Mortgage Automator is a purpose-built loan origination and servicing platform designed for private and hard money lenders in North America. It streamlines the entire loan lifecycle, from initial application and underwriting to document generation, servicing, renewals, reporting, and fund management, all within a single, centralized system. Whether you're managing residential, commercial, or construction loans, the platform helps reduce manual work and improve operational efficiency at every stage.
The software was originally created by private lenders to solve real-world inefficiencies in their own lending operations. Since then, it has evolved into a robust SaaS solution used by hundreds of lenders across the industry. With powerful automation tools, Mortgage Automator simplifies key tasks like document creation, compliance checks, borrower communication, and investor reporting. Payment tracking, interest calculations, servicing workflows, and fund disbursements are fully automated, minimizing human error and freeing teams to focus on growth.
Standout features include customizable workflows, branded borrower, broker, and investor portals, and a built-in CRM for deal tracking and client management. Documents such as commitment letters, loan agreements, and discharges can be generated instantly. Lenders can give borrowers, brokers, and investors secure, real-time access to updates, statements, and communications, all under their own brand.
Mortgage Automator also integrates with leading tools like Zapier, credit bureau agencies, and QuickBooks, ensuring seamless adoption within your existing tech stack. As a cloud-based platform, it offers secure remote access and scalability as your business grows. But what truly sets it apart is its customer-centric approach: the team offers personalized onboarding, responsive support, and continues to develop the platform based on client feedback.
Whether you're a small lender or scaling a high-volume operation, Mortgage Automator helps eliminate bottlenecks, boost transparency, and modernize your lending process from end to end.
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Product Description
A True End-To-End Loan Origination Platform for All Your Private Lending Needs
Overview by
Plinio Buzato (Mortgage Automator)
