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Mortgage Automator

The most advanced private lending software.

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Overview

Mortgage Automator is a comprehensive software solution tailored to the unique needs of the private lending market, including hard money lenders and mortgage investment corporations (MICs). The platform automates the entire lending lifecycle, from loan origination and underwriting to servicing, accounting, and investor management. It includes a borrower portal for applications and a sophisticated investor portal for managing funds and viewing returns.

✨ Key Features

  • Loan origination and servicing in one platform
  • Automated document generation and compliance
  • Integrated borrower portal for online applications
  • Advanced investor portal with reporting
  • Trust accounting and payment processing
  • Customizable workflows and reporting

🎯 Key Differentiators

  • Deep specialization in private and hard money lending
  • Comprehensive investor management portal
  • Strong focus on compliance and automated document generation for the private lending space

Unique Value: Mortgage Automator provides a highly specialized, all-in-one platform that addresses the specific operational, compliance, and investor management challenges of private and hard money lenders.

🎯 Use Cases (4)

Private and hard money lending Mortgage Investment Corporation (MIC) management Bridge financing and construction loans Automating loan servicing and investor payouts

✅ Best For

  • Widely used by private lenders across North America to manage their portfolios, streamline operations, and ensure compliance.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Traditional A-paper mortgage brokers or large banks, as the feature set is highly specialized for private lending.

🏆 Alternatives

The Mortgage Office Lendr HES FinTech

Unlike generic lending platforms, Mortgage Automator is built from the ground up for the private lending niche, offering features like trust accounting and MIC management that are not found in traditional mortgage software.

💻 Platforms

Web API

🔌 Integrations

Equifax Finastra DocuSign Plaid QuickBooks

🛟 Support Options

  • ✓ Email Support
  • ✓ Phone Support
  • ✓ Dedicated Support (Varies tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ SSO ✓ SOC 2

💰 Pricing

Contact for pricing
Visit Mortgage Automator Website →