Loan Origination Software for Private Lenders

Build a sales funnel, automate and manage tasks, and digitize your loan origination processes.

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Key Origination Features

Streamlined Data Import

Borrower Portal
Direct via API
Lead intake forms
Bulk upload
Manual data entry
Transaction history import

Customizability

Input or generated fields
Deal & contact level custom fields
Custom workflows & communications

Payment Collection

Credit card processing
Estimated fees
Partial payments / Over-time collection
Pay at funding or first payment date
Automated ACH payments

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

Flexible Investor Payment Schedules

Full or partial interest
Sub-investors
A-B-piece (tranche loans)
Referral fees/Interest spread
Management fees

Standardized Loan Conditions

Tracking of condition statuses
Link to document upload portals
Create one-time conditions
Pre-select based on property/borrower types
List & email outstanding conditions

Interest Types

Interest-only
Principal & Interest
Capitalized
Accrued
Escalating

Customized Auto-Generated Documents

Unlimited documents/templates
Pre-approval/LOI/Term Sheet
Funding/Escrow Breakdowns
Investor agreements
Extension Docs
Payoff statements/distributions
Attorney/Title Instructions

Upload & Reference Documents Easily

Borrower Portal
Document Upload Portal
Upload via a white-labeled URL
Review status tracking
List of outstanding documents

Efficient Workflow Management

Custom roles & permissions
Management reporting
Employee performance tracking
Cross-functional task management
Custom automated communication triggers

Automatically Created Tasks

Interactive Filters
Due dates
To-do list management

Communications/Notifications

Status-based or manual triggers
SMS/Email templates
Automatic document generation & attachment

Custom Dashboards that Make Sense

Modify your personal Kanban workflow
Task / To-do list dashboard
Custom reports

Borrower Portal

Request additional funds/draws
Request renewals/extensions
Request payoffs/discharges
Create new loans
Upload documents

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!