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.