An all-in-one loan management platform to grow your business and delight your clients
Transform your lending operations with Mortgage Automator’s end-to-end loan origination and servicing platform. We automate your lending processes so you can focus on growth.
Easily receive deals from all of the major brokerage networks, CRM platforms, and lenders, reducing duplicate data entry and simplifying your workload.
Monitor your entire portfolio at a glance. Switch between an intuitive Kanban pipeline and comprehensive dashboards, and easily drag and drop deals through customized stages that fit your firm’s unique processes.
Integrated communication tools like SMS and pre-templatized emails keep everyone updated throughout the closing process.
Apply triggers to automatically send emails and attachments based on loan status changes, efficiently delivering instructions, resources, and portal access to relevant parties.
Tailor roles, assignments, tasks, and dashboards to ensure your teams access only what’s necessary, keeping their focus sharp and tasks clear
Create and run all your reports the way you need them. Perform exhaustive portfolio and loan analysis, forecast fundings and payoffs, and manage capital requirements easily in our Excel-like reports, exportable in popular formats.
Evaluate loans against your criteria with all the necessary data, advanced excel based formulas and libraries, and deal conditions at your fingertips. Adjust terms as needed to fit your requirements.
Seamlessly share data between your other applications, enabling automatic deal updates and information transfers
See if Mortgage Automator could be a good fit for your unique lending business
Effortlessly generate any and all documents the moment your data enters Mortgage Automator. With the option to import your own letterheads, branding, and formatting, ensuring each document match your professional identity.
Access a diverse range of pre-designed templates. Our robust template system allows for a wide range of documents to be automated.
We go beyond simple field population—our documents smartly adapt with embedded with advanced conditional formulas, dynamically customizing content based on loan characteristics for precision in every document.
Customizable fields for deals and contacts allows you to tailor data capture to include unique details vital for your lending processes.
Enable team members to work together on documents while ensuring full transparency and accountability for all edits, which are meticulously tracked and easily verifiable.
Equip your clients with a tailored portal that clearly outlines deal conditions, required documents, and upload instructions, complete with an option for feedback.
Set up your own signatures in our app, or send requests and auto-receive signed documents in their original place —effortlessly and efficiently.
Effortlessly manage any investment setup, from individual investors to complex syndicated and fund investments with varying rates and share classes. Our platform captures every nuance, providing a dynamic solution that adapts to every unique deal.
With a robust integration framework, you can perform all critical tasks within a centralized system, enhancing efficiency and simplifying processes for everyone involved.
You will have access to a comprehensive suite of integrated solutions including credit reporting agencies, broker softwares, insurance providers, credit card processing, eSignature, CRMs, and more.
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!
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.”
VP of Operations, Sherwood Mortgage Group
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.”
VP of Operations, Sherwood Mortgage Group
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.”
VP of Operations, Sherwood Mortgage Group
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.”
VP of Operations, Sherwood Mortgage Group
Want to know how CSAT is measured, find out here
150+ Reviews
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150+ Reviews
90+ Reviews
40+ Reviews
We have proudly achieved SOC 2 Type II attestation in accordance with American Institute of Certified Public Accountants (AICPA) standard.
Our platform utilizes the highest standards of data security and operational integrity, to safeguard every transaction and piece of data with rigorous, industry-leading security measures.
Learn more about how we can automate and transform your lending operations.
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