Our pricing packages are personalized based on your needs. Click the button below to find out what Mortgage Automator can do for you.

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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
  • Reports for issuing 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
  • Investor Payout Reports
  • Borrower Payment Report
  • Lender Revenue Report
  • Maturing Loans Report
  • Monthly deal tracker
  • In-Progress loans
  • Funded loans
  • Paid-off loans
  • Terminated loans
  • Loan notes
  • Loan statuses
  • Status filters
  • Backups & exporting
  • Up to 10 users & permission control
  • Internal user tracking
  • Exceptional customer support

+ PRO Origination

If you need to supercharge your origination, these features will get you there.
  • Includes all Standard plan features
  • Manual communication
  • Manual task creation
  • Automated communication
  • Automated tasks
  • Borrower Portal
  • Lead intake form
  • Credit card processing

+ PRO Servicing

If you are servicing your own deals, this is a comprehensive package for you.
  • Includes all Standard plan features + PRO Origination
  • ACH
  • Bank Account Module

+ Fund

Running your fund will be a breeze with all of Automator superpowers at your disposal.
  • Includes all Standard and PRO features
  • Shareholder ACH
  • Upgraded fund dashboard
  • Shareholder statements
  • Trust accounting
  • Compliance & reporting
  • Multiple ways to record management fees
  • Share/unit price tracking

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about how Mortgage Automator helps private lenders

Success Stories

All plans cover the essentials: