Loan Origination Software for Private Lenders
Build a sales funnel, automate and manage tasks, and digitize your loan origination processes.
Key Origination Features
Application Import (Drag and Drop)
Filogix Connection (brokers submit)
Direct via API
Through a submission form on your website
Manual data entry
Lead Intake Form
Lawyer instructions (Canada)
Title Company instructions (US)
Lawyer Distribution calculations (Canada)
Title Company Distributions (US)
Discharge/Payout distribution instructions
Fix and Flip
Monthly (always on the 1st or flexible)
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
A-B-piece / Tranche loans
Drag-and-drop to change priority
Tracking of condition statuses
Link to document uploads
List outstanding conditions
Principal & Interest
Distribute fees to investors, brokers, etc
Pay at funding or first payment date
Spread between a number of regular monthly payments
Collect via credit card
Build and modify your own Kanban workflow
Create custom cards with the fields that are specific to your lending practice
Create various roles and permissions
Hide sensitive information
Document Upload Portal
Broker Document Transfer
Upload via a white-labeled URL
Form 1, 9, 10, Borrower Disclosures, Investor Disclosures
To-do list management
Status based or manual triggers
Automatic document generation & attachment
Request additional funds/draws
Create new loans
Cut our manual process over 60%
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. I have sat down and talked to many developers in the space. This was the only company that delivered what it said and has the upmost professional team.
The Future of Mortgage Administration
Very user-friendly. Like their slogan says, “For Lenders by Lenders.” As a lender myself, this is a very natural and intuitive software. You can tell that the software is built by a lender.
Mortgage Automator is a game changer!
There are so many features that are great, but the ability to produce so many of our custom documents so quickly has made us super efficient and lifted our game considerably. We can literally turn around a straightforward application in 10 minutes and have a commitment letter sent out. Instructing our solicitor with a file is ultra easy too, as is producing renewal agreements and discharge/payout statements.
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.
Mortgage Automator… Automates!
The Mortgage Automator Platform is relied on as our core loan management database / software. All major features were considered and work as needed, and some custom features have even been developed and implemented based on our company’s suggestions. This software is easily equivalent to 2-3 (or more) additional staff.
Time to be part of industry leading conversations
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!