Detailed Fund Management Technology for Modern Private Lenders

Experience a private mortgage fund platform rooted in transparency and reliability. Streamline fund organization, investor relations, and performance reporting with tools designed for secure and efficient operations.

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Fund Organization

Optimize Private Fund Structures for Growth

Versatile Fund Settings and Options

Customize fund structures with ease, offering fixed or floating share prices and adaptable interest rate options. Adjust fund settings to align with market conditions and investor preferences, easily connecting the fund to the mortgage. Simplify revenue tracking with pre- or post-DRIP NAV calculations and choose between cash or accrual-based recognition for precise and compliant financial reporting.

All-In-One Fund Dashboard

Gain real-time insights into portfolio performance with intuitive dashboards. Easily track fund deployment and availability to optimize capital allocation. Access a comprehensive view of investor accounts and lending portfolios to streamline operations and strategic decision-making.

All-in-one fund management dashboard for 'ABC Lender,' displaying real-time portfolio performance insights. Features include P&L overview, cash flow analysis, growth statistics, active investors, and lending portfolio tracking. A graph visualizes net income trends, helping investors and fund managers optimize capital allocation and strategic decision-making.

Shareholders / Investors

Simplify Investor Management with Confidence

Investor relations dashboard displaying an active investment account with a DRIP (Dividend Reinvestment Plan) settings adjustment window. The interface allows investors to modify reinvestment percentages, select payout frequencies (monthly, quarterly, semi-annually, or annually), and manage deposits, redemptions, and transfers. Automated subscription agreements and trade confirmations streamline investor management.

Effortless Investor Relations

Automate subscription agreements, share certificates, direct payments, and trade confirmations seamlessly. Offer diverse investment options and flexible DRIP plans with customizable payout schedules monthly, quarterly, semiannually, or annually.

Clear Communication

Offer investors real-time access to information along with automated, branded statements. Enable smooth tax reporting and provide secure, around-the-clock access to accounts via the investor portal (coming soon) for continuous engagement.

Investment transaction dashboard displaying shareholder account management with options for deposits, redemptions, and transfers. A redemption request form for 'Fund A' allows investors to set redemption dates, account details, and penalties. The system supports accrued interest calculations and ensures accurate, compliant fund movements for investors and administrators.

Flexible Transaction Processing

Effortlessly manage deposits, redemptions, and transfers across share classes or investment accounts, with built-in support for accrued interest calculations. Streamline fund movements while maintaining accuracy and compliance, ensuring seamless transactions for investors and administrators alike.

Reporting

Generate Concise and Actionable Reports

In-Depth Fund Reporting

Gain full visibility into fund performance with in-depth reports, detailed ledgers for line-by-line financial tracking, and intuitive dashboards. Generate period-specific profit & loss statements, analyze cash flow trends, and export data for deeper analysis.

Growth and Performance Insights

Monitor fund growth with customized reports and investor participation insights. Leverage dynamic metrics to refine your investment strategy and drive sustainable growth.

Investment fund growth and loan performance dashboard displaying quarterly trends. A line graph compares investor contributions and loan disbursements over time, showing dynamic growth metrics for strategic investment management. The system enables fund managers to track portfolio performance and optimize capital allocation based on real-time analytics.

Why Choose Mortgage Automator?

All-in-One Solution

Centralize fund management with a platform that integrates seamlessly with lending operations.

Customizable Reports

Tailor reports for internal analysis or investor presentations.

Streamlined Workflow

Reduce manual effort with automated updates and intuitive interfaces.

Data Accuracy & Transparency

Keep investors informed with clear, real-time information

Integrations

One Platform, All Solutions

Optimize your workflow with a centralized integration framework that connects credit reporting, broker software, insurance providers, credit card processing, eSignatures, CRMs, AML compliance, and more, enhancing efficiency and simplifying processes for everyone involved.

Ready to Get Started?

Schedule a demo and start growing your business today.

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Join the Industry Leaders

Top performers are switching to Mortgage Automator to power their entire private lending business and generate all their documents in minutes. It’s time to get ahead of the curve, gain a competitive advantage, and deliver exceptional value to your brokers, lawyers and investors!

logos of Canadian clients such as fluent, Hosper Mortgage, Acute, Keystone Capital, Guardian MIC, Sherwood Mortgage Group, Shelter Lending, Lighthouse credit union, Col Capital Partners

“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. 

"5 Stars, amazing product, excellent service, a must have.

The software works seamlessly with all major lending submission platforms and is extremely user friendly. We have received lots of positive feedback from our broker channel commenting on our quick turn around times and on how easy it is to send us business.

Zack Muir

Co-founder & Director, Keystone Capital Group Ltd.

“Mortgage Automator is the backbone of my lending business"

Mortgage Automator has evolved over the years to grow with my company. We switched to Mortgage Automator to use the document generation and payment features, now we also use it for report building, automated communications with external clients, (SMS and Email) fund accounting, submission ingestion and internal to-do lists as files progress through the lifecycle.

James Grantis

Director, Co-Founder, Hosper Mortgage

"Great improvement from our previous system"

The Mortgage Automator team was great throughout the entire transition. From on boarding to training and ongoing support. They are always there when we need them. Easy to use and has reduced time to underwrite files. The system is slick and performs all of the tasks we had hoped it would.

Anthony Pistillo

Senior Vice President, RiverRock Mortgage Investment Corporation

"The best thing that happened to our company"

Mortgage Automator has made it easy for us to grow our business. Without it, we'd be stuck in the spreadsheet era. We now have the ability to procure loan documents at a speed that would have been unbelievable a few years ago. All our documents and deal flow are seamless from receipt of an application to funding and beyond.

Grant Plunkie

Senior Underwriter & VP of Mortgage Origination, Shelter Lending Corporation

"Easy to Use, Simple, Flexible, Intuitive and Great Customer Service"

MA is easy to use, simple, flexible and intuitive. It has the ability to handle many different types of scenarios and transactions, and if a function isn't currently automated, MA always is able to provide a alternative solution in the meantime. The customer service is exceptional. The response time, efficiency and knowledge are beyond industry standard.

Tina Ha

Director, Funding and Administration, Portage Capital

“User-friendly software interface and comprehensive features"

Sydney Dookwah

VP of Operations, Sherwood Mortgage Group

Solutions that work, service that cares

Customer Satisfaction Score (CSAT)

Want to know how CSAT is measured,find out here

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.

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.

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Learn more about how we can automate and transform your lending operations.