Resource Centre
Webinars
Join industry experts for live and on-demand webinars covering best practices, industry trends, and platform insights.
Before You Fund: The Due Diligence Blueprint for Private Lenders
Join fraud experts for an honest talk about evolving fraud tactics, complete pre-funding processes, and real recourse options.
From 30 to 300 Loans: How Private Lenders Scale
Learn how to eliminate bottlenecks, automate your workflows, and scale without adding headcount. Presented by Ryan MacNeil of Keystone MIC, Founder of the Canadian Private Lenders' Podcast.
Free Tools & Resources
Access practical checklists, calculators, quizzes, and guides designed for private lenders.
Trust Accounting and Investor Payouts for Private Lenders Without Spreadsheets
Learn how loan servicing software for private lenders automates trust accounting, investor payouts, and mortgage portfolio reporting without spreadsheets.
Best Alternatives to Spreadsheet-Based Loan Servicing for Private Lenders Looking to Scale
Outgrown your loan servicing spreadsheet? Discover the 7 best software alternatives for private lenders looking to scale, automate payments, and reduce errors.
The Loan Origination Process: Step-by-Step Guide for Lenders
Learn the complete loan origination process, including every stage from application to funding. Discover how automation helps lenders streamline workflows.
Construction Loan Servicing 101 for Private and Hard Money Lenders
Learn how construction loan servicing works and how private lenders can streamline operations, reduce fraud risk, and manage portfolios using modern software.
Private Lender Tech Audit
Download the free Private Lender Tech Audit checklist to uncover workflow inefficiencies, reduce compliance risks, and identify time-saving opportunities.
Private Lending Articles
Discover in-depth articles that provide expert knowledge and strategies for private lending.
Bringing Construction Draws Right Into the Loan File
Manage construction and fix-and-flip budgets in one place. Discover Mortgage Automator's Draw Management feature and automated Project Health scoring.
How to Raise Investment Capital for Private Lending (Canada)
Explore how artificial intelligence is transforming private lending and whether it is a friend or a challenge for lenders today.
Why Mortgage Automator Acquired Lendr — and What Comes Next for Private Lenders
Mortgage Automator CEO Jason Alexander explains the Lendr acquisition and how we are building a unified, AI-powered software platform for private lenders.
4 Steps to Choosing the Right Loan Servicing Software
Learn how to evaluate loan servicing software, compare key features, and choose the best platform for your lending business with this step-by-step guide.
Private Lending Compliance in 2025: What You Need to Know (Canada)
Learn how to safeguard private lending data during Cybersecurity Awareness Month and protect sensitive financial information.
Automating HMDA, Fair Lending, and Reportability for Non‑Bank Lenders
Learn how mortgage compliance automation helps non-bank lenders streamline HMDA reporting, monitor fair lending practices, and improve regulatory reporting accuracy.
Private Lending Podcast
Tune in to engaging conversations with industry leaders and private lenders.
Best Tradeshow Practices – #AskAPrivateLender Podcast, Ep 24
Listen to Episode 24 of the #AskAPrivateLender Podcast exploring tradeshow strategies and marketing opportunities for lenders.
Instagram Marketing, Amanda Kohal – #AskAPrivateLender Ep 23
Listen to Episode 8 of the #AskAPrivateLender Podcast featuring Alex Conconi and Greg Williamson on lending partnerships.
Yieldi, Josh Lloyd – #AskAPrivateLender Podcast, Ep 22
Listen to Episode 22 of the #AskAPrivateLender Podcast featuring Josh Lloyd and insights into private lending, marketplaces, and industry growth.
Customer Success Stories
Explore success stories from clients who have transformed their lending businesses.
Ready Capital: Start Right and Grow Fast with Mortgage Automator (Canada)
See how Ready Capital streamlined lending workflows with Mortgage Automator and accelerated growth in private mortgage operations.
Trophy Point Investment: Automating for Efficient Growth (Canada)
Discover how Trophy Point Investment scaled lending operations with Mortgage Automator and improved efficiency and borrower experience.
70% Growth in 3 Years Powered By Efficiency with Automation (Canada)
First Circle Financial provides private lending solutions across British Columbia with diverse mortgage products and strong client-focused service.
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