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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FUNDINGO Loan Origination
FUNDINGO's loan processing software can help you improve the customer's experience lending. It makes it easy to collect data from applicants, manages loan processing steps and keeps deals from getting stuck in a rut. The Submission Wizard allows users submit a deal via email and attach relevant Attachments to multiple lenders at the same time, streamlining what is normally a tedious process. Reduce paperwork and create loan origination fees quickly.
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PrimeRFP
Stop spending countless hours trying to find the right contracts for your business. Our innovative solution accurately connects you with the most suitable opportunities, enabling you to bid more strategically, secure additional deals, and avoid lost revenue. With PrimeRFP's AI-driven platform, you can discover promising, customized prospects in real time while speeding up your response times, resulting in increased victories and revenue expansion. Our AI matching technology ensures you only focus on the RFPs that align with your strengths. This precision in matching allows you to efficiently bid and win deals, which leads to rapid revenue growth. Allow PrimeRFP to handle your RFP searches, so you can dedicate more time to developing compelling proposals, building customer relationships, and driving your business's progress. The era of efficient bidding has arrived, and our platform enhances the success of your proposals through effortless team collaboration and a robust partnership matching program. PrimeRFP's system effectively consolidates communication and document sharing, ensuring that your team works seamlessly together. Embrace a new level of efficiency and success in your bidding process today.
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