A True End-To-End Platform for All Your Lending Needs

Loan Origination

  • Application Import (Drag and Drop)
    • Filogix
    • Velocity
    • Custom
  • Filogix Connection (brokers submit)
  • Finmo Connection (exclusive for Mortgage Automator only, brokers submit)
  • Direct via API
  • Through a submission form on your website
  • Bulk upload
  • Manual data entry
Each loan type has different documents, conditions, draw schedules, and more. We help you customize your documents and processes for every kind of loan.

  • Purchase
  • Refinancing
  • Commercial
  • Construction

    • Milestones
    • Multi-unit breakdown
    • Ability to convert to standard loan
  • Fix & Flip
    • Repair Schedules
No matter how you structure your deal, we have an option that’s right for you.

  • Interest-only
  • Principal & Interest
  • Escalating
  • VRM
Create as many standardized or optional fields as you need.

  • Distribute fees to investors, brokers, etc
  • Pay at funding or first payment date
  • Estimated fees
  • Spread between a number of regular monthly payments
Borrowers can pay in different ways:

  • Semi-Monthly
  • Monthly (always on the 1st or flexible)
  • Prepaid (partly or fully)
  • Accrued / Postponed (until next draw)
  • Capitalized
  • Interest adjustment paid at funding or regular payment date
  • Full or partial interest
  • Sub-investors
  • A-B-piece
  • Spread revenue
Standardize your conditions and let our AI predictive algorithms display only the applicable conditions per loan:

  • Drag-and-drop to change priority
  • Tracking of condition statuses
  • Link to document uploads
Beyond simple storage, Automator allows your brokers/borrowers to upload documents directly to your system via Portals or unique URLs (no login required)

  • Borrower Portal
  • Broker Document Transfer
  • Upload via a white-labeled URL
Create and customize as many documents as you need, we provide some templates to get you started and help you customize the rest:

  • Commitment (Canada)
  • Term-sheet (US)
  • Lawyer instructions (Canada)
  • Title Company instructions (US)
  • Lawyer Distribution calculations (Canada)
  • Title Company Distributions (US)
  • Admin/Servicing agreements
  • Renewal docs
  • Discharge/Payout statements
  • Discharge/Payout distribution instructions
  • Unlimited Custom Docs
Compliance documents take minutes and even seconds to create with saved, pre-filled templates. If we’re missing a compliance form, just let us know, we’ll add it!

  • Form 1, 3.0, 3.1, 3.2, 9, 10, Borrower Disclosures, Investor Disclosures
  • Saved Templates

Loan Servicing

Paying or getting paid, we have all the possible options to make your day-to-day payments a breeze:

  • Post-dated cheques
  • Cheque printing (Canada)
  • Check printing (US)
  • PAD/ACH/EFT

    • Auto-generated
    • Warnings and Alerts
    • Auto removal for discharged loans
Go on a deal first and add investors later or replace any investors mid-deal because they want out, Mortgage Automator has you covered:

  • Unlimited investor replacements at any time of the loan
  • Automated Interest Adjustment Calculations
Borrower paying out one of the collateral properties, or a multi-million dollar payout proportionally spread between all your investors:

  • Automated distribution
  • Any date and time
  • Collateral/Blanket Discharges
Create as many standardized or optional fields as you need.

  • Renewal Fees paid

    • At renewal
    • Upon discharge
    • As added to Principal
    • Spread across any number of payments
  • Custom Renewal Conditions
  • Prepayments at Renewals
  • Ability to change Interest Types
Extend additional funds or draws at any time

  • Ability to tie draws to Milestones / Repair Schedule
  • Add custom fees
  • Existing or new investors
  • Batch or individual entry
  • Automatic SMS/Text message alerts to borrowers
Discharge loans in seconds, with all the per-diem calculations, distributions and even accrued interest automatically done for you:

  • Discharge / Payout Statement
  • Discharge / Payout Instructions
  • Per-Diem calculations
  • Additional Fee Options
  • Distribution of Fees
Beautiful custom branded monthly statements with meaningful information sent automatically to each investor:

  • Monthly/Quarterly auto-emailed statements
  • Customized letterhead & content
Meaningful reports to eliminate manual processes and give you a complete oversight of the business:

  • Individualized dashboards and task assignments
  • Customizable/filterable loan statuses
  • Batch letter generation (in separated or single file for easy printing)

    • Investor Statements
    • Property Insurance Expiry letters
    • Property Tax letters
  • Borrower / Investor / Shareholder Payment Reports
  • Monthly Deal Tracker

    • Deals reviewed, terminated, committed, funded, etc.
  • Maturing Loans (30/60/90 days)
  • Prepaid Interest / Holdback Distribution Reports
At Mortgage Automator, we ensure that you can dive deep into the data and understand exactly what is happening in your company. Every number is clickable to reveal further components and data.

  • Annual Borrower Statements
  • Annual Investor Statements
  • Investor T5s (Canada)
  • 1098s, 1099s (US)
  • Accrual A/R and A/P Reports
  • Lender Income Reports (P&L)
  • Operating & Trust account ledgers
  • Integration with QuickBooks, Simply Accounting, and more

Fund Features

  • Fixed / Floating share price
  • Pre- Post- DRIP NAV calculation (Floating share price only)
  • Cash or Accrual basis revenue recognition
  • Fixed Interest to Shareholders/Investors

    • Multiple Share Classes
  • Variable Interest to Shareholders/Investors

    • Management Fee Calculations
    • Performance Bonuses
  • Comprehensive Dashboard

    • Funds Deployed, Committed and Available
    • Cash Flow Analysis
    • Investor & deals listed
  • Share Certificates
  • Trade Confirmations
  • DRIP/Reinvestment

    • As a %
    • As a $ amount
    • Net of fixed monthly payout
  • Monthly / Quarterly / Semi-Annual / Annual Payouts
  • One time dividends
    • Based on prorated investment amounts and dates
  • Quarterly & Annual Automated Statements
  • Monthly Trust / IRA reinvestment/payout reports

    • Trust share certificates
  • Shareholder / Investor Payments & DRIP
  • Fund Performance Reports

Portals / Partnerships

Our goal is to eliminate all data entry/re-entry for private lenders when starting a new loan application.

Automator clients can embed a form directly on their website to take applications from borrowers and populate their Mortgage Automator Account

  • White-labeled
  • Top of the line security and spam prevention
  • Customizable fields
Borrowers log in directly through your website to access their loans

  • White-labeled login interface
  • Single/multi-loan view
  • Mortgage Statements
  • Renovations Statements
  • Request for additional funds/draws
  • Payment schedules
  • And more
Investors log in directly through your website to access their portfolio with informative charts, reports, and more

  • White-labeled login interface
  • Fund / Portfolio performance charts
  • Monthly / Quarterly / Annual statements
  • Admin docs for each deal
  • Available funds adjustments

We integrate with broker software, so manual data entry is not needed on your part.

  •  
    Filogix integration
  • Velocity application upload

Appraisals are emailed automatically via your Mortgage Automator account with the exact information necessary for your appraisers to do their job.

Mortgage Automator connects with Stewart Assyst software to pass the loan information, commitments, instructions, and distribution schedules directly to your legal team, removing the redundant data entry, human errors, etc.

Automator connects with Title companies directly to pass the loan information, commitments, instructions and distribution schedules directly to your legal team, removing the redundant data entry, human errors, etc.

An exciting partnership designed to serve you as the private lender.

  • Pull bureaus (consent required)
  • Report on private loans
  • Real-time credit score status updates
From purview to pin-monitoring, full integration is the only way

  • Pull purviews directly via Mortgage Automator
  • Be notified of any title registration with pin-monitoring
At Mortgage Automator, we ensure that you can dive deep into the data and understand exactly what is happening in your company. Every number is clickable to reveal further components and data.

  • Annual Borrower Statements
  • Annual Investor Statements
  • Investor T5s (Canada)
  • 1098s, 1099s (US)
  • Accrual A/R and A/P Reports
  • Lender Income Reports (P&L)
  • Operating & Trust account ledgers
  • Integration with QuickBooks, Simply Accounting, and more

Ready to get started?
Schedule a demo or create an account.

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