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


  • 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


  • 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.

Click to read full review on Capterra

Alex Buriak, Jet Lending

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.

Click to read full review on Capterra

Stephen Cross, First Circle Financial

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.

Click to read full review on Capterra

Grant Plunkie, Shelter Lending Corporation

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.

Click to read full review on Capterra

Katie F., New Haven

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.

Click to read full review on Capterra

James Grantis, Hosper Mortgage
Read More Reviews on Capterra

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:

Ready to get started?
Schedule a demo to discuss what we can do for you.

Schedule a Demo

Award Winning Software

Integrations & Partnerships