Complete Loan Origination Technology for Private Lenders
An all-in-one loan management platform to grow your business and delight your clients.
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Loan & Portfolio Management
Manage Every Aspect of the Loan Origination Process — All in One Place
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Structure Deals According to Your Organizational Preferences
Add new deals via CRM platforms, create custom loan application forms using our advanced form builder, or manually enter deals, reducing duplicate data entry and simplifying your workload.
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Visualize and Enhance Your Loan Management
Monitor your entire portfolio at a glance. Switch between an intuitive Kanban pipeline and comprehensive dashboards. Easily drag and drop deals through customized stages that fit your firm's unique processes.
Workflow Management
Automated Workflows Enhance Communication While Increasing Borrower Satisfaction
Communicate with all stakeholders in one place
Integrated communication tools like SMS and pre-templatized emails keep everyone updated throughout the closing process.
Automate Communications & Tasks
Apply triggers to automate emails and attachments based on loan status changes, efficiently delivering instructions, documents, and portal access to relevant parties.
Customize User & Team-Level Access
Tailor roles, assignments, tasks, and dashboards to ensure your teams access only what's necessary, focusing on the job at hand.
Data and Analytics
Powerful Reporting, Actionable Insights
Custom Reporting & Analytics
Create and run all your reports the way you need them. Perform in-depth portfolio and loan analysis. Forecast funding and payoffs, and manage capital requirements with ease using our exportable, industry-leading reports.
Criteria-Based Deal Analysis
Quickly evaluate loans using your organization’s custom criteria, leveraging Excel formulas, data libraries, and deal conditions. Easily adjust terms as needed to fit your organization’s changing requirements.
Robust API for Data Syncing
Seamlessly share data between applications, enabling automatic deal updates and information transfers.
Interested in Learning More?
Discover if Mortgage Automator is the right solution for your lending business.
Document Generation and Management
Create, Manage, and Store All Loan-Related Documents with Ease, Enhancing Overall Efficiency
Instant Document Creation
Effortlessly generate all loan-related documents the moment your data enters Mortgage Automator. Import your own letterheads, branding, and formatting, ensuring each document aligns seamlessly with your professional identity.
Customizable Document Template Library
Access a comprehensive library of pre-designed templates. Our template system automates the creation of a wide range of documents, saving time while maintaining consistency.
Advanced Conditional Logic & Calculations
We go beyond simple field population with documents embedded with advanced conditional formulas, dynamically customizing content based on loan characteristics, delivering precision in every document.
Enhanced Custom Fields
Customizable fields for all aspects of the loan lifecycle. Allow for tailored data capture to include unique details vital to everyday lending processes.
Collaborative Document Oversight
Enable team members to collaborate on documents with full transparency and accountability. Every edit is meticulously tracked and easily verified.
Customizable Upload Portal
Provide clients with a tailored portal that clearly outlines deal conditions, required documents, and upload instructions — with an option to give feedback.
Simplified Document Signing
Set up predefined signatures in our app, or send requests and automatically receive signed documents — effortlessly and efficiently.
Personalization
Unparalleled Flexibility for Any Investment Structure
Effortlessly manage all investment types, from individual investors to complex syndications and fund investments with varying rates and share classes. Our platform captures every detail, offering a dynamic solution that seamlessly adapts to unique scenarios.
Compliance
Stay Ahead of Regulatory Requirements with Automated Compliance and Disclosure Document Generation
Automatically populate critical compliance forms — or create your own — using loan data to ensure regulatory adherence.
Easily manage and track all required documentation to stay audit-ready.
Generate custom compliance reports for your local regulatory body.
Integrations
One Platform, All Solutions
Optimize your workflow with a centralized integration framework that connects credit reporting, broker software, insurance providers, credit card processing, eSignatures, CRMs, AML compliance, and more, enhancing efficiency and simplifying processes for everyone involved.
Ready to Get Started?
Schedule a demo and start growing your business today.
Don’t take our word for it, read what other private lenders have to say about us.
95.5
Customer Satisfaction Score (CSAT)
67
Net Promoter Score (NPS)
“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.”
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.
Finally, a loan servicing program that's flexible with a supportive team!
Since making the switch, I have been incredibly pleased with the results. The Mortgage Automator has not only saved me 3-4 hours weekly by streamlining my processes, but their support team has been outstanding. What sets Mortgage Automator apart is their genuine commitment to their customers' success.
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.
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.
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.
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.
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.
Schedule A Demo Today
Learn more about how we can automate and transform your lending operations.
