Flexible Loan Servicing Software for Private Lenders

Save time on your loan servicing processes and prevent human errors by automating calculations, alerts, payments, and more!

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Based on the 2020 customer ratings on

Key Servicing Features

  • Post-dated cheques

  • Cheque printing (Canada)

  • Check printing (US)

  • PAD/ACH/EFT

    • Auto-generated
    • Warnings and Alerts
    • Auto removal for discharged loans
  • Renewal Fees paid

    • At renewal
    • Upon discharge
    • As added to Principal
    • Spread across any number of payments
  • Custom Renewal Conditions

  • Ability to change Interest Types

  • Prepayments at Renewals

  • Ability to change Interest Types

  • Automated distribution

  • Any date and time

  • Collateral/Blanket Discharges

  • Replace any investor with another at any time

  • Auto interest adjustment calculation

  • Holdback/prepayment forwarding

  • 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

  • Custom NSF Fees

  • Discharge / Payout Statement

  • Discharge / Payout Instructions

  • Per-Diem calculations

  • Additional Fee Options

  • Distribution of Fees

  • Ability to charge interest & calculate accrued interest

  • Record/Schedule/Request payments

  • Invoicing

  • Credit Card integration

  • Monthly auto-emailed statements

  • Customized letterhead & content

  • Payment schedule changes

  • Interest changes

  • Frequency of payments

  • 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)t

  • Prepaid Interest / Holdback Distribution Reports

  • 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

  • Initial reserve amounts

  • Monthly top-ups

  • Pre-payment of monthly top-ups

  • External payment tracking

  • Reporting

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.

Alex Buriak, Jet Lending

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.

Stephen Cross, First Circle Financial

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.

Grant Plunkie, Shelter Lending Corporation

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.

Katie F., New Haven

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.

James Grantis, Hosper Mortgage
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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!

150 + happy clients including:

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