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Standard Origination & Servicing

+ PRO Origination

+ PRO Servicing

+ Fund

Start automating your private lending business processes with these powerful features.
If you need to supercharge your origination, these features will get you there.
If you are servicing your own deals, this is a comprehensive package for you.
Running your fund will be a breeze with all of Automator superpowers at your disposal.

Standard Origination & Servicing

Start automating your private lending business processes with these powerful features.
  • Filogix integration
  • Lendesk integration
  • Velocity integration
  • Customizable documents
  • Document upload portal
  • Equifax integration (receive and pull bureaus)
  • Assisted brand importing & commitment importing
  • Variable early termination penalty options
  • Blanket properties
  • Multiple applicants per deal
  • Property Google Maps validation
  • Existing mortgages / mortgage payouts
  • Digital signature
  • Variable early termination penalty options
  • Interest spread sharing
  • Partial paydowns
  • Mid-term investor replacement
  • NSF tracking
  • Monthly investor statements
  • Additional lender reports
  • Year-end tax documents
  • Loan specific ledger
  • Unlimited custom documents and editable templates (can be done by our team for a fee):
  • Investor Admin Agreements
  • Welcome Letters
  • Commitments
  • Lawyer Funding Instructions
  • Funding Distribution Breakdowns
  • Discharge Distribution Instructions
  • Non-Renewal Agreements
  • Renewal Agreements
  • Discharge Statements
  • Investor Disclosure Forms
  • Investor Monthly Statements
  • NSF Letters
  • Borrowers
  • Brokers
  • Investors
  • Lawyers
  • Appraisers
  • Investor Payout Reports
  • Borrower Payment Report
  • Lender Revenue Report
  • Maturing Loans Report
  • Monthly deal tracker
  • In-Progress loans
  • Funded loans
  • Discharged loans
  • Terminated loans
  • Loan notes
  • Loan statuses
  • Status filters
  • Backups & exporting
  • Up to 10 users & permission control
  • Internal user tracking
  • Exceptional customer support

+ PRO Origination

If you need to supercharge your origination, these features will get you there.
  • Includes all Standard plan features
  • Manual communication
  • Manual task creation
  • Automated communication
  • Automated tasks
  • Lead intake form
  • Credit card processing

+ PRO Servicing

If you are servicing your own deals, this is a comprehensive package for you.
  • Includes all Standard plan features + PRO Origination
  • PAD/Real-Time Rail
  • Bank Account Module
  • Accounting integration
  • Compliance reporting

+ Fund

Running your fund will be a breeze with all of Automator superpowers at your disposal.
  • Includes all Standard and PRO features
  • Shareholder PAD
  • Upgraded fund dashboard
  • Shareholder statements
  • Trust accounting
  • Compliance & reporting
  • Multiple ways to record management fees
  • Share/unit price tracking

Learn more

about how Mortgage Automator helps private lenders

Success Stories

All plans cover the essentials:

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

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Frequently Asked Questions

The short answer is Yes. The truth is – it depends! Migration is never a simple transfer and extreme care must be taken to ensure all the numbers are correct. When we can’t automatically import, we will provide import templates that you can use to get your data into Mortgage Automator. Our technical support team provides assistance in data migration from all major systems, and with personalized on-boarding we ensure things are done properly.

Very. In fact, we’ve carefully designed bank-grade security measures to make sure you use Mortgage Automator with confidence. We use a combination of 256-bit TLS end-to-end encryption, layered gateways, n-factor and evolving key pair authentication tokens, while encrypting the physical data storage that exceed every security standard. Additionally, we took every measure possible to prevent any down time in case attacks do occur.
Rest assured, your data is safe with us.

Our customer success team helps you customize Mortgage Automator’s functionality and documents to not only match, but also improve, your existing processes. Personalized training is provided during on-boarding and supported with additional weekly webinars, training manuals, how-to videos, and exceptional on-going support. The step-by-step set up ensures that the learning curve is short, but support and additional training is always available!

We are so confident that you will love Mortgage Automator, that we made it absolutely risk free! Even after on-boarding and customization, you can cancel at any time. If you paid annually to take advantage of additional savings, we ask that you give us a month’s notice so that we can refund you.
Please read over our terms & conditions for more info, or give us a call at 416-477-5507