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Mortgage Automator

Automates private lender origination and servicing

HR Business Partner

Full-TimeUpdated on 10/17/2026
CA$80k - CA$90k/yr
Senior
Bachelor's
Toronto, ON, Canada
Hybrid
People & HRHR Generalist & Employee Relations

About the job

Requirements
  • A Bachelor’s degree or diploma in Human Resources, Business Administration, or a related field is preferred.
  • A minimum of 5 years of progressive human resources experience, ideally in a hands-on Human Resources Business Partner, Human Resources Generalist, Human Resources Advisor, or similar role.
  • Experience supporting leaders and employees across employee relations, recruitment support, onboarding, performance management, policy interpretation, human resources operations, and employee documentation.
  • Working knowledge of employment standards and human resources compliance requirements in Canada and/or the United States.
  • Experience working with payroll deadlines, employee changes, human resources information system data, onboarding records, and other time-sensitive human resources operational activities.
  • Ability to manage multiple priorities while maintaining accuracy, responsiveness, and professionalism.
Responsibilities
  • Act as a trusted human resources partner to managers and employees, providing practical, timely, and professional guidance on day-to-day people matters.
  • Provide coaching and guidance to managers on employee conversations, documentation, performance concerns, policy application, and human resources best practices.
  • Support employees and managers with questions about human resources processes, workplace expectations, company policies, employee programs, and general employment matters.
  • Identify people-related risks, trends, and opportunities, escalating complex or sensitive matters to senior leadership when appropriate.
  • Interpret and apply human resources policies, procedures, and practices consistently, fairly, and practically.
  • Stay current on company policies and applicable employment standards across all operating locations, including cities, states, provinces, and countries across the United States and Canada.
  • Support updates, communications, and implementation of human resources policies, ensuring leaders and employees understand expectations and requirements.
  • Maintain awareness of jurisdiction-specific requirements related to leaves, accommodations, work authorization, workplace practices, payroll timing, employment documentation, and other human resources obligations.
  • Coordinate employee changes, new hire information, terminations, status updates, compensation changes, time-sensitive documentation, and other payroll-impacting actions.
  • Maintain accurate employee records, human resources documentation, and case notes confidentially and with attention to detail.
  • Support day-to-day human resources operations, including employment letters, employee changes, human resources information system updates, reporting, onboarding documentation, offboarding activities, and process coordination.
  • Use human resources systems to maintain accurate employee information, support reporting needs, and enable informed decision-making.
  • Coordinate recurring human resources processes and ensure key activities are completed accurately, consistently, and on time.
  • Support human resources audits, compliance reviews, employee record audits, policy rollouts, and other special projects as needed.
  • Partner with hiring managers to support recruitment planning, role intake, candidate coordination, interview processes, offer support, and hiring timelines.
  • Support onboarding and integration of new employees, ensuring a smooth and professional experience from offer acceptance through early employment.
  • Coordinate with internal stakeholders to complete onboarding activities, documentation, system access, payroll setup, benefits rollout, and employee records accurately and on time.
  • Provide first-line support on employee relations matters, including workplace concerns, conduct issues, attendance, performance concerns, conflict resolution, and general employee experience matters.
  • Assist with sensitive employee matters while maintaining confidentiality, professionalism, and sound judgment.
Desired Qualifications
  • Experience supporting multi-location or cross-border teams is strongly preferred.
  • Experience working in a fast-paced, growing, multi-site, or evolving organization is an asset.
  • A human resources certification such as CHRP, CHRL, SHRM-CP, SHRM-SCP, PHR, or SPHR is an asset.
  • Experience with human resources systems such as Workable, QuickBooks, ADP, or similar platforms is preferred.

About the company

Mortgage Automator provides end-to-end loan origination and servicing software for private lenders. It operates as a web-based platform that automates tasks across the lending lifecycle: investor statements are generated automatically, online lead intake forms collect prospects online, and borrowers access portals to view status and documents. It is a subscription service; pricing depends on features and service level, with personalized demos. It differentiates by targeting private lenders and offering a specialized, integrated solution with ongoing updates. Its goal is to help lenders scale by cutting repetitive work, increasing efficiency and transparency.

Company Size

51-200

Company Stage

N/A

Total Funding

N/A

Headquarters

Toronto, Canada

Founded

2017

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Simplify's Take

What believers are saying

  • August 10, 2026 Draw Management keeps budgets, approvals, and funding inside active loans.
  • Mortgage Automator claims over 400 private lenders and 500+ clients, improving expansion leverage.
  • March 2026 G2 leader badges strengthen sales credibility against competing loan origination vendors.

What critics are saying

  • Unifying Mortgage Automator and Lendr risks migration friction and duplicated roadmaps through 2027.
  • Brdg's August 2026 construction-finance platform targets the same draw workflow from the developer side.
  • Private lenders trapped in spreadsheets and separate portals leave Mortgage Automator exposed if workflows stay fragmented.

What makes Mortgage Automator unique

  • Mortgage Automator unifies origination, servicing, and draw management inside one loan file.
  • Lendr acquisition on August 4, 2026 widens North American coverage for private lenders.
  • BVP Forge backing supports configurable workflows built by former private lenders, not generalist bank software.

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Benefits

  • Paid Vacation
  • Hybrid Work Options
  • Professional Development Budget

Growth & Insights and Company News

Headcount

6 month growth

-1%

1 year growth

0%

2 year growth

7%
NCFA Canada
Aug 18th, 2026
Brdg and Mortgage Automator modernize construction lending.

Brdg and Mortgage Automator modernize construction lending. August 17, 2026 | NCFA Market Activity | Banking And Credit, Artificial Intelligence And Data Construction lending workflow modernization in Canada. On August 17, 2026, Montréal-based Brdg confirmed a C$850,000 pre-seed round to expand its construction finance platform. One week earlier, Toronto-based Mortgage Automator launched Construction Draw Management, bringing construction budgets, draw schedules and approvals into the active loan file. Brdg organizes project information across developers, cost consultants and lenders. Mortgage Automator brings draw control into the lender's loan system. Brdg structures the information lenders need. Brdg isn't a lender. Its software organizes the documents, budgets and project information used to prepare and review construction financing. The platform accepts documents through email or upload, classifies them and organizes them into a project record. It tracks budgets, project progress and funding information, checks draw readiness across legal, contract, construction and financial categories, and produces lender-ready reports. Brdg provides separate workflows for developers, lenders and cost consultants. Its construction finance platform also shows document ingestion, project dashboards, cash-flow tracking and draw-disbursement readiness. Brdg reports 30,000+ construction-related documents processed, more than C$300 million in development and active construction, and an average 5.5-day reduction in draw cycle time. The document volume and reported time savings indicate that Brdg is being used in live construction finance workflows. The C$300 million figure describes development and active construction associated with Brdg's work. It is not revenue, loans originated, financing arranged or assets under management. Brdg also describes the product as AI-powered and uses labels including Intelligence Agent and Submission Agent. Public evidence supports AI-assisted document and workflow processing. It does not establish autonomous underwriting or credit decisions. Forum Ventures invested in Brdg, and the company joined its Summer 2026 cohort. Co-founder Ness Cabessa describes Brdg as replacing spreadsheets, email and manual draw processes with a structured construction finance platform. Mortgage Automator brings draw control into the loan file. Mortgage Automator starts from the lender side. Its Draw Management feature keeps the construction budget inside the same system as the loan. Lenders build budget categories, line items and amounts in Mortgage Automator, then manage planned or ad hoc draw requests against that budget. The system flags variances and can enforce configurable loan-to-cost limits. Project Health compares work completed with funds already disbursed, giving lenders another way to identify budget drift across active construction loans. Mortgage Automator says the feature responds to private construction and fix-and-flip lenders that were managing loans in one system while tracking construction budgets in spreadsheets or separate software. A developer may prepare budgets, invoices and supporting documents. Cost consultants review project costs and progress. Lenders determine whether conditions have been met before additional funds are released. C$55B CMHC program shows the scale of construction draws. Construction loans release financing in stages because lenders need evidence that work and project costs are progressing before advancing more capital. That process is visible in Canada's public construction financing system. CMHC's Apartment Construction Loan Program provides loans starting at C$1 million and can finance up to 100% of the residential component's cost for qualifying projects. The federal program has been expanded to more than C$55 billion in loan funding. Some program streams use monthly construction draws once the loan agreement is in place. Every draw can bring another set of budgets, invoices, progress information, contracts, approvals and supporting reports into the financing process. Cost consultants are also part of that control chain. They can review construction progress, costs and supporting documentation before lenders release additional financing. Construction finance workflows are moving into software. Brdg structures project information before and during lender review. Mortgage Automator keeps budgets and draw controls attached to the active loan. The next evolution is to carry the same structured project data from developers and cost consultants into lender systems without rebuilding it at each stage. That would reduce duplicate data entry, make budget changes easier to trace and give lenders a clearer record of what changed between draw requests. The open question is how the market develops from here. Lenders may prefer draw tools built into their loan systems. Developers and cost consultants may need platforms that work across several lenders. Integrations could eventually connect the two. Talking point. Will construction finance software remain split between developer, consultant and lender workflows, or will shared project data eventually connect the full draw process? The National Crowdfunding & Fintech Association (NCFA Canada) is a financial innovation ecosystem that provides education, market intelligence, industry stewardship, networking and funding opportunities and services to thousands of community members and works closely with industry, government, partners and affiliates to create a vibrant and innovative fintech and funding industry in Canada. Decentralized and distributed, NCFA is engaged with global stakeholders and helps incubate projects and investment in fintech, alternative finance, crowdfunding, peer-to-peer finance, payments, digital assets and tokens, artificial intelligence, blockchain, cryptocurrency, regtech, and insurtech sectors. Join Canada's Fintech & Funding Community today FREE! Or become a contributing member and get perks. For more information, please visit: www.ncfacanada.org | / | / | / |

Associated Press
Aug 4th, 2026
Mortgage Automator acquires Lendr to build unified AI lending platform for North American private lenders

Mortgage Automator has acquired Lendr, a US-based loan origination and servicing platform founded four years ago. The combined companies now offer what they describe as the most comprehensive private lending software ecosystem in North America. Both firms were founded by former private lenders who built tools to address gaps in existing market software. Lendr specialises in fix-and-flip and construction lending, whilst Mortgage Automator offers configurability across loan origination and servicing. More than 400 private lenders use Mortgage Automator's platform across the US and Canada. The acquisition unites Lendr's US market expertise with Mortgage Automator's depth and functionality. Both platforms will continue operating independently whilst the companies work towards a unified solution. Mortgage Automator is backed by BVP Forge.

Fundingo
Jan 21st, 2025
The Ultimate Comparison Fundingo vs Mortgage Automator

Fundingo distinguishes itself from competitors like Mortgage Automator through its innovative features designed specifically for modern lending environments:

Fundingo
Jan 9th, 2025
Why Fundingo is the Best Alternative to Mortgage Automator An In Depth Look

Mortgage Automator has long been recognized as a prominent player in the loan servicing software market.

TMX Newsfile
Sep 25th, 2024
Inverite and Mortgage Automator Join Forces to Provide AML Solutions to the Mortgage Industry

This collaboration will integrate Inverite's innovative Instant Bank Verification and Risk/Confidence Scoring solution into Mortgage Automator's platform, significantly enhancing the mortgage application and approval process for brokers across Canada.