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
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.
Katie F.
Manager, Operations, New Haven Mortgage 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
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
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
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
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!
Craig J.
President, Avalon Capital LLC

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