Pricing

Tailored Plans for your Unique Lending Business

Our pricing packages are personalized based on your needs. Contact our sales team to find out what we can do for you.

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Standard

Origination + Servicing
Start automating your private lending business processes with these powerful features.
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Origination Features
Servicing Features
Documents
CRM Databases
Standard Reporting
Loan Status Tracking
Operations

Origination PRO+

If you need to supercharge your origination, these features will get you there.
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Includes all features in Standard Plan, plus:
Manual communication
Manual task creation
Automated communication
Automated tasks
Borrower Portal
Lead intake form
Credit card processing
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Servicing PRO+

If you are servicing your own deals, this is a comprehensive package for you.
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Includes all features in Standard Plan and Origination PRO+ plan, plus:
ACH
Bank account module
Tax module
Compliance reporting

Fund PRO+

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

All Plans Cover the Essentials

Contact Management

Streamline communication with borrowers, investors, lenders, and lawyers, while customizing your documents.

Backups & Exporting

Retrieve & access all your information, at any time, with full data portability – including secure backups & quick exports.

Support & Training

Hit the ground running with world class on-boarding and personalized assistance through our customer success team.

Industry-leading Security

Secure your information with our bank-grade end-to-end encryption, layered gateways, and authentication tokens.

Permissions

Track all activity with granular user controls, custom access to specific components and system functions, and a detailed change log.

Get Started

Schedule a demo to learn more about what we can do for you.

Compare Plans

Standard
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Most Popular
Origination PRO+
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Servicing PRO+
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Fund PRO+
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Origination Features

Servicing Features

Fund Features

Documents

CRM Databases

Standard Reporting

Loan Status Tracking

Operations

Trusted by 400+ Happy Clients

Don’t take our word for it, read what other private lenders have to say about us.


95.5

Customer Satisfaction Score (CSAT)

4.9/5

Capterra, G2, SourceForge Rating

67

Net Promoter Score (NPS)
5 stars
“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.”
Jason Anbara
Founder & President, NorthLend Financial Inc.

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5 stars
Essential Software for Efficient Mortgage Management
The software is highly customizable, which allows us to tailor it to our specific needs. The document automation feature saves us a lot of time and reduces the chance of errors. Moreover, their customer support is outstanding - responsive, helpful, and always ready to solve any issues that arise.
Eugene G.
Loan Officer, Verified Sourceforge Review
5 stars
Very satisfied with Mortgage Automator
Getting our business on Mortgage Automator has been a massive shift for us and has brought positivity in all areas of our business. This software is very robust yet very easy to use and figure out. It has helped us transform our operations and continues to allow us to streamline and improve efficiency.
Mark C.
Mortgage Broker, One Stop Mortgage Corp.
5 stars
Easy to Use, Simple, Flexible, Intuitive and Great Customer Service
Exceptional! No issues from day one - MA has always been there to support, teach and listen. MA is easy to use, simple, flexible and intuitive. It has the ability to handle many different types of scenarios and transactions. The customer service is exceptional. The response time, efficiency and knowledge are beyond industry standard.
Tina H.
Director, Funding and Administration, Portage Capital
5 stars
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!
Craig J.
President, Avalon Capital LLC
5 stars
Amazing User-Friendly Software
Mortgage Automator has been the most user-friendly all-encompassing software we have ever used for our mortgage lending business. It requires little set up time and very simple, straightforward and easy to use. Highly recommended software for you to grow and scale your lending business.
Michael C.
Latitude Mortgage Services Inc.
5 stars
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.
Katherine S.
Director Investor Services, Pacific Equity and Loan, LLC

Frequently Asked Questions

Can I import my data from other software?

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. When we can’t automatically import, we will provide import templates that you can use to get your data into Mortgage Automator. Our technical support team provides assistance in data migration from all major systems, and with personalized on-boarding we ensure things are done properly.

Is Mortgage Automator secure?

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 exceeds 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.

What training options are available for customers?

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 onboarding and supported with additional weekly webinars, training manuals, how-to videos, and exceptional ongoing support. The step-by-step setup ensures that the learning curve is short, but support and additional training are always available!

Still Have Questions?

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Start Automating Your Private Lending Business

Schedule a demo to discuss what we can do for you.

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