“I went from haphazardly drafting every loan document manually, developing payment schedules, and using canned borrower communications to really streamlining these processes with Mortgage Automator. With a click of a button, I can generate a loan document and send email confirmations that the applications were received. Previously, I manually took data from our borrower applications and inputted it into our Excel files and other documents. Now, all the relevant data goes into the database in Mortgage Automator, which is then added to every relevant document that is needed.”

“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.”

“We’re offering more products than we were when we originally adopted Mortgage Automator. They’re able to accommodate different products: fixed variable loans, open, closed, pre-paid, not pre-paid. Whatever option we need, it’s there. We’re constantly expanding our product offering to brokers and we’re able to do that because of the software that Mortgage Automator has. Our internal processes aren’t that much different, it’s just a matter of a few clicks on the loan within Automator and then that deal is set up with those product terms.”

“Every lender that’s considering any mortgage software is going to have this decision. You can’t have two, so you’ve really gotta go all-in with one. It’s a big bet. We’re very thrilled that we not only made the bet, but that we saw the demo when we did. We’ve integrated Mortgage Automator into so many facets of our business on the origination side and on the investing side.”