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.

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

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.

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.

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.