Build A Better Business With Automator

Automator has been designed to help mortgage businesses streamline and automate all communication processes. By providing a centralized communication platform, businesses can significantly reduce the time it takes to create and manage communications. Plus, you can take advantage of a dynamic communication tool, which produces responsive and user-friendly communications that are optimized for any device. With Automator, you can increase efficiency, reduce costs, and build a smarter business.


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Revolutionize Your Communication Process

Creating personalized and targeted marketing communications has never been easier. Dynamic content management allows users to send direct marketing messages that can perfectly target customers based on their location, preferences, age, needs, and homebuying status. With intelligent content management, content and images can be shared across creative layouts and channels to leverage dynamic messages and data to determine what works where.


Allowing mortgage originators to control the message makes personalization and targeting content to individual clients efficient and easy. With tailored content, customers are more likely to engage with and respond to direct marketing messages. Additionally, the ability to target by audience segment ensures that your messaging is relevant and timely, deepening trust and building brand equity. With the support of good data collection and analytics, marketers can easily adopt this strategy and minimize the IT resources needed to get 1:1 bespoke communication into the hands of the customer.


Automator is a powerful solution that can help mortgage originators stay compliant while simplifying the communications process. 

Intelligent Content Hub

With Automator, you have access to an intelligent content hub. This feature serves as a central repository where you can manage all your communications and share content across teams, touchpoints, and channels. This means that everyone in your organization has access to the same content, ensuring consistency and compliance. With one-click access to all your content, you can quickly search for and locate the communication you need, saving you time and resources.

Compliance Control

Automator understands that compliance is one of the most important aspects of mortgage customer communications. Our platform is designed with industry regulations in mind to ensure all your content is compliant with relevant laws and regulations. You can easily manage permissions for different teams to ensure that only authorized members can create or edit communications. This reduces the risk of non-compliance and helps protect your organization from associated penalties during audits.

Personalization Options

Personalization is a critical aspect of customer communication. With Automator, you can create meaningful and tailored content that speaks directly to each customer. The communication platform has different personalization options that allow you to include customers' names, relevant details, and other specific information. This approach to personalization means your customers feel valued, leading to better engagement and ultimately, more loyal customers.

Save Time and Reduce Errors

Automator can save you time while reducing errors, thanks to its powerful automation capabilities. The solution automates many of the manual processes that are typically associated with mortgage communications management, such as file preparation, composition, and delivery. This means that your team can focus on more important tasks while still ensuring that your communications are delivered accurately and on time.

Marketing Integration

Automator is a software tool that makes it easy to clean up and migrate legacy print communications to digital channels with our MAXA integration. CMOs can centrally control and manage content in one system, which can then be shared across multiple channels for greater efficiency. By enabling your customers to receive communications through the channels of their choice, Automator ensures that you can meet customers where they are.

Ensure Accuracy

Proofing and testing in real-time is another feature of Automator that can significantly streamline your move to digital channels. Users can quickly proof their digital communications and receive an exact rendition of what will be executed in production. Furthermore, users can validate targeting rules by generating proofs to check that communication is going to the right individuals.