See Why Over 400 Private Lenders Switched to Mortgage Automator
Book A Demo
What Makes Mortgage Automator Different?
Fast & Responsive Customer Support
If you ever have questions or need assistance, our Support Team is available via chat or email. We value your time and understand the urgency of your business; our Support Team replies in less than 5 minutes.
Comprehensive Customization Options
Mortgage Automator enables you to stay true to your brand and business values. The Automator platform provides you with customization options every step of the way, from automated communications to statements, reports, and more.
Flexibility to Operate Your Way
Flexibility runs at the core of Mortgage Automator. The system was built to account for various lending scenarios and setups so you can maintain your preferred processes with supercharged efficiency.
Customer-Driven Development
Our customers know best, and we welcome your expertise to guide our feature development. Automator users can suggest features, upvote existing suggestions, and share direct feedback with our Product Team.
Private Lender DNA
Mortgage Automator was built by private lenders. We understand the way the industry works and share the best practices with you during Onboarding. You will receive guidance on how to optimize your processes and gear up for success.
High Business Value
We listen to your needs and offer you multiple options to achieve your goals. Mortgage Automator gives you freedom and time to shift your focus to essential matters, supporting you every step of the way.
Customer Success Stories
Read inspiring success stories from our clients who have transformed their lending businesses.
SUCCESS STORY
NorthLend Financial
Focus on the Business Instead of the Paperwork
NorthLend Financial is a private lender in the GTA, run by a team of six people. Jason Anbara launched the mortgage administration company in 2017 when he realized he was organi...
Read More
SUCCESS STORY
First Circle Financial
70% Growth in 3 Years Powered By Efficiency with Automation
First Circle Financial, established in 1991, is a private lender offering a variety of mortgage products throughout Southwestern British Columbia. First Circle Financial manages...
Read More
SUCCESS STORY
Trophy Point Investment
Automating for Efficient Growth
Trophy Point Investment Group is a private lender based out of Atlanta, GA, working with military or military-affiliated borrowers across the US. What started as a side business...
Read More
Ready to Get Started?
Schedule a demo and start growing your business today.
All-In-One Private Lending Software
Originate Deals Your Way
Mortgage Automator transforms the loan origination process with an intuitive, automated platform designed for private lenders. Borrowers can apply for loans or pre-approvals through a custom portal, while Loan Officers are instantly assigned to review and issue LOIs/Term Sheets. Our seamless workflow automation enhances borrower communication with real-time SMS and email updates, pre-filled documents, and a secure upload portal for documents, photos, and videos. Customize loan pipelines, automate compliance, and integrate with CRMs, credit reporting, and eSignature tools—all in one place.
Learn MoreAutomate Your Servicing Processes with Ease
Managing in-house loan servicing has never been easier. Mortgage Automator simplifies the process with automated payment collections, tax tracking, and real-time loan adjustments to keep your portfolio running smoothly. Instantly process ACH/PAD transactions, generate compliance-ready reports, and manage any loan structure—from P&I to interest-only and VRM. Borrowers stay informed with auto-triggered emails and a secure portal for document uploads. With seamless API integrations, bulk processing, and advanced analytics, you’ll save time while ensuring precision in every transaction.
Learn MoreEffortlessly Manage Funds for Optimal Growth
Mortgage Automator simplifies fund management with a dynamic, investor-friendly platform designed for private lenders. Customize fund structures, automate investor communications, and generate clear, professional statements—delivered automatically with every payment. Manage DRIP plans, share classes, and multi-tranche investments with precision, while real-time dashboards provide actionable insights into fund performance. Secure investor portals ensure transparency, while automated reporting and compliance tools streamline operations. Whether handling deposits, redemptions, or transfers, Mortgage Automator keeps every transaction seamless.
Learn MoreTrusted by 400+ happy clients
"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.
Schedule A Demo Today
Learn more about how we can automate and transform your lending operations.
