Mortgage Automator

Private lending operations often collapse under manual processes: loan files built in Excel, documents generated in Word, payments tracked in spreadsheets. Mortgage Automator is a purpose-built platform for private lenders that replaces that stack with a single system covering origination through servicing through fund management. Its own benchmark claims loan origination in under 1 minute 40 seconds, servicing in under 4 minutes, and renewals in under 4 minutes versus multi-hour manual equivalents.

For family offices that operate a private lending or mortgage fund business, the platform addresses the operational burden of running that book at volume. Investor and borrower portals give counterparties self-serve access to documents and account activity, reducing inbound requests to the operations team. Fund management tools include P&L overview, cashflow analysis, subscription tracking, and investor statements, which positions the platform as a candidate for family offices managing mortgage funds alongside or instead of a dedicated fund administrator.

Key capabilities include:

• Automated document generation using configurable templates and custom fields
• Automated payment collection and processing with real-time alerts
• Compliance and regulatory reporting with secure document storage
• Integration with credit reporting agencies, broker software, eSignature tools, CRMs, and insurance providers
• Custom analytics dashboards with configurable charts and reporting

The platform is SOC 2 Type II certified and reports a 4.9 out of 5 rating across Capterra, G2, and SourceForge. Over 400 clients use the platform, and it has supported $95 billion funded across 190,000 loans. Pricing is not disclosed publicly. The platform appears oriented toward North American private lending operations, and family offices without an active private lending or mortgage fund business will find limited applicability here.

• Loan origination workflow management
• Loan servicing and payment processing automation
• Mortgage fund management and investor reporting
• Document generation and storage
• Compliance and regulatory reporting
• Investor and borrower portal management

• Loan origination pipeline and task management
• Automated payment collection and processing
• Fund management with P&L, cashflow, and subscription tracking
• Configurable document generation using templates and custom fields
• Investor and borrower self-serve portals
• Custom analytics dashboards and business insights
• Compliance and regulatory reporting tools
• Email and SMS communications automation
• Role-based access controls and team management
• API and third-party system integrations

Built for Single Family Office (SFO), Multi Family Office (MFO), Fund Managers.

Customer service team with same-day or next-day response; monthly webinars mentioned by clients.

Structured training process mentioned by clients; specific timeline not disclosed.