MortgageAutomator

MortgageAutomator Mortgage Automator is the most advanced end-to-end loan origination and servicing software for private lenders.

Mortgage Automator is the most advanced end-to-end loan origination & servicing software for North American private lenders. Perfect for residential, commercial, and construction lending (rehab, fix & flips), in seconds, it auto-generates custom documents, compliance reports, ACH/PAD payments, and more. Improve communication with borrower and investor portals. With customizable templates, products

, and user training and support, focus your team on growth and let Mortgage Automator handle the rest. Integrations include: AFX Title Search, Clover Connect, Corelogic, DocuSign, Doss Docs, HubSpot, Lightning Docs, Minerva, OSC, PAD/ACH, Private Lender Law, SendGrid, Setadily, Twilio, Usio, Xactus, Zapier

Compliance in private lending isn't getting simpler in 2026.Borrowers want digital processes, investors want visibility,...
08/28/2026

Compliance in private lending isn't getting simpler in 2026.

Borrowers want digital processes, investors want visibility, and regulators want consistent records, even as loan structures and jurisdictions vary.

The lenders handling this well have one thing in common, their documentation, borrower verification, and reporting are tied to the loan record instead of scattered across inboxes and spreadsheets.

Our latest article breaks down what's changing this year and includes a practical compliance checklist you can use to review your own operation.

Link in comments.

08/18/2026

Why Mortgage Automator acquired Lendr and what comes next.

Both companies were built by people who came out of the private lending industry and set out to solve the same problem, giving lenders software actually built for how they work.

Nothing changes today. Both platforms keep running and keep getting better, now backed by a larger combined team. We're working toward one unified platform for lenders at every stage, across the US and Canada.

CEO Alexander shares the full story behind the acquisition and what it means for lenders on both platforms.

Link in comments.

Compliance risk doesn't start at report prep. It starts earlier, when HMDA fields get entered inconsistently, or documen...
08/12/2026

Compliance risk doesn't start at report prep. It starts earlier, when HMDA fields get entered inconsistently, or documents sit outside the loan file.

Our latest article examines why compliance has become harder for non-bank lenders.

Only 10% of financial institutions run a fully automated compliance management system, and lenders relying on spreadsheets and email reported seven times as many examiner questions as automated peers.

If HMDA reporting or fair lending reviews have been eating more time than they should, this one's for you.

Link in comments👇

Construction and fix-and-flip lenders: does your budget live anywhere near your active loan file?For most lenders we tal...
08/11/2026

Construction and fix-and-flip lenders: does your budget live anywhere near your active loan file?

For most lenders we talk to, the answer is no. It’s off in its own spreadsheet, or in a separate platform completely detached from the loan itself.

Draw Management brings them into the same system.

Build your budget once, manage every draw right inside the loan file, and track Project Health scores across active loans. You'll catch budget drift before it turns into a phone call you didn't see coming.

Curious what that looks like in action? Link in comments. 👇

We're excited to announce that Mortgage Automator has acquired , a loan origination and servicing platform built by priv...
08/04/2026

We're excited to announce that Mortgage Automator has acquired , a loan origination and servicing platform built by private lenders, for private lenders.

Together, we're building the most comprehensive private lending software ecosystem in the industry — combining two teams, two products, and one shared mission to serve lenders at every stage of growth.

Read the full announcement, linked in the comments. 👇

07/30/2026

You'd think passing every check means you're in the clear. This case proves otherwise.

Victor Tay, who runs Minerva and was previously Chief AML Officer at Wells Fargo Canada, discusses a client who cleared onboarding with zero red flags. Six months later, a transaction-monitoring alert flagged fraud, prompting media exposure across Europe and Asia.

Here's the gap. Domestic checks only tell you what's happening inside one country's records. They can't catch sanctions, foreign enforcement actions, or adverse media coverage happening elsewhere. If your screening stops at the border, so does your visibility into risk.

We covered this case along with the rest of the fraud examples from the panel in our webinar, "Before You Fund".

Watch the replay below ⬇️

07/23/2026

Fraud isn't happening evenly across the country.

It's piling up in a handful of states, and a couple of them might catch you off guard.

from walks through numbers from a recent Cotality report, a 6.1% jump in mortgage application fraud, with New York, Rhode Island, Connecticut, California, and Florida topping the list. Connecticut and Rhode Island stood out even to him.

We broke down the rest of this data, along with the other fraud cases shared on the panel, in our recap of the "Before You Fund" webinar.

Click the link in the comments to see where the risk is concentrated and what to watch for.

  loans.   loans.   draws.   money deals.None of these fit neatly into a traditional LOS built for standardized, agency-...
07/22/2026

loans. loans. draws. money deals.

None of these fit neatly into a traditional LOS built for standardized, agency-style mortgage production.

So teams end up working around the system instead of with it.

New loan programs take too long to configure. Exceptions land in spreadsheets. Files move forward through inbox threads instead of the platform meant to track them.

Our CEO, Jason Alexander, broke down the LOS features that actually matter for non-QM and niche lenders, from configurable underwriting workflows to construction draw management to servicing integrations that don't require re-entering everything by hand.

If your team is still building workarounds around your origination software, take a look at the link in the comments.

-QM

AI can now generate a convincing borrower package, including bank statements, tax returns, and corporate docs, in minute...
07/06/2026

AI can now generate a convincing borrower package, including bank statements, tax returns, and corporate docs, in minutes.

That was one of the harder truths that came out of our recent panel on due diligence in private lending.

Four specialists spent an hour getting into what lenders are getting wrong, what fraud looks like today, and what a solid verification process actually requires.

We turned the best of that conversation into a blog post. Read the full breakdown below 👇

Most private lenders know their internal processes are a bit messy, but they don't know exactly where the biggest leaks ...
06/16/2026

Most private lenders know their internal processes are a bit messy, but they don't know exactly where the biggest leaks are happening.

As deal volume ramps up this June, the cracks in manual workflows start to show. That’s why we put together the Private Lender Tech Audit.

It’s a simple, free 10-point checklist to help you identify:
- Where your team is wasting the most time on data entry
- If your investor reporting is creating compliance risks
- How much loan origination time you could actually be saving

Stop wondering if your back-office is efficient enough, and run the numbers yourself.

Download the free checklist here: https://hubs.la/Q04kMlVG0

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160 Bloor Street E
Toronto, ON
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