“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 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.”

“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.”

“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.”