Mortgage Automator

Configure fund-level settings that control payouts, templates, and investor documentation.

Fund Settings Overview

Configure key fund-level settings that control investor documents, reporting, expenses, and fiscal operations.

Set flexible rules for payouts, fees, and documents across investor share classes.

Set how share values and investor payouts are calculated, displayed, and distributed across all fund classes.

Assign default templates to automate fund statement and loan document generation.

Upload a custom header image for branded investor-facing documents.

Review fund-level revenue, expenses, and net income using chart or table views with export and comparison features.

Explore the Fund module for settings, dashboards, and ledger management.

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