Complete Loan Origination & Servicing Software for Private Lenders

Automate your lending processes so you can focus on growth

G2 Winter 2026 Leader badge with red, orange, and yellow chevron design.Badge displaying 'Winter 2026 Best Results' with the G2 logo in the top right corner.G2 Winter 2026 badge for Best Relationship award.G2 Winter 2026 Best Usability award badge with white background and orange detail.G2 Winter 2026 Leader badge with red, orange, and yellow chevron design.Blue circular badge with crozdesk logo stating Quality Choice Top Ranked Solution 2025.Diamond-shaped badge with 'Software Suggest' logo and text 'User Engagement 2025' in blue and white colors.Top Rated badge from SoftwareWorld 2025 featuring a trophy icon and stars in blue and white.Capterra Best Value 2024 blue shield badge with orange and white paper plane icon.
G2 Winter 2026 Leader badge with red, orange, and yellow chevron design.Badge displaying 'Winter 2026 Best Results' with the G2 logo in the top right corner.G2 Winter 2026 badge for Best Relationship award.G2 Winter 2026 Best Usability award badge with white background and orange detail.G2 Winter 2026 Leader badge with red, orange, and yellow chevron design.Blue circular badge with crozdesk logo stating Quality Choice Top Ranked Solution 2025.Diamond-shaped badge with 'Software Suggest' logo and text 'User Engagement 2025' in blue and white colors.Top Rated badge from SoftwareWorld 2025 featuring a trophy icon and stars in blue and white.Capterra Best Value 2024 blue shield badge with orange and white paper plane icon.
$
95
B
Funded across 190k Loans
485
K+
Loans Originated
20
%
YoY Growth in Funded Volumes

Trusted by 400+ Happy Clients

Work Less. Scale More.
Eliminate busywork and simplify your workflow. Automate key processes, generate documents instantly, and reduce costly errors so your team can handle more loans, faster and more efficiently without adding headcount.
Learn More
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.

Secure & Compliant

We are proudly SOC 2 Type II certified in accordance with American Institute of Certified Public Accountants (AICPA) standard. Our platform utilizes the highest standards of data security and operational integrity, to safeguard every transaction and piece of data with rigorous, industry-leading security measures.

Seamlessly Integrate with 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 acentralized system, enhancing efficiency and simplifying processes for everyone involved.
View All Integrations

Ready to Get Started?

Schedule a demo and start growing your business today.
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All-In-One Solution for All of Your Private Lending Business Needs:

Document Generation, Storage & Sharing

Generate, store, and share loan documents using flexible fields and templates tailored to your business needs.

Email / SMS Communications

Integrated communication tools for automated and manual messaging.

Workflow Management

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

Organization Management

Configure teams, roles, and permissions with secure authentication and robust access controls.

Analytics and Business Insights Dashboards

Gain actionable insights from powerful analytics dashboards featuring customizable charts and infographics.

Reporting & Accounting

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

Investor & Borrower Portals

Secure, self-serve access to manage loans and investments, access documents and request actions—all in one place.

Compliance and Regulatory Reporting

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

Integration with Third-Party Systems

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

Automated Payment Processing

Streamlined payment collection and processing.

Real-Time Notifications and Alerts

Enhanced security features to manage user access and authentication.

Scalable Database Architecture

Secure, robust and scalable database architecture to handle large volumes of data.
View All Features

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

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
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.
Katherine S.
Director Investor Services, Pacific Equity and Loan, LLC
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
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
Automator makes preparing loan commitments efficient
The Automator Team provided a thorough onboarding/training process. Customizing the dashboard to organize file progress based on our workflow. Generating lawyer instructions within the email communication saves a lot of time. Automator seems to be proactive with continuous development.
Stephanie W.
Mortgage Administrator, Three Point Capital Corp
5 stars
Easy to Use, Simple, Flexible, Intuitive and Great Customer Service
Exceptional! No issues from day one - MA has always been there to support, teach and listen. MA is easy to use, simple, flexible and intuitive. It has the ability to handle many different types of scenarios and transactions. The customer service is exceptional. The response time, efficiency and knowledge are beyond industry standard.
Tina H.
Director, Funding and Administration, Portage Capital
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
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Start Automating Your Private Lending Business

Schedule a demo to discuss and start growing today.
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