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About

Kaaj is an underwriting OS for SMB lending, built with AI agents that turn messy borrower packages into decision-ready credit analysis in minutes. It is designed for small business lenders that need to process applications, broker emails, documents, bank statements, invoices, financials, and business verification signals without forcing a rip-and-replace of their existing CRM or loan origination system. Teams can forward emails, accept applications through a Kaaj form, or pipe structured data through the API, and Kaaj reads the package, parses documents, verifies the business, analyzes financials, drafts credit memos, and sends results into the Kaaj portal or the lender’s system of record. Its Document Intelligence reads handwritten, typed, scanned, photographed, PDF, Word, image, spreadsheet, and statement files, returning clean, auditable structured data that underwriters can actually use.

About

Mortgage Automator is the most advanced end-to-end loan origination and servicing software tailored for North American private lenders. Our versatile platform excels in managing residential, commercial, and construction loans, streamlining processes such as document generation, compliance reports, ACH/PAD payments, monthly statements & so much more. With our comprehensive loan origination suite, lenders can receive leads and loan requests via a Borrower Portal, build a robust sales pipeline, easily manage tasks and communications, and more efficiently manage their lending operations. Our platform also includes robust loan servicing features, investor relations tools, and comprehensive accounting and reporting capabilities, all backed by top-tier training and customer support. Intuitive automation capabilities and seamless integrations allow you to enhance workflows, saving you invaluable time and allowing your team to focus on growth.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Small business lenders, equipment finance teams, and community banks that need AI agents to parse borrower packages, verify businesses, and draft review-ready underwriting memos

Audience

North American private and hard money lenders, looking for a comprehensive end-to-end loan origination & servicing software. Perfect for residential, commercial and construction lending (rehab, fix & flips)

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 4.9 / 5
ease 4.8 / 5
features 4.6 / 5
design 4.8 / 5
support 4.8 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Kaaj
Founded: 2024
United States
kaaj.ai/

Company Information

Mortgage Automator
Founded: 2017
Canada
www.mortgageautomator.com

Alternatives

Alternatives

LoanAssistant

LoanAssistant

Integrated Accounting Solutions
HES LoanBox

HES LoanBox

HES FinTech
Lending Manager

Lending Manager

CloudMaven, Inc
Mortgage+Care

Mortgage+Care

Consulting Plus

Categories

Categories

Mortgage Automator streamlines loan origination by providing complete oversight throughout the process. Designed for private lenders and hard money lenders, the platform integrates with leading CRMs, offers lead-intake forms, and provides API connectivity for a seamless experience. Lenders can complete borrower diligence, document collection, and term sheet issuance within a single platform, while automated tasks, reminders, and audit trails optimize team efficiency. Perfect for residential, commercial, and construction lending, this scalable solution is designed by lenders, for lenders.

Fundings, payoffs, and everything in between—Mortgage Automator simplifies loan servicing with ACH/payment tracking, automated NSF communications, monthly statements, and real-time reports. Whether managing interest-only, principal & interest, or custom payment schedules, the platform ensures seamless payment tracking, investor distributions, and borrower communications through automated emails and SMS alerts. With intuitive dashboards, structured workflows, and seamless integrations, lenders can streamline servicing operations while maintaining full visibility into the loan portfolio.

Mortgage Automator is the ultimate mortgage software for private lenders, and hard money lenders. From origination to servicing, this all-in-one platform automates documentation, underwriting, and payment processing. Lenders can easily manage residential, commercial, and construction loans with customizable workflows, borrower portals, and investor dashboards. ACH/PAD integration ensures seamless collections and payouts, while automated reporting enhances operational efficiency. With industry-leading customer support, Mortgage Automator eliminates inefficiencies and drives scalable growth.

Loan Origination Features

Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application

Loan Servicing Features

Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans

Mortgage and Loans Features

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Integrations

Clover
Docusign
Dropbox
Filogix
Google Drive
HubSpot CRM
HubSpot Customer Platform
Lendesk
Matrix
Microsoft OneDrive
Microsoft SharePoint
Stripe
Twilio
Velocity
Zapier
Zapier Canvas
Zum Rails

Integrations

Clover
Docusign
Dropbox
Filogix
Google Drive
HubSpot CRM
HubSpot Customer Platform
Lendesk
Matrix
Microsoft OneDrive
Microsoft SharePoint
Stripe
Twilio
Velocity
Zapier
Zapier Canvas
Zum Rails
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