Complete Loan Servicing Technology for Private Lenders
Transform your lending operations with Mortgage Automator's end-to-end loan origination and servicing platform.Automate your lending processes and focus on growth instead.
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Take Control of Your Entire Loan Portfolio from a Single, Dynamic Interface
Loan Servicing Reports
The system provides preloaded, actionable servicing reports that simplify daily tasks such as payment processing, transaction recording, and statement generation. Action features, trust accounting capabilities, and one-click monthly reporting for portfolio-secured lines of credit ensure efficient loan servicing management.
Expedited Payment Collections and Distributions (ACH)
Accurate, Real-Time Loan Adjustments
The Automatic Calculations feature ensures precise loan management by instantly updating balances, interest rates, and payment schedules across the system without the need for manual input. From adjusting for prime rate changes to recalculating interest after draw approvals, the system automates all adjustments, keeping financial data accurate and up to date while enabling a focus on strategic tasks.
One-Time or Recurring Charges, Draws, Extensions, Pay-Downs, Payoffs and more!
Empower Borrowers with Complete Loan Visibility
Borrower Portal
Enhance your borrower experience with a fully customizable portal that aligns with your website’s look and feel. This central hub provides borrowers with full transparency and control over their loans, from viewing upcoming payments to managing reserves. The portal simplifies communication by allowing borrowers to request draws, extensions, or payoffs, and upload documents directly. It also serves as a streamlined channel for updates, inquiries, and responses, offering a user-friendly, self-service tool for managing their financial obligations.
Simplified Draw Management
Crucial for rehab / fix-and-flip as well as ground-up construction loans, the system allows your clients to initiate and manage draw requests directly through their portal.
Borrowers can also upload photos, videos, and other supporting documents along with their draw requests, providing clear evidence of completing important project milestones.
Instant Document Creation for Every Loan Event
Whether it’s NSFs, defaults, extensions/renewals, payoffs, and discharges, Automator generates all the necessary agreements, statements, and other paperwork with a click. Variables are highlighted to help you quickly identify all the information you need to review and confirm.
Digitally sign and distribute these documents to all the relevant parties automatically through the communication module or direct DocuSign integration.
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Functional Statements and Comprehensive Dashboards
Borrower Management
- Customizable Invoices and Statements: Automatically generate sleek, fully customizable borrower invoices and account statements. Tailor the look, feel, and information for your borrowers.
- Automated Document Distribution: Ensure timely communication with borrowers by automatically sending out statements and updates in bulk or as requested.
Investor Management
- Automated Investor Statements: Investors receive regular, automated updates on their investments. Provide detailed insights into their portfolios, including the status of their investments, risk profiles ->transaction breakdowns, and expected returns.
- Visual Investment Overview: Access maps showing investment locations, risk profiles, and detailed summaries of active deals.
Tailored Reports for In-Depth Portfolio Insights
Margin Reports
Portfolio Analysis
Detailed Breakdowns
Bulk Report Preparation
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