Frequently Asked
Questions

Lending Automator is a Software-as-a-Service (SaaS) platform that helps brokers efficiently manage hard money, private money, and commercial loan applications. Our platform streamlines the broker's workflow from application to closing, automating each step along the way. Brokers can accept digital loan applications, collaborate with multiple lenders, and accept online document uploads, form submissions, and e-signatures from applicants.

Lending Automator was created for mortgage brokers and lenders engaged in private money, hard money, and commercial real estate transactions. If you originate hard money, bridge, fix-and-flip, DSCR, or ground-up construction loans, this platform was built for you.

Lending Automator helps you save both time and money with over 100 built-in features designed to enhance private money, hard money, and commercial mortgage origination. If you want to see the workflow in detail, schedule a 30-minute demo and see the benefits firsthand.

Our headquarters are located at 66 Franklin Street, Norwich, Connecticut 06360. Some of our employees work remotely.

Lending Automator was formed in 2023. Development on the software platform began immediately, with a Beta release in early 2024. The full production version launched in September 2024.

Yes. We use 256-bit encryption and conform to bank-grade security guidelines. Protecting your data is integral to our mission. We value transparency in how data is collected, stored, and secured, and we design our security approach around the needs of financial data protection.

SaaS is a cloud-based software delivery model where users access software over the internet, typically through a web browser, rather than installing and maintaining it on local computers. There is nothing to install or manually update. The software provider manages infrastructure, security updates, maintenance, and scalability so users can focus on using the tool.

Lending Automator is $99 per user per month. Annual billing is available at a discounted rate. The plan includes the broker workflow tools, applicant portal, lender matching, document collection, e-signatures, task management, and Virtual Processor™ automation. You can also review the pricing section on the home page.

No. Lending Automator does not charge onboarding fees. The platform is designed so brokers can start using the core workflow without a custom implementation project.

Yes. Monthly subscriptions can be canceled anytime. If you choose annual billing, you receive a discounted rate for the annual plan. Once canceled, your account will remain active until the end of your paid billing cycle.

Lending Automator's patent-pending Virtual Processor™ technology is like having a dedicated team working 24/7 to keep your loans moving forward. It automatically assigns tasks, sends reminders, collects documents, helps applicants e-sign in the platform, and keeps borrowers updated.

Lending Automator helps brokers organize loan data and match business-purpose real estate loan requests to lenders based on lending requirements. Lender profiles can include requirements, document templates, and other information needed to route a deal to the right funding source. Lenders can review the lender matching program to learn how participation works.

Yes. Brokers receive a customer application page that can be shared with applicants. Loan requests can also be started from inside the platform using the new loan button, and the application form can be embedded on your own website with assistance from your account manager.

Yes. The application form dynamically adjusts based on how applicants answer certain questions, so borrowers and brokers provide information that is relevant to the specific loan request.

Yes. Applicants can upload documents, submit forms, receive messages, and e-sign documents through the applicant portal. Brokers can keep notes, messages, document requests, and loan activity tied to the application.

Yes. If your account has multiple licenses, you can add, edit, or remove users in the managed users area. Admin users can see and manage all loans, while non-admin users can be limited to loans assigned to them. Licenses can be added by speaking with your account manager.

No. Lending Automator can provide a customer application page for loan intake, but it does not have to replace your existing website. Brokers can share the application page directly or discuss embedding the application form on their own website.

Absolutely. We actively solicit feedback through phone and email. Every feature was either requested by a broker or built to solve a real pain point we heard about firsthand. If you have a feature request, call us or email contact@lendingautomator.com.

A demo walks through the broker workflow in Lending Automator, including loan intake, lender matching, document collection, task automation, the applicant portal, and settings. It is a practical way to see whether the platform fits your private money, hard money, and commercial lending workflow. You can book a demo when you are ready to see the full workflow.

Once logged in, you can start with our video tutorials, which cover getting started, submitting applications, managing applications, lender matching, applicant portals, contacts, settings, and document workflows.

We don't charge any fees to include lenders' requirements in our platform. To have your company added as a supported lender, call 855-596-0900, email contact@lendingautomator.com, or apply directly on our Lenders page. We will need your document templates and lending requirements so we can build an accurate profile in the system.

Absolutely! Refer a friend and earn a $99 account credit. Your friend gets 25% off their first month. We also offer partnership opportunities for Value Added Resellers to earn monthly income for each active account they referred. To become a Value Added Reseller, please contact us at contact@lendingautomator.com or call 855-596-0900.

We attend and exhibit at industry trade shows throughout the year. Contact us at contact@lendingautomator.com or call 855-596-0900 to find out when we will be at an event near you.