About the research

Methodology

How the survey behind the 2027 Outlook was run, who answered it, and how much weight each number can carry.

Presented by Mortgage Automator. Survey by Lux Insights.

The survey

A 15-minute online survey, fielded by Lux Insights on behalf of Mortgage Automator. 200 completed responses: 120 in the United States and 80 in Canada. Percentages may not total 100% due to rounding.

200completed responses
±5.8%margin of error, 90% confidence
15 minonline questionnaire
26 daysin the field
Fieldwork window Aug 26 – Sep 20, 2026

Who answered

44%
hold a President, CEO, COO or other C‑suite title
12%
are owners, founders or partners
80%
have sole authority over technology purchases
58%
have lent privately for more than ten years

To qualify, every respondent had to meet all five tests. No one outside private lending, and no one below senior operator, made it into the sample.

  • Works for a private lender
  • Senior operator or above
  • Makes technology purchasing decisions
  • Based in the US or Canada
  • 18 or older

Sample and margins of error

Where they lend
60%40%
  • United States120
  • Canada80
Respondents and margin of error by group
GroupRespondentsMargin
All respondentsFull sample200±5.8%
United StatesCountry120±7.5%
CanadaCountry80±9.2%
Small firmsUnder $50M portfolio or AUM45±12.3%
Mid-size firms$50M to $500M95±8.4%
Enterprise firmsOver $500M60±10.7%

Also in the report

Lendr platform data

Where cited, drawn from anonymized, aggregated activity on the Lendr by Mortgage Automator platform. Demo and trial accounts are excluded, and it is always reported separately from the survey.