Private Lending Glossary
Explore clear explanations of key mortgage and lending terms used across modern loan operations. This glossary is designed for lenders, brokers, and loan servicers, covering loan origination, servicing automation, compliance, payments, borrower portals, reporting, borrower experience, and workflow automation.
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DSCR Loan
A DSCR loan is a mortgage for real estate investors that qualifies based on a property's rental income instead of the borrower's personal income.
Loan Origination Software
A digital platform that manages the loan application and approval process to improve accuracy and reduce processing times.
Loan Origination System
A platform used to manage loan applications, borrower information, underwriting workflows, approvals, documents, and closing tasks.
LOS with Borrower Portal and E-Sign
Helps borrowers complete applications, share documents, receive updates, and sign required forms online, while helping lenders reduce manual follow-up and keep the loan process moving.
LOS with Construction Draw Management
A software that combines loan origination workflows with tools for managing construction draws.
Mortgage Call Report
A regulatory report that licensed mortgage companies submit to report business activity and financial information.
Mortgage Document Management
A system that helps lenders securely collect, organize, store, and manage loan documents throughout the lending lifecycle.
Mortgage Referral
A mortgage referral occurs when a borrower is directed to a lender or mortgage professional by another individual or business.
Pull-Through Rate
A metric that measures the percentage of loan applications that successfully close and fund.
Explore Private Lending Topics
Workflow Automation
Accelerate your loan lifecycle. Learn how no-code automation can eliminate manual tasks and speed up your time-to-close.
Explore Automation
Ecosystem Integrations
Connect your tech stack. Discover the tools and API integrations designed specifically for the unique needs of private lenders.
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Servicing & Payments
Simplify post-closing operations. Dive into PAD/ACH payments, escrow automation, and secure loan boarding systems.
Explore Servicing Features

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From manual data entry to 4X growth with a click of a button
Discover how Brightpath Capital uses Mortgage Automator to replace manual processes, improve efficiency, and drive scalable lending growth today at scale.
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