Mortgage Automator Description

Streamline your lending operations and drive growth with Mortgage Automator - a powerful loan origination and servicing software. Designed specifically for North American private and hard money lending businesses, the platform enables lenders to automate critical processes, increase efficiency, and focus on what matters - growing their business.

With Mortgage Automator's comprehensive loan origination suite, lenders can receive leads and loan requests, build a robust sales pipeline, easily manage tasks and communications, and streamline their lending operations.

Automator's loan servicing features allow lenders to eliminate manual errors and save valuable time with powerful automation capabilities.

Enhance the credibility of your lending operations and give investors peace of mind with our comprehensive fund structure solution.

With Mortgage Automator, you can simplify your lending operations and focus on driving growth.

Pricing

Pricing Information:
Contact us for pricing

Integrations

API:
Yes, Mortgage Automator has an API

Reviews - 4 Verified Reviews

Total
ease
features
design
support

Company Details

Company:
Mortgage Automator
Year Founded:
2017
Headquarters:
Canada
Website:
Update This Listing

Media

Custom Business Insights Dashboards

Custom Business Insights Dashboards

Product Details

Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Webinars
In Person
Training Videos
Customer Support
Live Rep (24/7)
Online Support

Mortgage Automator Features and Options

Loan Origination Software

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.

Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application

Loan Servicing Software

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.

Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans

Mortgage and Loans Software

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.

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Mortgage Automator User Reviews

Write a Review
  • Name: Anonymous (Verified)
    Job Title: Loan Officer
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Mortgage Automator has become a critical tool in our business

    Date: Jul 09 2024

    Summary: It’s a highly dependable solution and it greatly enhances our operations without any significant issues.

    Positive: From document generation to automated communications and report building, it has streamlined our operations significantly. The team is responsive, though some feature requests take time to be implemented. Overall, it’s an indispensable part of our daily workflow.

    Negative: We haven't run into any issues with the system as of yet.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Loan Originator
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Essential Software for Efficient Mortgage Management

    Date: Apr 19 2024

    Summary: Ever since we started using Mortgage Automator, the efficiency of our mortgage processing has improved significantly. The seamless integration with other platforms and its user-friendly interface makes it an indispensable tool for our daily operations.

    Positive: The software is highly customizable, which allows us to tailor it to our specific needs. The document automation feature saves us a lot of time and reduces the chance of errors. Moreover, their customer support is outstanding—responsive, helpful, and always ready to solve any issues that arise.

    Negative: So far, there's very little to dislike.

    Read More...
  • Name: Eugene G.
    Job Title: Loan Officer
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    A Must-Have Tool for Mortgage Professionals

    Date: Apr 18 2024

    Summary: Implementing Mortgage Automator in our operations has transformed the way we handle our business. It has enabled us to scale up our operations. The software ensures accuracy and has cut down on processing time dramatically, which has directly impacted our client satisfaction positively. The support staff is also very proactive and supportive.

    Positive: The detailed reporting capabilities and the customization options that allow us to tailor the software to our specific needs are what I appreciate most. It's also very reliable, with minimal downtime or disruptions.

    Negative: The software requires a significant upfront investment in terms of both time and training to fully utilize all its features. While initially daunting, the payoff in productivity is well worth the effort.

    Read More...
  • Name: Amy S.
    Job Title: Director
    Length of product use: Less than 6 months
    Used How Often?: Weekly
    Role: Administrator
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Efficient Loan Management with Smart Automation

    Date: Feb 18 2025

    Summary: A solid choice for private lenders handling residential, commercial, or construction loans. The automation and integrations cut down manual work, and the support team is great. Definitely worth considering for a more efficient lending process.

    Positive: Mortgage Automator has streamlined our loan origination and servicing at Polar Credit. The automation for documents, compliance, and payments saves us time, while the Borrower Portal makes lead management seamless. The investor tools and reporting features add real value.

    Negative: The setup takes time, and more customisation options would be helpful for niche lenders.

    Read More...
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