⚡ #1 Commercial Loan Origination Platform for Brokers

Close More Deals
In Less Time

87% Faster With Zero Chasing

Loan Automation matches your deals to qualified lenders, collects all documents

through the Client Portal, and keeps every party updated in real time - from application to funded.

87%

Less Time to Close

100+

Lenders

12+

Loan Types

4

Powerful Portals

How It Works

From Application to Funded — Fully Automated

Loan Automation handles every step of the deal so you can focus on closing, not chasing paperwork.

1

Submit Application

Smart multi-step wizard with conditional logic by loan type. Real-time LTV, LTC & ARV calculator built in.

2

Instant Lender Matching

Engine scores deals against 100+ lenders by type, LTV, LTC, DSCR, State & loan size. Ranked results with match reasons.

3

Automated Docs Collection

Client portal auto-generates document checklist by loan program. Clients upload directly—no more email chains.

4

E-Sign & Close

Fee agreements & NDAs sent for e-signature from inside the platform. Track every deal in live pipeline to funded.

FEATURES

Everything You Need to Run Your Brokerage

Built specifically for commercial mortgage brokers — not generic CRM software repurposed for lending.

Smart Loan Wizard

12+ Loan Types

Lender Matching

100+ Lenders

Client Portal

No Login Required

Broker Website

Branded & Hosted

Fee Agreement & E-Sign

PDF + Digital Signature

Performance Dashboard

Real-Time Pipeline

Role Based Access

4 User Roles

GHL Integration

2-Way CRM Sync

Capabilities

Everything you need to run deals end-to-end

A modern, broker-first platform with client collaboration, lender workflows, document control, dashboards, and automation — designed to keep every file moving and every stakeholder aligned.

Broker, Client & Loan Team Portals

Role-based access for brokers, clients, loan officers, and co-brokers with a clean, consistent experience.

Web-Based Loan Application

A streamlined online application that captures the right details without slowing borrowers down.

Loan Pipeline & Dashboard

See every deal by stage, owner, and status — with quick filters for daily execution.

Performance Dashboard

Track volume, conversion, and velocity so you always know what’s driving results.

Loan Status & Doc Upload Portal

Keep borrowers informed while collecting documents in a clear, auditable way.

Loan Programs Built In

Bridge, Fix & Flip, DSCR, Construction, CRE Permanent, SBA/USDA, and Asset-Based Lending workflows.

Document Activity Timeline

A clear log of uploads, requests, and updates so nothing gets lost in the shuffle.

Commission Tracking

Track fees and commissions across deals and stakeholders with fewer spreadsheets.

Internal Chat

Message lenders, clients, loan officers, and co-brokers inside the deal — tied to the file.

Pre-Underwriting Checklist

Standardize upfront review so packages are lender-ready before submission.

Auto Deal Summary (PDF)

Generate a lender-ready deal summary PDF automatically to speed up submissions.

Fee Agreement & Term Sheet

Create, share, and manage key deal documents with consistent templates and tracking.

Priority Support

Fast help from a team that understands broker workflows and lender requirements.

Lender Marketplace + Add Your Lenders

Use the built-in marketplace and bring your own lender list into a single operating system.

White Label

Deliver the platform under your brand so clients experience a seamless, trusted journey.

Auto Follow-Up + Auto-Forward Docs

Automate borrower and lender follow-ups — and forward documents instantly when they arrive.

GoHighLevel Integration

Email/SMS campaigns, CRM + calendar, social campaigns, workflows, and unlimited funnels/sites/sub-domains.

Voice AI Appointment Agents

Automate appointment setup with AI voice agents that qualify and schedule leads 24/7.

SUPPORTED LOAN TYPES

12+ Loan Programs Built In

  • Bridge Loans
  • Fix & Flip
  • DSCR Loans
  • Hard Money
  • CRE Permanent
  • New Construction
  • SBA 7(a)
  • SBA 504
  • USDA B&I
  • CMBS / Agency
  • Mezz / Pref Equity
  • C-Pace
  • Asset-Based Lending
  • Equipment Financing
  • PO Financing
  • AR/AP Financing
  • Business Lines of Credit

Ready to Close More Deals In Less Time?

Join the brokers using Loan Automation to close deals 87% faster. Get your branded website, smart loan wizard,

automated lender matching, client portal, and full GHL integration - all in one platform.

100+

Lenders

12+

Loan Types

4

Portals

🔒 Loan Automation - Close More Deals In Less Time • 87% Faster With Zero Chasing - loanautomation.ai

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LOAN AUTOMATION software is created for loan advisors and brokers to accelerate the loan process and save time

Disclaimer: The success stories you see from our students are real—but they’re not guaranteed for everyone. Your results will depend on your background, experience, work ethic, and how much effort you put in.

Commercial lending is a business that takes consistent action, focus, and risk-taking. If you’re not ready to commit and put in the work, this business is not for you.