Premier Solutions
For Fund Managers

Efficiently manage diverse fund structures and share classes while optimizing asset management. The platform streamlines fund operations with precise interest calculations and comprehensive dashboard overviews at every level.
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Enhance Your Operational Efficiency

Enable precise management of monthly payments and distributions, customized to meet specific investor requirements. Seamlessly transition from other systems with intuitive import tools designed for effortless integration of historical data.
Investment transaction dashboard displaying shareholder account management with options for deposits, redemptions, and transfers. A redemption request form for 'Fund A' allows investors to set redemption dates, account details, and penalties. The system supports accrued interest calculations and ensures accurate, compliant fund movements for investors and administrators.

Streamlined Fund Management

Enhance fund management efficiency with automated payment scheduling and precise handling of diverse loan products. The platform streamlines processing and improves financial accuracy, optimizing fund operations.

P&L analysis dashboard displaying monthly investor payouts, expenses, and net income for risk and compliance management. Automated financial tracking ensures regulatory reporting accuracy, supports risk assessment, and enhances decision-making for loan performance monitoring.

Sophisticated Compliance and Risk Management

Strengthen fund compliance and enhance risk management with advanced automation for regulatory reporting and loan performance tracking. Minimize risks and support informed decision-making with detailed risk assessments and reliable compliance mechanisms.

All Features You’ll Need to Manage Your Funds:

Customizability

  • Input or generated fields
  • Deal & contact level custom fields
  • Custom workflows & communications

Automated Workflows

  • Create tasks automatically based on various criteria
  • Auto assignments
  • To-do list with due dates
  • Advanced loan sub-statuses based on task completion

Fund Organization

  • Fixed and Floating share/unit prices
  • Fixed and Variable interest to shareholders/investors
  • Multiple share classes
  • Pre- or Post- DRIP NAV calculation
  • Cash or Accrual basis revenue recognition
  • Management fee calculations with performance bonuses
  • Comprehensive dashboard

Shareholders / Investors

  • Subscription agreements
  • Auto-generated share certificates
  • Trade confirmations
  • DRIP and Reinvestment options
  • Monthly / quarterly / semi-annual / annual payouts
  • One-time dividends
  • Monthly, quarterly, and annual automated statements

Reporting

  • Monthly trust / IRA reinvestment/payout reports
  • Shareholder / Investor payments & DRIP
  • Fund Performance Reports
  • Cash flow analysis
  • Growth statistics

Investor Portal

  • 24/7 access for investors to view mortgage positions, repayments, and interest earned
  • Monitor committed, allocated, and available funds across deals
  • Download tax slips, statements and payment history
  • Built-in messaging & permissions

... and more!

Interested in learning more?

Discover if Mortgage Automator is the right solution for your lending business.
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Integrations

Connect Your Essential Tools

With a comprehensive suite of integrated solutions including credit reporting agencies, broker softwares, insurance providers, credit card processing, eSignature, CRMs, and more, you can perform all critical tasks within a centralized system, enhancing efficiency and simplifying processes for everyone involved.
AICPA SOC 2 Type II certification badge on a shield, symbolizing compliance with industry-leading data security and operational integrity standards. This certification ensures secure financial transactions and rigorous protection of sensitive data in accordance with AICPA guidelines.
SOC 2 Type II Attestation

Secure & Compliant

SOC 2 Type II certified in accordance with the American Institute of Certified Public Accountants (AICPA) standard. Mortgage Automator utilizes the highest standards of data security and operational integrity, to safeguard every transaction and record entry with rigorous, industry-leading security measures.

Trusted by 400+ Happy Clients

10X Growth Fueled by Automation

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“I think the issue was that we didn’t have a proper foundation to go out and raise capital. The people with real money that wanted to invest in loans didn’t look at us seriously because we weren’t set up properly. We couldn’t show them investor statements, we didn’t have the information at our fingertips when they called. Once we implemented the software, it allowed us to go out there and bring in much more capital.”
Lawrence Schwartz
Co-Owner & President, JV Capital

10X Growth Fueled by Automation

Read Success Story
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Lawrence Schwartz
Co-Owner & President, JV Capital

70% Growth in 3 Years Powered By Efficiency with Automation

Read Success Story
“We were your first BC client and your largest overall client at the time. With a junior company that I would consider still fairly start-up at that point, our concern was the company’s ability to deliver on their promises. Everything that the leadership group was telling us sounded fantastic. We were optimistic about it, and we weren’t sure if they were able to deliver, but they have. It’s been great, and we haven’t looked back since.”
Stephen Cross photo
Stephen Cross
Vice President of Mortgage Lending and Operations,First Circle Financial

Hosper Mortgage: Focus on Speed, Automate the Rest

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“Every lender that’s considering any mortgage software is going to have this decision. You can’t have two, so you’ve really gotta go all-in with one. It’s a big bet. We’re very thrilled that we not only made the bet, but that we saw the demo when we did. We’ve integrated Mortgage Automator into so many facets of our business on the origination side and on the investing side.”
James Grantis photo
James Grantis
Director of Lending at Hosper Mortgage

NorthLend Financial: Focus on Business, Not Paperwork

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“I think the issue was that we didn’t have a proper foundation to go out and raise capital. The people with real money that wanted to invest in loans didn’t look at us seriously because we weren’t set up properly. We couldn’t show them investor statements, we didn’t have the information at our fingertips when they called. Once we implemented the software, it allowed us to go out there and bring in much more capital.”
Jason Anbara photo
Jason Anbara
Founder & President, NorthLend Financial Inc.

Ready Capital: Start Right and Grow Fast with Mortgage Automator

Read Success Story
“We pay interest payments to our investors through Automator. It’s another advantage because we don’t have to do it manually. It’s one file that’s uploaded to Automator, then sent to the bank as one file, and every investor is paid in one shot. And we also do that when we collect mortgage payments, so it’s doing dual purpose for us when it comes to mortgages and investments.”
Ron Cuadra photo
Ron Cuadra
Director, Ready Capital

Don’t take our word for it, read what other private lenders have to say about us.


5 stars
“User-friendly software interface and comprehensive features
The Mortgage Automator’s intuitive design makes navigating complex mortgage processes a breeze, even for users with limited technical expertise. Additionally, the robust reporting capabilities provide valuable insights into loan performance and operational efficiency, empowering lenders to make informed decisions.”
Jason Anbara
Founder & President, NorthLend Financial Inc.

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5 stars
Great Software
Overall, the experience has been great. We have been able to streamline our business and make our processes simpler, faster, and easier, saving us time and money. The software is easy to use and integrates well with our current practices. Regular updates to the software increases functionality.
Vince O.
Mortgage Underwriter, Interfinance Mortgage Corporation
5 stars
Mortgage Automator has made our lives better
One of the greatest things about the MA software is the time saving. What used to take hours to set up, fill out forms and save documents - now takes so much less time. The MA people are incredibly helpful and adaptable to make changes as we see fit for our business. They are ROCKSTARS!
Lauren H
Senior Mortgage Underwriter, Magenta Capital Corporation
5 stars
Incredible Customer Service
The software has made my life so much easier. It does exactly what we need it to do! (The support team) is so attentive to our needs and takes every suggestion and makes it a reality for us. I can not be happier with how this product has truly freed up my time and made things run so smoothly.
Katherine S.
Director Investor Services, Pacific Equity and Loan, LLC
5 stars
Very pleased with our choice of Mortgage Automator
What we like most about Mortgage Automator is the ease of use along with the very responsive and helpful customer service. It is completely integrated and helps us in all phases of our business, from originating, to underwriting, to servicing, keeping our entire business under one software.
Chris A.
Chief Operating Officer, Yieldi
5 stars
Amazing User-Friendly Software
Mortgage Automator has been the most user-friendly all-encompassing software we have ever used for our mortgage lending business. It requires little set up time and very simple, straightforward and easy to use. Highly recommended software for you to grow and scale your lending business.
Michael C.
Latitude Mortgage Services Inc.
5 stars
Saves you time and simplifies your life
The mortgage origination process is quick, efficient and user friendly. It allows me to manage my files in one location with simplicity. I am very grateful to have a program like Mortgage Automator which allows me to focus more on selling and making money, and less on administrative work.
Daniel I.
Director of Operations, Verified SourceForge Review
5 stars
Very satisfied with Mortgage Automator
Getting our business on Mortgage Automator has been a massive shift for us and has brought positivity in all areas of our business. This software is very robust yet very easy to use and figure out. It has helped us transform our operations and continues to allow us to streamline and improve efficiency.
Mark C.
Mortgage Broker, One Stop Mortgage Corp.
5 stars
Automator has made management of our Trust very smooth
It's functionality serves our purpose 100% and when at times it doesn't the Automator Team is very open and quick to make sure it stays at 100%. Customization is always welcome and we have never been denied of a need. The software is VERY user friendly and the ability to customize to our needs is seamless.
Ron C.
EVP, Ready Capital

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Learn more about how we can automate and transform your lending operations.
Cute mascot robot Morty pointing to the Mortgage Automator system on the computer