
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.
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Our powerful Customer Relationship Management software (CRM) can help you increase productivity, generate more revenues, and improve engagement. Manage your advance/loan portfolio. Integrated with ACH processors. Includes broker portal and syndicate reporting. Send email and SMS campaigns, send/receive SMS messages, track email openings, and much more. ClixSign® allows you to send any document for electronic signature. You can see when documents have been viewed and signed by up 8 signers. Your customers can access a branded portal that allows them to upload documents, view messages and track balances/payments. The most up-to-date contact and deal management software allows you to see the entire pipeline. Centrex Software provides custom software development solutions. We assist customers in building web and mobile apps for any purpose.
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ABLE Platform
ABLE Platform is a multimodule web software that covers the entire loan origination and loan management processes.
The following modules are included:
Landing page & Borrower portal - to attract and serve borrowers.
Self-service portal - to manage the whole enterprise activity.
Back-office - the core of the platform to manage incoming loan applications, service disbursed loans, configure the loan product catalog, built-in dashboards and more.
ABLE Platform serves any type of loan:
- Payday Loan
- Personal Loan
- Point of Sale Loan (POS)
- Buy Now, Pay Later (BNPL)
- Mortgage Loan
- Home Equity Loan
- Auto Loan (Car finance)
- Student Loan, etc
The platform can be used as SaaS or On-Premise.
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MeridianLink Mortgage
MeridianLink® Mortgage is an award‑winning mortgage loan origination system designed to help banks, credit unions, and independent mortgage banks reduce origination costs, eliminate fragmented workflows, and scale efficiently in competitive markets. Built on a modern, configurable architecture, the platform combines native tools, no‑code configuration, and extensive integrations to accelerate decisioning, simplify operations, and improve borrower outcomes.
The solution supports the full mortgage lifecycle with modular LOS capabilities, a highly configurable Mortgage Access POS for faster applications and higher conversions, and Insight for Mortgage, which delivers real‑time dashboards, benchmarking, and borrower analytics without reliance on technical teams. Built‑in and third‑party PPE options—including the PriceMyLoan® pricing engine—shorten cycle times and improve pull‑through, while patented debt optimization tools analyze borrower liabilities to strengthen qualification and identify consolidation opportunities.
DecisionLender enables broker and correspondent collaboration through a secure third‑party originator portal, while post‑close cross‑sell capabilities extend relationships beyond funding. No‑code configurability allows teams to tailor workflows using custom screens, unlimited fields, rules, and pipeline views without developer effort. Open APIs and webhooks support real‑time data access, document exchange, pricing, and notifications.
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