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.
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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 / Over-time 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 Docs
- 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
- Docs upload
- Referral fee tracking
- Deal pipeline
... 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.”
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Solutions that work, service that cares
95.5
Customer Satisfaction Score (CSAT)
67
Net Promoter Score (NPS)
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Learn more about how we can automate and transform your lending operations.
