
Premier Solutions
For Fund and REIT Managers
Efficiently manage diverse fund structures and share classes while optimizing asset management. The platform streamlines fund and REIT management with precise interest calculations and comprehensive dashboard overviews at every level.
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Enhance Your Operational Efficiency
Enable precise management of monthly payments and distributions, customized to meet specific investor requirements. Seamlessly transition from other systems with intuitive import tools designed for effortless integration of historical data.

Streamlined Fund Management
Enhance fund management efficiency with automated payment scheduling and precise handling of diverse loan products. The platform streamlines processing and improves financial accuracy, optimizing fund operations.

Sophisticated Compliance and Risk Management
Strengthen fund compliance and enhance risk management with advanced automation for regulatory reporting and loan performance tracking. Minimize risks and support informed decision-making with detailed risk assessments and reliable compliance mechanisms.
All features you’ll need to manage your funds / REITs:

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

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

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
- Growth statistics
... 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.
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