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.”
Automator has made management of our Trust very smooth
It's functionality serves our purpose 100% and when at times it doesn't the Automator Team is very open and quick to make sure it stays at 100%. Customization is always welcome and we have never been denied of a need. The software is VERY user friendly and the ability to customize to our needs is seamless.
Great Software
Overall, the experience has been great. We have been able to streamline our business and make our processes simpler, faster, and easier, saving us time and money. The software is easy to use and integrates well with our current practices. Regular updates to the software increases functionality.
Mortgage Automator has made our lives better
One of the greatest things about the MA software is the time saving. What used to take hours to set up, fill out forms and save documents - now takes so much less time. The MA people are incredibly helpful and adaptable to make changes as we see fit for our business. They are ROCKSTARS!
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 Implement
We are able to operate and administrate from multiple cities and countries without issues. This is a game-changer for our team. The software is a wholistic approach to Mortgage Portfolio management and administration and saves a ridiculous amount of staff time. The software continues to get better and better.
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.
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.
