Private Lending Origination Software
Manage your entire loan origination workflow — from application intake to funding — with pipeline management, document automation, and compliance templates built for private lenders.
Everything You Need to Originate Loans Faster
From first application to funded loan, LendAutomate's origination module handles every step with automation and compliance built in.
Pipeline Management
Visualize your entire loan pipeline from application to funding. Drag-and-drop deal stages, custom statuses, and real-time pipeline analytics give you complete visibility.
- Kanban-style deal board
- Custom pipeline stages
- Deal scoring & prioritization
- Team assignment & collaboration
Conditions & Workflow
Define custom conditions checklists for each loan type. Automated workflows ensure nothing falls through the cracks from application to close.
- Custom conditions templates
- Automated condition tracking
- Approval workflows
- Escalation rules
Document Automation
Generate loan documents automatically from templates. Collect, organize, and track all required documents with version control and audit trails.
- Template-based doc generation
- Document collection portal
- Version control
- Automated reminders
Compliance Templates
Pre-built compliance packs for US and Canadian regulatory requirements. Stay compliant across all jurisdictions with automated compliance checks.
- US state compliance packs
- Canadian provincial templates
- Regulatory change alerts
- Compliance audit reports
Construction Draw Management
Manage construction loans with draw schedules, inspection tracking, and budget monitoring. Automate draw requests and approvals.
- Draw schedule management
- Inspection tracking
- Budget vs. actual reporting
- Lien waiver collection
eSign Integration
Send documents for electronic signature directly from the platform. Full audit trail and compliance with ESIGN Act and UETA.
- One-click eSign sending
- Multi-party signing workflows
- ESIGN Act compliant
- Complete audit trail
The Private Lending Software Built for Your Business
Whether you're a hard money lender, bridge lender, or construction lender, LendAutomate's origination module adapts to your specific workflow. Our platform supports loan origination for residential, commercial, and construction loans across all US states and Canadian provinces.
Quick Integration
See the Origination Module in Action
Book a personalized demo and see how LendAutomate can streamline your loan origination process.