The Loan Office is a loan servicing system designed for small lenders, including mortgage lenders, consumer finance lenders, hard-money lenders & note servicers
The Loan Office is a loan servicing system designed for small lenders, including mortgage lenders, consumer finance lenders, hard-money lenders &...

Deployment

  • Cloud-based
  • On-premise

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • Chat
Mortgage Automator is a loan origination and servicing software designed to help North American private/ hard money lending businesses automate their operations, increase efficiency, and focus their efforts on growth.
Mortgage Automator is a loan origination and servicing software designed to help North American private/ hard money lending businesses automate their...

Deployment

  • Cloud-based
  • On-premise

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • Chat

Starting from

US$389.00/month

  • Free Version
  • Free Trial
  • Subscription

Starting from

Not provided by vendor

  • Free Version
  • Free Trial
  • Subscription

Overall rating

4.8 /5
(41)

Ease of Use

4.7/ 5

Features

4.5/ 5

Customer Service

4.8/ 5

Value for Money

4.8/ 5

Overall rating

4.9 /5
(110)

Ease of Use

4.9/ 5

Features

4.9/ 5

Customer Service

4.9/ 5

Value for Money

4.9/ 5

Total features 91

  • ACH Payment Processing
  • API
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Amortization Schedule
  • Approval Process Control
  • Audit Trail
  • Auto Loans
  • Automated Decisioning/Underwriting
  • Automatic Funds Distribution
  • Borrower Management
  • Business Loans
  • CRM
  • Client Database
  • Client Management
  • Client Portal
  • Collateral Tracking
  • Commercial Mortgages
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Construction Loans
  • Contact Management
  • Credit Reporting
  • Customer Database
  • Customer Management
  • Customer Statements
  • Customizable Branding
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Security
  • Digital Signature
  • Document Management
  • Document Storage
  • Document Templates
  • Electronic Applications
  • Electronic Payments
  • Electronic Signature
  • Escrow Management
  • Financial Analysis
  • Financial Management
  • For Borrowers
  • For Brokers
  • Government Loans
  • HUD Settlement Statements
  • Investor Management
  • Lead Management
  • Lender Search
  • Loan Management
  • Loan Origination
  • Loan Portfolio Management
  • Loan Processing
  • Loan Servicing
  • Marketing Automation
  • Mortgages
  • Multi-Branch
  • Multi-Channel Communication
  • Multi-Company
  • Multi-Currency
  • Online Applications
  • Outsource Processing
  • PCI Compliance
  • Payment Collection
  • Payment Reminders
  • Payment Tracking
  • Pipeline Management
  • Pre-Qualification
  • Pricing Management
  • Promissory Notes
  • Property Tax Management
  • Real-Time Reporting
  • Refinance Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Residential Mortgages
  • Role-Based Permissions
  • Rules-Based Workflow
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Status Tracking
  • Student Loans
  • Task Management
  • Task Scheduling
  • Template Management
  • Third Party Loan Origination
  • Third-Party Integrations
  • Transaction History
  • Visual Presentation
  • Workflow Management

Total features 93

  • ACH Payment Processing
  • API
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Amortization Schedule
  • Approval Process Control
  • Audit Trail
  • Auto Loans
  • Automated Decisioning/Underwriting
  • Automatic Funds Distribution
  • Borrower Management
  • Business Loans
  • CRM
  • Client Database
  • Client Management
  • Client Portal
  • Collateral Tracking
  • Commercial Mortgages
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Construction Loans
  • Contact Management
  • Credit Reporting
  • Customer Database
  • Customer Management
  • Customer Statements
  • Customizable Branding
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Security
  • Digital Signature
  • Document Management
  • Document Storage
  • Document Templates
  • Electronic Applications
  • Electronic Payments
  • Electronic Signature
  • Escrow Management
  • Financial Analysis
  • Financial Management
  • For Borrowers
  • For Brokers
  • Government Loans
  • HUD Settlement Statements
  • Investor Management
  • Lead Management
  • Lender Search
  • Loan Management
  • Loan Origination
  • Loan Portfolio Management
  • Loan Processing
  • Loan Servicing
  • Marketing Automation
  • Mortgages
  • Multi-Branch
  • Multi-Channel Communication
  • Multi-Company
  • Multi-Currency
  • Online Applications
  • Outsource Processing
  • PCI Compliance
  • Payment Collection
  • Payment Reminders
  • Payment Tracking
  • Pipeline Management
  • Pre-Qualification
  • Pricing Management
  • Promissory Notes
  • Property Tax Management
  • Real-Time Reporting
  • Refinance Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Residential Mortgages
  • Role-Based Permissions
  • Rules-Based Workflow
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Status Tracking
  • Student Loans
  • Task Management
  • Task Scheduling
  • Template Management
  • Third Party Loan Origination
  • Third-Party Integrations
  • Transaction History
  • Visual Presentation
  • Workflow Management
  • Docusign
  • Equifax
  • Finmo
  • HubSpot CRM
  • Lendesk
  • QuickBooks Online Advanced
  • Twilio
  • Velocity
  • Docusign
  • Equifax
  • Finmo
  • HubSpot CRM
  • Lendesk
  • QuickBooks Online Advanced
  • Twilio
  • Velocity