# MortgageAutomator plugin

Integrates MortgageAutomator (opens new window) mortgage and lending platform with the Epona provisioning service. The plugin syncs loan applications, documents, and borrower information from MortgageAutomator to SharePoint on a configurable schedule.

DLL: Epona.MortgageAutomator.dll

# What it does

  • Loan application sync — reads loan applications and creates or updates corresponding records in SharePoint.
  • Document management — syncs loan documents and forms.
  • Borrower information — syncs customer/borrower data.
  • Field mapping — maps MortgageAutomator fields to SharePoint properties.

# Deployment

  1. Copy Epona.MortgageAutomator.dll to the service's bin directory.
  2. Restart the provisioning service.
  3. Open the Configurator, select the relevant SharepointCfg, and configure the MortgageAutomator section that now appears in the property grid.

# Configuration reference

See the Configurator UI for available configuration properties once the plugin is deployed.

Last Updated: 4/15/2026, 8:56:27 AM