Exciting Updates from Mortgage Automator!
March has brought a wave of impactful enhancements across the platform, focused on clarity, flexibility, and automation. From powerful reporting tools to refined borrower statements and integrated partner improvements, this month’s updates are all about streamlining your lending workflow.
Here are three key updates from this month:
AIR Report Enhancements – New filters and clarified tooltips now give lenders better control and understanding over how loans are included in the AIR Report.
Document Variable Overhaul – Key variables, including {l_maturitydate}, now display correct values across reports, resolving longstanding inconsistencies.
Equifax Soft Pull Update – Equifax Soft Pulls now return results even when multiple applicants are used, improving data retrieval.
Scroll below to see all the platform changes in detail.
Thank you for choosing Mortgage Automator. We’re proud to continue supporting your growth with every release!
Warm regards,
The Mortgage Automator Team
Annual Information Return Report
The AIR Report just got a major upgrade to give you better flexibility, transparency, and ease of use when filing your FSRA Annual Information Return.
What’s New?
A brand-new filter lets you choose whether to include currently active loans that were funded before the report start date.
You can now fine-tune how discharged or inactive loans are handled within the reporting window.
All tooltips have been revised to remove outdated language and provide clearer, action-based explanations.
Why It Matters With these latest enhancements, lenders now have greater control over how loans are included in the AIR Report. The new options support cleaner submissions, reduce manual adjustments, and help ensure more accurate and efficient filings.
Learn More Check out the full AIR Report Knowledge Article for a step-by-step guide and examples.
We Did It! Best Financial Service Software Products 2025!
We’re beyond thrilled to announce that Mortgage Automator has been named Best Financial Service Software Product of 2025! This incredible honor is a testament to our unwavering commitment to innovation, efficiency, and most importantly you, our amazing users.
Your feedback has been the driving force behind our growth. Every suggestion, every feature request, and every insight you’ve shared has helped shape the award-winning platform we are today.
This isn’t just our win it’s yours too! Keep the ideas coming by clicking the question mark icon in Automator and selecting ‘Suggest a Feature.’ Let’s make 2025 even bigger!
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ALL COMPLETED ITEMS
FEATURES & IMPROVEMENTS
Loan Servicing
Added toggle in AIR Report to include active loans funded before the reporting start date.
Improved clarity of AIR Report tooltips to prevent confusion around date selection and loan inclusion logic.
Updated loan summary sections to include enhanced payoff and maturity breakdowns.
Loan Origination
Enhanced loan application flow with conditional logic that shows only relevant fields based on the selected loan type
Enhanced loan application flow with conditional logic that shows only relevant fields based on the selected loan type streamlining input and supporting faster underwriting.
streamlining input and supporting faster underwriting.
New applicant validations prevent incomplete soft pull submissions.
Statements
Improved fund statement generation for complex portfolios.
Adjusted layout rendering for Quarterly Fund Statement Summary to align content consistently.
Tax Module
Optimized batch deletion process to handle larger tax data volumes.
Improved feedback messages for failed tax batch uploads.
Integrations
Equifax Soft Pull now supports multi-applicant returns.
Enhanced FCT API integration for automated updates on legal status.
Webhook logic improved for real-time deal updates to CRMs.
Ledger & Reports
{l_maturitydate} now correctly displays actual maturity dates, resolving prior inaccuracies.
New loan tracking report includes column-level filters and custom export options.
Document Variables
%%airreport_loanfundedfilter%% – Indicates whether loans funded before the start date are included in AIR report.
%%borrower_softpullstatus%% – Shows the status of the Equifax soft pull on borrower profiles.
%%loanactiveflag%% – Identifies if a loan was active within the reporting window.
Report Builder Variables
{l_maturitydate} – Displays the loan’s correct maturity date; now fully functional across all reports.
{r_airfundingflag} – Flags loans that were funded prior to the AIR report start date but remain active.
{r_dischargeincluded} – Indicates whether discharged loans are included in the AIR reporting period.
FIXES & ENHANCEMENTS
Fixed issue where AIR report tooltips incorrectly displayed outdated criteria.
Resolved {l_maturitydate} defaulting to January 1, 1970 across various reports.
Corrected layout misalignment in investor fund statements.
Ensured fund statements exclude the Interest Payable Summary when configured to do so.
Fixed webhook errors causing delays in pushing status changes to integrated platforms.
Resolved problem with tax batches not deleting fully from the queue.
Improved UI responsiveness in batch reporting view.
Corrected logic errors in Equifax soft pull validation with co-applicants.