Audience
North American private and hard money lenders, looking for a comprehensive end-to-end loan origination & servicing software. Perfect for residential, commercial and construction lending (rehab, fix & flips)
About Mortgage Automator
Mortgage Automator is the most advanced end-to-end loan origination and servicing software tailored for North American private lenders. Our versatile platform excels in managing residential, commercial, and construction loans, streamlining processes such as document generation, compliance reports, ACH/PAD payments, monthly statements & so much more.
With our comprehensive loan origination suite, lenders can receive leads and loan requests via a Borrower Portal, build a robust sales pipeline, easily manage tasks and communications, and more efficiently manage their lending operations.
Our platform also includes robust loan servicing features, investor relations tools, and comprehensive accounting and reporting capabilities, all backed by top-tier training and customer support.
Intuitive automation capabilities and seamless integrations allow you to enhance workflows, saving you invaluable time and allowing your team to focus on growth.
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Product Details
Mortgage Automator Frequently Asked Questions
Mortgage Automator Product Features
Loan Origination
Mortgage Automator streamlines loan origination by providing complete oversight throughout the process. Designed for private lenders and hard money lenders, the platform integrates with leading CRMs, offers lead-intake forms, and provides API connectivity for a seamless experience. Lenders can complete borrower diligence, document collection, and term sheet issuance within a single platform, while automated tasks, reminders, and audit trails optimize team efficiency. Perfect for residential, commercial, and construction lending, this scalable solution is designed by lenders, for lenders.
Loan Servicing
Fundings, payoffs, and everything in between—Mortgage Automator simplifies loan servicing with ACH/payment tracking, automated NSF communications, monthly statements, and real-time reports. Whether managing interest-only, principal & interest, or custom payment schedules, the platform ensures seamless payment tracking, investor distributions, and borrower communications through automated emails and SMS alerts. With intuitive dashboards, structured workflows, and seamless integrations, lenders can streamline servicing operations while maintaining full visibility into the loan portfolio.
Mortgage and Loans
Mortgage Automator is the ultimate mortgage software for private lenders, and hard money lenders. From origination to servicing, this all-in-one platform automates documentation, underwriting, and payment processing. Lenders can easily manage residential, commercial, and construction loans with customizable workflows, borrower portals, and investor dashboards. ACH/PAD integration ensures seamless collections and payouts, while automated reporting enhances operational efficiency. With industry-leading customer support, Mortgage Automator eliminates inefficiencies and drives scalable growth.
Mortgage Automator Verified User Reviews
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Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
"Efficient Loan Management with Smart Automation" Posted 2025-02-18
Pros: Mortgage Automator has streamlined our loan origination and servicing at Polar Credit. The automation for documents, compliance, and payments saves us time, while the Borrower Portal makes lead management seamless. The investor tools and reporting features add real value.
Cons: The setup takes time, and more customisation options would be helpful for niche lenders.
Overall: A solid choice for private lenders handling residential, commercial, or construction loans. The automation and integrations cut down manual work, and the support team is great. Definitely worth considering for a more efficient lending process.
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Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
"Mortgage Automator has become a critical tool in our business" Posted 2024-07-09
Pros: From document generation to automated communications and report building, it has streamlined our operations significantly. The team is responsive, though some feature requests take time to be implemented. Overall, it’s an indispensable part of our daily workflow.
Cons: We haven't run into any issues with the system as of yet.
Overall: It’s a highly dependable solution and it greatly enhances our operations without any significant issues.
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Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
"Essential Software for Efficient Mortgage Management" Posted 2024-04-19
Pros: The software is highly customizable, which allows us to tailor it to our specific needs. The document automation feature saves us a lot of time and reduces the chance of errors. Moreover, their customer support is outstanding—responsive, helpful, and always ready to solve any issues that arise.
Cons: So far, there's very little to dislike.
Overall: Ever since we started using Mortgage Automator, the efficiency of our mortgage processing has improved significantly. The seamless integration with other platforms and its user-friendly interface makes it an indispensable tool for our daily operations.
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Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
"A Must-Have Tool for Mortgage Professionals" Posted 2024-04-18
Pros: The detailed reporting capabilities and the customization options that allow us to tailor the software to our specific needs are what I appreciate most. It's also very reliable, with minimal downtime or disruptions.
Cons: The software requires a significant upfront investment in terms of both time and training to fully utilize all its features. While initially daunting, the payoff in productivity is well worth the effort.
Overall: Implementing Mortgage Automator in our operations has transformed the way we handle our business. It has enabled us to scale up our operations. The software ensures accuracy and has cut down on processing time dramatically, which has directly impacted our client satisfaction positively. The support staff is also very proactive and supportive.
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