Automate Your Lending Operations for Accelerated Approvals and Improved Compliance

Clients Grow On Average by 166% Annually Using Our Platform

SOC 2 Type II Certified in Accordance With AICPA Standard

Deep Insights in Your Lending Operations

World-Class Award-Winning Customer Support

Boost Team Efficiency with AI-Driven Lending Support

Source Forge 5/5
Capterra 4.95/5
G2 4.9/5

All-in-One Platform for Loan Origination & Servicing

Loan Origination

Take control of your lending process with customizable origination features that optimize your lead-to-loan pipeline. Automate tasks, streamline workflows, and keep every deal organized from start to finish.

Loan Servicing

Streamline your loan servicing with tools that handle calculations, alerts, payments, and more. Minimize human errors and free up valuable time for your team.

Fund Management

Streamline your fund operations with real-time dashboards, automated investor relations, and flexible tools for custom fund structures and in-depth performance reporting.

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Trusted by 400+ Private Lenders, Credit Unions, Enterprises & SMBs

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Scale Your Lending Operation with Confidence

Mortgage Automator helps lenders achieve remarkable scalability and efficiency. Our platform simplifies modern lending, equipping you with the tools to confidently grow your business.

Save Time on Documentation

Auto-generate custom documents, compliance reports, credit card or ACH payments, and more while focusing on running and growing your private lending business.

Streamline Communication

Request appraisals directly through the system, inform borrowers of NSF payments with automatic text message alerts, and keep all your communication centralized.

Do More with the Same

Free up your team to work on building relationships and getting more deals, and allocate more time for marketing and finding new investors.

Every Feature Your Team Needs

Document Generation, Storage & Sharing

Generate, store, and share loan documents using flexible fields and templates tailored to your business needs.

Email / SMS Communications

Integrated communication tools for automated and manual messaging.

Workflow Management

Create and automate your workflow to optimize and scale your operations.

Organization Management

Configure teams, roles, and permissions with secure authentication and robust access controls.

Analytics and Business Insights Dashboards

Gain actionable insights from powerful analytics dashboards featuring customizable charts and infographics.

Reporting & Accounting

Build custom reports to suit your own accounting and business needs.

Investor & Borrower Portals

Secure, self-serve access to manage loans and investments, access documents and request actions—all in one place.

Compliance and Regulatory Reporting

Secure storage and easy sharing tools to ensure compliance with industry regulations and facilitate regulatory reporting.

Integration with Third-Party Systems

Ability to integrate with existing systems and third-party services to ensure seamless data flow.

Automated Payment Processing

Streamlined payment collection and processing.

Real-Time Notifications and Alerts

Enhanced security features to manage user access and authentication.

Scalable Database Architecture

Secure, robust and scalable database architecture to handle large volumes of data.

Document Generation, Storage & Sharing

Generate, store, and share loan documents using flexible fields and templates tailored to your business needs.

Email / SMS Communications

Integrated communication tools for automated and manual messaging.

Workflow Management

Create and automate your workflow to optimize and scale your operations.

Organization Management

Configure teams, roles, and permissions with secure authentication and robust access controls.

Analytics and Business Insights Dashboards

Gain actionable insights from powerful analytics dashboards featuring customizable charts and infographics.

Reporting & Accounting

Build custom reports to suit your own accounting and business needs.

Investor & Borrower Portals

Secure, self-serve access to manage loans and investments, access documents and request actions—all in one place.

Compliance and Regulatory Reporting

Secure storage and easy sharing tools to ensure compliance with industry regulations and facilitate regulatory reporting.

Integration with Third-Party Systems

Ability to integrate with existing systems and third-party services to ensure seamless data flow.

Automated Payment Processing

Streamlined payment collection and processing.

Real-Time Notifications and Alerts

Enhanced security features to manage user access and authentication.

Scalable Database Architecture

Secure, robust and scalable database architecture to handle large volumes of data.

Secure & Compliant

We are proudly SOC 2 Type II certified in accordance with American Institute of Certified Public Accountants (AICPA) standard. Our platform utilizes the highest standards of data security and operational integrity, to safeguard every transaction and piece of data with rigorous, industry-leading security measures.

Seamlessly Integrate with 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 acentralized system, enhancing efficiency and simplifying processes for everyone involved.

Your AI Powered Lending Assistant

Delegate the repetitive, focus on the strategic. Mortgage Automator’s AI Lending Assistant reviews documents, flags risks, and updates loan data in real time — empowering your team to make faster, smarter decisions while staying compliant.
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Solutions that Work, Service that Cares

Quality Choice Top Ranked Solution 2025G2 Best Software 2025 Top 50 Financial Services ProductsSoftware World 2025 Top RatedSoftware Suggest User Engagement 2025Capterra Best Value 2024Software Advice Most Recoomended 2024GetApp Best Functionality & Features 2024

Ready to Scale Your Lending Operation?

Join the top private lenders who are growing faster, working smarter, and staying secure with Mortgage Automator.
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“Mortgage Automator is the backbone of my lending business"
James G.
Director, Co-Founder, Hosper Mortgage
“User-friendly software interface and comprehensive features"
Sydney D.
VP of Operations, Sherwood Mortgage Group
"Easy to use, flexible, intuitive and great customer service"
Tina H.
Director, Funding and Administration, Portage Capital
"5 Stars, amazing product, excellent service, a must have"
Zack M.
Co-founder & Director, Keystone Capital Group Ltd.

Frequently Asked Questions

What is Mortgage Automator?

Mortgage Automator is the leading end-to-end loan origination and servicing platform built for private lenders, credit unions, and hard money lenders. It’s enterprise-grade by design, helping lenders scale with confidence.

How Does Mortgage Automator Help Me Streamline My Loan Processes?

Streamline your loan servicing with tools that handle calculations, alerts, payments, and more. By automating every stage of the loan lifecycle—from origination and underwriting to servicing and investor management—Mortgage Automator reduces manual work, minimizes errors, and accelerates approvals.

Does Mortgage Automator Integrate With Other Systems?

Yes. Our platform connects seamlessly with CRMs, accounting software, payment processors, and third-party databases via API for a smooth, connected workflow.

How Is Mortgage Automator Different From Other Mortgage Lending Software?

Unlike legacy or entry-level systems, Mortgage Automator was designed by lenders for lenders. It combines enterprise-grade compliance, automation, and analytics with award-winning support—trusted by 400+ lenders across North America.

How Does Mortgage Automator Use AI and How Will It Help My Team Day to Day?

Mortgage Automator uses AI to automate document reviews, identify risks, and surface insights across your portfolio. It helps lenders make faster, data-driven decisions while maintaining accuracy, compliance, and control.

How Does Mortgage Automator Ensure Data Protection and Compliance?

Mortgage Automator is SOC 2 Type II certified and PIPEDA compliant, with built-in FINTRAC/AML reporting. All customer data is hosted in secure U.S.-based AWS data centers, protected with encryption at rest and in transit. The platform is fully cloud-based with enterprise security, audit trails, and role-based permissions—so you stay regulator-ready at all times.

Will It Be Difficult to Switch to Mortgage Automator?

No. Our white glove onboarding team manages data migration and workflow setup with minimal disruption. Most lenders are fully operational within 8 weeks, supported by hands on training and ongoing guidance.

What Kind of Support and Training Will I Have Access To?

Our customer success team helps you customize Mortgage Automator’s functionality and documents to not only match but also improve, your existing processes. Personalized training is provided during onboarding and supported with additional weekly webinars, training manuals, how-to videos, and exceptional ongoing support. The step-by-step setup ensures that the learning curve is short, but support and additional training are always available!

How Long Does It Take to Implement Mortgage Automator?

Most lenders are up and running in a matter of 8 weeks, not months—thanks to our proven implementation process and dedicated onboarding specialists.

Still Have Questions?

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