For Small Private Lenders (Canada)
Jumpstart your lending business with Mortgage Automator. Our intuitive software is specifically designed for individual and small private lenders, helping you stay organized and focused on growth from the very beginning.
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Browse Private Lending Terms
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DSCR Loan
A DSCR loan is a mortgage for real estate investors that qualifies based on a property's rental income instead of the borrower's personal income.
Loan Origination Software
A digital platform that manages the loan application and approval process to improve accuracy and reduce processing times.
Loan Origination System
A platform used to manage loan applications, borrower information, underwriting workflows, approvals, documents, and closing tasks.
LOS with Borrower Portal and E-Sign
Helps borrowers complete applications, share documents, receive updates, and sign required forms online, while helping lenders reduce manual follow-up and keep the loan process moving.
LOS with Construction Draw Management
A software that combines loan origination workflows with tools for managing construction draws.
Mortgage Call Report
A regulatory report that licensed mortgage companies submit to report business activity and financial information.
Mortgage Document Management
A system that helps lenders securely collect, organize, store, and manage loan documents throughout the lending lifecycle.
Mortgage Referral
A mortgage referral occurs when a borrower is directed to a lender or mortgage professional by another individual or business.
Pull-Through Rate
A metric that measures the percentage of loan applications that successfully close and fund.
Explore Private Lending Topics
Workflow Automation
Accelerate your loan lifecycle. Learn how no-code automation can eliminate manual tasks and speed up your time-to-close.
Explore Automation
Ecosystem Integrations
Connect your tech stack. Discover the tools and API integrations designed specifically for the unique needs of private lenders.
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Servicing & Payments
Simplify post-closing operations. Dive into PAD/ACH payments, escrow automation, and secure loan boarding systems.
Explore Servicing Features
From 30 to 300: How Two Private Lenders Built for Scale (Canada)
Learn how private lenders Ryan MacNeil and Jake Lasko scaled from 30 to 300+ loans. Discover expert tips on hiring, deal flow, and building infrastructure.
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Bringing Construction Draws Right Into the Loan File
Manage construction and fix-and-flip budgets in one place. Discover Mortgage Automator's Draw Management feature and automated Project Health scoring.
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Ready Capital: Start Right and Grow Fast with Mortgage Automator (Canada)
See how Ready Capital streamlined lending workflows with Mortgage Automator and accelerated growth in private mortgage operations.
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