Fund Features

Automate distribution calculations, and organize and manage your investors
with comprehensive investor statements.

Fund Organization

Fixed / Floating share/unit prices
Fixed / Variable interest to shareholders/investors
Multiple share classes
Pre- or Post- DRIP NAV calculation
Cash or Accrual basis revenue recognition
Management Fee Calculations w/ performance bonuses
Comprehensive dashboard

Shareholders/Investors

Subscription Agreements
Auto-generated Share Certificates
Trade Confirmations
DRIP/Reinvestment options
Monthly / Quarterly / Semi-Annual / Annual Payouts
One time dividends
Monthly, Quarterly & Annual Automated Statements

Reporting

Monthly Trust / IRA reinvestment/payout reports
Shareholder / Investor Payments & DRIP
Fund Performance Reports
Cash flow analysis

Customer Recognition^*

Why our customers ❤️ Mortgage Automator

Software designed and tailored for private lenders.

Mortgage Automator’s user interface is highly intuitive, making it easy for teams to quickly adopt the software. The tech support is prompt and efficient, answering any questions swiftly. The API supports extensive custom development, while the custom forms and workflows ensure that Mortgage Automator is the top platform in the private lending space.

Click to read full review on Capterra

Josh Lloyd, Yieldi

Best product on the market

The team behind Mortgage Automator is the best. They are super responsive to all the customers needs. The software is super easy to learn and use and has a wide range of integrations and capabilities.

Click to read full review on Capterra

Jason Beck, Tricore Capital

Join the Industry Leaders

Top performers are switching to Mortgage Automator to power their entire private lending business and generate all their documents in minutes. It’s time to get ahead of the curve, gain a competitive advantage, and deliver exceptional value to your brokers, lawyers and investors!