Software-as-a-Service (SaaS) is a cloud-based software delivery model where users access software applications over the internet, typically via a web browser, rather than installing and maintaining them on local computers. SaaS providers host and manage the infrastructure, security, updates, and maintenance of the software, allowing users to focus on using the tool without worrying about backend operations. So, you don't need to install the software on your local device or maintain server hardware to run it. SaaS providers are responsible for maintaining and updating the software. This includes applying security patches, fixing bugs and adding new features. You don't have to worry about updating the software manually. SaaS solutions are often designed to be easily scalable. Organizations can add or remove users as needed, and the software can accommodate increased usage or additional features without the need for major infrastructure changes.

Lending Automator was created for mortgage brokers and lenders engaged in private money real estate transactions.

Absolutely, that's the only way to improve our platform and ensure it meets your needs. Let us know what you thinking by calling us at 855-596-0900 or emailing contact@lendingautomator.com.

Lending Automator’s patent-pending Virtual Processor™ technology is like having a dedicated team of employees working 24/7 to keep your loans moving forward, automatically assigning tasks, sending reminders, collecting documents, helping your clients e-sign right in the platform, and much more!

Yes! We use 256 bit encryption and conform to bank grade security guidelines.

Lending Automator is a Software-as-a-Service (SaaS) platform that helps brokers efficiently manage hard money and private money 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, making the loan process seamless and efficient. To get a more detail on how Lending Automator could improve your business, sign up for a 30 minute demo.

We attend and exhibit at many industry trade shows. View the conference calendar here to find out our next conference.

Our headquarters are located in beautiful Norwich Connecticut. 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 production version launched in September 2024.

At Lending Automator, protecting your data is integral to our mission. We don’t just meet industry standards—we strive to exceed them, prioritizing your security and privacy at every step. Here’s how we put our commitment into action: Privacy: We value your trust and believe that transparency is key. Every aspect of how we handle your data, from collection to storage, uses industry standard encryption. Privacy is at core of our system and ensure that only you have access to your information. You can view the full privacy policy here - https://www.lendingautomator.com/privacy-policy. Security: Our security approach is crafted to address the complexities of financial data protection. With advanced technologies and proactive measures, our dedicated team is constantly enhancing our systems to defend against evolving threats, ensuring that your data stays secure. Lending Automator is dedicated to being the trusted software partner you deserve. Every aspect of our security strategy is designed to give you confidence in how your information is managed—securely, transparently, and responsibly.

We don't charge any fees to include lenders' requirements in our platform. To have your company added as a supported lender, please call us at 855-596-0900 or email contact@lendingautomator.com. We'll need a copy of your document templates and other lending requirements in order to build an accurate profile in our system.

Absolutely!. You can find details here

Lending Automator helps you save both time and money with over 100 built-in features designed to enhance your private money mortgage origination. We've provided extensive information on our website explaining the tremendous value of our software. If you’re not convinced yet, schedule a 30-minute demo and see the benefits firsthand.

You can create your account / subscribe using any valid email address. Just click here to get started. Of course, if you need a hand, we will be happy to walk you through the process. It's not painful. Give us a call and we will help - 855-596-0900.

For companies with 5 users or less, user accounts are $99.00 per month per user and allow you to accept unlimited applications. If you have more than 5 users on your account, please call us for discounted pricing. Additionally, a Virtual Processor Fee of $49.00 per file is charged for applications that reach the processing pipeline stage. These deals have a higher probability of closing and require enhanced functionality such as e-signatures, dynamic task assignments, automated notifications, reminders, and much more.

Currently we accept all major credit cards for subscription and Virtual Processor fees. You can update your payment method in Settings when you log into your account. If you require other payment options please call us at 855-596-0900 or email contact@lendingautomator.com.

Lending Automator offers annual and month-to-month subscriptions. You can cancel your account at any time in Settings. After cancelling, you will be able to use the platform until the end of your current subscription period.

Go here and create an account. Your first month is free and a credit card is not required to get started.

We have a 1 month free trial. This is a great way to check out our app and find if it works for you. At the end of the first month you will need to use a credit card and select a subscription plan to continue with the service. The free trial does not limit your access to any features of Lending Automator. You can add and process as many applications as you want.

No, you only pay for your subscription fee. There are no required set-up or onboarding costs.

Yes, you can have multiple users on the same account. Please call 855-596-0900 or email contact@lendingautomator.com and we will add new users for you. In the future, we will be rolling out a self-service account management platform so you can handle this on your own.

Not yet. This is one of the top feature requests we have received from our clients. Our developers are actively working on enabling this feature.

With our software platform, you can use any modern browser, such as Google Chrome, Apple Safari, Mozilla Firefox, Windows Edge and many others. For the best possible experience, ensure your browser is on the latest version and clear any cache and cookies as needed. You can also use virtually any device with a web browser, PC or Mac, iPhone, iPad or Android phone or tablet. If you have an technical issue with a specific device or browser, please let us know. Email contact@lendingautomator.com or call 855-596-0900.

After logging in to your account, you may manage your company name and phone number in the Settings module under Company Information. Your Customer Application page and logos may be managed in Settings under Website Configuration. Your subscription may be managed in Settings under Your Plan.

Yes, we have chat, phone, email support and a very good support ticket system. We also have a knowledge base that continues to grow to provide detailed answers to your questions.

After logging in to your account, you can manage your plan type and billing information in the Settings module under Your Plan.

You can email us contact@lendingautomator.com or call 855-596-0900. We also have a ticketing system built into the application that is available when you are logged in.

Step 1: Verify your credentials Make sure you are using the correct email address and password. Try to login again - https://app.lendingautomator.com, if that doesn't work go to Step 2. Step 2: Clear your cache / cookies Go to settings on your browser, find history privacy, and clear your history. Close your browser, try to login again - https://app.lendingautomator.com, if that doesn't work go to Step 2. Step 3: Reset your password Go to the login page https://app.lendingautomator.com/ click on reset password. Follow the instructions you get in the email to change your password. Try to login again with the new password - https://app.lendingautomator.com Step 4: If you are still having a problem Please email us contact@lendingautomator.com

Yes. Log in to your account and navigate to the Settings area. You will find the option to manage your subscription under Your Plan. Your account will remain active until your current billing period ends. We will be sorry to see you go and would appreciate any feedback you have so that we can continue to make the product even better.

Log in to your account and click the help icon in the navigation menu. You can search the Knowledge Base or product manual or review our tutorials. If you can't find your answer, fill out a support ticket. You can also email us at support@lendingautomator.com or call 855-596-0900.

No. Since this is a cloud-based application, you need to be connected to the internet using Wifi, ethernet, cellular, or a similar service.

Yes, you can complete any task required for a loan application, approval and funding; however, your client must e-sign any required documents themselves.

Yes, your subscription includes a branded online application page you can share with your clients. It is accessible through a URL branded with your company's name, and is customized with your name and logo. We also can provide an embeddable application for you use on your own web site. Please call 855-596-0900 or email contact@lendingautomator.com if you'd like to request the embeddable application.

Yes, we provide clients with access to a loan portal where they can log in and see all of their applications. They are able to message you, complete forms, upload documents, e-sign and much more, using a web browser on almost any internet-connected device.

Not yet, but we are working on it. Please email us at contact@lendingautomator.com or call 855-596-0900 to let us know what you'd like us to support.

We are actively working on integrations with other general software tools as well as apps and programs specific to real estate brokerage and lending. We will announce when these integrations are live. If you have a specific program you would like to work with please let us know by calling 855-596-0900 or emailing us at contact@lendingautomator.com.

Yes. If your preferred lender is not on our system, we will need copies of their blank document templates and other requirements to include them. Once we have this information we usually can onboard the lender within a few business days.

Yes. Your clients will be able to e-sign documents directly in their portals.

Private money brokers act as intermediaries between borrowers and private money lenders, helping clients secure financing for real estate or other investments from non-traditional sources. These brokers specialize in connecting borrowers—who often don’t qualify for conventional bank loans—with private lenders, such as individuals, small investment firms, or private lending companies.

Private money lenders can include wealthy individuals, investment groups, or specialized lending companies. These loans are particularly useful for real estate investors who need fast, flexible financing options.

We have a glossary for that here. You can also find other industry resources here.

Private money refers to loans provided by individuals or private organizations (rather than traditional financial institutions like banks) to finance real estate or other types of investments. These loans are typically used in situations where borrowers either don’t qualify for traditional financing or need quick access to funds. Private money lending is common in real estate investing, especially for short-term financing like fix-and-flip projects or bridge loans.

Hard money is generally another way to refer to private money.

Yes, you can view a list here have a glossary for that here.