Mortgage Automator

Mortgage Automator

4.9 out of 5 stars
Visit Website for Mortgage Automator
ARIVE Mortgage Automator
ARIVE:

About

Originate from anywhere with ease. Streamline your pipeline, issue instant pre-approvals, doc storage, run 1-click AUS, send disclosures & more. Provide your clients with a branded, mobile-friendly & secure client portal to collect loan applications and supporting documents based on rules. Accurately quote your borrowers with exact rate, generate fee worksheets with real fees, run instant TCAs, set up rate alerts, manage margins & more. Access industry-first lender marketplace for not only accurate pricing but digitally submit loans to lenders & get status updates back. Engage with a thriving community, share best practices, ideas, feature requests and help participate in shaping the platform. ARIVE was conceived as a product to combine common software solutions for brokers. The average broker shares a similar workflow, yet uses 5+ different programs to process a loan.
Mortgage Automator:

About

Mortgage Automator is an all-in-one loan origination and servicing software built for private and hard money lenders across the US and Canada. It streamlines the full loan lifecycle: application, underwriting, document generation, servicing, renewals, and fund management, all in one cloud-based platform. Built for lenders managing residential, commercial, and construction loans, it automates payment tracking, interest calculations, and fund disbursements while instantly generating commitment letters, loan agreements, and discharges. Built-in CRM tools support deal tracking and pipeline management, with branded borrower, broker, and investor portals for secure, real-time statement access. Customizable workflows adapt to loan type and volume, reducing manual work and errors. Integrations with Zapier, QuickBooks, and credit bureaus extend functionality. Hands-on onboarding and responsive support help private lenders scale efficiently and focus on growth.
ARIVE:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Mortgage Automator:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
ARIVE:

Audience

Banks in need of a Loan Origination, point of sale, products and pricing engine solution
Mortgage Automator:

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)
ARIVE:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
Mortgage Automator:

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported
ARIVE:

API

Offers API Not Supported
Mortgage Automator:

API

Offers API Supported
ARIVE:

Screenshots and Videos

Mortgage Automator:

Screenshots and Videos

ARIVE:

Pricing

$49.99 per user per month
Billed annually
Free Version Not Supported
Free Trial Supported
Mortgage Automator:

Pricing

Contact us for pricing
Free Version Not Supported
Free Trial Not Supported
ARIVE:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Review this Software
Mortgage Automator:

Reviews/Ratings

Overall 4.9 / 5
ease 4.8 / 5
features 4.6 / 5
design 4.8 / 5
support 4.8 / 5
Mortgage Automator:

Pros from Real Users

Pros

  • 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.
  • Loving this platform, we have been using it for over 5 years now and it is the ultimate time management tool. Keeping all of our information in once place. I love the document upload portal
  • I like how you can customize the system to suit your needs (conditions, document buckets, formulas etc). I love the document upload portal and how it updates in real time
  • The mortgage origination process is quick, efficient and user friendly. It allows me to manage my files in one location with simplicity.
  • Mortgage Automator has streamlined our loan origination and servicing at Polar Credit. The automation for documents, compliance, and payments saves us time, while the Borrower Portal makes lead management seamless. The investor tools and reporting features add real value.
  • From document generation to automated communications and report building, it has streamlined our operations significantly. The team is responsive, though some feature requests take time to be implemented. Overall, it’s an indispensable part of our daily workflow.
  • The software is highly customizable, which allows us to tailor it to our specific needs. The document automation feature saves us a lot of time and reduces the chance of errors. Moreover, their customer support is outstanding—responsive, helpful, and always ready to solve any issues that arise.
  • The detailed reporting capabilities and the customization options that allow us to tailor the software to our specific needs are what I appreciate most. It's also very reliable, with minimal downtime or disruptions.
ARIVE:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported
Mortgage Automator:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
ARIVE:

Company Information

ARIVE
Founded: 2018
United States
www.arive.com
Mortgage Automator:

Company Information

Mortgage Automator
Founded: 2017
Canada
www.mortgageautomator.com
ARIVE:

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ARIVE:

Categories

Loan Origination Supported
Mortgage and Loans Supported
Mortgage Automator:

Categories

Loan Management Supported

Mortgage Automator is a comprehensive loan management platform designed for private and hard-money lenders in the US and Canada. It centralizes the loan lifecycle, from origination and underwriting through servicing, renewals, and payoff, so teams manage loans from one connected system instead of scattered spreadsheets and files. The platform automates payment tracking, interest calculations, and balance updates in real time, while instantly generating commitment letters, loan agreements, and discharge documents. A centralized dashboard gives teams visibility into loan status, tasks, and borrower activity, with Kanban-style pipeline views to track deals to funding. Branded borrower, broker, and investor portals offer secure, real-time access to statements. Built-in reporting supports portfolio analysis and audit-ready compliance records. With integrations across credit bureaus, QuickBooks, DocuSign, and more, Mortgage Automator helps teams manage more loans with less manual work.

Loan Origination Supported

Mortgage Automator's loan origination software helps private lenders turn deal intake into a cleaner, more connected process. Instead of managing applications, documents, approvals, and borrower updates across scattered tools and inboxes, teams get one platform to run origination from first application to final approval. The software supports digital loan applications, so deals start with complete information instead of missing details and follow-up chasing. Built-in document tools handle collection, generation, review, and storage, keeping paperwork organized instead of buried in email. Pipeline tracking gives teams a clear view of deal status, next steps, and bottlenecks, so approvals do not stall. Origination automation covers the full pre-closing workflow, including deal structuring, compliance documentation, and approvals. Built for residential, commercial, and construction lending, Mortgage Automator helps teams move deals faster while keeping every step tied to the loan

Loan Servicing Supported

Mortgage Automator's loan servicing software helps private lenders manage payments, borrower communication, extensions, statements, and reporting in one platform for non-bank lenders. Instead of servicing work spread across separate tools and records, teams get a connected system that keeps borrowers, investors, and internal teams aligned from first payment through ongoing portfolio management. The platform automates routine servicing tasks, giving teams a clear view of payment activity, balances, fees, and loan changes without having to dig through scattered records. Built-in documentation and audit trails keep compliance records organized and easier to verify. As loan volume grows, manual servicing adds admin work. Mortgage Automator's servicing automation covers payments, borrower management, extensions, statements, and follow-ups, helping lenders manage larger portfolios without added complexity.

Mortgage and Loans Supported

Mortgage Automator is an all-in-one mortgage and loan management platform built for private and hard money lenders across the US and Canada. It brings origination, servicing, fund management, and reporting together in a centralized system, so lending teams no longer have to juggle spreadsheets and disconnected tools. The platform automates document generation, compliance forms, payment processing, and investor reporting, reducing manual work and errors across the loan lifecycle. Branded borrower, broker, and investor portals give stakeholders secure, real-time access to statements and updates, while a built-in CRM supports deal tracking and pipeline management. Integrations with Equifax, QuickBooks, DocuSign, Zapier, and other tools connect Mortgage Automator to your existing tech stack. Backed by SOC 2 Type II certification and hands-on onboarding, the platform helps lenders manage residential, commercial, and construction loans while scaling their portfolios with less admin wor

Mortgage Automator:

Loan Origination Features

Amortization Schedule Supported
Audit Trail Supported
Closing Documents Supported
Compliance Management Supported
Customer Database Supported
Digital Signature Supported
Document Management Supported
Fee Management Supported
Loan Processing Supported
Online Application Supported

Mortgage and Loans Features

Amortization Schedule Supported
Client Database Supported
Closing Documents Supported
Commercial Mortgages Not Supported
Contact Management Not Supported
Credit Reporting Supported
Customer Statements Supported
Document Management Supported
Electronic Applications Supported
Government Loans Not Supported
Loan Origination Supported
Loan Servicing Supported
Pipeline Management Supported
Pre-Qualification Supported
Refinance Management Not Supported
Residential Mortgages Not Supported

Loan Servicing Features

Accounting Management Supported
Amortization Schedule Supported
Application Management Supported
Auto Loans Not Supported
Automatic Funds Distribution Supported
Business Loans Supported
Collateral Tracking Supported
Collections Management Not Supported
Compliance Management Supported
Construction Loans Supported
Customer Database Supported
Fee Management Supported
Investor Management Supported
Loan Processing Supported
Student Loans Not Supported
ARIVE:

Integrations

CANDID Supported
Clover Not Supported
Docusign Not Supported
Filogix Not Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
Lendesk Not Supported
Lendware Supported
LoanOfficer.ai Supported
Matrix Not Supported
Stripe Not Supported
Twilio Not Supported
Velocity Not Supported
Zapier Not Supported
Zapier Canvas Not Supported
Zum Rails Not Supported
Mortgage Automator:

Integrations

CANDID Not Supported
Clover Supported
Docusign Supported
Filogix Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Lendesk Supported
Lendware Not Supported
LoanOfficer.ai Not Supported
Matrix Supported
Stripe Supported
Twilio Supported
Velocity Supported
Zapier Supported
Zapier Canvas Supported
Zum Rails Supported
ARIVE:
Claim ARIVE and update features and information
Claim ARIVE and update features and information