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For Credit Unions
Credit Union Lending Technology That Puts Members First
More lending, less paperwork. Powered by a system built for Canadian Credit Unions.
Mortgage Automator streamlines your lending operations, reduces risk, and boosts efficiency, all while preserving the cooperative, member-first approach of your credit union. With phased rollouts and parallel run support, we ensure that the transition and adoption of Mortgage Automator is seamless for your credit union and its members. Backed by white-glove onboarding and award-winning support, we modernize lending and help you grow with confidence.
Loan Origination Software Built for Canadian Credit Unions
Built for the unique needs of Canadian credit unions, Mortgage Automator combines seamless integrations, enterprise-grade security, board-level reporting, with CRM capabilities built in. Enable your team to close deals faster and deliver greater member-focused service.
Credit Union Core Banking & Data Integrations
Pre-built integrations with Filogix, Lendesk, Equifax, and Inverite, plus email/SMS gateways. Our API-first architecture ensures seamless connectivity with your credit union’s core banking system.
Enterprise-Level Security, Compliance & Permissions
Mortgage Automator is SOC 2 Type II certified with Canadian data residency. All data is encrypted in transit and at rest, with SSO (SAML/SCIM), field-level RBAC, and IP whitelisting to meet your credit union’s compliance standards and mitigate risk.
Board-Grade Reporting & Portfolio Insights
Stay in control with real-time dashboards, pipeline SLAs, exception tracking, and audit exports, backed by hundreds of configurable variables, giving your credit union complete control over custom reporting.
World-Class Onboarding & Implementation
Launch with confidence. Our dedicated implementation team includes a one-on-one onboarding specialist, project manager, and customer success manager; ensuring a fast, low-risk transition tailored to your credit union.
Policy-Based Underwriting & Loan Decisioning
Enforce policy, not opinions. Configure rules for GDS/TDS, LTV/LTI, collateral, and exceptions, with role-based permissions to ensure policies cannot be overridden by unauthorized users.
Member, Broker & Branch Portals
Deliver seamless digital experiences with white-labeled portals. Enable members and brokers to submit intake forms, upload documents, track real-time loan status, and communicate through secure two-way messaging.
Intelligent Document Engine
Generate complete, branded loan document packages with conditional logic, loops, and e-signature support. Digitize and ingest historical member and loan data for end-to-end efficiency.
KYC/AML & FINTRAC Reporting
Stay compliant with LCTR/STR workflows, full audit trails, and pre-built workflows designed to meet Canadian credit union compliance standards and FINTRAC best practices.
Credit Union Core Banking & Data Integrations
Pre-built integrations with Filogix, Lendesk, Equifax, and Inverite, plus email/SMS gateways. Our API-first architecture ensures seamless connectivity with your credit union’s core banking system.
Enterprise-Level Security, Compliance & Permissions
Mortgage Automator is SOC 2 Type II certified with Canadian data residency. All data is encrypted in transit and at rest, with SSO (SAML/SCIM), field-level RBAC, and IP whitelisting to meet your credit union’s compliance standards and mitigate risk.
Board-Grade Reporting & Portfolio Insights
Stay in control with real-time dashboards, pipeline SLAs, exception tracking, and audit exports, backed by hundreds of configurable variables, giving your credit union complete control over custom reporting.
World-Class Onboarding & Implementation
Launch with confidence. Our dedicated implementation team includes a one-on-one onboarding specialist, project manager, and customer success manager; ensuring a fast, low-risk transition tailored to your credit union.
Policy-Based Underwriting & Loan Decisioning
Enforce policy, not opinions. Configure rules for GDS/TDS, LTV/LTI, collateral, and exceptions, with role-based permissions to ensure policies cannot be overridden by unauthorized users.
Member, Broker & Branch Portals
Deliver seamless digital experiences with white-labeled portals. Enable members and brokers to submit intake forms, upload documents, track real-time loan status, and communicate through secure two-way messaging.
Intelligent Document Engine
Generate complete, branded loan document packages with conditional logic, loops, and e-signature support. Digitize and ingest historical member and loan data for end-to-end efficiency.
KYC/AML & FINTRAC Reporting
Stay compliant with LCTR/STR workflows, full audit trails, and pre-built workflows designed to meet Canadian credit union compliance standards and FINTRAC best practices.
Designed for Control, Compliance, and Scale
Everything your credit union needs to originate, service, and scale loans — all in one platform.
Control every step of your lending workflow, from origination to servicing and fund management
Integrate seamlessly with your core banking system and leading Canadian platforms like Filogix, Lendesk, and Equifax.
Deliver a better member experience with white-labeled portals, secure communications, and real-time updates
Word-Class Award-Winning Customer Support, Rely on fast, human-first support
Automate the busy work with AI so your team can focus on members, not manual tasks
All the core features you need for your private lending business
Trusted by 400+ Happy Clients
From Lenders, Community Credit Unions to Enterprises
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“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.”
“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.”
Smooth system
Overall a great system that flows pretty well. Makes our job very smooth and hassle-free most of the time. Love how easy it is for workflow. Great platform for what we do in Underwriting. Client intake is a breeze with MA. Love that it stores client profiles.
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.
Automator makes preparing loan commitments efficient
The Automator Team provided a thorough onboarding/training process. Customizing the dashboard to organize file progress based on our workflow. Generating lawyer instructions within the email communication saves a lot of time. Automator seems to be proactive with continuous development.
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.
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.
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!
Great tool for mortgage underwriting
I like how you can customize the system to suit your needs (conditions, document buckets, formulas etc). I love the document upload portal and how it updates in real time. It has really changed the way we underwrite at my company. The ease of use really saves me time in my daily worklife.
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.
Connected with the Private Lending Ecosystem
With a comprehensive suite of integrated solutions, including credit reporting agencies, broker softwares, insurance providers, credit card processing, eSignature, CRMs, and more, you can perform all critical tasks within a centralized system, enhancing efficiency and simplifying processes for everyone involved.
Explore Integrations
See How Credit Unions Go Live in as Little as 6-8 Weeks
Modernizing lending doesn’t have to be a long, risky project. With Mortgage Automator, Canadian credit unions benefit from a structured onboarding process that’s fast, low-risk, and designed around your team.
Book A Demo to See It In Action.
Book A Demo to See It In Action.
