Fund Features
Automate distribution calculations, and organize and manage your investors
with comprehensive investor statements.
Fund Organization
Set Default Interest Rates
- Multiple Share Classes
Pre- Post- DRIP NAV calculation (Floating share price only)
Cash or Accrual basis revenue recognition
- Multiple Dividend Distribution Payout Options
- Custom declaration and distribution dates
Fixed Interest to Shareholders/Investors
Variable Interest to Shareholders/Investors
- Management Fee Calculations
- Performance Bonuses
Comprehensive Dashboard
- Funds Deployed, Committed and Available
- Cash Flow Analysis
- Investor & deals listed
Shareholders/Investors
Auto-generated Share Certificates
Trade Confirmations
DRIP/Reinvestment
- As a %
- As a $ amount
- Net of fixed monthly payout
Monthly / Quarterly / Semi-Annual / Annual Payouts
- One time dividends
- Based on prorated investment amounts and dates
Quarterly & Annual Automated Statements
Reporting
Monthly Trust //payout reports
- Trust share certificates
Shareholder / Investor Payments & DRIP
Fund Performance Reports
Cut our manual process over 60%
It is custom tailored for our individual needs not only in front and operations but in back and servicing. This software has allowed us to become paper free. I have sat down and talked to many developers in the space. This was the only company that delivered what it said and has the upmost professional team.
The Future of Mortgage Administration
Very user-friendly. Like their slogan says, “For Lenders by Lenders.” As a lender myself, this is a very natural and intuitive software. You can tell that the software is built by a lender.
Mortgage Automator is a game changer!
There are so many features that are great, but the ability to produce so many of our custom documents so quickly has made us super efficient and lifted our game considerably. We can literally turn around a straightforward application in 10 minutes and have a commitment letter sent out. Instructing our solicitor with a file is ultra easy too, as is producing renewal agreements and discharge/payout statements.
The name speaks for itself… and the people are AWESOME!
Mortgage Automator is so user friendly; not much need for training, it is very intuitive to navigate. They are very helpful and super quick to return a call or email. Producing paperwork for us has become so much easier.
Mortgage Automator… Automates!
The Mortgage Automator Platform is relied on as our core loan management database / software. All major features were considered and work as needed, and some custom features have even been developed and implemented based on our company’s suggestions. This software is easily equivalent to 2-3 (or more) additional staff.
Time to be part of industry leading conversations
Top performers are switching to Mortgage Automator to power their entire private lending business and generate all their documents in minutes. It’s time to get ahead of the curve, gain a competitive advantage, and deliver exceptional value to your brokers, lawyers and investors!
300 + happy clients including:
Award Winning Software
Integrations & Partnerships
