Staying ahead of the curve in a competitive lending environment requires leveraging the right technology to gain operational efficiencies and provide greater client satisfaction. Mortgage Automator is more than just a loan origination and servicing platform; it is a comprehensive end-to-end solution that supports the entire mortgage and business management lifecycle. We’ve built our platform around a simple ethos: to make every day better for you and your clients. From initial application to final repayment, we empower you with the tools and features to manage every aspect of lending efficiently and effectively.
Fund More Deals, Faster and More Efficiently with Our Loan Origination Tools
Loan origination, a cornerstone of any lending operation, has traditionally been a labor-intensive process bogged down by paperwork, manual data entry, and numerous back-and-forth communications. With advanced document generation, communications, CRM engine, and powerful integrations with leading third-party service providers, Mortgage Automator changes the game by automating and streamlining this process, ensuring efficiency and accuracy from application to approval.
The Future of Loan Servicing is Here
Once a loan is originated, efficient servicing is crucial to maintain borrower satisfaction and ensure smooth operations. We have redefined and reinvented our loan servicing and reporting capabilities, making our platform into what we believe is the best loan servicing software in the industry. Our goal is to significantly enhance both your and your clients’ experiences by improving reports, day-to-day activities, actions, and overall user experience.
The Importance of Cybersecurity and Safeguarding Your Financial Data
In today’s digital world, cybersecurity and data protection are paramount. At Mortgage Automator, we prioritize security to ensure our clients can trust us with their sensitive information. We are thrilled to announce that we have achieved SOC 2 Type II compliance, reaffirming our commitment to top-tier cybersecurity and data protection.
What SOC 2 Type II Compliance Means for Lenders
SOC 2 Type II compliance involves a rigorous assessment of a company’s controls over an extended period. For clients, this compliance means enhanced data protection and assurance that their sensitive financial data is managed with the utmost care. The platform employs advanced security measures such as SSL encryption, intrusion detection and prevention systems (IDPS), data redundancy and backup protocols, role-based access control (RBAC), and regular security audits and penetration testing.
By achieving SOC 2 Type II compliance, our platform not only reinforces its reliability and trustworthiness but also sets a new standard in the industry for data security and operational excellence, ensuring that you have one less thing to worry about.
Ensuring Seamless Regulatory Compliance
Stay ahead of evolving regulatory requirements with automated compliance and disclosure document generation. Automatically populate critical compliance forms or create your own, ensuring regulatory adherence with data from the loan/system. It also facilitates easy management and tracking of required documentation for audit readiness and offers custom compliance reports for your local regulatory body.
Anti-Money Laundering and Anti-Fraud Compliance for Canadian Users
Mortgage Automator now includes a robust AML & Anti-Fraud Compliance toolkit to support your reporting and compliance needs in light of FINTRAC’s upcoming requirements.
- Identity Verification: Verify your clients’ identities in minutes, with access to copies of their government-issued photo IDs directly in your account.
- Bank Transactions and Income Verification: Automatically scan through borrowers’ bank statements to receive detailed analytics and risk scores, highlighting any suspicious trends and transactions.
- Financial Identity Legitimacy Verification: Run clients’ identities through comprehensive repositories to ensure you are alerted to any suspicious activity.
- Political and Terrorism Watchlists: Determine if your client is on any international political (PEP) or terrorism watchlists, with instant access to this information within your account.
Unparalleled Customizability to Adapt to Any Investment Structure & Scenario with Ease
We understand that no two lending businesses are the same. Your way of lending, your rules, your calculations, and your investor needs are uniquely your own. Effortlessly manage any investment setup, from individual investors to complex syndicated and fund investments with varying rates, and share classes. Our platform captures every nuance, providing a dynamic solution that adapts to every unique deal.
Connecting You to the Lending Ecosystem
With a robust integration framework, you can perform all critical tasks within a centralized system, enhancing efficiency and simplifying processes for everyone involved. You will have access to a comprehensive suite of integrated solutions including credit reporting agencies, broker software, insurance and title providers, identity and financial verification partners, credit card processing, eSignature, CRMs, and more. Additionally, our robust API allows for seamless data syncing between this platform and other applications, eliminating redundant data entry and ensuring that information is consistently updated across all platforms.
See if Mortgage Automator Could Be a Good Fit
Trusted by more than 375 lenders, our award-winning, end-to-end Loan Origination, Servicing & Fund Management platform simplifies the complexities of managing a lending operation, allowing you to focus on what truly matters—growing your business and delighting your clients.
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