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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 Collect?

Collect serves as an intuitive and secure portal solution designed for the efficient collection and management of client documents. It caters to a diverse clientele, ranging from Fortune 500 corporations to small agencies and professional service providers, and offers extensive customization options, including advanced branding and white-labeling capabilities that accommodate a variety of applications. With features such as automatic reminders, task assignments, and robust validation workflows, Collect enhances team productivity during the document collection process. Additionally, it can seamlessly integrate with existing tools to further streamline operations. Collect is purposefully crafted to boost your productivity and efficiency. Moreover, it contributes to a positive brand perception by showcasing your logo and colors on the client portal and communications, along with the option for a fully white-label client portal. Security is a top priority for Collect, which complies with leading global security standards and maintains data centers located in both the US and EU to ensure your information is well protected.

Media

Media

Integrations Supported

Zapier
Clover
Docusign
Filogix
HubSpot CRM
HubSpot Customer Platform
Lendesk
Matrix
Slack
Stackreaction
Stripe
Twilio
Velocity
Zapier Canvas
Zum Rails

Integrations Supported

Zapier
Clover
Docusign
Filogix
HubSpot CRM
HubSpot Customer Platform
Lendesk
Matrix
Slack
Stackreaction
Stripe
Twilio
Velocity
Zapier Canvas
Zum Rails

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$39 /month
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

Collect

Date Founded

2019

Company Location

France

Company Website

www.usecollect.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

Admissions and Enrollment

Application Management
Assessment Management
Candidate Management
Colleges / Universities
Evaluation Management
Fee Management
Financial Aid Management
Forms Management
K-12
Recruiting Management
Scoring
Self Service Portal

AML

Behavioral Analytics
Case Management
Compliance Reporting
Identity Verification
Investigation Management
PEP Screening
Risk Assessment
SARs
Transaction Monitoring
Watch List

Applicant Tracking

Assessments
Background Screening
Candidate Management
Collaboration Tools
Internal HR
Interview Management
Interview Scheduling
Job Board Posting
Job Requisition
Onboarding
Recruiting Firms
Reference Checking
Resume Parsing
Resume Search
Self Service Portal
Workflow Management

Audit

Alerts / Notifications
Audit Planning
Compliance Management
Dashboard
Exceptions Management
Forms Management
Issue Management
Mobile Access
Multi-Year Planning
Risk Assessment
Workflow Management

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

File Sharing

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Loan Origination

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

Mortgage and Loans

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

Onboarding

Course Management
Document Management
E-Verify / I-9 Forms
Electronic Forms
Electronic Signature
Employee Handbook
Employee Portal
File Management
Job Description Management
Orientation Management
Self Service Portal
Task Management
Tax Forms
Training Management

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

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