• Unlimited documents
  • All CRM features
  • Standard residential loans
  • Backups & exporting
  • Essential forms & agreements
  • Basic reporting
  • Customizable Documents
  • Exceptional 24/7 support


  • ✓✓ Includes all Basic features +
  • Unlimited users & permission control
  • Partial paydowns
  • Mid-term investor replacement
  • NSF tracking
  • Monthly investor statements
  • Additional lender reports
  • Assisted Brand importing & commitment importing


  • ✓✓✓ Includes Basic & Standard features +
  • 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


  • ✓✓✓✓ 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?
Schedule a demo or create an account.

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All plans cover the essentials:

Frequently Asked Questions

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.

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.

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!

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