What does Mortgage Automator integrate with?

Integrations recorded on PropAtlas: Xactus, Cotality, AFX, HubSpot, Usio, Lightning Docs, Zapier.

Mortgage Automator, Loan origination and servicing for private lenders

Overview

Mortgage Automator is a Toronto loan origination and servicing platform for private lenders, fund managers, in-house servicers and credit unions. It generates and stores loan documents, automates workflows and communications by email and SMS, processes payments, manages construction draws and runs fund management with investor and borrower portals and broker portals. Dashboards, custom reporting and accounting, compliance reports and real-time alerts are included, and an MCP server opens data to AI assistants. Integrations include Xactus, Cotality, AFX, HubSpot, Usio, Lightning Docs and Zapier, and Lendr joined the company through an acquisition. It is SOC 2 Type II certified and reports more than 500 clients and USD 100 billion funded across 206,000 loans.

Source: www.mortgageautomator.com. Last checked 24 October 2026.

Written by PropAtlas from public information. Work at Mortgage Automator? Claim this profile to correct or expand it.

Features

Loan origination
Loan servicing and payments
Fund management
Investor, borrower and broker portals
Construction draw management
Document generation
Compliance reporting
MCP server

Best fit for

Mortgage Automator suits private and alternative mortgage lenders and funds that want origination, servicing and investor reporting automated.

Private lendersMortgage fund managersLoan servicersCredit unions

Integrations

XactusCotalityAFXHubSpotUsioLightning DocsZapier

Frequently asked questions

What is Mortgage Automator?: Mortgage Automator is a Toronto loan origination and servicing platform for private lenders, fund managers, in-house servicers and credit unions. It generates and stores loan documents, automates workflows and communications by email and SMS, processes payments, manages construction draws and runs fund management with investor and borrower portals and broker portals. Dashboards, custom reporting and accounting, compliance reports and real-time alerts are included, and an MCP server opens data to AI assistants. Integrations include Xactus, Cotality, AFX, HubSpot, Usio, Lightning Docs and Zapier, and Lendr joined the company through an acquisition. It is SOC 2 Type II certified and reports more than 500 clients and USD 100 billion funded across 206,000 loans.
Who is Mortgage Automator built for?: Mortgage Automator suits private and alternative mortgage lenders and funds that want origination, servicing and investor reporting automated.
What does Mortgage Automator integrate with?: Integrations recorded on PropAtlas: Xactus, Cotality, AFX, HubSpot, Usio, Lightning Docs, Zapier.

Industries served

ResidentialCommercial

UK markets

CanadaCanada United States

Security & certifications

SOC 2 Type II

Self-reported by the vendor; not yet checked by PropAtlas.

Customers

WeLendBroadview FundingPacific EquityMortgage Fund CapitalCorelend

Alternatives to Mortgage Automator

Other UK vendors in the same category that buyers often compare with Mortgage Automator.

ACES Quality Management

ACES provides quality control and audit software helping mortgage lenders and other financial institutions manage loan quality, compliance a

ACES provides quality control and audit software helping mortgage lenders and other financial institutions manage loan quality, compliance and operational risk.

Valuation & Lending

Denver, USAView