Tailored Plans for your Unique Lending Business
Our pricing packages are personalized based on your needs. Contact our sales team to find out what we can do for you.
All Plans Cover the Essentials
Contact Management
Backups & Exporting
Support & Training
Industry-leading Security
Permissions
Compare plans
Origination features
Servicing features
Fund features
Documents
CRM Databases
Standard Reporting
Loan Status Tracking
Operations
Trusted by 400+ happy clients
Frequently asked questions
Can I import my data from other software?
The short answer is Yes. The truth is – it depends! Migration is never a simple transfer and extreme care must be taken to ensure all the numbers are correct. When we can’t automatically import, we will provide import templates that you can use to get your data into Mortgage Automator. Our technical support team provides assistance in data migration from all major systems, and with personalized on-boarding we ensure things are done properly.
Is Mortgage Automator secure?
Very. In fact, we’ve carefully designed bank-grade security measures to make sure you use Mortgage Automator with confidence. We use a combination of 256-bit TLS end-to-end encryption, layered gateways, n-factor and evolving key pair authentication tokens, while encrypting the physical data storage that exceed every security standard. Additionally, we took every measure possible to prevent any down time in case attacks do occur.Rest assured, your data is safe with us.
What training options are available for customers?
Our customer success team helps you customize Mortgage Automator’s functionality and documents to not only match, but also improve, your existing processes. Personalized training is provided during on-boarding and supported with additional weekly webinars, training manuals, how-to videos, and exceptional on-going support. The step-by-step set up ensures that the learning curve is short, but support and additional training is always available!
Still have questions?
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