Mortgage Automator

Mortgage Automator is loan origination and servicing software for private lenders, hard money lenders, mortgage investment corporations, private funds, credit unions, and other non-bank lenders. It covers borrower intake, origination, document generation, servicing, compliance steps, fund management, investor reporting, and portfolio oversight on one system.

The modules are loan origination, loan servicing, fund management, borrower and broker portals, construction draw management, task automation, integrations, and an MCP connector that links loan data to AI tools. Draw management holds a construction budget built once, applies a loan-to-cost ratio across line items, calculates a contingency bucket, validates draw requests against approved budgets and site inspection reports, and scores project health when spending outruns progress. Fund management handles fixed or floating share prices, cash or accrual recognition, pre- or post-DRIP NAV calculations, subscription agreements, share certificates, trade confirmations, branded investor statements, and an investor portal.

The product was first built in 2013 inside a private lending business and launched as a platform in 2019. It now supports lenders across Canada, the United States, and Australia, and reports 400+ private lending clients, a 4.9/5 rating on G2 and Capterra, and SOC 2 Type II certification. Plans are tiered by active loan count and assets under management, with the full platform and 24/7 support on every tier, a named customer success manager from the second tier up, and the API package and MCP connector on the larger tiers.

Prices are personalised and quoted by the sales team rather than listed, so the published tier boundaries are the only public guide to where a book of business lands. The office is in Toronto, Ontario, which is worth noting for a lender that needs support in US time zones.