Unify CRM vs. Mortgage Automator

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.

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.

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.