Loan Origination Software for Private Lenders
Build a sales funnel, automate and manage tasks, and digitize your loan origination processes.
Based on the 2020 customer ratings on 
Key Origination Features
Streamlined Data Import
Borrower Portal
Direct via API
Lead intake forms
Bulk upload
Manual data entry
Transaction history import
Customizable Loan Types
Fix & Flip / Rehab loans
Conventional loans (purchase / refinance)
Commercial
Construction
Personal
Payment Collection
Credit card processing
Estimated fees
Partial payments / Over-time collection
Pay at funding or first payment date
Automated ACH payments
Borrower Payment Schedules
Borrowers can pay in different ways:
Weekly, bi-weekly, semi-monthly (flexible dates)
Quarterly, prepaid (partly or fully)
Accrued / Postponed (until next draw)
Capitalized (daily, monthly, etc)
Interest adjustment paid at funding or regular payment date
Flexible Investor Payment Schedules
Full or partial interest
Sub-investors
A-B-piece (tranche loans)
Referrals
Management fees
Standardized Loan Conditions
Tracking of condition statuses
Link to document upload portals
Create one-time conditions
Pre-select based on property/borrower types
Interest Types
Interest-only
Principal & Interest
Capitalized
Accrued
VRM
Escalating
Customized Auto-Generated Documents
Term Sheet
Attorney/Title Instructions
Funding/Escrow Breakdowns
Investor agreements
Extension Docs
Payoff statements/distributions
Unlimited custom docs
Upload & Reference Documents Easily
Borrower Portal
Document Upload Portal
Upload via a white-labeled URL
Broker Portal (if applicable)
Team Efficiency Enablement
Custom roles & permissions
Management reporting
- Employee performance tracking
Cross-functional task management
Custom automated communication triggers
Automatically Created Tasks
Interactive Filters
Due dates
To-do list management
Communications/Notifications
Status-based or manual triggers
SMS/Email templates
Automatic document generation & attachment
Custom Dashboards that Make Sense
Modify your personal Kanban workflow
Task / To-do list dashboard
Custom reports
Borrower Portal
Request additional funds/draws
Request renewals/extensions
Request payoffs/discharges
Create new loans
Upload documents
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%.
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!!
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.
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!
175 + happy clients including:
Award Winning Software
Integrations & Partnerships
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