Mortgage Automator

Customize your platform’s settings for streamlined operations and compliance.

Settings (New)

Company Settings

Set up and manage administration settings to streamline company setup, branding, tax reporting, and payment configurations.

Configuring Administration Settings

Set up and upload your company’s main letterhead, including header and footer graphics, for professional and consistent correspondence.

How to Configure Main Letterhead

Ensure accuracy and consistency in system-generated documents by configuring your company's legal name, operating name, abbreviations, and contact details.

Setting Up Your Company Details

Easily upload your company logo to ensure consistent branding within the Mortgage Automator platform.

Uploading Your Company Logo for Branding

Configure Canada Revenue Agency (CRA) tax settings in Mortgage Automator to ensure compliance with Canadian tax reporting requirements.

Setting Up CRA Tax Settings

Set up and manage Pre-Authorized Debit (PAD) files to ensure accurate payment processing and compliance with financial institutions.

Configuring Pre-Authorized Debit (PAD) Files

Administration Settings

Configure loan property fields to capture key property details, income, and mortgage data for accurate underwriting and processing.

Customizing Loan Property Fields

Customize property fields, loan parameters, fees, stakeholder setups, and repayment methods to streamline loan origination processes.

Configuring Loan Origination Settings

Configure property fields such as street views, property types, and insurance to streamline loan assessments and underwriting processes.

Customizing Property Details in Loans

Enable and configure financial fields for property tax, rental income, condo fees, and heating expenses to streamline mortgage processing.

Managing Income & Expenses

Customize and manage mortgage fields to streamline tracking, loan positioning, co-lending arrangements, payment terms, and discharge details.

Managing Existing Mortgages

Customize appraisal and site inspection settings to simplify property valuations and streamline access for appraisers.

Setting Up Appraisal & Site Inspection

Customize loan fields to optimize workflows, improve data integrity, and enhance efficiency.

Streamlining Loan Fields Setup

Define and manage standard origination fees to streamline loan setup and ensure accurate financial tracking.

Setting Standard Origination Fees

Enable TDS and GDS ratios to assess borrower financial health and simplify underwriting decisions.

Enabling Underwriting Ratios

Enable specialized loan products and manage investor standby interest to support flexible draw or total-facility funding.

Configuring Additional Product Types

Provide an overview of origination payment settings, including payment methods, interest calculations, pay dates, and rounding rules.

Setting Up Origination Payment Methods & Calculations

Ensure accurate partial interest calculations when loans are funded mid-cycle by selecting the appropriate Interest Adjustment (IAD) Style.

Configuring Interest Adjustments at Origination

Customize borrower and investor payment schedules to align with cash flow needs and loan structures.

Set Custom Pay Dates

Enable multiple borrower payment frequency options to align with loan structures and improve cash flow management.

Configuring Payment Frequency

Select a default calculation for borrower payments or offer multiple methods for flexible loan structures.

Interest Method at Origination

Customize rounding rules for payments, daily interest rates, and multi-investor allocations to ensure accurate loan calculations.

Rounding Rules at Origination

Define how borrowers and investors handle principal and interest from the start of the loan to ensure clarity and streamline loan servicing.

Setting Repayment Methods at Origination

Enable a period with no interest payments, allowing borrowers greater cash flow flexibility at the start of the loan.

Enabling Interest-Only Deferred at Origination

Roll unpaid interest into the loan’s principal instead of requiring immediate payment, improving cash flow for borrowers and investors.

Setting Up Capitalizing Interest at Origination

Configure how principal and interest payments are calculated and compounded to align with loan terms and borrower agreements.

Setting Up Principal and Interest at Origination

Configure interest-only repayment options, allowing borrowers to pay only interest during the initial loan period before transitioning to full repayment.

Setting Up Interest-Only Repayment at Origination

Enable tracking of Exempt Market Dealers (EMDs) in your system to manage specialized securities transactions efficiently and maintain compliance.

Enabling Exempt Market Dealers (EMDs)

Enable appraiser tracking to manage property valuations efficiently and maintain accurate records for lending decisions.

Enabling Appraisers in Mortgage Automator

Enable title company tracking to efficiently manage property transactions, ensuring accurate documentation and record-keeping.

Enabling Title Companies

Configure lawyer settings to define default legal representation, ensure consistency in loan files, and streamline borrower-lawyer interactions.

Managing Lawyer Settings

Streamline loan management by assigning default investors, automating payout schedules, and managing investor fees and taxes.

Managing Investor Settings

Set up broker settings to assign default brokers, display contact details, and configure compliance options for efficient loan management.

Configuring Broker Settings

Customize which borrower data fields appear in the system to enhance data entry, improve reporting accuracy, and streamline loan processing.

Configuring Borrower Display Fields

Get a high-level understanding of stakeholder roles and how to configure them for accurate loan management and streamlined collaboration.

Stakeholder Configuration Overview

Configure investor flow of funds to manage payouts, holdbacks, and payment schedules efficiently.

Managing Investor Flow of Funds

Define borrower interest adjustments, investor payouts, and holdback distributions for a seamless process

Configuring Flow of Funds

Choose when short-term interest from funding is collected

Setting Borrower Interest

Manage how loan documents are displayed, formatted, and controlled to ensure compliance, branding, and efficient document handling.

Document Configuration Overview

Configure document settings to manage commitment displays, templates, headers, footers, and investor statement colors efficiently.

Configuring Document Settings

Guide you through activating the Required Documents panel and related features so your team can easily track, upload, and reuse essential files.

Configuring Required Documents

Configure internal notifications and stakeholder duplication settings to ensure effective communication and data accuracy.

Internal Notification Settings: Overview & Configuration

Configure external communication settings to manage borrower SMS, email whitelabelling, investor reports, and email preferences.

External Communication Settings Configuration

Set up email whitelabelling to send system emails from your domain, improving branding and reducing spam risk.

Whitelabel Your Email Domain for System Emails

Learn how to customize your dashboard, Kanban board, and panel settings for efficient workflow management.

Workflow Management Settings

Manage default document routing, communication setup, and contact preferences for title search integrations.

Title Search Integration Settings

Set up USIO integration to enable borrower payments and system communication.

Connect USIO Payment in Settings

Loan Setup/Origination

Configure how loans are managed post-funding, from repayments and renewals to discharges and additional advances.

Loan Servicing Configuration

Understand the available repayment configuration options for managing investor payments and borrower repayment behaviors.

Repayment Overview

Configure Payment Method & Calculations to manage interest adjustments, rounding, and payment processing for additional loans or advances.

Payment Method & Calculations

Configure and automate loan repayment tracking by managing payment processing, irregular payments, and outstanding balances efficiently.

Payments, Adjustments and Charges Settings

Configure how investor payments are handled based on borrower payments, ensuring proper fund distribution in loan servicing.

Treatment of Investor Payments

Enable the Early Termination Penalty Field for Construction and Fix & Flip loans to apply penalties on additional loans and draws.

Additional Loan Setup

Configure Draw Request Settings to manage interest, fees, and approval dates for borrower advances while ensuring accurate calculations.

Draw Request Settings

Set up how additional loans handle payments, interest, and penalties.

Additional Loans/Advances Overview

Set up automated document generation for renewals, including compliance forms, investor agreements, and grouped document packages.

Configure Renewal Documents

Set up loan renewal options, fees, and document configurations to manage borrower and investor renewals efficiently.

Renewal

Automate and customize standard loan renewal fees to streamline operations and improve consistency across all future renewals.

Configure Standard Renewal Fees

Configure renewal settings to adjust loan payment types, enable variable interest rates and set default valuation modes for standardization.

Additional Renewal Setup

Control how interest and per-diem values are calculated at discharge, including rounding, penalties, and advanced payment methods.

Configure Discharge Interest Settings

Enable Power of Sale, Foreclosure, and discharge reasons to customize and track loan payoffs with legal and operational clarity.

Additional Discharge Setup

Configure standard discharge fees and early termination penalties to streamline payouts and ensure consistency across loans.

Configure Standard Discharge Fees

Enable and manage discharge-related documents for automated generation during loan payoffs, Power of Sale, or foreclosure workflows.

Configure Discharge Documents

Streamline loan closures by configuring discharge methods, calculations, fees, and documents for consistent and compliant payoffs.

Configure Discharge Settings

Loan Servicing

Set up a custom subdomain for investor access to the portal using DNS configuration.

Configure Investor Portal Access

Control which graphs and notes display in the Investor Portal to optimize investor visibility.

Configure Investor Portal Toggles

Upload and preview custom images for the portal header and background.

Upload Investor Portal Branding

Set sender email addresses and customize system email templates for investor communication.

Configure Investor Email Settings

Control who appears on the investor contact page and manage their profile data.

Customize Investor Portal Contact Page

Enable and manage investor portal access, filters, and communication preferences.

Manage Investor Access in Portal

Help investors understand how to use the Contact Us screen for reaching your team.

View Contact Us Page in Portal

Review and manage key Investor Portal settings for branding, access, and investor visibility.

Investor Portal Settings Overview

Investor Portal

Help lenders track and manage borrower-initiated payments from the Borrower Portal.

Manage Borrower Portal Payments

Borrower Portal

Embed a branded upload portal and link it to system records.

Whitelabel the Upload Portal Link

Upload Portal

Find answers and get help from Intercom Support and Community Experts

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