. Every package includes the complete platform. Talk to our team for pricing built around your volume.
How Mortgage Automator Pricing Works
Mortgage Automator pricing is personalized to each lender’s annual plan, based on the mix of loan volume, users, workflows, servicing needs, and fund management requirements.
The main factors that influence private lending software cost include:
Number of active loans
Number of users
Required modules
Origination needs
Servicing requirements
Fund management requirements
Integrations
Custom workflows
Support requirements
Plans can scale as the lending business grows.
All Plans Cover the Essentials
Contact Management
Keep borrowers, brokers, investors, lenders, lawyers, and other stakeholders connected to the records and workflows your team uses every day.
Backups & Exporting
Access your information when you need it with backups, exporting options, and data portability.
Support & Training
Hit the ground running with white glove on-boarding and personalized assistance through our customer success team.
Security & Permissions
Use access controls, permissions, authentication, and activity tracking to protect sensitive lending data and manage who can view or update specific parts of the system.
Get Started
Schedule a demo to learn more about what we can do for you.
Compare Plans
Origination Features
Servicing Features
Fund Features
Documents
CRM Databases
Standard Reporting
Loan Status Tracking
Operations
ROI and Implementation: What Lenders Gain from the Right Platform
Reduced manual administration
Faster document generation
Improved compliance tracking
Less operational overhead
Better borrower experience
Centralized lending operations
Trusted by 500+ Happy Clients
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.”
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.
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.
Very pleased with our choice of Mortgage Automator
What we like most about Mortgage Automator is the ease of use along with the very responsive and helpful customer service. It is completely integrated and helps us in all phases of our business, from originating, to underwriting, to servicing, keeping our entire business under one software.
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.
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!
Mortgage Automator 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!
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.
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.
Industry-Leading Security
Mortgage Automator supports secure lending operations through:
Data protection
Collect the information your team needs upfront, so new deals do not start with missing details and scattered files.
Encryption
Data protection measures help safeguard information as it moves through the system.
Backups
Backup capabilities help lenders retain important business records and reduce the risk of losing critical loan, borrower, investor, or servicing information.
Access controls
Administrators can control who can view, edit, or manage different parts of the platform.
Role-based permissions
User roles help lenders manage access by department, responsibility, or workflow.
Audit logs
Activity tracking helps teams review changes, actions, and system activity.
Data portability
Exporting options help lenders access their information when needed.
Frequently Asked Questions
How much does private lender software cost?
Private lender software pricing depends on the size of the lending operation, number of active loans, number of users, required modules, servicing needs, integrations, and workflow complexity. Mortgage Automator offers personalized pricing so lenders can choose a plan based on how they originate, service, report, and manage their business.
How is Mortgage Automator pricing calculated?
Mortgage Automator pricing is based on the package and capabilities your team needs. Factors may include active loan volume, users, origination requirements, servicing workflows, fund management needs, integrations, custom workflows, and onboarding support.
What plans are available?
Mortgage Automator offers Standard, Origination Pro+, Servicing Pro+ and Fund Pro+ for Canadian customers. These plans are designed to support different lending business models, from small private lenders to growing lending companies, MICs, funds, and larger lending operations.
Does Mortgage Automator support loan servicing?
Yes. Mortgage Automator supports in-house loan servicing with software for managing payments, PAD workflows, borrower records, tax management, compliance reporting, and servicing automation. It is not an outsourced servicing provider. Learn more on the loan servicing software page.
Can small private lenders use Mortgage Automator?
Yes. Mortgage Automator can support small private lenders that need core origination, servicing, contact management, document, reporting, and loan tracking tools. Plans can scale as the lending operation grows and needs more automation, users, servicing tools, or fund management features.
Can I migrate data from another LOS?
Mortgage Automator can support lenders moving from another LOS or existing system through onboarding and data migration support. The exact process depends on the current system, data quality, records being migrated, and modules being implemented.
How long does implementation take?
Implementation time depends on the lender’s plan, modules, data migration needs, workflows, integrations, documents, and team size.
How do I choose a loan servicing provider?
Choose a loan servicing provider by looking at how well the platform supports your portfolio size, payment workflows, borrower communication, reporting needs, compliance requirements, integrations, and team structure. The right provider should support the way your lending operation actually manages loans after funding.
Still Have Questions?
Contact Sales
Find the Right Mortgage Automator Plan for Your Lending Business
See how Mortgage Automator pricing can be tailored around your origination, servicing, borrower management, investor management, compliance, and fund management needs.
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