A complete loan origination suite is available to track the deals in your lending process. Custom processes can be created with loan statuses, user assignments, and individualized tasks to ensure no deal falls through the cracks.

Every possible type of loan is supported, and loan documents (like term sheets) are created automatically to be perfect every time.

A convenient document uploading module makes it easy to request and sort documents required to satisfy your conditions.

Powerful features are available for all your loan servicing needs. ACH/PAD payments are completed in seconds; borrowers receive text messages in case of NSFs, even before you get a chance to send them an automatically generated NSF letter; investors can be replaced mid-deal, and much more.

With all the calculations done for you, it’s easy to see why so many companies have adopted Mortgage Automator as the platform of choice.

A beautiful, organized, and easy-to-follow investor statement is sent automatically on the morning of your investor payments, establishing a clear understanding of their portfolio and, more importantly, trust in your private lending process.

For those investors who are keener to log in themselves, an investor portal is available.

Numerous accounting and operational reports are
available to give you a complete overview of your operations. At Mortgage Automator, we try to automate every process and report. Whether it’s compliance or trust reinvestment reports, the system has you covered.

Trust and Operating account ledgers allow you to dive deep and understand every number, while an automatic QuickBooks sync perfectly matches your bank statements, making your monthly bookkeeping a breeze.