Mortgage Automator pricing
Mortgage Automator pricing and what it adds up to
Quoted privately, based on active loans and annual funded volume
- check_circleYour data in a database you own
- check_circleOpen source, no lock-in
- check_circleBuilt and run by Enterprise DNA
The plans
What Mortgage Automator charges
Mortgage Automator does not publish its prices. It quotes plans based on active loans and annual funded volume, so your bill is built around the size of your lending book.
Core
Quoted privately
The tier covers up to 24 active loans, with annual funded volume also used to set your plan.
Plus
Quoted privately
The tier covers 25 to 99 active loans, with annual funded volume also used to set your plan.
Connect
Quoted privately
The tier covers 100 to 1,499 active loans, with annual funded volume also used to set your plan.
How the bill is built
Your lending book
Plans step up with the number of active loans, from Core to Plus to Connect. Mortgage Automator uses active loans or annual funded volume, whichever is higher, so a growing book can move you into a higher tier.
Annual funded volume
The amount you fund each year also helps set your plan. A strong lending year can raise the bill even if your active loan count has not moved into the next tier.
User limits
The standard package lists up to ten users with permission control. Brokers, credit staff and fund administrators all count towards that limit, so the people who need access are part of the package you choose.
Fund tools and templates
Investor statements, trust accounting and unit pricing sit in the fund package, above standard origination and servicing. Mortgage Automator's team can also create custom document templates for a fee.
A year of Mortgage Automator
Your yearly cost is quoted privately
Mortgage Automator does not publish an annual price, so you need a quote to know what you will pay over a year. The bill is driven by active loans and annual funded volume, whichever is higher. As your lending book or funded volume grows, your plan and its cost can step up.
Underneath the bill
What you are really paying for
Screens over your loan register
The core of the package is screens over a loan register, supporting loan origination and servicing. You are paying for a system to manage your lending records, with the plan priced around the size of the book.
Capacity for your team
The standard package lists up to ten users and permission control. Your brokers, credit staff and fund administrators all use places within that limit, so the package accounts for who needs access.
Fund and document options
Investor statements, trust accounting and unit pricing are in a higher fund package. Custom document templates can be created by the Mortgage Automator team for a fee, so these needs can add to what you pay.
The owned alternative
Own your private lending desk
Private Lending is built around a database your business owns and can be run in plain language. Enterprise DNA builds your version around how your business works, brings your Mortgage Automator data across and runs it for you. You pay one setup fee, then a monthly retainer. If you prefer to manage it yourself, there is also a free version you can run.
Private Lending for Claude Code
One setup fee, then a monthly retainer. No per-seat plans, no tiers, and the system is yours.
Make it yours
Design your own Mortgage Automator replacement
Everything starts from the open-source base. Then it gets your name, the parts you run, your rules and your data from Mortgage Automator. Try it here, and we build the real one.
2. What it runs
3. Make it fit
4. Your colour
Answered from your own database
Good morning. Here is what needs you today.
We build it from the open-source base, bring your Mortgage Automator data across and run it for you.
Questions
Mortgage Automator pricing, answered
How does Mortgage Automator decide which plan you need? expand_more
Mortgage Automator bases its plans on active loans and annual funded volume, whichever is higher. Its named tiers cover up to 24 active loans for Core, 25 to 99 for Plus, and 100 to 1,499 for Connect. Prices are quoted privately.
Can you work out your yearly Mortgage Automator bill online? expand_more
No public price is listed, so there is no published yearly figure to calculate from. You need a private quote. The bill depends on your active loan count and annual funded volume, and can rise as either measure grows.
Do more users or fund features affect the package? expand_more
The standard package lists up to ten users with permission control, and brokers, credit staff and fund administrators count towards that limit. Investor statements, trust accounting and unit pricing sit in the fund package, above the standard origination and servicing package.
Stop paying Mortgage Automator every month
30 minutes with Sam. Bring your last Mortgage Automator bill. We show you what your own version looks like, and if it is a fit, we build it and bring your data across.
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