Exciting Updates from Mortgage Automator!
Spring has arrived, and with it, a powerful lineup of new features designed to help you work smarter and deliver more to your investors. This month, we’re excited to introduce enhancements that expand your data access, streamline reporting, and elevate the investor experience across the platform.
Here are three key updates you’ll love this month:
Investor Portal for Fund Investors: A secure, branded portal that empowers investors to view their portfolios, access statements, and communicate directly with your team.
Reports Dashboard Enhancements: Enjoy faster access and improved visuals with dashboard performance upgrades and smarter filtering options.
New API Endpoints: Our API just got stronger giving your team more tools to integrate with third-party systems and automate workflows.
Want more details? Dive into the full list of updates and improvements below!
Thank you for being part of the Mortgage Automator community we’re honored to support your continued growth.
Warm regards,
The Mortgage Automator Team
Highlights from Our April Webinar
In case you missed it, we recently hosted a live webinar led by our co-founder Pavel, where we walked through several exciting new additions to the Mortgage Automator platform.
These updates are designed to enhance your workflows, improve investor and borrower experiences, and offer even more flexibility across reporting, payments, and integrations.
Here’s what’s new:
Investor Portal: A branded portal for fund investors to view portfolios, download statements, and communicate directly.
Verification Toolkit: Quickly run fraud, flood, title, and background checks using integrated tools.
Payment Integration: Borrowers can now pay by debit or ACH directly from their portal.
Morty AI Copilot: An AI assistant that reviews documents, detects inconsistencies, and helps update loan files.
Refreshed Reports & Ledgers: A cleaner interface for organizing, filtering, and analyzing reports and transactions.
Analytics & Dashboards: Visualize key metrics like pipeline, team activity, and financials in real time.
Enhanced API Capabilities: New endpoints to access reports and ledger data programmatically.
Word & SharePoint Integration: Collaborate and sync loan documents with Microsoft tools more easily.
Watch the full webinar recording to learn more and see the features in action.
AFX Title Search Integration: Smarter, Simpler Title Verification
Introducing AFX Title Search, a seamless new way to order, track, and retrieve title reports directly within Mortgage Automator. Whether you’re confirming property ownership at origination or verifying liens during construction drawdowns, our AFX integration empowers you to manage title searches without ever leaving the loan workspace.
What’s New?
Instantly order title searches for any Main Property or Other Property in your loan file.
Auto-filled property details minimize errors and save time.
Easily upload documents, send messages, and track real-time order statuses all in one place.
Completed reports and alerts (like outstanding taxes or liens) are automatically attached to your loan file for fast, easy review.
Smart contact options let you direct notifications to individual users or centralized admin teams.
Why It Matters
With the new AFX Title Search integration, you can speed up approvals, reduce risk, and enhance transparency across your lending workflows all while keeping everything organized inside Mortgage Automator.
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!
Follow Us
ALL COMPLETED ITEMS
FEATURES & IMPROVEMENTS
Loan Origination
Expanded allowable character limits in the Commitment/Term Sheet Details section for better record-keeping.
Loan Servicing
Updated renewal logic to automatically handle loans without end dates, improving accuracy in Renewal and MLA management workflows.
Integrations
Added a “Refresh” button within Editor Mode, enabling users to update and preview data visualization changes instantly without manual reloads.
Ledger & Reports
Improved clarity for fee holdback displays during top-up funding, ensuring correct report entries.
FIXES & ENHANCEMENTS
Resolved an error preventing entry of lengthy details into the Commitment/Term Sheet.
Addressed a merge conflict issue affecting Top-Up Holdback tracking.
Corrected tagging functionality within the Notes Module, ensuring users can tag other users correctly.
Improved Mortifier settings behavior to retain Title Search Settings after edits.
Enhanced user guidance when extending a Payment Schedule with incomplete end dates.
Updated Roles & Permissions to prevent unauthorized editing of final approval dates.
Refined MLA Renewal workflows to handle loans lacking End Dates properly.
Fixed access controls preventing admin-only report visibility leaks.
Corrected formatting and validation errors in several batch underwriting workflows.
Improved status tracking for loans held in Funding/Processing stages.
Fixed warning message logic in Notes module when multiple conditions applied.
Corrected field display issues in Filogix integrations when submitting for conditions.
Resolved system errors encountered during record duplication scenarios.
Improved internal email logging for PAD/ACH borrower notifications.
Updated LSR reports to correct minor rounding issues on payment values.
Enhanced batch processing resilience during application mass edits.
Fixed UI alignment inconsistencies in lender summary screens.
Improved visibility of broker tags when multiple broker profiles exist.
Resolved mismatch alert behavior between Firm Codes in imported loans.
Corrected character escaping issues in custom conditions.
Updated internal audit logs for document signing events.
Improved dashboard caching for faster widget load times.
Corrected system validation errors in staged deal funding logic.
Updated closing checklist behavior to better handle missing signatures.
Improved account statement generation stability under high load.