Simplified Solutions
For Small Private Lenders
Jumpstart your lending business with Mortgage Automator. Our intuitive software is specifically designed for individual and small private lenders, helping you stay organized and focused on growth from the very beginning.
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Efficient Lending from Day One
Gain access to essential features that streamline your lending operations, including document creation and due diligence processes. Eliminate the need for manually drafting term sheets or relying on complex Excel spreadsheets. As your business grows, upgrading to the next plan unlocks powerful tools like investor statements and advanced automation to support your scaling needs.
Visualize your loan portfolio management
Stay in control with a clear overview of your portfolio. Mortgage Automator lets you efficiently track deals through every stage with customizable tools designed to align with your unique business processes.
Customize investment strategies with ease
Seamlessly handle any investment structure, from single investors to more intricate setups as your business expands. Mortgage Automator adapts to your evolving needs, ensuring precision and efficiency at every stage of growth.
All features you'll need to jump start your private lending business:
Streamlined Data Import
- Broker software integrations: Lendesk, Filogix, Doorr, Finmo, Velocity
- Direct via API
- Customizable lead intake form
- Bulk upload of loan, transaction & fund history
- Manual data entry
- All major CRM connections such as Hubspot
Customizability
- Input or generated fields
- Deal & contact level custom fields
- Custom workflows & communications
Flexible Investor Payment Schedules
- Full or partial interest
- Sub-investors
- A-B-piece (tranche loans)
- Referrals
- Management Fees
- Tax withholding for foreign investors
Payment Handling
- Automator Pay (EFT / Direct Debit VISA)
- Automated PAD
- Deferral / Capitalization
- Credit card processing
- Estimated fees
- Partial payments / Over-time collection
Flexible Borrower Payment Schedules
- Weekly, bi-weekly, semi-monthly (flexible dates)
- Quarterly, prepaid (partly or fully)
- Accrued / Postponed (until next draw)
- Capitalized (daily, monthly, etc)
- Interest adjustment paid at funding
- or regular payment date
Interest Types
- Interest-only
- Principal & Interest
- Escalating
- Capitalized
- VRM
Customized Auto-Generated Documentation
- Commitment
- Lawyer instructions & distribution calculations
- Admin / Servicing agreements
- Welcome letters
- Renewal docs
- Discharge statements & distribution instructions
Upload & Reference Documents Easily
- Document Upload Portal
- Broker document transfer
- Upload via a white-labeled URL
- Broker Portal
Team Management
- Custom roles & permissions
- Management reporting
- Employee performance tracking
- Cross-functional task management
- Custom automated communication triggers
Custom Dashboards that Make Sense
- Modify your personal Kanban workflow
- Task / To-do list dashboard
- Custom Reports
Standardized Loan Conditions
- Tracking of condition statuses
- Link to document upload portals
- Create one-time conditions
- Pre-select based on property / borrower types
Automated Compliance
- Form 1, 9, 10
- Borrower disclosures
- Investor disclosures
- Create your own templates
Automated Workflows
- Create tasks automatically based on various criteria
- Auto assignments
- To-do list with due dates
- Advanced loan sub-statuses based on task completion
Communications / Notifications
- Status-based or manual triggers
- SMS/Email templates
- Auto attach system documents
- Include pre-attached forms
- Fully customizable content
... and more!
Interested in learning more?
Discover if Mortgage Automator is the right solution for your lending business.
Integrations
Connect your essential tools
With a comprehensive suite of integrated solutions including credit reporting agencies, broker softwares, insurance providers, credit card processing, eSignature, CRMs, and more, you can perform all critical tasks within a centralized system, enhancing efficiency and simplifying processes for everyone involved.
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.
Trusted by 400+ happy clients
“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.”
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Solutions that work, service that cares
95.5
Customer Satisfaction Score (CSAT)
67
Net Promoter Score (NPS)
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Learn more about how we can automate and transform your lending operations.
