Enhanced Solutions
For In-House Servicers

Simplify in-house loan servicing with seamless draw request approvals, automated ACH payments, and fully branded borrower and investor statements. Stay efficient with a system designed to manage every detail.
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Automate and Simplify In-House Servicing

Designed to manage all aspects of loan servicing, Mortgage Automator handles everything from late payment notifications to detailed distribution breakdowns for title companies. Custom reports provide key insights for smooth operations, whether tracking margins or generating Loan Tapes.
Loan servicing dashboard for 'ABC Lender' displaying a 'Payments Review' section. The interface shows borrower payment details, including loan ID, due date, last payment amount, and current receivables. Built-in financial reporting tools streamline payment processing, transaction tracking, and portfolio-secured credit line management

Comprehensive Loan Servicing Reports

The loan servicing system includes preloaded reports and bulk action features for efficient payment processing, transaction management, and statement distribution. With trust accounting and one-click reporting for portfolio-secured lines of credit, loan servicing is streamlined and hassle-free.
Loan extension and renewal management interface displaying options for adjusting maturity dates, repayment types, reserves, and loan rates. The system automates fee and penalty calculations, including early termination penalties and extension fees, with the ability to add custom charges. Designed to streamline loan modifications for lenders and financial institutions.

Seamless Loan Processing

Mortgage Automator is pre-configured to support any lending scenario, automating every step for fast and accurate transactions. A powerful calculation engine ensures precise loan adjustments and seamless management.

All Features You'll Need to Manage Your Private Lending Business:

Customizability

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

Flexible Investor Payment Schedules

  • Full or partial interest
  • Sub-investors
  • A/B-piece (tranche loans)
  • Referrals / Interest spread
  • Management fees

Payment Handling

  • Credit card processing
  • Estimated fees
  • Partial payments / Overtime collection
  • Pay at funding or first payment date
  • Automated ACH payments

Flexible Borrower Payment Schedules

  • Weekly, bi-weekly, semi-monthly (flexible dates)
  • Quarterly, prepaid (partly or fully)
  • Accrued / Postponed (until next draw)
  • Capitalized (daily, monthly, etc.)
  • Interest adjustment paid at funding or regular payment date

Customized Auto-Generated Documentation

  • Unlimited documents / templates
  • Pre-approval / LOI / Term Sheet
  • Attorney / Title Instructions
  • Funding / Escrow Breakdowns
  • Investor agreements
  • Extension documents
  • Payoff statements / distributions

Upload & Reference Documents Easily 

  • Borrower Portal
  • Document Upload Portal
  • Upload via a white-labeled URL
  • Review status tracking
  • List of outstanding documents

Team Management

  • Custom roles & permissions
  • Management reporting
  • Employee performance tracking
  • Cross-functional task management
  • Custom automated communication triggers

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

Reports

  • Exportable dashboards (in Excel)
  • Batch letter generation (separated or single file for easy printing)
  • Borrower / Investor / Shareholder Payment Reports
  • In-Progress / Funded / Paid-off loan tracker
  • Maturing Loans (30 / 60 / 90 days)
  • Prepaid Interest / Prepayment Distribution Reports
  • Custom reporting available

Accounting & Tax

  • Borrower / Investor Statements
  • Reports for issuing 1098s / 1099s
  • Aged Receivables / Arrears Reports
  • Accrual A/R and A/P reports
  • Lender Income Reports (P&L)
  • Operating & Trust account ledgers
  • Loan Tape

Payment Options

  • Postdated checks
  • Check printing
  • Auto-generated ACH / EFT
  • Automated warnings and alerts
  • Credit card payments

NSF Tracking

  • Batch or individual entry
  • Automated SMS notifications
  • Emails to borrowers (with signed NSF letters attached)
  • Custom NSF fees

Payment Tracking

  • Batch or individual entry of payments
  • Automated SMS notifications
  • Emails to borrowers (with late notices attached)
  • Generate Statements of Account & Invoices

Partial Paydown 

  • Automated distribution
  • Any date and time
  • Collateral / blanket discharges

Additional Loans / Draws

  • Ability to tie draws to Milestones
  • Add custom fees
  • Existing or new investors

Investor & Borrower Statements

  • Monthly auto-emailed statements
  • Customized letterhead & content

Investor Replacement
(Mid-Deal)

  • Replace any investor anytime
  • Auto interest adjustment calculation
  • Holdback / prepayment forwarding

Mid-Loan Adjustments

  • Payment schedule changes
  • Interest changes
  • Frequency of payments

Additional Charges

  • Ability to charge interest & calculate accrued interest
  • Record/Schedule/Request payments
  • Invoicing
  • Credit card integration

Additional Reserves 

  • Initial reserve amounts
  • Monthly top-ups
  • Pre-payment of monthly top-ups
  • External payment tracking
  • Reporting
  • Apply reserves towards monthly payments

Borrower Portal

  • Create new loans
  • Request additional funds / draws
  • Request renewals / extensions
  • Request payoffs
  • Upload documents
  • Draw history

Extensions

  • Extension fees (multiple payment options)
  • Custom extension conditions
  • Prepayments at renewals
  • Ability to change interest types

Payouts

  • Payout statements
  • Payout instructions
  • Per diem calculations
  • Additional fee options
  • Fee distributions / allocations
  • Power of Sale & Foreclosure module

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

Read Success Story
“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

NorthLend Financial: Focus on Business, Not Paperwork

Read Success Story
“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.

From $100,000 to $100M in 2 Years

Read Success Story
“We’ve grown from $100,000 to about $70M in a matter of about a year and a half, and that’s thanks to Mortgage Automator. It’s a great experience to have that automation all in one product. We can distribute investor statements and have an actual platform that can service all our needs within the brokerage, on the investor side, and on the operations and management side.”
Danny Ibrahim photo
Danny Ibrahim
CEO of Mortgage Fund Capital and the Principal Broker& CEO of Keyrate Mortgage Corp.

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

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
Mortgage Automator is an absolute game-changer!
Their services are top-notch, making the private mortgage process smooth and efficient. The automation they provide simplifies tasks, saving time and the team at Mortgage Automator is a dream to work with - knowledgeable, responsive, and always ready to go the extra mile. Their customer service is unparalleled.
Kendra P.
Verified G2 Review
5 stars
Mortgage Automator - Automater of All Loan Things
MA user interface is extremely intuitive. Tech Support is very fast to answer any questions. Training of my team can happen really quickly making the software easy to adopt. Automating what would be many manual tasks, the custom forms and workflow that you can set up make MA the best platform.
Joshua L.
Verified G2 Review
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
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
Complete Lending Solution from Onboarding to Customization
Our experience has been flawless. Anytime we have questions, we reach out and they are answered quickly and with utmost professionalism. We love how our portfolio has become professionally managed just by implementing this software. Our clients love the portal abilities.
Chris L.
Director of Sales, Creative Financing Solutions
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
The name speaks for itself... and the people are AWESOME!
Mortgage Automator is so user-friendly; not much need for training, it is very intuitive to navigate. They are very helpful and super quick to return a call or email. Producing paperwork for us has become so much easier. Looking forward to further improvements.
Katie F.
Manager, Operations, New Haven Mortgage Corporation
5 stars
Best Product on the Market
Using Mortgage Automator as the end-to-end platform for my hard money lending business. The team behind Mortgage Automator is the best. The software is super easy to learn and use and has a wide range of integrations and capabilities. We choose MA because there are more integrations, more customization, and more capabilities.
Jason B.
President, Lendfinity Financial Corporation

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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