Simplified Solutions
For Individual and Small Hard Money Lenders
Build and scale a successful lending business with Mortgage Automator. Intuitive software designed for individual and small hard money lenders, providing organization and a focus on growth from the start.
Book A Demo
Efficient Lending from Day One
Access powerful features that simplify key lending processes such as document creation and loan management. Eliminate manual term sheet drafting and complex spreadsheets with a streamlined, process-oriented platform that saves time and reduces errors. As the business grows, seamlessly scale with advanced automation features including lead intake forms, automated communication, and borrower portals.
Visualize Your Loan Portfolio Management
Monitor the entire portfolio at a glance with intuitive Kanban boards and comprehensive dashboards. Easily switch views, analyze deals, and move them through customized stages tailored to the firm's unique processes.
Customize Investment Strategies with Ease
Efficiently manage any investment structure, from individual investors to complex syndicated funds with varying ratios and share classes. The platform captures every detail, delivering a dynamic solution that adapts to each unique deal.
All Features You'll Need to Jump Start Your Private Lending Business:
Streamlined Data Import
- Borrower Portal
- Direct via API
- Lead intake forms
- Bulk upload
- Manual data entry
- Transaction history import
- All major CRM connections such as HubSpot
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
Interest Types
- Interest-only
- Principal & Interest
- Capitalized
- Accrued
- Escalating
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
Custom Dashboards that Make Sense
- Modify your personal Kanban workflow
- Task / To-do list dashboard
- Custom Reports
Standardized Loan Conditions
- Tracking of condition statuses
- Link to document upload portals
- Create one-time conditions
- Pre-select based on property / borrower types
- List & email outstanding conditions
Automated Compliance
- DRE disclosure
- HMDA compliance with APR calculations
- Other custom disclosures
- Create your own templates
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
Communications / Notifications
- Status-based or manual triggers
- SMS/Email templates
- Auto attach system documents
- Include pre-attached forms
- Fully customizable content
Borrower Portal
- Create new loans
- Request additional funds / draws
- Request renewals / extensions
- Request payoffs
- Upload documents
- Draw history
Loan Officer Portal
- Application intake
- Document upload
- Referral fee tracking
- Deal pipeline
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.
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.
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
“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.”
ffff
Don’t take our word for it, read what other private lenders have to say about us.
“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.”
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.
Efficient Loan Management with Smart Automation
Mortgage Automator has streamlined our loan origination and servicing process. The automation for documents, compliance, and payments saves us time, while the Borrower Portal makes lead management seamless. The automation and integrations cut down manual work, and the support team is great.
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.
A One-Stop Shop for Mortgage Servicing from Origination to Pay off and More
There is no better way to keep our loans organized, serviced, and monitored all in one place. We use the product every single day and it has become the backbone of our deal flow. MA has allowed us to streamline our process from beginning to end. It allows us to address problems quickly and efficiently.
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.
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.
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.
Easy-to-use platform
Chat support team is readily available when needed. Mortgage dashboard is easy to navigate while working through deals in the underwriting stage. Flexible options to explore different scenarios and debt service ratios. Easy to navigate loan management platform with efficient underwriting tools (such as rental offsets). Beneficial for private/alternative lending where multiple scenarios or more creative deal structures are analyzed.
Schedule A Demo Today
Learn more about how we can automate and transform your lending operations.
