Private Lending Software Plans
Flexible pricing for private lenders, funds, and growing lending teams that need origination, servicing, borrower management, investor management, and compliance workflows in one platform.
Book A DemoCore
Up to 24
active loans
Up to $20M AFV
Origination, servicing, and fund management. Nothing gated.
24/7 support
Live support, onboarding, and training included.
Plus
25–99
active loans
$20M+ to $50M AFV
The full platform (nothing gated) and 24/7 support.
+ Customer Success Manager
One expert who knows your business and owns your outcomes.
Connect
100–1,499
active loans
$50M+ to $500M AFV
The full platform, 24/7 support, and a named CSM.
+ API package + MCP connector
Build on your data. Put Automator inside your AI tools.
Enterprise
1,500–5,000+
active loans
$500M+ AFV, unlimited
The full platform, 24/7 support, named CSM, API and MCP.
+ Unlimited scale
Volume without a ceiling, on terms built around your book.
Mortgage Automator pricing tier is set by active loans or annual funded volume — whichever is higher. Every package includes the complete platform. Talk to our team for pricing built around your volume.
How Mortgage Automator Pricing Works
Mortgage Automator pricing is personalized to each lender’s annual plan, based on the mix of loan volume, users, workflows, servicing needs, and fund management requirements.
The main factors that influence private lending software cost include:
Number of active loans
Number of users
Required modules
Origination needs
Servicing requirements
Fund management requirements
Integrations
Custom workflows
Support requirements
Plans can scale as the lending business grows.
All Plans Cover the Essentials
Contact Management
Keep borrowers, brokers, investors, lenders, lawyers, and other stakeholders connected to the records and workflows your team uses every day.
Backups & Exporting
Access your information when you need it with backups, exporting options, and data portability.
Support & Training
Hit the ground running with white glove on-boarding and personalized assistance through our customer success team.
Security & Permissions
Use access controls, permissions, authentication, and activity tracking to protect sensitive lending data and manage who can view or update specific parts of the system.
Get Started
Schedule a demo to learn more about what we can do for you.
Compare Plans
Origination Features
Servicing Features
Fund Features
Documents
CRM Databases
Standard Reporting
Loan Status Tracking
Operations
ROI and Implementation: What Lenders Gain from the Right Platform
Reduced manual administration
Faster document generation
Improved compliance tracking
Less operational overhead
Better borrower experience
Centralized lending operations
Trusted by 500+ Happy Clients
Don’t take our word for it, read what other private lenders have to say about us.
“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.”
Saves you time and simplifies your life
The mortgage origination process is quick, efficient and user friendly. It allows me to manage my files in one location with simplicity. I am very grateful to have a program like Mortgage Automator which allows me to focus more on selling and making money, and less on administrative work.
Automator makes preparing loan commitments efficient
The Automator Team provided a thorough onboarding/training process. Customizing the dashboard to organize file progress based on our workflow. Generating lawyer instructions within the email communication saves a lot of time. Automator seems to be proactive with continuous development.
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.
This software has allowed us to focus on the growth of our company and has allowed us to scale.
When underwriting loans, it is a huge benefit to have all of the information in one place to look at all of the prior business we have done with a repeat customer. Their support team is great and they are very available and willing to make changes as needed. Love this company!
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.
Incredible Customer Service
The software has made my life so much easier. It does exactly what we need it to do! (The support team) is so attentive to our needs and takes every suggestion and makes it a reality for us. I can not be happier with how this product has truly freed up my time and made things run so smoothly.
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.
A One-Stop Shop for Mortgage Servicing from Origination to Pay off and More
There is no better way to keep our loans organized, serviced, and monitored all in one place. We use the product every single day and it has become the backbone of our deal flow. MA has allowed us to streamline our process from beginning to end. It allows us to address problems quickly and efficiently.
Industry-Leading Security
Mortgage Automator supports secure lending operations through:
Data protection
Collect the information your team needs upfront, so new deals do not start with missing details and scattered files.
Encryption
Data protection measures help safeguard information as it moves through the system.
Backups
Backup capabilities help lenders retain important business records and reduce the risk of losing critical loan, borrower, investor, or servicing information.
Access controls
Administrators can control who can view, edit, or manage different parts of the platform.
Role-based permissions
User roles help lenders manage access by department, responsibility, or workflow.
Audit logs
Activity tracking helps teams review changes, actions, and system activity.
Data portability
Exporting options help lenders access their information when needed.
Frequently Asked Questions
How much does private lender software cost?
Private lender software pricing depends on the number of active loans or AFV. Mortgage Automator offers personalized pricing so lenders can choose a plan based on how they originate, service, report, and manage their business.
How is Mortgage Automator pricing calculated?
Mortgage Automator pricing is based on the package and capabilities your team needs. Factors may include active loan volume, users, origination requirements, servicing workflows, fund management needs, integrations, custom workflows, and onboarding support.
What plans are available?
Mortgage Automator offers Core, Plus, Connect and Enterprise plans for U.S. customers. These plans are designed to support different lending business models, from small private lenders to growing lending companies, funds, and larger lending operations.
Does Mortgage Automator support loan servicing?
Yes. Mortgage Automator supports in-house loan servicing with software for managing payments, ACH workflows, borrower records, tax management, compliance reporting, and servicing automation. It is not an outsourced servicing provider. Learn more on the loan servicing software page.
Can small private lenders use Mortgage Automator?
Yes. Mortgage Automator can support small private lenders that need core origination, servicing, contact management, document, reporting, and loan tracking tools. Plans can scale as the lending operation grows and needs more automation, users, servicing tools, or fund management features.
Can I migrate data from another LOS?
Mortgage Automator can support lenders moving from another LOS or existing system through onboarding and data migration support. The exact process depends on the current system, data quality, records being migrated, and modules being implemented.
How long does implementation take?
Implementation time depends on the lender’s plan, modules, data migration needs, workflows, integrations, documents, and team size.
How do I choose a loan servicing provider?
Choose a loan servicing provider by looking at how well the platform supports your portfolio size, payment workflows, borrower communication, reporting needs, compliance requirements, integrations, and team structure. The right provider should support the way your lending operation actually manages loans after funding.
Still Have Questions?
Contact Sales
Find the Right Mortgage Automator Plan for Your Lending Business
See how Mortgage Automator pricing can be tailored around your origination, servicing, borrower management, investor management, compliance, and fund management needs.
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