Exciting Updates from Mortgage Automator!
As we move into spring, we’re thrilled to share a range of updates built to help Canadian lenders streamline operations, improve reporting, and document deals more effectively. Whether you’re managing investor portfolios or fine-tuning loan terms, this month’s updates are all about clarity, control, and connection.
Here are three key updates you’ll love this month:
Reports Dashboard Enhancements: Enjoy upgraded visuals, faster performance, and more intuitive filters across your dashboards.
New API Endpoints: Automate with confidence our latest API improvements offer more ways to connect Mortgage Automator with your internal systems.
Expanded Commitment/Term Sheet Flexibility: You can now input longer references into your Term Sheet Details for more precise, comprehensive loan documentation.
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
Investor Portal for Fund Investors
The new Investor Portal is here providing fund investors with secure, real-time access to their portfolios in a fully branded and user-friendly environment. From investment breakdowns to direct communication, this feature transforms the investor experience with clarity and convenience.
What’s New?
White-labeled portal with your company’s subdomain, logo, and background branding.
Interactive dashboards displaying loan-to-value ratios, ROI trends, and investment types.
Seamless navigation between multiple funds and accounts with personalized summaries.
Bulk tools to manage access, assign statement cadences, and control visibility filters.
Customizable Contact Us page with team photos, titles, emails, and LinkedIn profiles.
Branded email templates for account actions like enablement and password resets.
Why It Matters
With a modern interface and smart automation, the Investor Portal enhances transparency, strengthens your brand, and streamlines investor engagement delivering a polished experience that reflects the professionalism of your fund operations.
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 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.