Complete Loan Origination & Servicing Software for Private Lenders

Automate your lending processes so you can focus on growth

Customizable mortgage loan application form builder interface. The left side shows an online mortgage application form from 'ABC Lender' with fields for first name, email, credit score, and marital status. The right side displays a drag-and-drop form builder for adding fields like 'Birth Date,' 'Phone Number,' and 'Loan Amount,' optimizing the digital mortgage application process.
Loan Origination

Originate Deals Your Way

Take control of your lending process with our complete loan origination features, including a customizable sales funnel to optimize your lead-to-loan pipeline, task automation to streamline workflows and tools to organize every aspect of your business.

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Loan Servicing
Enhance Your Servicing Processes with Automated Precision
Streamline your loan servicing with tools that handle calculations, alerts, payments, and more. Minimize human errors and free up valuable time for your team.
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Loan servicing software dashboard for ABC Lender. The interface displays borrower payment management options such as past maturity payments, payment processing, and aged receivables. A financial dashboard with a pie chart provides insights into loan portfolio performance, helping lenders automate loan servicing and streamline financial processes.
Investment portfolio management dashboard displaying fund performance for 'Fund A.' The interface shows a portfolio value of $505,445.39 with a 7.96% ROI, investment details, unit pricing, and an activity summary for financial tracking. Ideal for investors and financial institutions using automated fund management tools to optimize investment growth.
Fund Management
Effortlessly Manage and Automate Funds for Optimal Growth
Leverage powerful tools to simplify fund management, streamline operations, and drive growth.
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Focus on Growth

Save Time on Documentation

Auto-generate custom documents, compliance reports, credit card or ACH payments, enabling you to dedicate more time to running and scaling your private lending business.

Streamline Communication

Centralize all your communication, request appraisals directly through the system, and automatically notify borrowers of NSF payments via Email and text messages.

Do More with the Same

Maximize your team's efficiency by automating routine tasks, allowing them to focus on building relationships, closing more deals, and dedicating time to marketing and attracting new investors—all without increasing resources.
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Trusted by 400+ Happy Clients

Automate Your Entire Lending Business
Save hours of manual work by automating all processes, reducing errors and increasing efficiency compared to traditional software.
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Comparison chart of traditional loan processing using Excel and Word versus Mortgage Automator. Mortgage Automator completes loan origination in under 1 minute and 40 seconds, loan servicing in under 4 minutes, and loan renewals in under 4 minutes—reducing total processing time to under 7 minutes. A powerful loan automation tool designed to streamline lending operations and eliminate manual work.
Integrations
Connect Your Essential Tools
With a comprehensive suite of integrated solutions including credit reporting agencies, broker softwares, insurance providers, credit card processing, eSignature, CRMs, and more, you can perform all critical tasks within a centralized system, enhancing efficiency and simplifying processes for everyone involved.
AICPA SOC 2 Type II certification badge on a shield, symbolizing compliance with industry-leading data security and operational integrity standards. This certification ensures secure financial transactions and rigorous protection of sensitive data in accordance with AICPA guidelines.
SOC 2 Type II Attestation
Secure & Compliant
SOC 2 Type II certified in accordance with the American Institute of Certified Public Accountants (AICPA) standard. Mortgage Automator utilizes the highest standards of data security and operational integrity, to safeguard every transaction and record entry with rigorous, industry-leading security measures.

All-In-One Solution for All of Your Private Lending Business Needs:

Document Generation, Storage & Sharing

Generate, store, and share loan documents using flexible fields and templates tailored to your business needs.

Email / SMS Communications

Integrated communication tools for automated and manual messaging.

Workflow Management

Create and automate your workflow to optimize and scale your operations.

Organization Management

Configure teams, roles, and permissions with secure authentication and robust access controls.

Analytics and Business Insights Dashboards

Gain actionable insights from powerful analytics dashboards featuring customizable charts and infographics.

Reporting & Accounting

Build custom reports to suit your own accounting and business needs.

Investor & Borrower Portals

Secure, self-serve access to manage loans and investments, access documents and request actions—all in one place.

Compliance and Regulatory Reporting

Secure storage and easy sharing tools to ensure compliance with industry regulations and facilitate regulatory reporting.

Integration with Third-Party Systems

Ability to integrate with existing systems and third-party services to ensure seamless data flow.

Automated Payment Processing

Streamlined payment collection and processing.

Real-Time Notifications and Alerts

Enhanced security features to manage user access and authentication.

Scalable Database Architecture

Secure, robust and scalable database architecture to handle large volumes of data.
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Ready to Get Started?

Schedule a demo and start growing your business today.
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Funded Through the System
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Documents Auto-generated
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Happy Private Lenders

Solutions that Work, Service that Cares

Excellent CSAT score of 95.5

Customer Satisfaction Score (CSAT)

Want to know how CSAT is measured,find out here
Great NPS score of 67

Net Promoter Score (NPS)

Curious what a good NPS score is?Learn More
Industry Average: 41

Don’t take our word for it, read what other private lenders have to say about us.

Discover How Businesses Grow with Mortgage Automator

Start Right and Grow Fast

Read Success Story
“We pay interest payments to our investors through Automator. It’s another advantage because we don’t have to do it manually. It’s one file that’s uploaded to Automator, then sent to the bank as one file, and every investor is paid in one shot. And we also do that when we collect mortgage payments, so it’s doing dual purpose for us when it comes to mortgages and investments.”
Ron Cuadra
Ron Cuadra
Director, Ready Capital
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Start Automating Your Private Lending Business

Schedule a demo to discuss and start growing today.
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