Portals / Partnerships

Seamless integrations to eliminate data entry/re-entry.

Application Entry Form

Automator clients can embed a form directly on their website to take applications from borrowers and populate their Mortgage Automator Account.

  • White-labeled

  • Top of the line security and spam prevention

  • Customizable fields

Broker Software Integrations

We integrate with broker software, so manual data entry is not needed on your part.

  • Filogix integration

  • Lendesk integration

Appraisal Requests

Appraisals can be emailed automatically via your Mortgage Automator account with the exact information necessary for your appraisers to do their job.

Title Software Integrations (US)

Loans can be emailed to Title companies via Mortgage Automator to pass the loan information, commitments, instructions and distribution schedules directly to your legal team, removing the redundant data entry, human errors, etc.


An exciting partnership designed to serve you as the private lender.

  • Pull bureaus (consent required)

  • Report on private loans


At Mortgage Automator, we ensure that you can dive deep into the data and understand exactly what is happening in your company. Every number is clickable to reveal further components and data.

  • Annual Borrower Statements

  • Annual Investor Statements

  • Investor T5s

  • Accrual A/R and A/P Reports

  • Lender Income Reports (P&L)

  • Operating & Trust Account Ledgers


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:

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Integrations & Partnerships