Portals / Partnerships

Seamless integrations to eliminate data entry/re-entry.

Application Entry Form

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

Broker Software Integrations

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

  • Filogix integration

  • Lendesk integration

Appraisal Requests

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

Title Software Integrations (US)

Loans can be emailed to Title companies via Mortgage Automator to pass the loan information, commitments, instructions and distribution schedules directly to your legal team, removing the redundant data entry, human errors, etc.

Equifax(Canada)

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

  • Pull bureaus (consent required)

  • Report on private loans

Accounting

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

Ready to get started?
Schedule a demo to discuss what we can do for you.

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