“We’ve grown from $100,000 to about $70M in a matter of about a year and a half, and that’s thanks to Mortgage Automator. It’s a great experience to have that automation all in one product. We can distribute investor statements and have an actual platform that can service all our needs within the brokerage, on the investor side, and on the operations and management side.”

“I went from haphazardly drafting every loan document manually, developing payment schedules, and using canned borrower communications to really streamlining these processes with Mortgage Automator. With a click of a button, I can generate a loan document and send email confirmations that the applications were received. Previously, I manually took data from our borrower applications and inputted it into our Excel files and other documents. Now, all the relevant data goes into the database in Mortgage Automator, which is then added to every relevant document that is needed.”

“We pay interest payments to our investors through Automator. It’s another advantage because we don’t have to do it manually. It’s one file that’s uploaded to Automator, then sent to the bank as one file, and every investor is paid in one shot. And we also do that when we collect mortgage payments, so it’s doing dual purpose for us when it comes to mortgages and investments.”

“We’re offering more products than we were when we originally adopted Mortgage Automator. They’re able to accommodate different products: fixed variable loans, open, closed, pre-paid, not pre-paid. Whatever option we need, it’s there. We’re constantly expanding our product offering to brokers and we’re able to do that because of the software that Mortgage Automator has. Our internal processes aren’t that much different, it’s just a matter of a few clicks on the loan within Automator and then that deal is set up with those product terms.”