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.
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About
Whether you are a real estate developer, construction lender, equity partner, or service provider, Rabbet makes managing project finances easy. Centralize, standardize and monitor construction finances. Industry leaders use Rabbet to manage construction finances, draws, and documents across billions of dollars in commercial real estate. Spend less time digging through emails, spreadsheets and documents. View critical information in one place. Proactive error detection automatically alerts you to incorrect data, missing documents or compliance violations. By centralizing all your documents, data, and workflows you gain instant visibility into the status of every project. Efficiently review draw requests, monitor construction loans and analyze data across your entire portfolio. Manage construction finances for every project from one place and always know where projects stand.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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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)
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Audience
Companies interested in a solution to centralize, standardize and monitor construction finances
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Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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PricingContact us for pricing
Free Version
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Free Trial
Not Supported
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Pricing
No information available.
Free Version
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Free Trial
Supported
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Reviews/
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Reviews/
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Pros from Real UsersPros
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationMortgage Automator
Founded: 2017
Canada
www.mortgageautomator.com
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Company InformationRabbet
United States
rabbet.com
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Alternatives |
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CategoriesMortgage 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 |
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Loan Servicing Features
Accounting Management
Supported
Amortization Schedule
Supported
Application Management
Supported
Auto Loans
Not Supported
Automatic Funds Distribution
Supported
Business Loans
Supported
Collateral Tracking
Supported
Collections Management
Not Supported
Compliance Management
Supported
Construction Loans
Supported
Customer Database
Supported
Fee Management
Supported
Investor Management
Supported
Loan Processing
Supported
Student Loans
Not Supported
Loan Origination Features
Amortization Schedule
Supported
Audit Trail
Supported
Closing Documents
Supported
Compliance Management
Supported
Customer Database
Supported
Digital Signature
Supported
Document Management
Supported
Fee Management
Supported
Loan Processing
Supported
Online Application
Supported
Mortgage and Loans Features
Amortization Schedule
Supported
Client Database
Supported
Closing Documents
Supported
Commercial Mortgages
Not Supported
Contact Management
Not Supported
Credit Reporting
Supported
Customer Statements
Supported
Document Management
Supported
Electronic Applications
Supported
Government Loans
Not Supported
Loan Origination
Supported
Loan Servicing
Supported
Pipeline Management
Supported
Pre-Qualification
Supported
Refinance Management
Not Supported
Residential Mortgages
Not Supported
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Loan Servicing Features
Accounting Management
Not Supported
Amortization Schedule
Not Supported
Application Management
Not Supported
Auto Loans
Supported
Automatic Funds Distribution
Not Supported
Business Loans
Supported
Collateral Tracking
Not Supported
Collections Management
Not Supported
Compliance Management
Not Supported
Construction Loans
Supported
Customer Database
Not Supported
Fee Management
Not Supported
Investor Management
Not Supported
Loan Processing
Not Supported
Student Loans
Supported
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Integrations
AvidXchange
Not Supported
Clover
Supported
Docusign
Supported
Filogix
Supported
HubSpot CRM
Supported
HubSpot Customer Platform
Supported
Lendesk
Supported
Matrix
Supported
Stripe
Supported
Twilio
Supported
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Integrations
AvidXchange
Supported
Clover
Not Supported
Docusign
Not Supported
Filogix
Not Supported
HubSpot CRM
Not Supported
HubSpot Customer Platform
Not Supported
Lendesk
Not Supported
Matrix
Not Supported
Stripe
Not Supported
Twilio
Not Supported
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