← Mortgage Automator
Mortgage Automator role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
All-in-one software for private lenders to run loans from origination to servicing and investor management.
Who you'd be calling
Owners, COOs, and operations or servicing managers at private and asset-based mortgage lenders.
Your opener
“Hi Chris, this is Alex from Mortgage Automator. I know I'm calling out of nowhere. I work with private lenders who juggle spreadsheets and separate tools to manage loans, and I wanted to ask how you handle that today.”
Problems you solve for them
- Juggling spreadsheets and separate tools to run loans
- Manual servicing work leads to errors and compliance risk
- Hard to keep investors updated and report accurately
Discovery questions to ask
- What do you use today to originate and service your loans?
- How much of your servicing and investor reporting is still manual?
- What would make you consider changing systems?
Objections they'll throw at you
“I'm busy right now.”
→ No problem, I'll be brief. Can I ask one question about how you manage loans, and you can tell me whether to keep going?
“We're not interested.”
→ Fair enough. Is your current setup working well, or is it just not the right time to look at it?
“We already have a system.”
→ Good to know. What does it do well, and what do you still do by hand outside of it?
“Send me an email.”
→ Sure. So it's useful, is your biggest headache originations, servicing, or investor reporting?
Interview tips for this company
- Learn the difference between private lenders and banks, and between origination and servicing.
- Use plain words; lenders care about speed, accuracy, and compliance.
Written from public information about Mortgage Automator to help you practice. Ask an insider what their role play looked like; it's the best prep there is.