Mortgage Automator is loan origination, servicing, and fund management software for private and hard money lenders. See features, pricing, and reviews.
Mortgage Automator is an end-to-end loan origination and servicing platform for private lenders, hard money lenders, in-house servicers, and fund managers across the US and Canada. It covers the full loan lifecycle: digital loan applications and intake, deal structuring and pipeline tracking, automated document generation, borrower/broker/investor portals, task and communication automation, payment processing (ACH, credit card), compliance reporting, and fund/investor management with trust accounting.
The platform is used by individual private lenders, in-house loan servicing teams, fund managers, and credit unions handling residential, commercial, and construction loans, including fix-and-flip and rehab deals. Founded in Toronto, Canada in 2013 and officially relaunched in 2019 (winning the Canadian Mortgage Awards of Excellence Supplier Innovator of the Year that year), Mortgage Automator has grown into a purpose-built CRM and workflow automation system for the private lending industry.
Pricing is fully custom and not published; prospective customers contact sales or book a demo to get a tailored quote based on plan tier and business needs.
Key Features
Powerful Features in One Platform — Origination, servicing, and fund management are combined into a single connected system instead of separate disconnected tools.
Loan Origination — Digital loan applications, deal structuring, pipeline tracking, and approvals to move new loans from intake to close.
Streamlined Data Import — Import existing borrower, broker, and loan data to get set up on the platform without re-entering everything manually.
Customizability — Configure documents, workflows, and dashboards to match a lender's specific loan products and processes.
Flexible Borrower Payment Schedules — Support for varied borrower repayment structures, including interest-only, amortizing, and custom schedules.
Flexible Investor Payment Schedules — Configure investor payout schedules and distributions to match how a fund or lender manages its capital sources.
Payment Handling — Process borrower and investor payments, including ACH and credit card options on higher-tier plans.
Interest Types — Support for multiple interest calculation methods and rate structures across different loan products.
Customized Auto-Generated Documentation — Automatically generate loan documents, commitments, and compliance paperwork using customizable templates.
Upload & Reference Documents Easily — Borrowers, brokers, and staff can upload and access loan-related documents through a shared document portal.
Team Management — Granular user permissions and role-based access controls to manage what each team member can see and do.
Custom Dashboards that Make Sense — Configurable dashboards give teams visibility into pipeline status, servicing activity, and fund performance.
Pros & Cons
Pros
Covers the full loan lifecycle from origination through servicing and fund management in one system
Purpose-built for private/hard money lenders rather than a generic LOS
Borrower, broker, and investor portals reduce email back-and-forth
Automated document generation and compliance reporting
Cons
Pricing is not published and requires a sales conversation
It's cloud-based software that automates loan origination, servicing, and fund management for private and hard money lenders, including document generation, borrower/investor portals, payment processing, and compliance reporting.
How much does Mortgage Automator cost?
Pricing is not publicly listed. Plans (Standard, Origination PRO+, Servicing PRO+, Fund PRO+) are quoted individually after contacting sales or booking a demo.
Who is Mortgage Automator for?
Private lenders, hard money lenders, in-house loan servicers, fund managers, and credit unions handling residential, commercial, or construction loans.
Where is Mortgage Automator based?
The company is headquartered in Toronto, Ontario, Canada, and was founded in 2013.