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
Broker, Borrower & Investor Portals
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.


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
The name speaks for itself... and the people are AWESOME!
Mortgage Automator is so user-friendly; not much need for training, it is very intuitive to navigate. They are very helpful and super quick to return a call or email. Producing paperwork for us has become so much easier. Looking forward to further improvements.
Katie F.
Manager, Operations, New Haven Mortgage Corporation
5 stars
Easy to Implement
We are able to operate and administrate from multiple cities and countries without issues. This is a game-changer for our team. The software is a wholistic approach to Mortgage Portfolio management and administration and saves a ridiculous amount of staff time. The software continues to get better and better.
Dave M.
President, Shelter Lending Corporation
5 stars
Best Product on the Market
Using Mortgage Automator as the end-to-end platform for my hard money lending business. The team behind Mortgage Automator is the best. The software is super easy to learn and use and has a wide range of integrations and capabilities. We choose MA because there are more integrations, more customization, and more capabilities.
Jason B.
President, Lendfinity Financial Corporation
5 stars
Easy-to-use platform
Chat support team is readily available when needed. Mortgage dashboard is easy to navigate while working through deals in the underwriting stage. Flexible options to explore different scenarios and debt service ratios. Easy to navigate loan management platform with efficient underwriting tools (such as rental offsets). Beneficial for private/alternative lending where multiple scenarios or more creative deal structures are analyzed.
Vanessa D.
Mortgage Underwriter, Verified SourceForge Review
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
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
Automator has made management of our Trust very smooth
It's functionality serves our purpose 100% and when at times it doesn't the Automator Team is very open and quick to make sure it stays at 100%. Customization is always welcome and we have never been denied of a need. The software is VERY user friendly and the ability to customize to our needs is seamless.
Ron C.
EVP, Ready Capital
5 stars
Positive overall experience
Great tool for our business. It certainly makes it easer to review and document information with the volumes we deal with. We have been using the platform for over 5 years now. It has made my life so much easier, all items in one place. Beautiful upload portal for documents. The ultimate time management tool for our business.
Catherine B.
Decision Maker, Verified Capterra Review

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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