Xpanse PodiumXpanse
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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.
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About
Xpanse Podium is an intelligent order management and workflow automation platform built specifically for the mortgage and lending industry to streamline interactions between lenders and third-party service providers. It centralizes communications, data exchange, and operational workflows across the mortgage lifecycle, allowing organizations to manage and track orders such as title services, closing, appraisals, flood certifications, automated valuation models, and tax services in a single unified system. By acting as the operational hub for these activities, Podium provides end-to-end visibility into the loan pipeline and enables lenders to monitor progress, coordinate service providers, and ensure that tasks are completed efficiently. It integrates data across multiple systems and automates workflows so teams can reduce manual coordination and minimize operational delays.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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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
Mortgage lenders, banks, and financial services operations teams that need a tool to manage service provider workflows, track loan-related orders, and automate the mortgage processing pipeline
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationMortgage Automator
Founded: 2017
Canada
www.mortgageautomator.com
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Company InformationXpanse
Founded: 2020
United States
www.xpanse.com/product
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Alternatives |
Alternatives |
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CategoriesMortgage 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. |
Categories |
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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
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Integrations
Clover
Docusign
Filogix
HubSpot CRM
HubSpot Customer Platform
Lendesk
Matrix
Stripe
Twilio
Velocity
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Integrations
Clover
Docusign
Filogix
HubSpot CRM
HubSpot Customer Platform
Lendesk
Matrix
Stripe
Twilio
Velocity
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