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Mortgage Automator

Niche LOS

Mortgage Automator is a Toronto-based end-to-end origination and servicing platform for North American private lenders, featuring auto-generated documents, borrower and investor portals, and support for both U.S. and Canadian regulatory requirements.

Small-to-mid private lenders in the U.S. and Canada that want end-to-end origination and servicing with auto-generated documents, borrower portals, and investor management

Private Lenders
Mortgage Commercial Construction Fix & Flip Cloud

Quick Facts

Company
Mortgage Automator
Ownership
Majority recapitalization by BVP Forge, May 2024
Founded
2013
HQ
Toronto, ON (Canada/US)
Best Fit
Small to Midsize
Pricing
SaaS subscription (tiered plans)
Market
Growing presence among North American private lenders
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Overview

Mortgage Automator is an end-to-end origination and servicing platform designed specifically for private lenders in North America. The platform covers the complete lending lifecycle from application intake through loan servicing, with auto-generated documents, compliance reports, and dedicated borrower and investor portals. Its Canadian headquarters give it strong fit for the North American private lending market, supporting both U.S. and Canadian regulatory requirements and document templates. Mortgage Automator's particular appeal is its focus on reducing the manual work that private lenders deal with daily — automated document generation, payment processing, and investor reporting replace the spreadsheet-based workflows that many private lending operations still run on. The vendor says the software was first built in 2013 and officially launched in 2019. The company announced a majority recapitalization by BVP Forge in May 2024, and in August 2026 it announced the acquisition of Lendr, a US-based loan origination and servicing platform for private lenders.

Key Features

  • ▸ End-to-end origination and servicing for private lenders
  • ▸ Auto-generated loan documents and compliance reports
  • ▸ Borrower portal with digital application and payment access
  • ▸ Investor portal with performance reporting and statements
  • ▸ Construction draw management and disbursement tracking
  • ▸ Payment processing with automated remittance and escrow
  • ▸ Pipeline management with configurable workflow stages
  • ▸ Automated email and SMS communication workflows
  • ▸ Document management with template library
  • ▸ Reporting and analytics for portfolio performance

Pricing

What we know about Mortgage Automator pricing:

Estimated $200–$600/user/month; plans scale with portfolio size

Like most enterprise LOS vendors, Mortgage Automator doesn't publish standard pricing. Quotes are customized based on institution size, loan volume, and module selection. We recommend requesting all-in three-year TCO quotes that include implementation, training, and ongoing fees.

Key Integrations

Publicly documented integrations or connectivity options for Mortgage Automator include the following:

Not applicable — serves private lenders

Ideal Customer Profile

Asset Size
N/A (private lenders)
Loan Volume
25–500 private loans/year
Staff Size
2–20 staff
Best When
You're a North American private lender that wants origination and servicing in one platform with auto-generated documents and portals for both borrowers and investors

Pros & Cons

Strengths

  • ✓ Purpose-built for North American private lenders (U.S. and Canada)
  • ✓ Auto-generated documents dramatically reduce manual work
  • ✓ Both borrower and investor portals included out of the box
  • ✓ Strong servicing capabilities integrated with origination
  • ✓ Cloud-native SaaS with modern, clean interface

Limitations

  • ✗ Exclusively focused on private lending — not for banks or agency mortgage
  • ✗ Smaller vendor with limited brand recognition outside private lending niche
  • ✗ Canadian origin means some U.S.-specific features may lag
  • ✗ Integration ecosystem is narrow compared to broader LOS platforms
  • ✗ Limited independent reviews for due diligence

User Reviews & Reputation

G2
4.9 (72)
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Capterra
4.9 (58)
View reviews →

Review scores and snippets from third-party sources. Ratings reflect aggregate user reviews and may change over time.

Frequently Asked Questions

How much does Mortgage Automator cost?
Mortgage Automator pricing is estimated at $200–$600 per user per month with plans that scale based on portfolio size. For small-to-mid private lenders handling 25–500 loans per year, this pricing provides a complete origination and servicing solution without requiring separate systems for each function.
Does Mortgage Automator integrate with core banking systems?
Mortgage Automator does not integrate with traditional core banking platforms, as it is designed exclusively for private lenders rather than depositories. Its focus is on streamlining private lending workflows with auto-generated documents, payment processing, and investor reporting.
Is Mortgage Automator good for Canadian private lenders?
Yes, Mortgage Automator is headquartered in Toronto and has strong support for Canadian regulatory requirements and document templates alongside U.S. compliance. This dual-country support makes it uniquely well-suited for private lenders operating in both the U.S. and Canadian markets.
Does Mortgage Automator include investor management?
Yes. Mortgage Automator includes a dedicated investor portal with performance reporting and statements, plus borrower portals for digital applications and payment access. Both portals come included out of the box, which is not always the case with competing private lending platforms.

Sources for this Mortgage Automator profile

Last updated: September 30, 2026

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