Pricing

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.

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Standard

Origination + Servicing
Start automating your private lending business processes with these powerful features.
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Origination Features
Servicing Features
Documents
CRM Databases
Standard Reporting
Loan Status Tracking
Operations

Origination PRO+

If you need to supercharge your origination, these features will get you there.
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Includes all features in Standard Plan, plus:
Manual communication
Manual task creation
Automated communication
Automated tasks
Borrower Portal
Lead intake form
Credit card processing
Most Popular

Servicing PRO+

If you are servicing your own deals, this is a comprehensive package for you.
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Includes all features in Standard Plan and Origination PRO+ plan, plus:
PAD / Real-Time Rail
Bank account module
Compliance reporting

Fund PRO+

Running your fund will be a breeze with all of Automator superpowers at your disposal.
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Includes all features in Standard Plan and PRO+ plan, plus:
Shareholder PAD
Upgraded fund dashboard
Shareholder statements
Trust accounting
Compliance & reporting
Multiple ways to record management fees
Share/unit pricing tracking

All Plans Cover the Essentials

Contact Management

Streamline communication with borrowers, investors, lenders, and lawyers, while customizing your documents.

Backups & Exporting

Retrieve & access all your information, at any time, with full data portability – including secure backups & quick exports.

Support & Training

Hit the ground running with world class on-boarding and personalized assistance through our customer success team.

Industry-leading Security

Secure your information with our bank-grade end-to-end encryption, layered gateways, and authentication tokens.

Permissions

Track all activity with granular user controls, custom access to specific components and system functions, and a detailed change log.

Get Started

Schedule a demo to learn more about what we can do for you.

Compare plans

Standard
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Most Popular
Origination PRO+
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Servicing PRO+
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Fund PRO+
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Origination features

Servicing features

Fund features

Documents

CRM Databases

Standard Reporting

Loan Status Tracking

Operations

Trusted by 400+ happy clients

5 stars
“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
“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
"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
5 stars
“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
5 stars
“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.
Sydney Dookwah
VP of Operations, Sherwood Mortgage Group
5 stars
"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.
Emely Sanchez
Renewal and Admin Specialist, Richview Capital Management Inc
5 stars
"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
5 stars
"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.
Katie Fulford
CPO & COO, New Haven Mortgage Corporation
5 stars
"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.
5 stars
"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

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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Start automating your private lending business

Schedule a demo to discuss what we can do for you.

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