
Private and hard money lenders across the US and Canada use Mortgage Automator to run their lending business without stitching together spreadsheets, email, and separate tools. The cloud-based platform covers the full loan process, from application and underwriting to document generation, servicing, renewals, and fund management.
Lenders handling residential, commercial, or construction loans can rely on the platform to track payments, calculate interest, and disburse funds automatically, while commitment letters, loan agreements, and discharge documents are generated in seconds rather than drafted by hand. A built-in CRM keeps deals organized and moving through the pipeline, and dedicated portals give borrowers, brokers, and investors secure, real-time access to their statements.
Because workflows adjust to loan type and deal volume, lending teams can scale up without adding proportional admin work. Mortgage Automator also connects with tools like Zapier, QuickBooks, and major credit bureaus, so it fits into an existing tech stack rather than replacing it.
New customers get hands-on onboarding and ongoing support, helping lending teams get value from the platform quickly and keep growing without getting buried in manual processes.
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The simplest method for performing calculations is to jot them down as you would in a traditional format, with automatic results generated in real-time. You can interactively adjust your calculations by adding or removing components with a simple scratch motion. Whether you need instant conversions and calculations or prefer a more leisurely approach with on-demand computation, the choice is yours. Results can be displayed in various formats such as decimal, fraction, or mixed numbers, and you can opt for radians or degrees for trigonometric functions. If you find yourself running out of space during lengthy calculations, you can seamlessly continue on the next line, and even execute multiple calculations across different lines. The drag-and-drop feature allows for easy assembly of complex multi-step processes, enabling you to move numbers between the canvas, memory bar, or even external applications. You can also store numbers directly from the toolbar for future use, simply dragging them back onto the canvas when needed. Additionally, all previous calculations are automatically archived, allowing you to effortlessly access and reuse any entry from your history. This dynamic approach not only enhances productivity but also makes the process of calculating more intuitive and user-friendly.
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