Pricing for private lenders of all sizes
Start your 15 day free trial - No credit card required.
A single login plan for lenders with lower volumes or anyone just starting out.
Includes essential features:
  • Unlimited documents
  • All CRM features
  • Standard residential loans
  • Backups & exporting
  • Essential forms & agreements
  • Basic reporting
  • Customizable Documents
  • Exceptional 24/7 support
Streamline and automate workflows with additional tools, unlimited users, and more powerful features.
Includes all Basic Plan features +
  • Unlimited users & permission control
  • Partial paydowns
  • Mid-term investor replacement
  • NSF tracking
  • Monthly investor statements
  • Additional lender reports
  • Assisted Brand importing & Commitment importing
More advanced features and priority support for lenders looking for ultimate efficiency and maximum oversight.
Includes Basic & Standard plan +
  • Pre-Authorized Debit (PAD)
  • Priority customer support
  • Internal user tracking
  • Customizable reports
  • Year-end tax documents
  • Audit reporting
  • Assisted importing on up to 5 documents & forms
Features specifically designed for funds to manage shareholders, payments and compliance.
Includes all features + Specialty add-ons
  • Shareholder PAD
  • Upgraded fund dashboard
  • Shareholder statements
  • Trust accounting
  • Compliance & reporting
  • Multiple ways to record management fees
  • Share/unit price tracking
Ready to get started?
Get in touch or create an account.
All plans cover the essentials:
Contact Management
Streamline communication with borrowers, investors, lenders, and lawyers, while customizing your documents.
Generate Unlimited Documents
Grow your business and never worry about volume thresholds by managing unlimited files & documents.
Backups & Exporting
Retrieve & access all your information, at any time, with full data portability - including secure backups & quick exports.
Support & Training
Hit the ground running with world class on-boarding and personalized assistance through our customer success team.
Industry-leading Security
Secure your information with our bank-grade end-to-end encryption, layered gateways, and authentication tokens.
Track all activity with granular user controls, custom access to specific components and system functions, and a detailed change log.
Frequently Asked Questions
Can I import my data from other software?
The short answer is Yes. The truth is - it depends! Migration is never a simple transfer and extreme care must be taken to ensure all the numbers are correct. Our technical support team provides assistance in data migration from all major systems, and with personalized on-boarding we ensure things are done properly.
Is Mortgage Automator secure?
Very. In fact, we've carefully designed bank-grade security measures to make sure you use Mortgage Automator with confidence. We use a combination of 256-bit TLS end-to-end encryption, layered gateways, n-factor and evolving key pair authentication tokens, while encrypting the physical data storage that exceed every security standard. Additionally, we took every measure possible to prevent any down time in case attacks do occur.
Rest assured, your data is safe with us.
What training options are available for customers?
Our customer success team helps you customize Mortgage Automator's functionality and documents to not only match, but also improve, your existing processes. Personalized training is provided during on-boarding and supported with additional weekly webinars, training manuals, how-to videos, and exceptional on-going support. The step-by-step set up ensures that the learning curve is short, but support and additional training is always available!
Can I cancel at any time?
We are so confident that you will love Mortgage Automator, that we made it absolutely risk free! There are no contracts or hidden fees. Even after on-boarding and customization, you can cancel at any time. If you paid annually to take advantage of additional savings, we ask that you give us a month's notice so that we can refund you.
Please read over our terms & conditions for more info, or give a call at 416-477-5507
Time to be part of industry leading conversations
Top performers are switching to Mortgage Automator to power their entire private lending business and generate all their documents in minutes. It's time to get ahead of the curve, gain a competitive advantage, and deliver exceptional value to your brokers, lawyers and investors!
Get Started Today
A free, no credit card required, 15-day trial to get you started.
Get fully set up before committing to a plan that suits your needs.
Have questions? Our team is here to help. Call 416-477-5507
Monday to Friday From 8am to 8pm EST.