Pricing
Private Lending Software Plans
Our pricing packages are personalized based on your needs. Contact our sales team to find out what we can do for you.
Standard
Origination + Servicing
Start automating your private lending business processes with these powerful features.
Contact Sales- Origination Features
- Servicing Features
- Documents
- CRM Databases
- Standard Reporting
- Loan Status Tracking
- Operations
- Most Popular
Origination PRO+
If you need to supercharge your origination, these features will get you there.
Contact SalesIncludes all features in Standard Plan, plus:
- Manual Communication
- Manual Task Creation
- Automated Communication
- Automated Tasks
- Broker, Borrower & Investor Portals
- Credit Card Processing
Servicing PRO+
If you are servicing your own deals, this is a comprehensive package for you.
Contact SalesIncludes all features in Standard Plan and Origination PRO+ plan, plus:
- PAD
- Bank Account Module
- Tax Module
- Compliance Reporting
Fund PRO+
Running your fund will be a breeze with all of Automator superpowers at your disposal.
Contact SalesIncludes all features in Standard Plan and PRO+ plan, plus:
- Shareholder PAD
- Upgraded Fund Dashboard
- Shareholder Statements
- Trust Accounting
- Multiple Ways to Record Management Fees
- Share/Unit Pricing Tracking
How Mortgage Automator Pricing Works
Mortgage Automator pricing is personalized to each lender’s annual plan, based on the mix of loan volume, users, workflows, servicing needs, and fund management requirements.
The main factors that influence private lending software cost include:
Number of active loans
Number of users
Required modules
Origination needs
Servicing requirements
Fund management requirements
Integrations
Custom workflows
Support requirements
Plans can scale as the lending business grows.
All Plans Cover the Essentials
Contact Management
Keep borrowers, brokers, investors, lenders, lawyers, and other stakeholders connected to the records and workflows your team uses every day.
Backups & Exporting
Access your information when you need it with backups, exporting options, and data portability.
Support & Training
Hit the ground running with white glove on-boarding and personalized assistance through our customer success team.
Security & Permissions
Use access controls, permissions, authentication, and activity tracking to protect sensitive lending data and manage who can view or update specific parts of the system.
Book A DemoGet Started
Schedule a demo to learn more about what we can do for you.
Compare Plans
Standard | Most PopularOrigination PRO+ | Servicing PRO+ | Fund PRO+ | |
|---|---|---|---|---|
| Customizable Documents | Included | Included | Included | Included |
| Document Upload Portal | Included | Included | Included | Included |
| Assisted Brand Importing & Commitment Importing | Included | Included | Included | Included |
| Blanket Properties | Included | Included | Included | Included |
| Multiple Applicants Per Deal | Included | Included | Included | Included |
| Property Google Maps Validation | Included | Included | Included | Included |
| Existing Mortgages / Mortgage Payouts | Included | Included | Included | Included |
| Digital Signature | Included | Included | Included | Included |
| Variable Early Termination Penalty Options | Included | Included | Included | Included |
| Interest Spread Sharing | Included | Included | Included | Included |
| Manual Communication | Not included | Included | Included | Included |
| Manual Task Creation | Not included | Included | Included | Included |
| Automated Communication | Not included | Included | Included | Included |
| Automated Tasks | Not included | Included | Included | Included |
| Lead Intake Form | Not included | Included | Included | Included |
| Partial Paydowns | Included | Included | Included | Included |
| Mid-term Investor Replacement | Included | Included | Included | Included |
| NSF Tracking | Included | Included | Included | Included |
| Monthly Investor Statements | Included | Included | Included | Included |
| Additional Lender Reports | Included | Included | Included | Included |
| Reports for issuing T5s | Included | Included | Included | Included |
| Loan Specific Ledger | Included | Included | Included | Included |
| Broker, Borrower & Investor Portals | Not included | Included | Included | Included |
| Credit Card Processing | Not included | Included | Included | Included |
| PAD | Not included | Not included | Included | Included |
| Bank Account Module | Not included | Not included | Included | Included |
| Tax Module | Not included | Not included | Included | Included |
| Compliance Reporting | Not included | Not included | Included | Included |
| Shareholder PAD | Not included | Not included | Not included | Included |
| Upgraded Fund Dashboard | Not included | Not included | Not included | Included |
| Shareholder Statements | Not included | Not included | Not included | Included |
| Trust Accounting | Not included | Not included | Not included | Included |
| Compliance & Reporting | Not included | Not included | Not included | Included |
| Multiple Ways to Record Management Fees | Not included | Not included | Not included | Included |
| Share/Unit Price Tracking | Not included | Not included | Not included | Included |
Unlimited Custom Documents and Editable Templates (can be done by our team for a fee):
| Included | Included | Included | Included |
| Included | Included | Included | Included |
| Included | Included | Included | Included |
| Included | Included | Included | Included |
| Included | Included | Included | Included |
ROI and Implementation: What Lenders Gain from the Right Platform
Mortgage Automator helps lenders reduce manual work by centralizing core lending operations:
Reduced manual administration
Faster document generation
Improved compliance tracking
Less operational overhead
Better borrower experience
Centralized lending operations
Trusted by 500+ Happy Clients
Don’t take our word for it, read what other private lenders have to say about us.
4.9/5
G2 Rating
4.9/5
Capterra Rating
4.9/5
SourceForge Rating
Industry-Leading Security
Mortgage Automator supports secure lending operations through:
Data protection
Collect the information your team needs upfront, so new deals do not start with missing details and scattered files.
Encryption
Data protection measures help safeguard information as it moves through the system.
Backups
Backup capabilities help lenders retain important business records and reduce the risk of losing critical loan, borrower, investor, or servicing information.
Access controls
Administrators can control who can view, edit, or manage different parts of the platform.
Role-based permissions
User roles help lenders manage access by department, responsibility, or workflow.
Audit logs
Activity tracking helps teams review changes, actions, and system activity.
Data portability
Exporting options help lenders access their information when needed.
Frequently Asked Questions
How much does private lender software cost?
Private lender software pricing depends on the size of the lending operation, number of active loans, number of users, required modules, servicing needs, integrations, and workflow complexity. Mortgage Automator offers personalized pricing so lenders can choose a plan based on how they originate, service, report, and manage their business.
How is Mortgage Automator pricing calculated?
Mortgage Automator pricing is based on the package and capabilities your team needs. Factors may include active loan volume, users, origination requirements, servicing workflows, fund management needs, integrations, custom workflows, and onboarding support.
What plans are available?
Mortgage Automator offers Standard, Origination Pro+, Servicing Pro+ and Fund Pro+ for Canadian customers. These plans are designed to support different lending business models, from small private lenders to growing lending companies, MICs, funds, and larger lending operations.
Does Mortgage Automator support loan servicing?
Yes. Mortgage Automator supports in-house loan servicing with software for managing payments, PAD workflows, borrower records, tax management, compliance reporting, and servicing automation. It is not an outsourced servicing provider. Learn more on the loan servicing software page.
Can small private lenders use Mortgage Automator?
Yes. Mortgage Automator can support small private lenders that need core origination, servicing, contact management, document, reporting, and loan tracking tools. Plans can scale as the lending operation grows and needs more automation, users, servicing tools, or fund management features.
Can I migrate data from another LOS?
Mortgage Automator can support lenders moving from another LOS or existing system through onboarding and data migration support. The exact process depends on the current system, data quality, records being migrated, and modules being implemented.
How long does implementation take?
Implementation time depends on the lender’s plan, modules, data migration needs, workflows, integrations, documents, and team size.
How do I choose a loan servicing provider?
Choose a loan servicing provider by looking at how well the platform supports your portfolio size, payment workflows, borrower communication, reporting needs, compliance requirements, integrations, and team structure. The right provider should support the way your lending operation actually manages loans after funding.
Still Have Questions?
Contact Sales
Find the Right Mortgage Automator Plan for Your Lending Business
See how Mortgage Automator pricing can be tailored around your origination, servicing, borrower management, investor management, compliance, and fund management needs.
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