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.

Core
Up to 24
active loans
Up to $20M AFV
The full platform
Origination, servicing, and fund management. Nothing gated.
24/7 support
Live support, onboarding, and training included.
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Plus
25–99
active loans
$20M+ to $50M AFV
Everything in Core
The full platform (nothing gated) and 24/7 support.
+ Customer Success Manager
One expert who knows your business and owns your outcomes.
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Connect
100–1,499
active loans
$50M+ to $500M AFV
Everything in Plus
The full platform, 24/7 support, and a named CSM.
+ API package + MCP connector
Build on your data. Put Automator inside your AI tools.
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Enterprise
1,500–5,000+
active loans
$500M+ AFV, unlimited
Everything in Connect
The full platform, 24/7 support, named CSM, API and MCP.
+ Unlimited scale
Volume without a ceiling, on terms built around your book.
Talk to Sales

Mortgage Automator pricing tier is set by active loans or annual funded volume — whichever is higher. Every package includes the complete platform. Talk to our team for pricing built around your volume.

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.
Get Started
Schedule a demo to learn more about what we can do for you.
Book A Demo

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.

Efficient Loan Management with Smart Automation
Mortgage Automator has streamlined our loan origination and servicing process. The automation for documents, compliance, and payments saves us time, while the Borrower Portal makes lead management seamless. The automation and integrations cut down manual work, and the support team is great.

Amy S.Director, Verified Sourceforge Review

Very satisfied with Mortgage Automator
Getting our business on Mortgage Automator has been a massive shift for us and has brought positivity in all areas of our business. This software is very robust yet very easy to use and figure out. It has helped us transform our operations and continues to allow us to streamline and improve efficiency.

Mark C.Mortgage Broker, One Stop Mortgage Corp.

Mortgage Automator - Automater of All Loan Things
MA user interface is extremely intuitive. Tech Support is very fast to answer any questions. Training of my team can happen really quickly making the software easy to adopt. Automating what would be many manual tasks, the custom forms and workflow that you can set up make MA the best platform.

Joshua L.Verified G2 Review

Comprehensive Lending and Administration Platform with Great Support
I love the support and customer centricity... The platform is comprehensive and always evolving, that helps us consolidate our technology stack and minimize reliance on external systems. The ability to get deals submitted from the origination platforms directly to us is a big factor as it streamlines the digital application process.

Yahya M.Verified G2 Review

Great Software
Overall, the experience has been great. We have been able to streamline our business and make our processes simpler, faster, and easier, saving us time and money. The software is easy to use and integrates well with our current practices. Regular updates to the software increases functionality.

Vince O.Mortgage Underwriter, Interfinance Mortgage Corporation

Complete Lending Solution from Onboarding to Customization
Our experience has been flawless. Anytime we have questions, we reach out and they are answered quickly and with utmost professionalism. We love how our portfolio has become professionally managed just by implementing this software. Our clients love the portal abilities.

Chris L.Director of Sales, Creative Financing Solutions

Easy-to-use platform
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. Easy to navigate loan management platform with efficient underwriting tools (such as rental offsets). Beneficial for private/alternative lending where multiple scenarios or more creative deal structures are analyzed.

Vanessa D.Mortgage Underwriter, Verified SourceForge Review

Easy to learn the basics of
Overall it has been positive with a few things I need to reach out to more experienced users for assistance with. I am new to the credit analyst role and have found mortgage Automator quite easy to become accustomed to. It has an easy-to-follow methodology.

HeatherCredit Analyst, Verified Capterra Review

AICPA SOC seal for service organizations.

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 number of active loans or AFV. 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 Core, Plus, Connect and Enterprise plans for U.S. customers. These plans are designed to support different lending business models, from small private lenders to growing lending companies, funds, and larger lending operations.

Does Mortgage Automator support loan servicing?

Yes. Mortgage Automator supports in-house loan servicing with software for managing payments, ACH 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

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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.

Book A Demo