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:
Refined Quarterly Fund Statement Layout - Polished the layout of the Quarterly Fund Statement Summary, making it more visually aligned and easier to navigate so investors get the clearest view of their portfolio performance.
Document Variable Overhaul - Key variables, including {l_maturitydate}, now display correct values across reports, resolving longstanding inconsistencies.
Improved Variable Rate Handling After Extensions - When extending a loan, variable rate changes are now automatically reflected in upcoming payment schedules supporting clearer borrower communication and consistent interest calculations.
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
Connecting at NPLA Conference in Miami
It’s always a privilege to connect with so many brilliant minds in private lending, exchanging ideas, gaining insights, and celebrating the innovations that are driving our industry forward.
We had an incredible time at the recent NPLA Conference at the Loews Miami Beach Hotel. From engaging conversations with brokers and investors to discovering new trends in lending technology, the experience was nothing short of inspiring.
A huge thank-you to the NPLA team for hosting such a high-impact event. The opportunities to learn, collaborate, and grow were truly energizing, and we're already looking forward to what's next.
Where to Catch Us Next
We’re heading to Las Vegas! Join us at Geraci Captivate 2025 on May 1-2 at the Encore at Wynn Las Vegas. We'll be there with a booth and ready to connect we’d love to see you there!
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!
Automator on Social
We've been posting plenty of enjoyable and engaging content across our social media platforms. For more updates, insights, and announcements, make sure to connect with us on Instagram, LinkedIn, and Facebook!
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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.