See Why Over 400 Private Lenders Switched to Mortgage Automator

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What Makes Mortgage Automator Different?

Fast & Responsive Customer Support
If you ever have questions or need assistance, our Support Team is available via chat or email. We value your time and understand the urgency of your business; our Support Team replies in less than 5 minutes.
Comprehensive Customization Options
Mortgage Automator enables you to stay true to your brand and business values. The Automator platform provides you with customization options every step of the way, from automated communications to statements, reports, and more.
Flexibility to Operate Your Way
Flexibility runs at the core of Mortgage Automator. The system was built to account for various lending scenarios and setups so you can maintain your preferred processes with supercharged efficiency.
Customer-Driven Development
Our customers know best, and we welcome your expertise to guide our feature development. Automator users can suggest features, upvote existing suggestions, and share direct feedback with our Product Team.
Private Lender DNA
Mortgage Automator was built by private lenders. We understand the way the industry works and share the best practices with you during Onboarding. You will receive guidance on how to optimize your processes and gear up for success.
High Business Value
We listen to your needs and offer you multiple options to achieve your goals. Mortgage Automator gives you freedom and time to shift your focus to essential matters, supporting you every step of the way.
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All-In-One Private Lending Software

Originate Deals Your Way

Mortgage Automator transforms the loan origination process with an intuitive, automated platform designed for private lenders. Borrowers can apply for loans or pre-approvals through a custom portal, while Loan Officers are instantly assigned to review and issue LOIs/Term Sheets. Our seamless workflow automation enhances borrower communication with real-time SMS and email updates, pre-filled documents, and a secure upload portal for documents, photos, and videos. Customize loan pipelines, automate compliance, and integrate with CRMs, credit reporting, and eSignature tools—all in one place.
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Automate Your Servicing Processes with Ease

Managing in-house loan servicing has never been easier. Mortgage Automator simplifies the process with automated payment collections, tax tracking, and real-time loan adjustments to keep your portfolio running smoothly. Instantly process ACH/PAD transactions, generate compliance-ready reports, and manage any loan structure—from P&I to interest-only and VRM. Borrowers stay informed with auto-triggered emails and a secure portal for document uploads. With seamless API integrations, bulk processing, and advanced analytics, you’ll save time while ensuring precision in every transaction.
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Effortlessly Manage Funds for Optimal Growth

Mortgage Automator simplifies fund management with a dynamic, investor-friendly platform designed for private lenders. Customize fund structures, automate investor communications, and generate clear, professional statements—delivered automatically with every payment. Manage DRIP plans, share classes, and multi-tranche investments with precision, while real-time dashboards provide actionable insights into fund performance. Secure investor portals ensure transparency, while automated reporting and compliance tools streamline operations. Whether handling deposits, redemptions, or transfers, Mortgage Automator keeps every transaction seamless.
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Trusted by 400+ Happy Clients

5 stars
“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.

5 stars
“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.

5 stars
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
5 stars
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
5 stars
Finally, a loan servicing program that's flexible with a supportive team!
Since making the switch, I have been incredibly pleased with the results. The Mortgage Automator has not only saved me 3-4 hours weekly by streamlining my processes, but their support team has been outstanding. What sets Mortgage Automator apart is their genuine commitment to their customers' success.
Sherman A.
President, Keyhole Connect LLC
5 stars
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
5 stars
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
5 stars
Comprehensive Lending and Administration Platform with Great Support
I love the support and customer centricity... The platform is comprehensive and always evolving, that helps us consolidate our technology stack and minimize reliance on external systems. The ability to get deals submitted from the origination platforms directly to us is a big factor as it streamlines the digital application process.
Yahya M.
Verified G2 Review

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Learn more about how we can automate and transform your lending operations.
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