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The Complete Private Lending Platform

10 integrated modules. 245 screens. 393 database tables. 90+ automated jobs. LendAutomate is the most comprehensive private lending platform built for enterprise lenders, MICs, and fund managers.

OriginationServicingFund ManagementAI DecisioningBroker PortalBorrower PortalComplianceReportingAutomationIntegrations
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245
Platform pages & screens
393
Database tables
90+
Automated cron jobs
9
User roles & permissions
200+
Automation trigger types
10
Core platform modules

10 Integrated Modules. One Platform.

Every module is deeply integrated — data flows seamlessly from origination through servicing, fund management, compliance, and reporting without manual handoffs or data re-entry.

Loan Origination

End-to-end loan origination from application intake to funding. Custom pipelines, document management, automated conditions, and one-click closing.

Pipeline ManagementDocument VaultConditions TrackingClosing Automation
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Loan Servicing

Full loan servicing lifecycle — ACH payments, delinquency management, AI collections agent, construction draws, power of sale, and predictive risk scoring.

ACH & StablecoinAI CollectionsConstruction DrawsPower of Sale
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Fund Management

Manage private credit funds and MICs — investor registry, capital calls, multi-tranche waterfall calculations, distribution engine, and T5 reporting.

Waterfall CalculatorCapital CallsInvestor PortalT5 Reporting
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Automation

Visual workflow builder with dry-run simulation, 90+ pre-built cron jobs, automation marketplace, and drip communication campaigns.

Workflow Builder90+ Cron JobsDrip CampaignsRule Simulator
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AI & Decisioning

AI Copilot, configurable underwriting scorecards with A/B testing, predictive delinquency risk scoring, document intelligence, and AI collections agent.

AI CopilotScorecard A/B TestingRisk ScoringDocument Intelligence
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Broker Portal

White-labeled broker submission portal, commission ledger with clawback management, broker performance analytics, and tier-based incentive programs.

White-Labeled PortalCommission LedgerPerformance AnalyticsTier Management
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Borrower Portal

White-labeled self-service portal for borrowers — loan status tracking, document upload, payment history, draw requests, secure messaging, and automated notifications.

White-Labeled PortalLoan Status TrackingDraw RequestsSecure Messaging
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Reporting & Analytics

Custom dashboards, scheduled reports, team leaderboards, portfolio analytics, and predictive insights — all exportable to PDF, Excel, and CSV.

Custom DashboardsScheduled ReportsTeam LeaderboardsPredictive Analytics
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Compliance

HMDA reporting, KYC/AML verification, tamper-evident audit logs, data retention policies, and regulatory reporting for US and Canadian jurisdictions.

HMDA ReportingKYC/AMLAudit TrailData Retention
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Integrations

Connect to Stripe, Plaid, credit bureaus, QuickBooks, property data providers, and more via pre-built integrations and a full REST API with webhook support.

StripePlaidCredit BureausQuickBooks
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9 User Roles

Granular Role-Based Access Control

LendAutomate ships with 9 pre-built user roles, each with precisely scoped permissions. Every team member — from loan officers to investors to borrowers — sees exactly what they need and nothing they should not.

Super Admin — Full platform access and configuration
Admin — Operational management and reporting
Loan Officer — Origination pipeline and deal management
Underwriter — Credit decisioning and risk assessment
Processor — Document collection and conditions management
Servicer — Active loan management and payments
Broker — Deal submission and commission tracking
Investor — Fund performance and statement access
Borrower — Loan status and payment self-service
Enterprise Architecture

Built to Scale With Your Business

LendAutomate is architected for enterprise scale — multi-tenancy, configurable workflows, white-labeling, and API-first design mean the platform adapts to your business, not the other way around.

Multi-tenant architecture with data isolation
REST API with full documentation and webhooks
Real-time monitoring and health dashboards
SOC 2-ready security and audit logging
US and Canadian regulatory compliance built in
Scales from 10 to 10,000+ loans without reconfiguration
How We Compare

LendAutomate vs. The Competition

See how LendAutomate stacks up against the leading private lending platforms in North America across the features that matter most.

FeatureLendAutomateMortgage AutomatorThe Mortgage OfficeLendingWiseBryt Software
Native AI Features182010
Loan Origination (LOS)
Loan Servicing
Fund / MIC Management
Borrower Self-Service PortalLimited
Broker Portal
Visual Workflow AutomationLimitedLimited
AI Underwriting / Scoring
AI Collections Agent
Construction Draw Management
Stablecoin / Crypto Payments
HMDA / LAR Reporting
FINTRAC / OSFI / PIPEDA
REST API + WebhooksLimitedLimited
Template Gallery / Marketplace
White-Label Portals
Multi-Tenant Architecture
US + Canada ComplianceUS onlyUS onlyUS only

Based on publicly available feature documentation as of May 2026. ✓ = native feature, Limited = partial/add-on, — = not available.

See the Full Platform in Action

Book a personalized demo and get a complete walkthrough of all 10 modules tailored to your lending operation.

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