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Standard Origination & Servicing

+ PRO Origination

+ PRO Servicing

+ Fund

Start automating your private lending business processes with these powerful features.
If you need to supercharge your origination, these features will get you there.
If you are servicing your own deals, this is a comprehensive package for you.
Running your fund will be a breeze with all of Automator superpowers at your disposal.

Standard Origination & Servicing

Start automating your private lending business processes with these powerful features.
  • Customizable documents
  • Document upload portal
  • Assisted brand importing & commitment importing
  • Variable early termination penalty options
  • Blanket properties
  • Multiple applicants per deal
  • Property Google Maps validation
  • Existing mortgages / mortgage payouts
  • Digital signature
  • Variable early termination penalty options
  • Interest spread sharing
  • Partial paydowns
  • Mid-term investor replacement
  • NSF tracking
  • Monthly investor statements
  • Additional lender reports
  • 1098s, 1099s
  • Loan specific ledger
  • Unlimited custom documents and editable templates (can be done by our team for a fee):
  • Investor Admin Agreements
  • Welcome Letters
  • Term Sheets
  • Title / Solicitor Instructions
  • Funding Distribution Breakdowns
  • Payoff Distribution Instructions
  • Non-Renewal Agreements
  • Renewal Agreements
  • Payoff Statements
  • Investor Monthly Statements
  • NSF Letters
  • Borrowers
  • Brokers
  • Investors
  • Attorneys
  • Appraisers