Complete Loan Origination Technology for Private Lenders
An all-in-one loan management platform to grow your business and delight your clients.
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Loan & Portfolio Management
Manage every aspect of the loan origination process, all in one place
Structure deals according to your organizational preferences
Easily receive deals from all of the major brokerage networks, add new deals via CRM platforms, create custom loan application forms using our advanced form builder, or manually enter deals, reducing duplicate data entry and simplifying your workload.
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Visualize and enhance your loan management
Monitor your entire portfolio at a glance. Switch between an intuitive Kanban pipeline and comprehensive dashboards. Easily drag and drop deals through customized stages that fit your firm's unique processes.
Workflow Management
Automated workflows enhance communication while increasing borrower satisfaction
Custom reporting & analytics
Auto-generate custom documents, compliance reports and credit card, or ACH payments. Focus on running and growing your private lending business.
Automate communications & tasks
Apply triggers to automate emails and attachments based on loan status changes, efficiently delivering instructions, documents, and portal access to relevant parties.
Customize user & team-level access
Tailor roles, assignments, tasks, and dashboards to ensure your teams access only what's necessary, focusing on the job at hand.
Data and Analytics
Powerful reporting, actionable insights
Custom reporting & analytics
Create and run all your reports the way you need them. Perform in-depth portfolio and loan analysis. Forecast funding, payoffs, and manage capital requirements easily in our exportable, industry-leading reports.
Criteria-based deal analysis
Quickly evaluate loans using your organization’s custom criteria, leveraging Excel formulas, data libraries, and deal conditions. Easily adjust terms as needed to fit your organization’s changing requirements.
Robust API for data syncing
Seamlessly share data between applications, enabling automatic deal updates and information transfers.
Interested in learning more?
Discover if Mortgage Automator is the right solution for your lending business.
Document Generation and Management
Create, manage, and store all loan-related documents with ease, enhancing overall efficiency
Instant document creation
Effortlessly generate all loan-related documents the moment your data enters Mortgage Automator. Import your own letterheads, branding, and formatting, ensuring each document aligns seamlessly with your professional identity.
Customizable document template library
Access a comprehensive library of pre-designed templates. Our template system automates the creation of a wide range of documents, saving time while maintaining consistency.
Advanced conditional logic & calculations
We go beyond simple field population with documents embedded with advanced conditional formulas, dynamically customizing content based on loan characteristics; delivering precision in every document.
Enhanced custom fields
Customizable fields for all aspects of the loan lifecycle. Allow for tailored data capture to include unique details vital to everyday lending processes.
Collaborative document oversight
Allow team members to collaborate on documents with full transparency and accountability. All edits are meticulously tracked and easily verifiable.
Customizable upload portal
Equip your clients with a tailored portal that clearly outlines deal conditions, required documents, and upload instructions, complete with an option for feedback.
Simplified document signing
Set up your own predefined signatures in our app, or send requests and automatically receive signed documents effortlessly and efficiently.
Personalization
Unparalleled Flexibility for Any Investment Structure
Effortlessly manage all investment types, from individual investors to complex syndications and fund investments with varying rates and share classes. Our platform captures every detail, offering a dynamic solution that seamlessly adapts to unique scenarios.
Compliance
Stay ahead of regulatory requirements with automated compliance and disclosure document generation
Automatically populate critical compliance forms, or create your own, ensuring regulatory adherence by utilizing data from the loan directly.
Easily manage and track required documentation for audit readiness.
Generate custom Compliance Reports for your local regulatory body.
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.
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!
“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.”
"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.
"Great system"
Ability to create and customize templates Ability to create email templates with pre-set recipients, emails CC'd and document attachments. Incredible time saver Customer service support is helpful and quick to respond Love the feature request board, which allows MA's team to review suggestions from its users and implement the most liked/requested.
“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.
"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.
"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.
"Mortgage Automator has helped us streamline and improve efficiency across the organization"
Mortgage Automator is very user friendly, most if not all of us use it all day every day for work across the company from origination, underwriting, to mortgage admin and servicing and even MIC management. We onboarded with automator quite a few years ago and at the time it was in its infancy, and it has grown so much since then.
Solutions that work, service that cares
Customer Satisfaction Score (CSAT)
Want to know how CSAT is measured,find out here
Net Promoter Score (NPS)
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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.
Schedule A Demo Today
Learn more about how we can automate and transform your lending operations.
