$
100
B
Funded across 206k Loans
485
K+
Loans Originated
20
%
YoY Growth in Funded Volumes

Trusted by 500+ 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.

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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.

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.

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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.

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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
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
A One-Stop Shop for Mortgage Servicing from Origination to Pay off and More
There is no better way to keep our loans organized, serviced, and monitored all in one place. We use the product every single day and it has become the backbone of our deal flow. MA has allowed us to streamline our process from beginning to end. It allows us to address problems quickly and efficiently.
Jason W.
Verified G2 Review
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
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
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.
Kelsey
Client Coordinator, Verified Capterra Review
5 stars
Finally, a loan servicing program that's flexible with a supportive team!
Since making the switch, I have been incredibly pleased with the results. The Mortgage Automator has not only saved me 3-4 hours weekly by streamlining my processes, but their support team has been outstanding. What sets Mortgage Automator apart is their genuine commitment to their customers' success.
Sherman A.
President, Keyhole Connect LLC
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
Saves you time and simplifies your life
The mortgage origination process is quick, efficient and user friendly. It allows me to manage my files in one location with simplicity. I am very grateful to have a program like Mortgage Automator which allows me to focus more on selling and making money, and less on administrative work.
Daniel I.
Director of Operations, Verified SourceForge Review
cute mascot robot Morty flying in space

Start Automating Your Private Lending Business

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