Use Case

Private Money Broker Software

Lending Automator helps private money, hard money, and commercial brokers accept applications, match borrowers with lenders, collect documents, manage tasks, and move business-purpose real estate loans from intake to closing.

Definition

What is private money broker software?

Private money broker software is a workflow system for brokers who arrange hard money, bridge, fix-and-flip, DSCR, ground-up construction, and other business-purpose real estate loans.

Instead of managing loan requests through spreadsheets, PDF applications, email follow-up, and manual lender tracking, brokers can use one online system for borrower intake, lender matching, document collection, messages, tasks, and pipeline visibility.

Broker workflow

What Lending Automator helps brokers do

Lending Automator is designed around the workflow private money, hard money, and commercial brokers repeat every day: collect the deal, match it to lenders, follow up with borrowers, and keep the file moving.

Accept borrower applications online

Use a branded application page so borrowers can submit business-purpose real estate loan requests from any device.

Match loans to private lenders

Organize lender requirements and compare loan data against available funding sources.

Request quotes from lenders

Send quote requests that are tied to the application workflow.

Collect documents and e-signatures

Let applicants upload documents, submit forms, and e-sign through the applicant portal.

Manage tasks and reminders

Use Virtual Processor technology to assign tasks, send notifications, and follow up on missing items.

Track contacts, notes, and audit history

Keep application activity, messages, notes, lender details, and borrower records in one place.

Built for private money

Designed for business-purpose real estate lending

Lending Automator is not a generic CRM pipeline or consumer mortgage tool. It is built for private money, hard money, and commercial workflows where brokers need fast intake, lender-specific requirements, borrower follow-up, and clear visibility across active deals.

New loan intake
Lender matching
Quote requests
Document collection
E-signatures
Task assignment
Team permissions
Pipeline tracking
Fit

Who should use Lending Automator?

Best fit

  • Private money, hard money, and commercial brokers managing business-purpose real estate loan requests.
  • Hard money brokers arranging bridge, fix-and-flip, DSCR, and construction loans.
  • Mortgage brokers who need an online workflow for private lending files.
  • Broker teams managing multiple loan officers, processors, or referral sources.

Not the right fit

  • Consumer-purpose mortgage origination workflows that need a different compliance stack.
  • Brokers looking only for a public marketing website.
  • Lenders who do not want broker-submitted business-purpose loan opportunities.
  • Teams that do not need application intake, document collection, or lender matching.

Simple pricing for broker teams

Lending Automator is listed at $99 per user per month, with annual billing savings available. No onboarding fees or setup costs are required.

View Pricing
Learn more

Explore the private money, hard money, and commercial broker workflow

If you are evaluating software for a private money, hard money, or commercial brokerage, these pages explain the product from different angles.

Ready to manage private money, hard money, and commercial
loans in one place?

Get started or book a demo to see how Lending Automator handles applications, lender matching, documents, reminders, and borrower communication.