Vienna

Vienna

Oyster Bay Systems
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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.

About

The Vienna platform supports a myriad of new business channels covering both direct to customer and introducer models, allowing total flexibility and optimisation of available routes to market. Fully integrated with the Vienna underwriting, contract administration and back-end, the new business platform allows a completely homogenous and streamlined approach to the point of sale lifecycle. The Vienna underwriting module supports both manual and automated underwriting processes with a configurable rules based engine. Lenders are able to create distinct policies and workflows for different products with full integration to the major credit reference agencies and to third party data services. Vienna enables full automation of the credit decision, pay-out, document production and go-live processes.

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

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)

Audience

Companies looking for an enterprise lending system that manages the entire lifecycle from point of sale through to end of term

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.
Contact us for pricing
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

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

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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Pros from Real Users

Pros

  • Chat support team is readily available when needed. Mortgage dashboard is easy to navigate while working through deals in the underwriting stage. Flexible options to explore different scenarios and debt service ratios.
  • Loving this platform, we have been using it for over 5 years now and it is the ultimate time management tool. Keeping all of our information in once place. I love the document upload portal
  • I like how you can customize the system to suit your needs (conditions, document buckets, formulas etc). I love the document upload portal and how it updates in real time
  • The mortgage origination process is quick, efficient and user friendly. It allows me to manage my files in one location with simplicity.
  • Mortgage Automator has streamlined our loan origination and servicing at Polar Credit. The automation for documents, compliance, and payments saves us time, while the Borrower Portal makes lead management seamless. The investor tools and reporting features add real value.
  • From document generation to automated communications and report building, it has streamlined our operations significantly. The team is responsive, though some feature requests take time to be implemented. Overall, it’s an indispensable part of our daily workflow.
  • The software is highly customizable, which allows us to tailor it to our specific needs. The document automation feature saves us a lot of time and reduces the chance of errors. Moreover, their customer support is outstanding—responsive, helpful, and always ready to solve any issues that arise.
  • The detailed reporting capabilities and the customization options that allow us to tailor the software to our specific needs are what I appreciate most. It's also very reliable, with minimal downtime or disruptions.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Mortgage Automator
Founded: 2017
Canada
www.mortgageautomator.com

Company Information

Oyster Bay Systems
www.oysterbaysystems.com

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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

Categories

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

Loan Origination Features

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

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 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

Clover
Docusign
Filogix
HubSpot CRM
HubSpot Customer Platform
Lendesk
Matrix
Stripe
Twilio
Velocity
Zapier
Zapier Canvas
Zum Rails

Integrations

Clover
Docusign
Filogix
HubSpot CRM
HubSpot Customer Platform
Lendesk
Matrix
Stripe
Twilio
Velocity
Zapier
Zapier Canvas
Zum Rails
Claim Vienna and update features and information
Claim Vienna and update features and information