Designed for lenders, by lenders.

Mortgage Automator was started in 2013 as a simple document generating tool for a small private lender in Toronto, Canada. The idea was to relieve the company from their redundant day-to-day tasks, and instead help them concentrate on growing and managing their business. It worked so well that the product was made available to everyone in the industry!

Since then, the software has evolved significantly to encompass every possible feature and account for all the unique lending scenarios. Mortgage Automator was officially re-launched in 2019 and won the Supplier Innovator of the Year Award from the Canadian Mortgage Awards of Excellence the same year!

It continues to evolve, with new features added weekly, yet at its core – Mortgage Automator is a cloud-based CRM that fully automates a private lending business of any size: from document generation, compliance and reporting, to helping manage investor relations.

Apr 2013 - Just a document generation tool

The first iteration of the automated document generation tool was created to help Joseph and Lawrence run their private lending business.

Jul 2017 - Mortgage Automator development starts

After refining the software for 4 years, a decision was made to recode it from scratch and make it available for the private lending industry.

Aug 2018 - Beta release

Loan servicing features have been built and tested internally for months prior to the Beta release. Shawn Allen from Matrix Mortgage was officially the first beta client to use Mortgage Automator for his hard money lending business.

Jan 2019 - Official launch

Another four months of feature development flew by and we were ready to launch. We signed our first non-beta client!

May 2019 - Innovator of the Year Award (Mortgage Awards of Excellence)

We were truly surprised and humbled to receive industry recognition so early on with such a prestigious award.

Jun 2019 - First FUND client

After understanding different structures and approaches to private lending, we spent almost six months modifying the software to meet the requirements of MICs, GP/LPs, and Funds. And even then, we were just scratching the surface.

Sep 2019 - Features galore

Construction, and commercial loan origination. Variable, escalating, accrued rate mortgage calculations. Compliance documents and more. Our clients have been keeping us busy.