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Mortgage Automator
Cloud platform for private and hard-money lenders covering origination, servicing, fund and investor management, CRM and borrower, broker and investor portals.
| What the AI does | Mortgage Automator MCP Server (read-only connector that lets Claude and ChatGPT query live loan data); AI-powered document extraction. |
|---|---|
| Who it serves | Non-QM and private lenders |
| Starting price | Quote-based |
| Pricing model | Quote-based |
| Free trial | Not stated on the vendor site |
| Best fit | Lender branch |
| Category | Loan Origination Systems with AI |
| Also fits | Underwriting Assist & Condition Clearing |
| Works with | Claude, ChatGPT |
| Compliance | Posted on the vendor's site: SOC 2 Type II; 256-bit TLS in transit; encrypted database at rest; PCI Level 1 payment gateways. |
| Checked | 2026-10-31, against the vendor's own page |
Good to know
Mortgage Automator is an origination, servicing, fund and investor-management platform built for private and hard-money lenders, with CRM and portals for borrowers, brokers and investors. Its MCP Server is a read-only connector that lets Claude and ChatGPT query live loan data for plain-language portfolio questions, and the site names AI-powered document extraction; pricing is by quote across four volume tiers from Core (up to 24 active loans) to Enterprise, with an API package on the Connect and Enterprise tiers.
The vendor states SOC 2 Type II on its MCP page and posts 256-bit TLS in transit, an encrypted database at rest with Key Vault and PCI Level 1 payment gateways on its security page.
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