Company Website

Ratings and Reviews 187 Ratings

Total
ease
features
design
support

Ratings and Reviews 5 Ratings

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 LoanAssistant?

LoanAssistant is an innovative and flexible loan management software crafted by a skilled group of accomplished software engineers, banking professionals, and financial experts. This unique solution is the sole loan servicing add-on compatible with QuickBooks, allowing users to efficiently oversee various loans and credit lines. With LoanAssistant, users can effortlessly sync loan data with QuickBooks without the need for duplicate entries, facilitating real-time financial reporting. The software is designed to automatically compute interest and principal amounts based on the specified payment date and amount, making it easy to manage and process any applicable charges and fees. Its user-friendly interface requires no advanced accounting or bookkeeping knowledge, making it accessible to a broad audience. The comprehensive loan management capabilities of LoanAssistant cater to multiple sectors within the lending industry, including residential and commercial mortgages, student loans, automotive financing, construction loans, installment sales, leases, and investor participation, among others. Additionally, the program offers extensive reporting options, which include personalized letters and tax documents such as the 1098 forms. Setting up the system is straightforward, requiring no extra hardware, and there are no additional costs based on the number of loans, customers, accounts, or transactions managed. Furthermore, it features an option for accrual accounting, as well as stand-alone and borrower-side servicing capabilities. Users can also take advantage of a complimentary 30-day trial to explore the software's features and capabilities.

Media

Media

Integrations Supported

Clover
Docusign
Filogix
HubSpot CRM
Lendesk
Matrix
Microsoft 365
QuickBooks Accountants
QuickBooks Cash
QuickBooks Commerce
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Enterprise
QuickBooks Online
Stripe
Twilio
Velocity
Zapier
Zapier Canvas
Zum Rails

Integrations Supported

Clover
Docusign
Filogix
HubSpot CRM
Lendesk
Matrix
Microsoft 365
QuickBooks Accountants
QuickBooks Cash
QuickBooks Commerce
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Enterprise
QuickBooks Online
Stripe
Twilio
Velocity
Zapier
Zapier Canvas
Zum Rails

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$999
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

Integrated Accounting Solutions

Date Founded

1999

Company Location

United States

Company Website

www.iasolutions.info/

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

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Loan Servicing

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

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

Popular Alternatives

Popular Alternatives

LoanAssistant Reviews & Ratings

LoanAssistant

Integrated Accounting Solutions
MORSERVw Reviews & Ratings

MORSERVw

Butler & Associates
Mortgage+Care Reviews & Ratings

Mortgage+Care

Consulting Plus
LoanShark Reviews & Ratings

LoanShark

Data Designs