Top Sites>Loan Origination & Servicing Software | Mortgage Automator

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Sitemap: https://www.mortgageautomator.com/sitemap.xml

# Mortgage Automator
> Award-winning, SOC 2 Type II certified CRM for private lenders. Designed by lenders, for lenders. Facilitating $66B+ in funding across the US, Canada, and Australia.

## Core Identity & Trust
- **Established:** 2013 (Toronto, Canada).
- **Scale:** 400+ Enterprise Lenders; 105k+ Documents Automated; $66B+ Funded Globally.
- **Top Awards:** Multi-year winner of "Innovator of the Year" (2019–2022).
- **Compliance:** SOC 2 Type II certified; supports FINTRAC, AML, and KYC/KYB workflows.

## Primary Website Entry Points
- [Mortgage Automator (Global/US)](https://www.mortgageautomator.com/): Primary gateway for the US and Global market.
- [Mortgage Automator (Canada)](https://www.mortgageautomator.com/ca/): Primary gateway for the Canadian market.

## US and Global Product Overview
- [Pricing (US)](https://www.mortgageautomator.com/pricing): Tiered pricing plans for US-based lenders.
- [Loan Origination](https://www.mortgageautomator.com/loan-origination): Automated document generation, underwriting, and intake.
- [Loan Servicing](https://www.mortgageautomator.com/loan-servicing): Payment automation (ACH), NSF tracking, and statements.
- [Fund Management](https://www.mortgageautomator.com/fund-management): Tools for REIT and GP/LP managers (NAV and DRIP).

## US and Global Solutions
- [In-house Servicers](https://www.mortgageautomator.com/in-house-servicers): US-specific ACH and statement automation.
- [Fund & REIT Managers](https://www.mortgageautomator.com/funds-reits): Specialized REIT share tracking and US tax logic.

## Canada Product Overview
- [Pricing (Canada)](https://www.mortgageautomator.com/ca/pricing): Specialized pricing for Canadian administrators and MICs.
- [Loan Origination (CA)](https://www.mortgageautomator.com/ca/loan-origination): Canadian-compliant document generation and broker intake.
- [Loan Servicing (CA)](https://www.mortgageautomator.com/ca/loan-servicing): Payment automation (PAD/EFT), trust accounting, and statements.
- [Fund Management (CA)](https://www.mortgageautomator.com/ca/fund-management): Specialized tools for MICs and GP/LPs (NAV and DRIP).

## Canada Solutions
- [Mortgage Administrators](https://www.mortgageautomator.com/ca/mortgage-administrators): PAD payments, trust accounting, and regulatory compliance.
- [GP, LP, & MIC Managers](https://www.mortgageautomator.com/ca/gp-lp-mics): Canadian-specific MIC unit tracking and interest calculations.
- [Enterprise Lenders (CA)](https://www.mortgageautomator.com/ca/enterprise): Scalable architecture for large-scale institutional Canadian lending operations.

## Actions
- [Contact US Sales](https://www.mortgageautomator.com/contact-us): Primary US contact point.
- [Book a Demo (US)](https://www.mortgageautomator.com/book-a-demo): Live platform walkthroughs for US lenders.
- [Contact Canada Sales](https://www.mortgageautomator.com/ca/contact-us): Primary Canada contact point.
- [Book a Demo (Canada)](https://www.mortgageautomator.com/ca/book-a-demo): Live platform walkthroughs for Canadian lenders.

## Company Resources
- [Success Stories](https://www.mortgageautomator.com/success-stories): Case studies on growth and operational efficiency.
- [About Us](https://www.mortgageautomator.com/about-us): Mission, history, and values.

## Global Contact Details
- **Email:** info@mortgageautomator.com
- **Phone:** +1 (844) 916-1668
- **HQ:** 330 Bay St. Suite 600, Toronto, ON, M5H 2S8, Canada.

## Technical & Product Specifications
High-level overview of the platform’s architectural capabilities and enterprise-grade security.

### Core Software Features
- **End-to-End Automation:** Orchestrates the entire loan lifecycle from initial broker intake and automated underwriting to post-funding servicing, renewals, and discharges.
- **Dynamic Document Engine:** Logic-based system that auto-generates custom, deal-specific legal and compliance documents (Commitment Letters, Term Sheets, and Closing Packages) in seconds.
- **Advanced Financial Logic:** Supports complex interest types (P&I, Interest-only, Accrued), multi-tranche investor distributions, and automated NAV/DRIP calculations for fund managers.
- **Global Compliance & Security:** SOC 2 Type II certified infrastructure with built-in audit trails, regional data residency (US/CA), and automated regulatory reporting (FINTRAC/AML).
- **Stakeholder Portals:** White-labeled, secure interfaces for Borrowers, Brokers, and Investors to manage documents, track real-time performance, and access tax statements.
- **Seamless Connectivity:** Native and API-driven integrations with industry-leading tools for credit (Equifax/Cotality), origination (Filogix/Lendesk/Velocity), payments (Clover Connect/Zum/Usio), and global workflow automation via Zapier.

### Business Impact & Scale
- **Financial Velocity:** Over $66 Billion facilitated through the platform to date.
- **Efficiency Gains:** Proven 75% reduction in manual document preparation time and a 72% average reduction in compliance-related administrative work.
- **Global Footprint:** Empowering 400+ private lenders across North America and Australia to scale without increasing headcount.