Portals / Partnerships

Seamless integrations to eliminate data entry/re-entry.

Online Loan Application Form

Automator clients can embed a step-by-step loan application form directly on their website which not only populates the information within Mortgage Automator, but also correctly associates existing borrowers with their profiles and notifies the Loan Officers via email with the filled out information.

  • Custom Branded

  • Customizable Fields

  • Secure & Spam Filtered

Appraisal Requests

Appraisal requests can be emailed automatically via your Mortgage Automator account with the exact information necessary for your appraisers to do their job.

Title / Attorney Instructions

You can instruct the Title Companies / Attorneys directly via Mortgage Automator with attached system generated or uploaded documents. The system generated documents include term sheets, funding distribution instructions, amortization schedules, or any custom documents added to the system.

Credit Reports

Automator has a direct integration with CreditCo allowing you to pull credit reports for your borrowers. The data pulled also gets entered into the borrower profile for future reference.

Trust Accounting

At Mortgage Automator, we ensure that you can dive deep into the data and understand exactly what is happening in your company or fund. Every number is clickable and expandable to reveal further components and data.

  • Monthly Borrower Statements

  • Monthly Investor Statements

  • 1098s, 1099s

  • Accrual A/R and A/P Reports

  • Lender Income Reports (P&L)

  • Operating & Trust Account Ledgers

Customer Recognition*

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:

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

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Integrations & Partnerships