Mortgage Automator

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

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Track the progress of all tickets related to your company.

Tickets portal.

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