Mortgage Automator

Mortgage Automator combines loan origination, servicing and fund management for private lenders, automating calculations, alerts, payments and document generation.

Including fund management alongside servicing reflects how private lending actually operates. A private lender is usually deploying other people's money, so investor contributions, distributions and reporting are not a back office afterthought but the other half of the business, and keeping them in a separate system means reconciling two versions of the same loan.

Both borrowers and investors get secure self serve portals to manage loans and investments, access documents and request actions. Giving investors their own portal removes what is otherwise a constant stream of individual requests for statements and updates, which is the single largest unbilled time cost in small lending operations.

The stated aim is handling more loans faster without adding headcount, through automated key processes, instant document generation and error reduction. Integrations span credit reporting agencies, broker software, insurance providers, credit card processing, eSignature and CRMs so critical tasks happen in one centralised system. Workflow management automates and scales operations, organisation management configures teams, roles and permissions with secure authentication, and analytics dashboards offer customisable charts alongside custom accounting reports. Compliance storage and sharing support regulatory reporting. Pricing is not published.