Complete Loan Origination
and Servicing Software
for Private Lenders

We automate your private lending processes so you can focus on growth.

Schedule a Demo

Complete Loan Origination
and Servicing Software
for Private Lenders

We automate your private lending processes so you can focus on growth.

Schedule a Demo

Best Ease of Use

in Loan Origination Software

Best Ease of Use

in Loan Servicing Software

Best Value

in Loan Origination Software

Best Value

in Loan Servicing Software

Based on the 2020 customer ratings on

Key Features

Loan Origination

A complete loan origination suite is available to handle your lending processes. A borrower portal or a loan application form can be used by your borrowers to request new loans or pre-approvals. Loan Officers are automatically assigned and notified so that they can review and issue LOIs/Term Sheets quickly. The Roles & Permissions module can control the access to and visibility of sensitive areas. The Communications module will not only keep all parties involved up-to-date with SMS notifications, but it can also send out pre-filled emails with attached system generated and uploaded documents. Borrowers are able to use the Upload portal to add documents, photos, and videos for your review directly through the system.

Loan Servicing

Servicing loans in-house has never been easier. Automator’s powerful features not only allow you to keep track of loan ledgers but also automate collection processes, tax payments, reserve tracking, and much more. Every interest option is supported, including P&I and interest-only (standard, accrued, escalating, VRM, capitalized, Dutch on the full loan amount, or non-Dutch on individual draws, or even in-between with reduced interest on the standby funds). A multitude of reports is available to help manage your loans, including payment tracking reports, loan tapes, aged receivables, and more.

Investor Relations

Investors can take advantage of a full or reduced rate, multi-tranche, or sub-investor options and will receive beautiful, organized, and easy-to-follow statements that are sent automatically on the morning of receiving their investor payments. This helps to establish a clear understanding of their portfolio and, more importantly, trust in your private lending process. For those investors who are keener to log in themselves, an investor portal is available.

Accounting & Reporting

Numerous accounting and operational reports are available to give you a complete overview of your operations. At Mortgage Automator, we try to automate every process and report. Whether it’s compliance or trust reinvestment reports, the system has you covered. Trust and Operating account ledgers allow you to dive deep and understand every number.

Explore All Features

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funded through the system

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documents auto-generated

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happy private lenders

Key Features

Unlimited files, unlimited users^*, unlimited training & support

Borrower Portal

The Borrower Portal or a form on your website can be used to submit applications directly into your Mortgage Automator account. Borrowers can review their existing and past loans, see annual statements, request additional funds, and much more.

Everything is white-labeled, making your website the only point of entry needed.

Loan Origination

A complete loan origination suite is available to handle your lending processes. A borrower portal or a loan application form can be used by your borrowers to request new loans or pre-approvals.

Loan Officers are automatically assigned and notified so that they can review and issue LOIs/Term Sheets quickly. The Roles & Permissions module can control the access to and visibility of sensitive areas.

The Communications module will not only keep all parties involved up-to-date with SMS notifications, but it can also send out pre-filled emails with attached system generated and uploaded documents. Borrowers are able to use the Upload portal to add documents, photos, and videos for your review directly through the system.

Loan Servicing

Servicing loans in-house has never been easier. Automator’s powerful features not only allow you to keep track of loan ledgers but also automate collection processes, tax payments, reserve tracking, and much more.

Every interest option is supported, including P&I and interest-only (standard, accrued, escalating, VRM, capitalized, Dutch on the full loan amount, or non-Dutch on individual draws, or even in-between with reduced interest on the standby funds). A multitude of reports is available to help manage your loans, including payment tracking reports, loan tapes, aged receivables, and more.

Investor Relations

Investors can take advantage of a full or reduced rate, multi-tranche, or sub-investor options and will receive beautiful, organized, and easy-to-follow statements that are sent automatically on the morning of receiving their investor payments. This helps, to establish a clear understanding of their portfolio and, more importantly, trust in your private lending process. For those investors who are keen to log in themselves, an investor portal is available

Accounting & Reporting

Numerous accounting and operational reports are available to give you a complete overview of your operations. At Mortgage Automator, we try to automate every process and report. Whether it’s compliance or trust reinvestment reports, the system has you covered. Trust and Operating account ledgers allow you to dive deep and understand every number.

Explore All Features

Focus on Growth

Save time on documentation

All that time you spend on creating new documents can be channeled into getting more business instead. Auto-generate custom documents, compliance reports, credit card, or ACH payments, and more while focusing on running and growing your private lending business.

Streamline communication

Send out automated communication to all relevant parties in a timely manner. Request appraisals directly through the system, inform borrowers of upcoming or late payments with automatic text message alerts, and keep all your communication centralized.

Do more with the same resources

By automating your lending business processes, you can free up your team to work on building relationships and getting more deals, and allocating more time for marketing and finding new investors. Increase efficiency by automating mundane tasks and get more done.

Ready to get started?
Schedule a demo to discuss what we can do for you.

Schedule a Demo

Cut our manual process over 60%

Mortgage Automator gave our asset-based lending institution exactly what we needed to grow, and it was made for this type of industry. It is custom tailored for our individual needs not only in front and operations but in back and servicing. This software has allowed us to become paper-free and cut our manual process over 60%.

Alex Buriak, Jet Lending

Must Have Mortgage Software for Private Money Lenders

Mortgage Automator has done what its name says- Automated my mortgage process. I am able to get paperwork out to Title Companies and Lenders in minutes now rather than hours! And the team has allowed me to customize my documents to meet my needs. All reporting, calculations, payoffs, paperwork are now a push of a button with everything systematized! This product allows me to do what I do best and not worry about the paperwork! HIGHLY Recommend it!!

Tony Broullire, Good Faith Funding, LLC

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.

Jason Beck, Tricore Capital

As seen on

Time to be part of industry leading conversations

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!