MortgageAutomator

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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

Raising capital from investors is often one of the harder conversations for private lenders, even with a strong track re...
09/24/2026

Raising capital from investors is often one of the harder conversations for private lenders, even with a strong track record backing them.

That's why we're giving away the exact deck Holbrook Capital has used firsthand to raise millions in capital. Tweak it, reuse it, make it yours every time you're back in front of a new investor.

The only thing we ask in return? Tell us how it goes when you close the round. 😉

Free to download: https://hubs.la/Q04yglNT0

Loans are hitting maturity in a much tougher refinancing environment, and many borrowers can't get out on terms that wor...
09/09/2026

Loans are hitting maturity in a much tougher refinancing environment, and many borrowers can't get out on terms that work.

Join us on September 29 for The Maturity Wall, a live session on:
🔹 The early warning signs, 60-90 days before default
🔹 What to do when refinancing isn't the exit
🔹 How lenders are using AI to prioritize the highest-risk files

📅 Tuesday, September 29
⏱️ 2:00 p.m. ET / 11:00 a.m. PT

With Luis Daniel Roque (HIS Capital Funding), Alvin Mah (Hawkwood Capital), Vick Bains (PHL Capital Corp), and Alex Smith (Mortgage Automator).

Register now: https://hubs.la/Q04x2CN50

Every month, the same questions come up. Which loans are maturing? What's our exposure? How's the fund performing?Mortga...
09/01/2026

Every month, the same questions come up. Which loans are maturing? What's our exposure? How's the fund performing?

Mortgage Automator now connects directly to Claude and ChatGPT. Ask, and get an accurate answer back instantly, straight from your live data.

See it in action→ https://hubs.la/Q04v-sN_0

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.

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160 Bloor Street E
Toronto, ON
M4W0A2

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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