Complete Loan Origination and Servicing Software for Private Lenders

Automate your lending processes so you can focus on growth

Customizable mortgage loan application form builder interface. The left side shows an online mortgage application form from 'ABC Lender' with fields for first name, email, credit score, and marital status. The right side displays a drag-and-drop form builder for adding fields like 'Birth Date,' 'Phone Number,' and 'Loan Amount,' optimizing the digital mortgage application process.
Loan Origination

Originate Deals Your Way

Take control of your lending process with our complete loan origination features, including a customizable sales funnel to optimize your lead-to-loan pipeline, task automation to streamline workflows and tools to organize every aspect of your business.

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Loan Servicing
Enhance your servicing processes with automated precision
Streamline your loan servicing with tools that handle calculations, alerts, payments, and more. Minimize human errors and free up valuable time for your team.
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Loan servicing software dashboard for ABC Lender. The interface displays borrower payment management options such as past maturity payments, payment processing, and aged receivables. A financial dashboard with a pie chart provides insights into loan portfolio performance, helping lenders automate loan servicing and streamline financial processes.
Investment portfolio management dashboard displaying fund performance for 'Fund A.' The interface shows a portfolio value of $505,445.39 with a 7.96% ROI, investment details, unit pricing, and an activity summary for financial tracking. Ideal for investors and financial institutions using automated fund management tools to optimize investment growth.
Fund Management
Effortlessly manage and automate funds for optimal growth
Leverage powerful tools to simplify fund management, streamline operations, and drive growth.
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Focus on growth

Save time on documentation

Auto-generate custom documents, compliance reports, credit card or ACH payments, enabling you to dedicate more time to running and scaling your private lending business.

Streamline communication

Centralize all your communication, request appraisals directly through the system, and automatically notify borrowers of NSF payments via Email and text messages.

Do more with the same

Maximize your team's efficiency by automating routine tasks, allowing them to focus on building relationships, closing more deals, and dedicating time to marketing and attracting new investors—all without increasing resources.
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Trusted by 400+ happy clients

Automate your entire lending business
Save hours of manual work by automating all processes, reducing errors and increasing efficiency compared to traditional software.
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Comparison chart of traditional loan processing using Excel and Word versus Mortgage Automator. Mortgage Automator completes loan origination in under 1 minute and 40 seconds, loan servicing in under 4 minutes, and loan renewals in under 4 minutes—reducing total processing time to under 7 minutes. A powerful loan automation tool designed to streamline lending operations and eliminate manual work.
Integrations
Connect your essential tools
With a comprehensive suite of integrated solutions including credit reporting agencies, broker softwares, insurance providers, credit card processing, eSignature, CRMs, and more, you can perform all critical tasks within a centralized system, enhancing efficiency and simplifying processes for everyone involved.
AICPA SOC 2 Type II certification badge on a shield, symbolizing compliance with industry-leading data security and operational integrity standards. This certification ensures secure financial transactions and rigorous protection of sensitive data in accordance with AICPA guidelines.
SOC 2 Type II Attestation
Secure & compliant
SOC 2 Type II certified in accordance with the American Institute of Certified Public Accountants (AICPA) standard. Mortgage Automator utilizes the highest standards of data security and operational integrity, to safeguard every transaction and record entry with rigorous, industry-leading security measures.

All-in-one solution for all of your private lending business needs:

Document Generation, Storage & Sharing

Generate, organize, and securely store loan-related documents with easy sharing options.

Email / SMS Communications

Integrated communication tools for automated and manual messaging.

Workflow Management

Create and automate your workflow to optimize and scale your operations.

Reporting & Accounting

Build custom reports to suit your own accounting and business needs.

Organization Management

Comprehensive teams, roles and user management with configurable access control.

Automated Payment Processing

Streamlined payment collection and processing.

Integration with Third-Party Systems

Ability to integrate with existing systems and third-party services to ensure seamless data flow.

Customizable Fields and Templates

Flexibility to create and manage custom fields and document templates to suit specific business needs.

Real-Time Notifications and Alerts

Automated notifications and alerts for critical updates and tasks.

Compliance and Regulatory Reporting

Secure storage and easy sharing tools to ensure compliance with industry regulations and facilitate regulatory reporting.

Secure User Authentication and Access Control

Enhanced security features to manage user access and authentication.

Scalable Database Architecture

Secure, robust and scalable database architecture to handle large volumes of data.
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Ready to Get Started?

Schedule a demo and start growing your business today.
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$
66
B+
Funded Through the System
105000
+
Documents Auto-generated
400
+
Happy Private Lenders

Solutions that work, service that cares

Excellent CSAT score of 95.5

Customer Satisfaction Score (CSAT)

Want to know how CSAT is measured,find out here
Great NPS score of 67

Net Promoter Score (NPS)

Curious what a good NPS score is?Learn More
Industry Average: 41

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

Discover how businesses grow with Mortgage Automator

Focus on the Business Instead of the Paperwork

Read Success Story
“We have a lot more time right now to focus on our business instead of focusing on paperwork. Our business has significantly increased since we started using the system. The growth that we’ve had in the last year has been exponential. We probably grew from closing maybe two or three deals a month to closing 10 to 20 a month right now.”
Jason Anbara
Founder & President, NorthLend Financial Inc.

Northlend Financial Inc logo

Focus on the Business Instead of the Paperwork

Read Success Story
“We have a lot more time right now to focus on our business instead of focusing on paperwork. Our business has significantly increased since we started using the system. The growth that we’ve had in the last year has been exponential. We probably grew from closing maybe two or three deals a month to closing 10 to 20 a month right now.”
Jason Anbara
Founder & President, NorthLend Financial Inc.

Northlend Financial Inc logo

Focus on the Business Instead of the Paperwork

Read Success Story
“We have a lot more time right now to focus on our business instead of focusing on paperwork. Our business has significantly increased since we started using the system. The growth that we’ve had in the last year has been exponential. We probably grew from closing maybe two or three deals a month to closing 10 to 20 a month right now.”
Jason Anbara
Founder & President, NorthLend Financial Inc.

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Focus on the Business Instead of the Paperwork

Read Success Story
“I think the issue was that we didn’t have a proper foundation to go out and raise capital. The people with real money that wanted to invest in loans didn’t look at us seriously because we weren’t set up properly. We couldn’t show them investor statements, we didn’t have the information at our fingertips when they called. Once we implemented the software, it allowed us to go out there and bring in much more capital.”
Jason Anbara
Founder & President, NorthLend Financial Inc.

70% Growth in 3 Years Powered By Efficiency with Automation

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“We were your first BC client and your largest overall client at the time. With a junior company that I would consider still fairly start-up at that point, our concern was the company’s ability to deliver on their promises. Everything that the leadership group was telling us sounded fantastic. We were optimistic about it, and we weren’t sure if they were able to deliver, but they have. It’s been great, and we haven’t looked back since.”
Stephen Cross
Vice President of Mortgage Lending and Operations,First Circle Financial

Start Right and Grow Fast

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“We pay interest payments to our investors through Automator. It’s another advantage because we don’t have to do it manually. It’s one file that’s uploaded to Automator, then sent to the bank as one file, and every investor is paid in one shot. And we also do that when we collect mortgage payments, so it’s doing dual purpose for us when it comes to mortgages and investments.”
Ron Cuadra
Director, Ready Capital

From $100,000 to $100M in 2 Years

Read Success Story
“We’ve grown from $100,000 to about $70M in a matter of about a year and a half, and that’s thanks to Mortgage Automator. It’s a great experience to have that automation all in one product. We can distribute investor statements and have an actual platform that can service all our needs within the brokerage, on the investor side, and on the operations and management side.”
Danny Ibrahim
CEO of Mortgage Fund Capital and the Principal Broker& CEO of Keyrate Mortgage Corp.

Our Partners

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Start automating your private lending business

Schedule a demo to discuss and start growing today.
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