Compare Mortgage Automator vs. Surefire CRM

Mortgage Automator enhances the loan origination process by ensuring comprehensive management from start to finish. Tailored specifically for private and hard money lenders, this platform seamlessly integrates with popular CRM systems, includes lead intake forms, and offers API connectivity for a smooth user experience. Lenders can manage borrower due diligence, gather necessary documents, and generate term sheets all within one platform. The system's automation of tasks, reminders, and audit trails boosts team productivity. Ideal for residential, commercial, and construction financing, this adaptable solution is crafted by lenders with the needs of fellow lenders in mind.

Mortgage Automator revolutionizes loan servicing by offering a comprehensive suite of tools for managing fund disbursements, repayments, and related processes. The platform enhances efficiency with features such as ACH/payment tracking, automated notifications for non-sufficient funds (NSF), monthly reporting, and up-to-the-minute analytics. Designed to accommodate various payment models—be it interest-only, principal & interest, or tailored payment plans—the system guarantees smooth tracking of payments, distribution to investors, and effective communication with borrowers through automated emails and SMS notifications. Equipped with user-friendly dashboards, organized workflows, and seamless integration capabilities, lenders can optimize their servicing operations while retaining complete oversight of their loan portfolios.

Mortgage Automator is the premier software solution designed specifically for private and hard money lenders. This comprehensive platform streamlines every aspect of the mortgage process, from origination to servicing, by automating documentation, underwriting, and payment processing. Lenders can effortlessly oversee residential, commercial, and construction loans, utilizing tailored workflows, borrower interfaces, and investor dashboards. The integration of ACH/PAD facilitates smooth collection and disbursement of funds, while automated reporting boosts operational effectiveness. With exceptional customer support, Mortgage Automator removes obstacles and fosters scalable business growth.