Just Ask Mortgage Automator

Connect Mortgage Automator directly to Claude and ChatGPT. Ask a question in plain language, get a real answer, pulled from your live data.

Watch your data answer questions.

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Trusted by 400+ lenders

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A businessman in a suit sitting in the back seat of a car while working on a laptop and talking on a smartphone.

Move at the speed of your book

An investor wants your exposure by state. A borrower wants a status update on their draw. A new deal crosses your desk and you need to know how it fits against what you already hold. You shouldn't have to stop and go build the answer every time someone asks.

With the Mortgage Automator MCP Server, it's already there, whenever you need it.

How the Mortgage Automator MCP Server Works

A search input field prompting the user to ask about their lending business, with OpenAI and Claude icons displayed above it.

Ask anything

Ask a question in plain language, like "tell me about loans maturing in the next 30 days," and get an answer pulled straight from your live Mortgage Automator data.

A business report excerpt highlighting portfolio risk, specifically noting that 23 loans totaling $27.5 million are past their maturity date.

Trend and risk analysis

Compare payoff speeds quarter over quarter, build a risk profile by geography, or stress-test your portfolio against an ARV scenario, all from a single prompt.

A dashboard displaying a $10.44M Mortgage Automator Fund with 8 active loans at a 9.52% weighted average rate, along with a table detailing individual loan information.

Liquidity and investor reporting

Forecast liquidity based on upcoming closings and payoffs, or generate an investor summary for a fund, without opening a separate reporting tool.

A chat interface showing a query about a loan rate followed by a detailed response stating the 7.47% fixed rate, loan details, and overdue status.

Look it up mid-conversation

Check a balance, a rate, or a payment history the moment you need it, without breaking away to go find the file.

A diagram showing three professionals asking questions about loan data, which is connected to a live portfolio data dashboard showing dollar amounts.

Built for your team

Set it up once and everyone on your team can ask their own questions of the same live data.

Read-only by default

The connection allows Claude or ChatGPT to answer questions about your data.

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Ask It Like You'd Ask a Colleague

“Tell me about loans maturing in the next 30 days.”

“Build me a risk profile by geography and exposure.”

“Compare funding times quarter-over-quarter.”

A focused young woman in a blazer holds and looks at a smartphone in an office setting.

“Tell me if any of my loans are missing key documents or condition fields.”

“What is my projected liquidity for the next 90 days based on scheduled closings and payoffs?”

Built for How Private Lenders Operate

Private lenders and fund managers

Get a real-time read on liquidity, exposure, and fund performance without waiting on a manual report.

Loan servicing teams

Answer a borrower or investor question on the spot, pull payment history or maturity dates mid-call.

Portfolio and risk reviews

Walk into a risk committee meeting with a risk profile by geography already built, not assembled the night before.

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"What used to require manual data export and hours of formatting now happens in a single working session. The output is cleaner than what I was producing manually."

"You don't need to be a technical expert to use this. If you can ask a question in English, you can perform complex portfolio analysis."

Matt Solondz

COO, Blue Eyed Lending

Frequently Asked Questions

Is this read-only?

Yes. The Mortgage Automator MCP Server is read-only. It can answer questions and pull data, but it can't take actions in your account.

Can it update or edit my data?

We’re evaluating interest in write capabilities, if there is something you’d hope to use it for, let us know.

Which AI tools does this work with?

Claude and ChatGPT are supported today. Using something else? Reach out, we may be able to help.

Is my data secure?

Only authorized users of your Mortgage Automator account can connect via the MCP Server.

Still Have Questions?

Contact Sales

See Your Data Answer Back

Connect the Mortgage Automator MCP Server and start asking the questions you used to have to answer for yourself.

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