Company Website

Ratings and Reviews 186 Ratings

Total
ease
features
design
support

Ratings and Reviews 1 Rating

Total
ease
features
design
support

What is Mortgage Automator?

Optimize your lending processes and accelerate your growth with Mortgage Automator, an advanced software solution for loan origination and servicing. Tailored explicitly for private and hard money lending firms in North America, this platform empowers lenders to automate essential tasks, boost productivity, and concentrate on what truly matters—expanding their business. The extensive loan origination suite offered by Mortgage Automator allows lenders to capture leads and loan applications, cultivate a solid sales pipeline, seamlessly manage communications and tasks, and enhance their overall lending workflow. Moreover, the loan servicing functionalities of Automator help lenders to reduce manual errors and conserve valuable time through its robust automation features. By implementing our complete fund structure solution, you can improve the reliability of your lending operations and provide investors with confidence in their investments. With Mortgage Automator, you not only streamline your lending practices but also position yourself for sustained growth in a competitive market. Embrace this innovative platform and take your lending business to new heights.

What is ColdStoreApp?

Our intuitive software simplifies the management of cold storage efficiently. Highlighted features include Aamad and Nikasi stock management, along with options for tracking items on a monthly, weekly, seasonal, or daily basis. The system generates automatic bills and invoices on a daily or monthly schedule, with GST compliance specifically for Kirana products. It also accommodates various costs associated with labor, loading and unloading, grading, and Bardana fees. Depending on the type of commodity, it assigns automatic lot numbers, while also recording purchases and sales, allowing users to calculate their profit or loss. Users can create barcodes and labels easily, and there's seamless integration with Tally ERP for managing payment and receipt vouchers. Additionally, a loan management feature is available, and the interface includes a map view tailored to your design preferences. Communication is streamlined through WhatsApp and Telegram, enabling users to send stock statuses, bills, and additional information directly. The software provides stock and ledger reports in multiple formats, supporting multiple users in both online and offline modes. For employees, there is a straightforward Android application, which includes support for Aamad and Nikasi images, as well as a Nikasi barcode scanner. Moreover, automatic backups to your Google Drive are included, and you can transfer data from other software systems. With a wide range of additional features, this software is designed to meet diverse user needs.

Media

Media

Integrations Supported

Clover
Docusign
Filogix
HubSpot CRM
HubSpot Customer Platform
Lendesk
Matrix
Stripe
TallyPrime
Zapier Canvas

Integrations Supported

Clover
Docusign
Filogix
HubSpot CRM
HubSpot Customer Platform
Lendesk
Matrix
Stripe
TallyPrime
Zapier Canvas

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

₹10000
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Mortgage Automator

Date Founded

2017

Company Location

Canada

Company Website

www.mortgageautomator.com

Company Facts

Organization Name

ColdStoreApp

Date Founded

2022

Company Location

India

Company Website

coldstoreapp.com

Categories and Features

Loan Origination

Mortgage Automator enhances the loan origination process by ensuring comprehensive management at every stage. Tailored for private and hard money lenders, this platform seamlessly connects with top CRMs, includes customizable lead intake forms, and features API support for an effortless user experience. Lenders can efficiently conduct borrower assessments, gather necessary documentation, and generate term sheets all within one platform. Automated notifications, task management, and audit tracking further boost team productivity. Ideal for various lending types—residential, commercial, and construction—this adaptable solution is crafted by lenders specifically for their peers.

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

Loan Servicing

From funding to disbursement and all aspects in between—Mortgage Automator takes the complexity out of loan servicing by offering features like ACH/payment monitoring, automated notifications for NSF occurrences, monthly account statements, and up-to-the-minute reporting. The platform caters to various repayment methods, including interest-only, principal & interest, or tailored payment plans, guaranteeing efficient tracking of payments, distribution to investors, and communication with borrowers via automated emails and SMS notifications. Equipped with user-friendly dashboards, organized workflows, and smooth integrations, lenders can enhance their servicing processes while retaining complete oversight of their loan portfolio.

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 serves as the premier software solution for private and hard money lenders in the mortgage industry. This comprehensive platform streamlines the entire lending process, from loan origination to servicing, by automating essential tasks such as documentation, underwriting, and payment processing. Users can efficiently oversee a variety of loan types, including residential, commercial, and construction projects, thanks to customizable workflows, borrower portals, and investor dashboards. The integration of ACH/PAD facilitates smooth collection and disbursement of funds, while automated reporting significantly boosts operational productivity. With top-notch customer support, Mortgage Automator minimizes inefficiencies, fostering scalable growth for lenders.

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

Categories and Features

Cold Storage

Co-Packing / Re-Packing
Cross Docking
Customer Billing
Customer Web Portal
Inventory Accuracy
Lot Control
Product Sleeving
Product Weighing
Racking Logic
Temperature Capture
Traceability

Popular Alternatives

LoanAssistant Reviews & Ratings

LoanAssistant

Integrated Accounting Solutions

Popular Alternatives

Inspired Portal Reviews & Ratings

Inspired Portal

Inspired Technology Systems
DownHome Loan Manager Reviews & Ratings

DownHome Loan Manager

DownHome Solutions