See Why Over 400 Private Lenders Switched to Mortgage Automator
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What Makes Mortgage Automator Different?
Fast & Responsive Customer Support
If you ever have questions or need assistance, our Support Team is available via chat or email. We value your time and understand the urgency of your business; our Support Team replies in less than 5 minutes.
Comprehensive Customization Options
Mortgage Automator enables you to stay true to your brand and business values. The Automator platform provides you with customization options every step of the way, from automated communications to statements, reports, and more.
Flexibility to Operate Your Way
Flexibility runs at the core of Mortgage Automator. The system was built to account for various lending scenarios and setups so you can maintain your preferred processes with supercharged efficiency.
Customer-Driven Development
Our customers know best, and we welcome your expertise to guide our feature development. Automator users can suggest features, upvote existing suggestions, and share direct feedback with our Product Team.
Private Lender DNA
Mortgage Automator was built by private lenders. We understand the way the industry works and share the best practices with you during Onboarding. You will receive guidance on how to optimize your processes and gear up for success.
High Business Value
We listen to your needs and offer you multiple options to achieve your goals. Mortgage Automator gives you freedom and time to shift your focus to essential matters, supporting you every step of the way.
Customer Success Stories
Read inspiring success stories from our clients who have transformed their lending businesses.
SUCCESS STORY
NorthLend Financial
NorthLend Financial: Focus on Business, Not Paperwork
Discover how NorthLend Financial uses Mortgage Automator to improve workflows, boost efficiency, and support growth in private lending today at scale.
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SUCCESS STORY
Brightpath Capital
From manual data entry to 4X growth with a click of a button
Discover how Brightpath Capital uses Mortgage Automator to replace manual processes, improve efficiency, and drive scalable lending growth today at scale.
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SUCCESS STORY
Ready Capital
Ready Capital: Start Right and Grow Fast with Mortgage Automator
See how Ready Capital uses Mortgage Automator to streamline workflows, improve efficiency, and support scalable private lending operations today at scale.
Read More
Ready to Get Started?
Schedule a demo and start growing your business today.
All-In-One Private Lending Software
Originate Deals Your Way
Mortgage Automator transforms the loan origination process with an intuitive, automated platform designed for private lenders. Borrowers can apply for loans or pre-approvals through a custom portal, while Loan Officers are instantly assigned to review and issue LOIs/Term Sheets. Our seamless workflow automation enhances borrower communication with real-time SMS and email updates, pre-filled documents, and a secure upload portal for documents, photos, and videos. Customize loan pipelines, automate compliance, and integrate with CRMs, credit reporting, and eSignature tools—all in one place.
Learn MoreAutomate Your Servicing Processes with Ease
Managing in-house loan servicing has never been easier. Mortgage Automator simplifies the process with automated payment collections, tax tracking, and real-time loan adjustments to keep your portfolio running smoothly. Instantly process ACH/PAD transactions, generate compliance-ready reports, and manage any loan structure—from P&I to interest-only and VRM. Borrowers stay informed with auto-triggered emails and a secure portal for document uploads. With seamless API integrations, bulk processing, and advanced analytics, you’ll save time while ensuring precision in every transaction.
Learn MoreEffortlessly Manage Funds for Optimal Growth
Mortgage Automator simplifies fund management with a dynamic, investor-friendly platform designed for private lenders. Customize fund structures, automate investor communications, and generate clear, professional statements—delivered automatically with every payment. Manage DRIP plans, share classes, and multi-tranche investments with precision, while real-time dashboards provide actionable insights into fund performance. Secure investor portals ensure transparency, while automated reporting and compliance tools streamline operations. Whether handling deposits, redemptions, or transfers, Mortgage Automator keeps every transaction seamless.
Learn MoreTrusted by 500+ Happy Clients
“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.”
“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.”
Smooth system
Overall a great system that flows pretty well. Makes our job very smooth and hassle-free most of the time. Love how easy it is for workflow. Great platform for what we do in Underwriting. Client intake is a breeze with MA. Love that it stores client profiles.
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.
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.
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.
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.
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.
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