Servicing loans in-house has never been easier. Automator’s powerful features not only allow you to keep track of loan ledgers but also automate collection processes, tax payments, reserve tracking, and much more. Every interest option is supported, including P&I and interest-only (standard, accrued, escalating, VRM, capitalized, Dutch on the full loan amount, or non-Dutch on individual draws, or even in-between with reduced interest on the standby funds). A multitude of reports is available to help manage your loans, including payment tracking reports, loan tapes, aged receivables, and more.

Investors can take advantage of a full or reduced rate, multi-tranche, or sub-investor options and will receive beautiful, organized, and easy-to-follow statements that are sent automatically on the morning of receiving their investor payments. This helps to establish a clear understanding of their portfolio and, more importantly, trust in your private lending process.

Numerous accounting and operational reports are available to give you a complete overview of your operations. At Mortgage Automator, we try to automate every process and report.

Whether it’s compliance or trust reinvestment reports, the system has you covered. Trust and Operating account ledgers allow you to dive deep and understand every number.