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.
+ 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