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
A One-Stop Shop for Mortgage Servicing from Origination to Pay off and More
There is no better way to keep our loans organized, serviced, and monitored all in one place. We use the product every single day and it has become the backbone of our deal flow. MA has allowed us to streamline our process from beginning to end. It allows us to address problems quickly and efficiently.
Jason W.
Verified G2 Review
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 pleased with our choice of Mortgage Automator
What we like most about Mortgage Automator is the ease of use along with the very responsive and helpful customer service. It is completely integrated and helps us in all phases of our business, from originating, to underwriting, to servicing, keeping our entire business under one software.
Chris A.
Chief Operating Officer, Yieldi
5 stars
Efficient Loan Management with Smart Automation
Mortgage Automator has streamlined our loan origination and servicing process. The automation for documents, compliance, and payments saves us time, while the Borrower Portal makes lead management seamless. The automation and integrations cut down manual work, and the support team is great.
Amy S.
Director, 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
Finally, a loan servicing program that's flexible with a supportive team!
Since making the switch, I have been incredibly pleased with the results. The Mortgage Automator has not only saved me 3-4 hours weekly by streamlining my processes, but their support team has been outstanding. What sets Mortgage Automator apart is their genuine commitment to their customers' success.
Sherman A.
President, Keyhole Connect 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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