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Average Ratings 189 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Streamline your lending operations and drive growth with Mortgage Automator - a powerful loan origination and servicing software. Designed specifically for North American private and hard money lending businesses, the platform enables lenders to automate critical processes, increase efficiency, and focus on what matters - growing their business. With Mortgage Automator's comprehensive loan origination suite, lenders can receive leads and loan requests, build a robust sales pipeline, easily manage tasks and communications, and streamline their lending operations. Automator's loan servicing features allow lenders to eliminate manual errors and save valuable time with powerful automation capabilities. Enhance the credibility of your lending operations and give investors peace of mind with our comprehensive fund structure solution. With Mortgage Automator, you can simplify your lending operations and focus on driving growth.

Description

Achieving success requires meticulously designed user experiences that prioritize conversion rates. PayPlan's loan origination system encompasses all the tools necessary to turn applicants into loyal customers. It allows for seamless customization to fit the specific workflow needs of your organization. The loan applications are not only visually appealing but also designed with user satisfaction in mind, ensuring a smooth transition from interest to conversion. You can monitor every step your customers take throughout their journey, as we focus on creating applications that maximize ease of use, convenience, and overall user satisfaction. By integrating your existing business data into loan applications, you can streamline the process and eliminate the need for customers to re-enter information you already possess, ultimately leading to higher conversion rates and improved customer relationships. Furthermore, this approach not only enhances efficiency but also fosters a more positive experience for the user, making it easier for them to engage with your services.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

HubSpot CRM
HubSpot Customer Platform
Clover
Docusign
Filogix
Lendesk
Matrix
Salesforce
Stripe
Twilio
Velocity
Zapier
Zapier Canvas
Zoho CRM
Zum Rails

Integrations

HubSpot CRM
HubSpot Customer Platform
Clover
Docusign
Filogix
Lendesk
Matrix
Salesforce
Stripe
Twilio
Velocity
Zapier
Zapier Canvas
Zoho CRM
Zum Rails

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Mortgage Automator

Founded

2017

Country

Canada

Website

www.mortgageautomator.com

Vendor Details

Company Name

Business Warrior

Founded

2014

Country

United States

Website

www.businesswarrior.com/automated-lending-platform

Product Features

Loan Origination

Mortgage Automator enhances the loan origination process by ensuring comprehensive management from start to finish. Tailored specifically for private and hard money lenders, this platform seamlessly integrates with popular CRM systems, includes lead intake forms, and offers API connectivity for a smooth user experience. Lenders can manage borrower due diligence, gather necessary documents, and generate term sheets all within one platform. The system's automation of tasks, reminders, and audit trails boosts team productivity. Ideal for residential, commercial, and construction financing, this adaptable solution is crafted by lenders with the needs of fellow lenders in mind.

Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application

Loan Servicing

Mortgage Automator revolutionizes loan servicing by offering a comprehensive suite of tools for managing fund disbursements, repayments, and related processes. The platform enhances efficiency with features such as ACH/payment tracking, automated notifications for non-sufficient funds (NSF), monthly reporting, and up-to-the-minute analytics. Designed to accommodate various payment models—be it interest-only, principal & interest, or tailored payment plans—the system guarantees smooth tracking of payments, distribution to investors, and effective communication with borrowers through automated emails and SMS notifications. Equipped with user-friendly dashboards, organized workflows, and seamless integration capabilities, lenders can optimize their servicing operations while retaining complete oversight of their loan portfolios.

Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans

Mortgage and Loans

Mortgage Automator is the premier software solution designed specifically for private and hard money lenders. This comprehensive platform streamlines every aspect of the mortgage process, from origination to servicing, by automating documentation, underwriting, and payment processing. Lenders can effortlessly oversee residential, commercial, and construction loans, utilizing tailored workflows, borrower interfaces, and investor dashboards. The integration of ACH/PAD facilitates smooth collection and disbursement of funds, while automated reporting boosts operational effectiveness. With exceptional customer support, Mortgage Automator removes obstacles and fosters scalable business growth.

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Product Features

Loan Origination

Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application

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