Loan Origination Software for Private Lenders

Build a sales funnel, automate and manage tasks, and digitize your loan origination processes.

Key Origination Features

  • Borrower Portal

  • Direct via API

  • Lead intake forms

  • Bulk upload

  • Manual data entry

  • Transaction history import

  • Input or generated fields
  • Deal & contact level custom fields
  • Custom workflows & communications
  • Credit card processing

  • Estimated fees

  • Partial payments / Over-time collection

  • Pay at funding or first payment date

  • Automated ACH payments

  • Weekly, bi-weekly, semi-monthly (flexible dates)

  • Quarterly, prepaid (partly or fully)

  • Accrued / Postponed (until next draw)

  • Capitalized (daily, monthly, etc)

  • Interest adjustment paid at funding or regular payment date

  • Full or partial interest

  • Sub-investors

  • A-B-piece (tranche loans)

  • Referral fees/Interest spread
  • Management fees

  • Tracking of condition statuses

  • Link to document upload portals

  • Create one-time conditions

  • Pre-select based on property/borrower types

  • List & email outstanding conditions
  • Interest-only

  • Principal & Interest

  • Capitalized

  • Accrued

  • Escalating

  • Unlimited documents/templates
  • Pre-approval/LOI/Term Sheet
  • Funding/Escrow Breakdowns

  • Investor agreements

  • Extension Docs

  • Payoff statements/distributions

  • Attorney/Title Instructions
  • Borrower Portal

  • Document Upload Portal

  • Upload via a white-labeled URL

  • Review status tracking
  • List of outstanding documents
  • Custom roles & permissions

  • Management reporting

  • Employee performance tracking
  • Cross-functional task management

  • Custom automated communication triggers

  • Interactive Filters

  • Due dates

  • To-do list management

  • Status-based or manual triggers

  • SMS/Email templates

  • Automatic document generation & attachment

  • Modify your personal Kanban workflow

  • Task / To-do list dashboard

  • Custom reports

  • Request additional funds/draws
  • Request renewals/extensions

  • Request payoffs/discharges

  • Create new loans

  • Upload documents

Customer Recognition*

Why our customers ❤️ Mortgage Automator

Cut our manual process over 60%

Mortgage Automator gave our asset-based lending institution exactly what we needed to grow, and it was made for this type of industry. It is custom tailored for our individual needs not only in front and operations but in back and servicing. This software has allowed us to become paper-free and cut our manual process over 60%.

Click to read full review on Capterra

Alex Buriak, Jet Lending

Must Have Mortgage Software for Private Money Lenders

Mortgage Automator has done what its name says- Automated my mortgage process. I am able to get paperwork out to Title Companies and Lenders in minutes now rather than hours! And the team has allowed me to customize my documents to meet my needs. All reporting, calculations, payoffs, paperwork are now a push of a button with everything systematized! This product allows me to do what I do best and not worry about the paperwork! HIGHLY Recommend it!!

Click to read full review on Capterra

Tony Broullire, Good Faith Funding, LLC

Best product on the market

The team behind Mortgage Automator is the best. They are super responsive to all the customers needs. The software is super easy to learn and use and has a wide range of integrations and capabilities.

Click to read full review on Capterra

Jason Beck, Tricore Capital

Join the Industry Leaders

Top performers are switching to Mortgage Automator to power their entire private lending business and generate all their documents in minutes. It’s time to get ahead of the curve, gain a competitive advantage, and deliver exceptional value to your brokers, lawyers and investors!

300 + happy clients including:

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