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About

Lendware is the modern all-in-one CRM platform for mortgage professionals — helping you streamline your processes to close more deals, scale your operations, and increase ROI. Supercharge your loan origination process with Lendware's lead conversion tools, designed to streamline your lead flow, nurture prospects, and turn more leads into successful mortgage deals. Lendware's Mortgage CRM automation streamlines your processes, improves client relationships, and increases lead conversion rates through intelligent workflows and data-driven strategy. Lendware's marketing suite includes comprehensive tools that maximize lead generation and improve client engagement — boosting conversion rates and growing your loan portfolio. Lendware Predict adds AI-powered propensity modeling to identify which contacts are most likely to transact next. Everyone on your team can see your pipeline and follow up where needed. Have multiple team members reaching out to prospects? All activity in one place.

About

Mortgage Automator is an all-in-one loan origination and servicing software built for private and hard money lenders across the US and Canada. It streamlines the full loan lifecycle: application, underwriting, document generation, servicing, renewals, and fund management, all in one cloud-based platform. Built for lenders managing residential, commercial, and construction loans, it automates payment tracking, interest calculations, and fund disbursements while instantly generating commitment letters, loan agreements, and discharges. Built-in CRM tools support deal tracking and pipeline management, with branded borrower, broker, and investor portals for secure, real-time statement access. Customizable workflows adapt to loan type and volume, reducing manual work and errors. Integrations with Zapier, QuickBooks, and credit bureaus extend functionality. Hands-on onboarding and responsive support help private lenders scale efficiently and 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

Mortgage professionals and mortgage lenders

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

Lendware
Founded: 2019
United States
lendware.ai/

Company Information

Mortgage Automator
Founded: 2017
Canada
www.mortgageautomator.com

Alternatives

Alternatives

Mortgage Quest

Mortgage Quest

Market Focus
Unify CRM

Unify CRM

Unify
MyCRMDashboard Mortgage CRM

MyCRMDashboard Mortgage CRM

Continuity Programs
LoanAssistant

LoanAssistant

Integrated Accounting Solutions
SYNDi Loan Manager

SYNDi Loan Manager

IndusFlow Systems

Categories

Categories

Mortgage Automator is a comprehensive loan management platform designed for private and hard-money lenders in the US and Canada. It centralizes the loan lifecycle, from origination and underwriting through servicing, renewals, and payoff, so teams manage loans from one connected system instead of scattered spreadsheets and files. The platform automates payment tracking, interest calculations, and balance updates in real time, while instantly generating commitment letters, loan agreements, and discharge documents. A centralized dashboard gives teams visibility into loan status, tasks, and borrower activity, with Kanban-style pipeline views to track deals to funding. Branded borrower, broker, and investor portals offer secure, real-time access to statements. Built-in reporting supports portfolio analysis and audit-ready compliance records. With integrations across credit bureaus, QuickBooks, DocuSign, and more, Mortgage Automator helps teams manage more loans with less manual work.

Mortgage Automator's loan origination software helps private lenders turn deal intake into a cleaner, more connected process. Instead of managing applications, documents, approvals, and borrower updates across scattered tools and inboxes, teams get one platform to run origination from first application to final approval. The software supports digital loan applications, so deals start with complete information instead of missing details and follow-up chasing. Built-in document tools handle collection, generation, review, and storage, keeping paperwork organized instead of buried in email. Pipeline tracking gives teams a clear view of deal status, next steps, and bottlenecks, so approvals do not stall. Origination automation covers the full pre-closing workflow, including deal structuring, compliance documentation, and approvals. Built for residential, commercial, and construction lending, Mortgage Automator helps teams move deals faster while keeping every step tied to the loan

Mortgage Automator's loan servicing software helps private lenders manage payments, borrower communication, extensions, statements, and reporting in one platform for non-bank lenders. Instead of servicing work spread across separate tools and records, teams get a connected system that keeps borrowers, investors, and internal teams aligned from first payment through ongoing portfolio management. The platform automates routine servicing tasks, giving teams a clear view of payment activity, balances, fees, and loan changes without having to dig through scattered records. Built-in documentation and audit trails keep compliance records organized and easier to verify. As loan volume grows, manual servicing adds admin work. Mortgage Automator's servicing automation covers payments, borrower management, extensions, statements, and follow-ups, helping lenders manage larger portfolios without added complexity.

Mortgage Automator is an all-in-one mortgage and loan management platform built for private and hard money lenders across the US and Canada. It brings origination, servicing, fund management, and reporting together in a centralized system, so lending teams no longer have to juggle spreadsheets and disconnected tools. The platform automates document generation, compliance forms, payment processing, and investor reporting, reducing manual work and errors across the loan lifecycle. Branded borrower, broker, and investor portals give stakeholders secure, real-time access to statements and updates, while a built-in CRM supports deal tracking and pipeline management. Integrations with Equifax, QuickBooks, DocuSign, Zapier, and other tools connect Mortgage Automator to your existing tech stack. Backed by SOC 2 Type II certification and hands-on onboarding, the platform helps lenders manage residential, commercial, and construction loans while scaling their portfolios with less admin wor

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Sales Tracking Features

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

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

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

Integrations

Zapier
ARIVE
BoomTown
Clover
Docusign
Facebook
Filogix
Gmail
LeadMailbox
Lendesk
LendingPad
Microsoft Outlook
OSE
SimpleNexus Mortgage Platform
Stripe
Twilio
Velocity
Zapier Canvas
Zum Rails
realtor.com

Integrations

Zapier
ARIVE
BoomTown
Clover
Docusign
Facebook
Filogix
Gmail
LeadMailbox
Lendesk
LendingPad
Microsoft Outlook
OSE
SimpleNexus Mortgage Platform
Stripe
Twilio
Velocity
Zapier Canvas
Zum Rails
realtor.com
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Claim Lendware and update features and information