Loan Origination & Servicing Software for Private Lenders

Mortgage Automator is the most advanced end-to-end loan origination and servicing software for private lenders. Perfect for residential, commercial and construction lending (rehab, fix & flips), in seconds, it auto-generates custom documents, compliance reports, ACH/PAD payments and more. Improve communication with borrower and investor portals. With unlimited documents, unlimited users, and unlimited training and support, focus your team on growth and let Mortgage Automator handle the rest.

Focus on Growth

Save time on documentation
All that time you spend on creating new documents can be channeled into getting more business instead. Auto-generate custom documents, compliance reports, ACH / PAD payments and more while focusing on running and growing your private lending business.

Streamline communication
Send out automated communication to all relevant parties in a timely manner. Request appraisals directly through the system, inform borrowers of NSF payments with automatic text message alerts, and keep all your communication centralized in borrower and investor portals.

Do more with the same resources
By automating your lending business processes, you can free up your team to work on building relationships and getting more deals, allocating more time for marketing and finding new investors. Increase efficiency by automating mundane tasks and get more done.

Some of Our Features

Borrower Portal

The Borrower Portal or a form on your website can be used to submit applications directly into your Mortgage Automator account. Borrowers can review their existing and past loans, see annual statements, request additional funds, and much more. Everything is white-labeled, making your website the only point of entry needed.

Loan Origination

A complete loan origination suite is available to track the deals in your lending process. Custom processes can be created with loan statuses, user assignments, and individualized tasks to ensure no deal falls through the cracks. Every possible type of loan is supported, and loan documents (like term sheets) are created automatically to be perfect every time. A convenient document uploading module makes it easy to request and sort documents required to satisfy your conditions.

Loan Servicing

Powerful features are available for all your loan servicing needs. ACH payments are completed in seconds; borrowers receive text messages in case of NSFs, even before you get a chance to send them an automatically generated NSF letter; investors can be replaced mid-deal, and much more. With all the calculations done for you, it’s easy to see why so many companies have adopted Mortgage Automator as the platform of choice.

Investor Relations

A beautiful, organized, and easy-to-follow investor statement is sent automatically on the morning of your investor payments, establishing a clear understanding of their portfolio and, more importantly, trust in your private lending process. For those investors who are more keen to log in themselves, an investor portal is available.

Accounting & Reporting

Numerous accounting and operational reports are available to give you a complete overview of your operations. At Mortgage Automator, we try to automate every process and report. Whether it’s compliance or trust reinvestment reports, the system has you covered. Trust and Operating account ledgers allow you to dive deep and understand every number, while an automatic QuickBooks sync perfectly matches your bank statements, making your monthly bookkeeping a breeze.

Visit our website for more information.

Get In Touch

Mortgage Automator pays us to be listed, so there is no fee to connect with them directly. Share your loan request, send a simple email, call, or visit their website.

Stay Informed About Private Lending

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Mortgage Automator was started in 2013 as a simple document generating tool for a small private lender in Toronto, Canada. The idea was to relieve the company from their redundant day-to-day tasks, and instead help them concentrate on growing and managing their business. It worked so well that the product was made available to everyone in the industry!

Since then, the software has evolved significantly to encompass every possible feature and account for all the unique lending scenarios. Mortgage Automator was officially re-launched in 2019 and won the Supplier Innovator of the Year Award from the Canadian Mortgage Awards of Excellence the same year!

It continues to evolve, with new features added weekly, yet at its core – Mortgage Automator is a cloud-based CRM that fully automates a private lending business of any size: from document generation, compliance, and reporting to helping manage investor relations.

Year Established



  • National Private Lenders Association
  • American Association of Private Lenders

Office Locations

2200 Yonge Street, Suite 400, Toronto, Ontario M4S 2C6

  • Investment Management Software
  • Loan Origination Software
  • Loan Servicing Software
Real Estate Sectors
  • Private Mortgage Lending
Customer Types
  • Private Mortgage Lenders
  • Wholesale Mortgage Lenders
  • Mortgage Lenders

Get In Touch

Mortgage Automator pays us to be listed, so there is no fee to connect. Share your loan request, send a simple email, call, or visit their website.

Stay Informed About Private Lending

Receive our monthly newsletters with valuable insights and industry updates

Contact Mortgage Automator

Contact Mortgage Automator by whichever method you choose. There is no fee for making contact, they pay us to be listed here. If you submit an email message, it will be sent to the company, and they will reply to you directly. A copy will be saved in our database.