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 and how it 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!
Lauren H
Senior Mortgage Underwriter, Magenta Capital Corporation
5 stars
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
5 stars
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.
5 stars
A One-Stop Shop for Mortgage Servicing from Origination to Pay off and More
There is no better way to keep our loans organized, serviced, and monitored all in one place. We use the product every single day and it has become the backbone of our deal flow. MA has allowed us to streamline our process from beginning to end. It allows us to address problems quickly and efficiently.
Jason W.
Verified G2 Review
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
Great Software
Overall, the experience has been great. We have been able to streamline our business and make our processes simpler, faster, and easier, saving us time and money. The software is easy to use and integrates well with our current practices. Regular updates to the software increases functionality.
Vince O
Mortgage Underwriter, Interfinance Mortgage Corporation

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