Pricing

Tailored Plans for your Unique Lending Business

Our pricing packages are personalized based on your needs. Contact our sales team to find out what we can do for you.

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Standard

Origination + Servicing
Start automating your private lending business processes with these powerful features.
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Origination Features
Servicing Features
Documents
CRM Databases
Standard Reporting
Loan Status Tracking
Operations

Origination PRO+

If you need to supercharge your origination, these features will get you there.
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Includes all features in Standard Plan, plus:
Manual communication
Manual task creation
Automated communication
Automated tasks
Borrower Portal
Lead intake form
Credit card processing
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Servicing PRO+

If you are servicing your own deals, this is a comprehensive package for you.
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Includes all features in Standard Plan and Origination PRO+ plan, plus:
ACH
Bank account module
Compliance reporting

Fund PRO+

Running your fund will be a breeze with all of Automator superpowers at your disposal.
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Includes all features in Standard Plan and PRO+ plan, plus:
Shareholder ACH
Upgraded fund dashboard
Shareholder statements
Trust accounting
Compliance & reporting
Multiple ways to record management fees
Share/unit pricing tracking

All Plans Cover the Essentials

Contact Management

Streamline communication with borrowers, investors, lenders, and lawyers, while customizing your documents.

Backups & Exporting

Retrieve & access all your information, at any time, with full data portability – including secure backups & quick exports.

Support & Training

Hit the ground running with world class on-boarding and personalized assistance through our customer success team.

Industry-leading Security

Secure your information with our bank-grade end-to-end encryption, layered gateways, and authentication tokens.

Permissions

Track all activity with granular user controls, custom access to specific components and system functions, and a detailed change log.

Get Started

Schedule a demo to learn more about what we can do for you.

Compare plans

Standard
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Most Popular
Origination PRO+
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Servicing PRO+
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Fund PRO+
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Origination features

Servicing features

Fund features

Documents

CRM Databases

Standard Reporting

Loan Status Tracking

Operations

Trusted by 400+ happy clients

5 stars
“User-friendly software interface and comprehensive features
The Mortgage Automator’s intuitive design makes navigating complex mortgage processes a breeze, even for users with limited technical expertise. Additionally, the robust reporting capabilities provide valuable insights into loan performance and operational efficiency, empowering lenders to make informed decisions.”
Jason Anbara
Founder & President, NorthLend Financial Inc.

5 stars
“User-friendly software interface and comprehensive features
The Mortgage Automator’s intuitive design makes navigating complex mortgage processes a breeze, even for users with limited technical expertise. Additionally, the robust reporting capabilities provide valuable insights into loan performance and operational efficiency, empowering lenders to make informed decisions.”
Jason Anbara
Founder & President, NorthLend Financial Inc.

5 stars
"Incredible Customer Service"
The software has made my life so much easier. It does exactly what we need it to do! Pavel has been a life saver. He is so attentive to our needs and takes every suggestion and makes it a reality for us. I can not be happier with how this product has truly freed up my time and made things run so smoothly.
Katherine Santos Short
Director Investor Accounts, Pacific Equity and Loan
5 stars
"My New Best Friend"
I was nervous about switching from The Mortgage Office to the Mortgage Automator. Once I went through the intense training, I knew I made the right choice. The customer service team answers my questions/problems within a day at most. They're constantly improving the software, listening to their clients, and modifying regularly.
Sherman Arnowitz
President & Founder, Keyhole Connect LLC
5 stars
"Mortgage Automator - highly recommended"
This company offers a great product. It has allowed our company to grow in our daily output through the automation offered. Their customer service has been really great to work with as well and is quickly responsive when we have questions.
Claire Davis
Loan Closer, Avalon Capital LLC
5 stars
“Mortgage Automator is Amazing!"
Its been great and the customer service may be my favorite thing. That is most important to me. User friendly, strong customer service, and covers/manages every aspect of our lending business.
Chris Ashkouti
Manager, Yieldi
5 stars
"Freed up at least 5-10 hours per week of our loan processors"
I liked that the software is scalable and dynamic. It allows operations both big and small to effectively accomplish their goals. Specifically, the API, Customer Service, the amount of options available, the monthly webinars and the constant new launches available really stood out to me.
Reid Quan
Director, Business Development & Real Estate, Breakwater Financial
5 stars
"Very integrated software, applicable for small to large companies, exceptional service and support."
Mortgage Automator truly helps ease the process of loan servicing and payment collection. It utilizes a modern interface and becomes relatively easy to use with proper training and time. Many features are very customizable and allow for tailoring the software to fit the customer's needs. The support staff is fantastic and works on a solution almost always the same day. This product can truly give back time to focus on other aspects of your business development.
Jeremy Adrian
Manager, Co-Founder, Crown Capital Resources
5 stars
"Mortgage Automator has freed up at least 5-10 hours per week of our loan processors time"
Our company went from using mail merge to put together loan documents that was constantly having formulas broken and spending a ton of time servicing loans and needing to go into 5 different softwares to answer a borrower question to being able to handle everything seamlessly in one system. 
Suzanne Luther
Loan manager / servicer, Faster Funds Lending
5 stars
"Mortgage Automator has become an essential tool for our business"
Our small team uses it daily to help collect data on new loans and to service funded loans. It is a complex software which we like because we are a very tech savvy team. A lot of customizations allowed which is great for our unique business. The customer service team is also fantastic, they are super responsive and either fix the issue quickly or escalate to back end engineering to implement.
Lauren Gutlohn
Vice President & Marketing, Spectrum Mortgage Group

Frequently asked questions

Can I import my data from other software?

The short answer is Yes. The truth is – it depends! Migration is never a simple transfer and extreme care must be taken to ensure all the numbers are correct. When we can’t automatically import, we will provide import templates that you can use to get your data into Mortgage Automator. Our technical support team provides assistance in data migration from all major systems, and with personalized on-boarding we ensure things are done properly.

Is Mortgage Automator secure?

Very. In fact, we’ve carefully designed bank-grade security measures to make sure you use Mortgage Automator with confidence. We use a combination of 256-bit TLS end-to-end encryption, layered gateways, n-factor and evolving key pair authentication tokens, while encrypting the physical data storage that exceed every security standard. Additionally, we took every measure possible to prevent any down time in case attacks do occur.Rest assured, your data is safe with us.

What training options are available for customers?

Our customer success team helps you customize Mortgage Automator’s functionality and documents to not only match, but also improve, your existing processes. Personalized training is provided during on-boarding and supported with additional weekly webinars, training manuals, how-to videos, and exceptional on-going support. The step-by-step set up ensures that the learning curve is short, but support and additional training is always available!

Still have questions?

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Start automating your private lending business

Schedule a demo to discuss what we can do for you.

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