Private and hard money lenders across the US and Canada use Mortgage Automator to run their lending business without stitching together spreadsheets, email, and separate tools. The cloud-based platform covers the full loan process, from application and underwriting to document generation, servicing, renewals, and fund management.
Lenders handling residential, commercial, or construction loans can rely on the platform to track payments, calculate interest, and disburse funds automatically, while commitment letters, loan agreements, and discharge documents are generated in seconds rather than drafted by hand. A built-in CRM keeps deals organized and moving through the pipeline, and dedicated portals give borrowers, brokers, and investors secure, real-time access to their statements.
Because workflows adjust to loan type and deal volume, lending teams can scale up without adding proportional admin work. Mortgage Automator also connects with tools like Zapier, QuickBooks, and major credit bureaus, so it fits into an existing tech stack rather than replacing it.
New customers get hands-on onboarding and ongoing support, helping lending teams get value from the platform quickly and keep growing without getting buried in manual processes.
Learn more
Sovos is a global provider of tax, compliance, and trust solutions and services that enable businesses to navigate an increasingly regulated world with true confidence.
More than 100,000 customers in 100+ countries - including half the Fortune 500 – trust Sovos for their compliance needs. Sovos annually processes more than three billion transactions across 19,000 global tax jurisdictions. Bolstered by a robust partner program more than 400 strong, Sovos brings to bear an unrivaled global network for companies across industries and geographies. Founded in 1979, Sovos has operations across the Americas and Europe, and is owned by Hg and TA Associates.
Learn more
AUPTC
Streamline your workflow for managing unclaimed property by utilizing a top-rated software solution designed specifically for this purpose. The Abandoned & Unclaimed Property Total Compliance (AUPTC) software effectively tackles the complexities of unclaimed property management while ensuring adherence to regulations in both the United States and Canada. Improper handling of unclaimed assets significantly raises the risk of expensive audits for companies. This advanced workflow solution meticulously tracks property through the stages of due diligence, payment, and escheatment, maintaining a clear audit trail. Its system logic is aligned with state regulations to guarantee comprehensive compliance with unclaimed property laws. Additionally, the platform features customizable dashboards that provide insights into records requiring formal due diligence, reissuance of checks, and necessary state reporting. By integrating this software into your operations, you can mitigate risks associated with unclaimed property management and enhance overall efficiency.
Learn more
UPNavigator
UPNavigator is a cloud-based software solution that streamlines the entire process of unclaimed property compliance by integrating data management, eligibility assessments, due diligence notifications, and state report submissions into a single user-friendly interface. Continuously updated with the most recent state regulations and accepted across all U.S. jurisdictions, it automates the generation of NAUPA II format reports, thereby minimizing the chances of incurring hefty fines and ensuring that rightful owners can recover their assets. The platform offers real-time reporting and analytics capabilities, enables users to assess state due diligence and escheatment eligibility, generate and print internal evaluation reports and owner correspondence, monitor due diligence responses, maintain data reconciliation for record-keeping, and utilize customizable filters and column selections. Backed by the successful filing of thousands of state reports, UPNavigator serves as a reliable and economical compliance solution that empowers operations teams to remain proactive in meeting regulatory deadlines. Additionally, its robust features enhance operational efficiency, allowing users to focus on strategic initiatives rather than get bogged down by compliance complexities.
Learn more
