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Mortgage Automator
Mortgage Automator Pricing Plans
Standard
Origination + Servicing
Custom
Highlights
Origination Features
Servicing Features
Documents
CRM Databases
Standard Reporting
Key Features
Origination Features
Servicing Features
Documents
CRM Databases
Standard Reporting
Loan Status Tracking
Operations
OriginationPRO+
Supercharge your origination
Custom
Highlights
Manual communication
Automated communication
Borrower Portal
Lead intake form
Credit card processing
Key Features
Manual communication
Manual task creation
Automated communication
Automated tasks
Borrower Portal
Lead intake form
Credit card processing
ServicingPRO+
Comprehensive servicing package
Custom
Highlights
ACH
Bank account module
Tax module
Compliance reporting
Key Features
ACH
Bank account module
Tax module
Compliance reporting
FundPRO+
Manage your fund easily
Custom
Highlights
Shareholder ACH
Upgraded fund dashboard
Trust accounting
Compliance & reporting
Key Features
Shareholder ACH
Upgraded fund dashboard
Shareholder statements
Trust accounting
Compliance & reporting
Multiple ways to record management fees
Share/unit pricing tracking