--- title: Mortgage Automator Reviews meta_title: 'Mortgage Automator Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 74 reviews by the users' company size, role or industry to find out how Mortgage Automator works for a business like yours. aggregate_rating: rating_value: 4.9 review_count: 74 scale: '5' date_modified: '2026-07-17' parent_category: name: Loan url: https://www.g2.com/categories/loan --- # Mortgage Automator Reviews **Vendor:** Mortgage Automator **Category:** [Loan Origination Software](https://www.g2.com/categories/loan-origination) **Average Rating:** 4.9/5.0 **Total Reviews:** 74 ## About Mortgage Automator Mortgage Automator is a purpose-built loan origination and servicing platform for private and hard money lenders in the US and Canada. It manages the entire loan lifecycle, from application and underwriting through document generation, servicing, renewals, reporting, and fund management, in one centralized system. The target audience for Mortgage Automator includes private lenders and hard money lenders looking to streamline their lending processes. The platform addresses a variety of use cases, such as simplifying the management of residential, commercial, and construction loans. By automating key tasks, Mortgage Automator enables lenders to focus on their core business activities rather than getting bogged down by manual processes. This is particularly beneficial for organizations managing both small and high volumes of loans, as it helps to minimize errors and enhance operational efficiency. Core capabilities include: - Automated payment tracking, interest calculations, servicing workflows, and fund disbursements. - Instant generation of commitment letters, loan agreements, discharges, and other key documents. - Branded portals giving borrowers, brokers, and investors secure, real-time access to statements and updates. - Built-in CRM for deal tracking and pipeline management. - Customizable workflows that adapt to residential, commercial, and construction loan types. - Integrations with Zapier, credit bureaus, and QuickBooks. As a cloud-based solution, Mortgage Automator is designed to scale with your business, ensuring secure remote access for users. One of the standout aspects of Mortgage Automator is its commitment to customer support, including personalized onboarding, a responsive support team, and a product roadmap informed by client feedback. This focus on user experience helps to ensure that lenders can effectively leverage the platform's capabilities to drive growth and efficiency. Whether managing a lean operation or processing a high volume of loans, Mortgage Automator minimizes manual work, reduces errors, and allows teams to reclaim valuable time to focus on strategic growth initiatives. This platform not only simplifies the lending process but also empowers lenders to operate more effectively in a competitive market. ## Mortgage Automator Pros & Cons **What users like:** - Users find the **ease of use** in Mortgage Automator essential for streamlining workflows and enhancing efficiency. (9 reviews) - Users appreciate the **outstanding customer support** of Mortgage Automator, enhancing efficiency and ease of use. (6 reviews) - Users find Mortgage Automator to be **exceptionally user-friendly** , simplifying the mortgage process and enhancing overall organization. (5 reviews) - Users value the **quick response** from Mortgage Automator's customer support, enhancing efficiency and satisfaction in service delivery. (4 reviews) - Users value the **continuous automatic updates** of Mortgage Automator, enhancing efficiency and improving user experience seamlessly. (2 reviews) - Users rave about the **exceptional customer service** and efficiency of Mortgage Automator, making the mortgage process seamless. (2 reviews) - Data Security (2 reviews) - Users applaud the **efficient process** of Mortgage Automator, enhancing service delivery and data management effortlessly. (2 reviews) - Intuitive Design (2 reviews) - Time Efficient (2 reviews) **What users dislike:** - Users experience **poor performance** with Mortgage Automator, finding some modules clunky and not functioning as expected. (1 reviews) ## Mortgage Automator Reviews ### 1. Great features and great team **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 19, 2026 **What do you like best about Mortgage Automator?** The product is well developed and fits the needs of private lenders quite well. The team is very responsive and immediately handles issues if they arise. Out of all the lending softwares we looked through, Mortgage Automator had the most features and the most intuitive design. **What do you dislike about Mortgage Automator?** The settings are a little confusing to configure, but once set, they require little to no adjustments. **What problems is Mortgage Automator solving and how is that benefiting you?** Mortgage Automator provided us with a loan intake and origination management system. ### 2. Highly Customizable, Intuitive UI, and Incredibly Accessible Support **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 11, 2026 **What do you like best about Mortgage Automator?** It is very customizable and the support team is incredible easy to reach. Service runs well and the UI is very user friendly / intuitive. **What do you dislike about Mortgage Automator?** Bug fixes can be slow at times and highly requested features take awhile to be integrated **What problems is Mortgage Automator solving and how is that benefiting you?** It is the BEST Underwriter platform I am aware of. ### 3. Mortgage Automator has helped us streamline and improve efficiency across the organization **Rating:** 5.0/5.0 stars **Reviewed by:** Katie F. | COO & CPO, Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2024 **What do you like best about Mortgage Automator?** Mortgage Automator is very user friendly, most if not all of us use it all day every day for work across the company from origination, underwriting, to mortgage admin and servicing and even MIC management. We onboarded with automator quite a few years ago and at the time it was in its infancy, and it has grown so much since then. **What do you dislike about Mortgage Automator?** Sometimes there are changes made on the backend that impact our reports, documents, or in general settings we have, and it is tough to get a resolution from the support team at times. It can cause disruption to our operations and be frustrating at times. The support team is very friendly when these issues come up. **What problems is Mortgage Automator solving and how is that benefiting you?** Mortgage Automator provides a user-friendly platform for our loan files to be administered by our underwriting and servicing teams & automates our document generation, . ### 4. Amazing User Friendly Software **Rating:** 5.0/5.0 stars **Reviewed by:** Michael C. | Director, Mid-Market (51-1000 emp.) **Reviewed Date:** June 25, 2024 **What do you like best about Mortgage Automator?** Mortgage Automator has been the most user friendly all encompassing software we have ever used for our mortgage lending business. It requires little set up time and very simple, striaghtforward and easy to use. Our investor relations staff can quickly look up important information on demand and dissmeniate information to releveant stakeholders. Highly recommended software for you to grow and scale your lending business. **What do you dislike about Mortgage Automator?** Just like any software, privacy of information is of utmost importance. The senior staff at Mortgage Automator has explained how they safeguard the information and protect it from being hacked or leaked. **What problems is Mortgage Automator solving and how is that benefiting you?** There are no other products with the same capability as Mortgage Automator. Their new AML Servicing Module has been a game changer for the organization. All other tech companies in the space over promise and under deliver. ### 5. Saves us a ton of time! **Rating:** 5.0/5.0 stars **Reviewed by:** Mark F. | Director of Lending, Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2024 **What do you like best about Mortgage Automator?** Our team of 3 was up and running in a week, and we've been constantly finding ways to save ourselves time. Every day we're adjusting our process becasue we keep finding new ways on the system to make ourselves more efficient. Additionally, the support team is always helpful whenever we have a question which is a huge benefit. **What do you dislike about Mortgage Automator?** The only thing I would like is more customization, but honestly, I've seen the other systems available, and they're already leading the way on this front. **What problems is Mortgage Automator solving and how is that benefiting you?** The system is helping us systematize our day-to-day processes, in order to maintain consistent practices and make the team more efficient. We spend less time focussing on the process and more time with clients which is where the money is. ### 6. Underwriting Private Mortgages **Rating:** 5.0/5.0 stars **Reviewed by:** Cole N. | Mortgage Underwriter, Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2024 **What do you like best about Mortgage Automator?** Mortgage Automator offers a smooth user experience, even for new team members. Training has been quick and effective due to the intuitive design. We’ve also appreciated the consistent feature updates that align with our growth, without causing disruption. Unlike other systems where new releases can complicate existing workflows, Mortgage Automator’s improvements only enhance its usability, keeping our processes efficient and frustration-free. **What do you dislike about Mortgage Automator?** N/A. The customer support team is always available if I ever have any questions. **What problems is Mortgage Automator solving and how is that benefiting you?** Mortgage Automator helps us organize and track all of our loans. The system allows us to process many different transactions throughout the course of a loan. ### 7. Can't work without it **Rating:** 5.0/5.0 stars **Reviewed by:** Netali C. | Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2024 **What do you like best about Mortgage Automator?** Mortgage automator makes our process easy. Creating documents, reviewing applications, tracking, etc. **What do you dislike about Mortgage Automator?** There's nothing to dislike about mmortgage automator. **What problems is Mortgage Automator solving and how is that benefiting you?** Mortgage Automator is a game-changer for our lending operations! The intuitive interface has streamlined our loan origination and servicing processes, drastically reducing manual work with features like automated document generation and EFT payments. The support team is incredibly responsive, resolving issues quickly. Mortgage Automator’s continuous feature updates ensure we stay ahead of industry needs. The platform’s customization options allow us to tailor it to our specific workflows, making it an indispensable tool for private lenders. Highly recommended! ### 8. Speed, Accuracy, Data based decisions, Best practices - Best-in-Class solution. **Rating:** 5.0/5.0 stars **Reviewed by:** David S. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** November 06, 2024 **What do you like best about Mortgage Automator?** The software is easy to learn and train staff on, enables us to deliver information and our services quickly to our clients and allows us to store and maintain data efficiantly. **What do you dislike about Mortgage Automator?** The software is quite robust and generating custom reports required some input from Automator staff. **What problems is Mortgage Automator solving and how is that benefiting you?** It is a one stop shop for all origination and servicing needs. Helps us build and evaluate loans, store data related to this and service loans once funded. It prevents losing track of details, speeds up our service, and makes our business more scalable. ### 9. Top notch mortgage lender platform **Rating:** 5.0/5.0 stars **Reviewed by:** Oscar S. | Principal Broker, Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2024 **What do you like best about Mortgage Automator?** MA really helps streamline and organize my files, documents, pipeline, etc...in a very easy to digest format. It easy to use and the support has been outstanding. **What do you dislike about Mortgage Automator?** I can't really think of any downsides to MA. **What problems is Mortgage Automator solving and how is that benefiting you?** MA allows me to safely receive files from agents & brokers via the integrations they have with mortgage submission platforms. Without these, I would probably have access to less than 50% of deals that I see. It also ensures compliance is easily managed. ### 10. The Best Mortgage Management Software **Rating:** 5.0/5.0 stars **Reviewed by:** Geoff C. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2024 **What do you like best about Mortgage Automator?** It's so user freiendly. Takes minimal training. I love that the team is always working to improve the software. So easy to upload your deals, and their support team is always eager to help you solve any issues. **What do you dislike about Mortgage Automator?** I would love an investor portal - which I know is coming at some point. **What problems is Mortgage Automator solving and how is that benefiting you?** They helped us sort out multiple funds working together & also with our bank reporting for our credit facility. ### 11. Comprehensive Lending and Administration Platform with Great Support **Rating:** 5.0/5.0 stars **Reviewed by:** Yahya M. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** July 10, 2024 **What do you like best about Mortgage Automator?** I love the support and customer centricity, the leadership team is obsessed with client success and that trickles down to the entire team in every interaction. The platform is comprehensive and always evovling, that helps us consolidate our technology stack and minimize reliance on external systems. **What do you dislike about Mortgage Automator?** Lack of Zapier integration capabilities is big limitation for organization that want hyper automation between their platforms. CRM integration is still not out of the box and could be achieved with some custom work and services, if the Zapier interfaces were available this could be achieved without the need for additional services. **What problems is Mortgage Automator solving and how is that benefiting you?** The ability to get deals submitted from the origination platforms directly to us is a big factor as it streamlines the digital application process. ### 12. A Mortgage Administrator's Review on Mortgage Automator **Rating:** 5.0/5.0 stars **Reviewed by:** Hercules G. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 02, 2024 **What do you like best about Mortgage Automator?** Mortgage Automator? Seriously, it’s been a lifesaver for my Mortgage Administration company. Remember those days of endless paperwork and complicated communication loops? Well, they’re gone. Now, everything from taking applications to handling payments is smooth sailing. It's not just about convenience; it's about staying sane during those hectic days. I once had this nightmare situation where everything that could go wrong did—applications piling up, clients calling non-stop. That's when I switched to Mortgage Automator. Suddenly, I was handling it all like a pro. Our Investors noticed the change too, commenting on how smooth everything looked and functioned. The support team deserves a shoutout. They’ve bailed me out more than once when I was in a pinch. There was this one time, I needed help with a tricky customization late on a Friday. They jumped right in without hesitation, saving my weekend and the deal! The staff at Mortgage Automator really put their heart into their work. They are always available. I'd recommend them to anyone in the mortgage game looking to reduce stress and impress clients. It’s a game-changer. **What do you dislike about Mortgage Automator?** There isn't really anything to dislike about Mortgage Automator as they've satisfied all the needs and requirements of our company. **What problems is Mortgage Automator solving and how is that benefiting you?** The software automates the boring stuff like application intake, commitment customization and payment tracking, which saves us tons of time, lowers stress and reduces headaches. It’s super customizable as well which is awesome. ### 13. Great company **Rating:** 5.0/5.0 stars **Reviewed by:** Chad R. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** October 25, 2024 **What do you like best about Mortgage Automator?** We Mortgage Automator for my mortgage, administration business and it is fantastic! The platform is super easy to use, and the customer service is top-notch. They are always there to answer my questions and guide me. The automation features saved me so much time. Highly recommend! **What do you dislike about Mortgage Automator?** The software is always evolving, and while it can be hard to keep up with all the new features, **What problems is Mortgage Automator solving and how is that benefiting you?** Solid LOS system. ### 14. 10 out of 10 for Mortgage Automator! **Rating:** 5.0/5.0 stars **Reviewed by:** Jenny A. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** November 06, 2024 **What do you like best about Mortgage Automator?** The LOS was created by lenders for lenders. The system is intuitive, easy to scale, and backed by a support team that is knowledalbe and responsive. **What do you dislike about Mortgage Automator?** The only drawback we've experienced so far is the lack of ability to globally edit files. **What problems is Mortgage Automator solving and how is that benefiting you?** Mortgage Automator streamlines both our origination and servicing which allows us to scale at a pace of our choosing. ### 15. Here's a deserving 10/10 testimonial for Mortgage Automator: **Rating:** 5.0/5.0 stars **Reviewed by:** Kendra P. | The Ultimate Connection, Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2024 **What do you like best about Mortgage Automator?** Mortgage Automator is an absolute game-changer! Their services are top-notch, making the private mortgage process smooth and efficient. The automation they provide simplifies tasks, saving time and the team at Mortgage Automator is a dream to work with - knowledgeable, responsive, and always ready to go the extra mile to help. Their customer service is unparalleled, providing support every step of the way. I can't recommend Mortgage Automator enough for anyone looking for their next private mortgage platform. Thank you, Mortgage Automator, for your exceptional services and outstanding team! **What do you dislike about Mortgage Automator?** There is absolutely nothing our team dislikes about this service/platform! **What problems is Mortgage Automator solving and how is that benefiting you?** Automation, the system allows you to use their features making the process efficient and easy to use. The complaince documents are amaizng, as well as the accounting all being built in. This is truly a one stop shop platform. ### 16. Great product and support team! **Rating:** 5.0/5.0 stars **Reviewed by:** Chad M. | Senior VP Business Development, Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Mortgage Automator?** The simplicity of the software is great. Very user friendly. **What do you dislike about Mortgage Automator?** Wouldnt suggest that theres a downside. If theres changes that need to be addressed within our Underwriting dept, MA is always quick to address and rectify. **What problems is Mortgage Automator solving and how is that benefiting you?** Underwriting gained back valuable time with the ease of the system. Once we were set up and customized, the process was a breeze. ### 17. Intuitive, Simple and Flexible **Rating:** 5.0/5.0 stars **Reviewed by:** Tina H. | Director, Funding and Administration, Small-Business (50 or fewer emp.) **Reviewed Date:** June 11, 2024 **What do you like best about Mortgage Automator?** MA is easy to use, simple, flexible and intuitive. It has the ability to handle many different types of scenarios and transactions, and if a function isn't currently automated, MA always is able to provide a alternative solution in the meantime. The customer service is exceptional. The response time, efficiency and knowledge is beyond industry standard. **What do you dislike about Mortgage Automator?** There isn't a downside to MA for day to day use in our business. We only wish that we can get more from MA, as the features and continuing growth excites us and we constantly look forward to updates and new features that help our business. **What problems is Mortgage Automator solving and how is that benefiting you?** Ease of administration. We are able to service all our loans, providing confidence to all our clients and with the ability to service, we are able to onboard more clients. ### 18. Great Investment and Partnering Relationship with Mortgage Automator! **Rating:** 5.0/5.0 stars **Reviewed by:** Angela B. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 03, 2024 **What do you like best about Mortgage Automator?** The Mortgage Automator Platform is very easy to use, is customizable and our essential database for loan management. The initial implementation, in-depth training, and ongoing customer support allowed us to start utilizing the platform right away. The platform's ease of use and the centralization of essential information has made our team's ability to service loans more efficiently and promptly on a daily basis. The ability to see our workflow and loan status' at a glance, enables our team to proactively engage in our processes from funding through to final discharge. **What do you dislike about Mortgage Automator?** The length of time that it took to manually set up our loan files and databases initially, but the extra effort is now well worth it! **What problems is Mortgage Automator solving and how is that benefiting you?** Mortgage Automator has helped us centralize our loan and lender information - allowing multiple user to provide inputs and has streamlined our communication, document storage and loan serving abilities. All information is readily available to the full team, and we now have a full quantifable snapshot of our private loan portfolio for planning and analytics. ### 19. Christian was super helpful! **Rating:** 5.0/5.0 stars **Reviewed by:** Wendy M. | Office Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** November 06, 2024 **What do you like best about Mortgage Automator?** Everything is one place. The borrower ledgers are great when talking with customers on the phone. We also like the Borrower Portal so clients can look up information on their own. **What do you dislike about Mortgage Automator?** I haven't used it enough to know if there are downsides. **What problems is Mortgage Automator solving and how is that benefiting you?** Not having to calculate amortization schedules the old-school way! Saves us time and frustration. ### 20. Excellent software to service private mortgage clients **Rating:** 5.0/5.0 stars **Reviewed by:** Steve T. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2024 **What do you like best about Mortgage Automator?** Ease of Use and the number of features included in the product, this helps us stay on top of our pipeline at all times **What do you dislike about Mortgage Automator?** None that I can think of. it is by far the best product on the market **What problems is Mortgage Automator solving and how is that benefiting you?** Ease of use for loan origination and the ease to service borrowers and investors. ### 21. User Friendly System Especially for Private Lender **Rating:** 4.5/5.0 stars **Reviewed by:** Vivian K. | Independent Consultant - Business Operations, Strategy and Optimization, Small-Business (50 or fewer emp.) **Reviewed Date:** April 20, 2024 **What do you like best about Mortgage Automator?** Mortgage Automator is a very user-friendly system. What I like about it is the interface which is easy to navigate. The ledger system is real time and you can view all the transactions. Being able to customize the investors setup is important to do the reporting. In addition, their support time is very professional and you get the response very quickly. The modules also allow user to setup the templates, generate workflow and outgoing communications which makes the book of record clean for audit trail purpose. **What do you dislike about Mortgage Automator?** So far I couldn't think of any but if Mortgage Automator allow user to do syndicated worksheet with the advance worksheet modules that lenders can generate and distribute to participants to vet the numbers I think that would be helpful and eliminate some of the manual processes. Also I'd like to see there's an App available so that I can also use my mobile device as well although I can still log onto the system via browser. **What problems is Mortgage Automator solving and how is that benefiting you?** Investor Reporting is great and I'd love the automated investment statement generation feature which helps me save on the manual book recording keeping. ### 22. Great solution for private lenders! **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda W. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2024 **What do you like best about Mortgage Automator?** The ability to submit requests for improvements and see them actually working through and implement the suggestions is great! Also, the amount of control for customizations that we have is a huge plus. **What do you dislike about Mortgage Automator?** As with all platforms in this industry, variables are key. While they do a great job with certain customizations, I believe there is room to improve by being more "forward thinking". Some suggestions would be, more integrations with other programs, the ability to extract data from a legible PDF file so it automatically populates, things that save time in a work flow. **What problems is Mortgage Automator solving and how is that benefiting you?** They are currently working on improving the insurance reporting which should help improve efficiency when tracking property insurance policies. They are also making improvements to the investor side of things which doesn't benefit me directly, but does benefit out company. ### 23. Mortgage Automator is a superior software! **Rating:** 5.0/5.0 stars **Reviewed by:** Katie G. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 16, 2024 **What do you like best about Mortgage Automator?** Mortgage Automator has transformed our mortgage application process. Its intuitive interface simplifies the entire origination process, from submission to closing. Efficiency is key, Mortgage Automator saves us so much time allowing us to focus on client service. Comprehensive tools cover everything from document management to compliance tracking. Plus, the exceptional support team is always ready to help and offer training so that you feel confident using the software to its fullest potential. **What do you dislike about Mortgage Automator?** I have yet to find anything i dislike about the software! **What problems is Mortgage Automator solving and how is that benefiting you?** Mortgage Automator has solved the problem of a fragmented system - using the software has provided us with a centralized system which eliminates inefficiencies, data silos, and integration challenges. The software solves these problems by automating and streamlining the entire origination process. It digitizes workflows, eliminates manual tasks, centralizes data, ensures compliance, and provides a more seamless experience for both lenders and borrowers. ### 24. Mortgage Automator AML Toolkit **Rating:** 5.0/5.0 stars **Reviewed by:** Ron C. | Chief Operations Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** November 06, 2024 **What do you like best about Mortgage Automator?** Very User Friendly and Support is outstanding **What do you dislike about Mortgage Automator?** There is nothing to dislike at this time. Automator provides me with everything I need and continues to enhance features to the Industry requirements **What problems is Mortgage Automator solving and how is that benefiting you?** All in one platform..mortgage originations and Investor portofolio management ### 25. Great software **Rating:** 5.0/5.0 stars **Reviewed by:** Emely S. | Renewal and Administration Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** June 06, 2024 **What do you like best about Mortgage Automator?** Favourite features as a daily user: - fairly simple to use - in progress loans dashboard - communications feature for emails - email templates that pre-set recipients, CC'd emails, internal docs, and email body text with loan specific variables - loan reports - customizable document templates - responsive customer support - feature requests board is a great way to implement features based on customer feedback **What do you dislike about Mortgage Automator?** Least favourite feautres as a daily user: - could have more formulas for documents to limit the manual editing time - preset loan reports may not provide sufficient information, you may need to pay for a customizable loan report - in the notes section, users are allowed to edit other users' notes. You should only be able to edit your own notes - images uploaded to system don't have a previewer, you have to download them first and then view from your computer **What problems is Mortgage Automator solving and how is that benefiting you?** Loan management Loan maturity notices Business statistics Document preparation efficiency ### 26. Mortgage Automator will save you time **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel I. | VP of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** November 06, 2024 **What do you like best about Mortgage Automator?** The mortgage origination process is quick, efficient and user friendly. **What do you dislike about Mortgage Automator?** There are still a few things that require manual editing but overall, it saves me a ton of time. **What problems is Mortgage Automator solving and how is that benefiting you?** Automation, efficiency, speed, accuracy, consistency. ### 27. Mortgage Automator is definitely a product with a clearly defined goal. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Mortgage Automator?** The Support team are responsive and definitely gets things done. The direction its heading is definitely something to look forward to as a user. **What do you dislike about Mortgage Automator?** Although they do release monthly updates and offer quick troubleshoot for issues, it can feel a bit clunky at times especially when some modules don't work as expected. **What problems is Mortgage Automator solving and how is that benefiting you?** Recently they launched the AML toolkit, which is great because it consolidates the AML requirements into one hub. ### 28. Flexible software which really helps make your Business efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Arjun S. | International Advisory Board, Small-Business (50 or fewer emp.) **Reviewed Date:** November 04, 2024 **What do you like best about Mortgage Automator?** It has linked our Business end to end and created efficiency for us - updates are continous and they are always improving **What do you dislike about Mortgage Automator?** Its important to have someone cuztomize templates and learn how to do that. **What problems is Mortgage Automator solving and how is that benefiting you?** Helps us link the front end of our Business with the bank end and also link us with third party software that is common in the industry which helps us utilize it to its fullest potential. ### 29. Finally, a loan servicing program that's flexible with a supportive team! **Rating:** 5.0/5.0 stars **Reviewed by:** Sherman A. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2024 **What do you like best about Mortgage Automator?** I wanted to take a moment to share my experience and express my satisfaction with Mortgage Automator. As a former user of the Mortgage Office, I had become frustrated with increased pricing and poor customer service. That's when I stumbled upon Mortgage Automator. From the very beginning, the team at Mortgage Automator, including CEO Pavel, impressed me with their professionalism and dedication. Pavel provided a great demo, showcasing the program's capabilities and addressing my concerns. I was convinced that this was the right choice for my business and signed up for the program. Since making the switch, I have been incredibly pleased with the results. The Mortgage Automator has not only saved me 3-4 hours weekly by streamlining my processes, but their support team has been outstanding. Whenever I have a question or issue, I receive a prompt response, which is a stark contrast to the days of waiting I experienced with my previous provider. What sets Mortgage Automator apart is their genuine commitment to their customers' success. I truly feel like a valued team member, and their dedication to helping me thrive in my business is evident in every interaction. I wholeheartedly recommend Mortgage Automator to anyone in need of a reliable loan software program. It has been a game-changer for me, and I only wish that my other programs could be as invested in my success. Please don't hesitate to reach out if you have any questions or need further information. **What do you dislike about Mortgage Automator?** That I didn't find it sooner...There honestly is nothing I would complain about. I wish it were free??? **What problems is Mortgage Automator solving and how is that benefiting you?** Better control with my clients, keeping me aware of issues when they happen. Having me be able to quickly look at the big picture of my company as well as zoom into individual issues. ### 30. A One Stop Shop for Mortgage Servicing from Origination to Pay off and More **Rating:** 5.0/5.0 stars **Reviewed by:** Jason W. | Loan Originator, Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2024 **What do you like best about Mortgage Automator?** There is no better way to keep our loans organized, serviced, an monitored all in one place. We use the product every single day and it has become the backbone of our deal flow. **What do you dislike about Mortgage Automator?** There is a bit of a learning curve when it comes to modifying documents and templates. **What problems is Mortgage Automator solving and how is that benefiting you?** MA has allowed us to stream line our process from begining to end. It allows us to address problems quickly and efficiently. ### 31. The team at Mortgage Automator is amazing! **Rating:** 5.0/5.0 stars **Reviewed by:** Leila M. | COO, Small-Business (50 or fewer emp.) **Reviewed Date:** June 07, 2024 **What do you like best about Mortgage Automator?** Mortgage Automator's committment to customer success is outstanding. Any time we have needed their team they have come through and gone over and above. As a user with little to no technical experience, they have provided a platform that is easy to use, has integration abilities, and is fairly easy to implement in our daily processes. If they do not have a feature, they allow for feedback and potential development opportunities. **What do you dislike about Mortgage Automator?** While I appreciate the constant improvements, I'm not always aware that I have to make changes on our end. But that could just be user error here. **What problems is Mortgage Automator solving and how is that benefiting you?** Overall loan management. ### 32. The best thing that happned to our company! **Rating:** 5.0/5.0 stars **Reviewed by:** Grant P. | Vice President of Mortgage Origination, Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2024 **What do you like best about Mortgage Automator?** We are able to produce loan documents at an unbelievable speed. All our documents and deal flow is now seamless from application to lawyer's documents to reports on our portfolio. There are so many features that we are just scratching the surface. All I can say is: Mortgage Automator is awesome! **What do you dislike about Mortgage Automator?** Having used two other mortgage administration softwares prior to Mortgage Automator, I have nothing bad to say about it. **What problems is Mortgage Automator solving and how is that benefiting you?** We're a small company and Mortgage Automator allows us to churn out documents that look great in record speed. We're also able to track our existing files to stay on top of our portfolio. ### 33. Amazing Product with even better Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2024 **What do you like best about Mortgage Automator?** The reporting features of Mortgage Automator have taken our efficiency and data use to the next level. Through the Report Builder module, I am able to customize reports to best fit our users needs. Integrating excel formulas in our reports has also greatly increased productivity in our organization. All members of the Data Migration/Onboarding team have been absolutely amazing to work with, with very quick and efficient response times. **What do you dislike about Mortgage Automator?** Currently, there is not an accounting function/integration within Mortgage Automator, however I know this is something that is in the works. Looking forward to this feature! **What problems is Mortgage Automator solving and how is that benefiting you?** The transition to Mortgage automator has created numerous daily efficiencies within our Servicing team: - Communication with Borrower (NSFs, Welcome Letters, Renewals) - Seemless workflow from Origination to Servicing once Funded - Loan level interface is very user friendly ### 34. Great Mortgage Software **Rating:** 5.0/5.0 stars **Reviewed by:** Stephanie W. | Mortgage Underwriter, Small-Business (50 or fewer emp.) **Reviewed Date:** August 07, 2024 **What do you like best about Mortgage Automator?** Automator makes preparing loan commitments efficient. Customizing the dashboard to organize file progress based on our workflow. Generating lawyer instructions within the email communication saves a lot of time when the template pulls necessary info from the loan file. **What do you dislike about Mortgage Automator?** We have the ability to create custom documents however it isn't the most user friendly. **What problems is Mortgage Automator solving and how is that benefiting you?** Efficiency - Automator reduces the time spent generating commitments, instructions to lawyer, etc. ### 35. Best Mortgage Industry Servicing Product **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2024 **What do you like best about Mortgage Automator?** MA is a major time saver. It reduces the stress and friction allowing our business to funnel everything through the software. The customer support staff are extremely responsive, helpful and a pleasure to work with! **What do you dislike about Mortgage Automator?** There really isn't anything to dislike or complain about. **What problems is Mortgage Automator solving and how is that benefiting you?** MA simplifies our underwriting and due diligence processes through automation. ### 36. Number of Features **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Investment Banking | Small-Business (50 or fewer emp.) **Reviewed Date:** June 04, 2024 **What do you like best about Mortgage Automator?** Mortgage Automator has significantly streamlined our operations from intake to deal funding and throughout servicing. The software is particularly helpful in generating detailed and accurate reports, as well as creating personalized documents for both our investors and clients. They also have a great Self-Help tool that walks us through any questions we have when it comes to their product -- step-by-step. Additionally, if our issue goes beyond what this tool can offer, they have great customer service through their online chat that quickly resolves all of our questions. **What do you dislike about Mortgage Automator?** While the software covers most of our needs, there could be more customization options for reports. I also think mobile accessibility would be beneficial if we are needing to access the system on the go. **What problems is Mortgage Automator solving and how is that benefiting you?** Finance and accounting ### 37. Mortgage Automator is the backbone of my Lending Company **Rating:** 5.0/5.0 stars **Reviewed by:** James G. | Co-Founder; Director of Investments, Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2024 **What do you like best about Mortgage Automator?** Mortgage Automator has evolved over the years to grow with my company. We switched to Mortgage Automator to use the document generation and payment features, now we also use it for report building, automated communications with external clients, (SMS and Email) fund accounting, submission ingestion and internal to-do lists as files progress through the lifecycle. **What do you dislike about Mortgage Automator?** Some of our suggestions take weeks or months to be implemented into new versions of the system. **What problems is Mortgage Automator solving and how is that benefiting you?** Mortgage Automator is the bridge to filogix, velocity and lenddesk so brokers can submit their files to us via their typical broker portals. ### 38. Top notch software with an exceptional product support team **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 02, 2024 **What do you like best about Mortgage Automator?** Their support team is quick to respond and extraordinarily helpful. The system is dynamic and relatively intuitive when it comes to daily use on the system **What do you dislike about Mortgage Automator?** While automator is great for most mainstream requirements, there are some nuances to our business wherein the software can struggle however any software system will have issues when it comes to individual business nuances **What problems is Mortgage Automator solving and how is that benefiting you?** Tracking deals, managing originations, generating docs and everything related to funding a deal ### 39. New loan software very welcoming! **Rating:** 5.0/5.0 stars **Reviewed by:** alex f. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2024 **What do you like best about Mortgage Automator?** Happy that MA has entered the loan management space as there are very few operators and many of them are old with outdated systems and reports. MA brings a new fresh look at the loan business and both my borrowers and investors are happy with the software **What do you dislike about Mortgage Automator?** Takes a little bit a of a learning curve as does all new loan software but once you get up and running it is smooth! **What problems is Mortgage Automator solving and how is that benefiting you?** MA brings a new fresh look at the loan business and both my borrowers and investors are happy with the software ### 40. Top of the line in private mortgage industry **Rating:** 5.0/5.0 stars **Reviewed by:** Asher N. | Chief Operations Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** September 27, 2024 **What do you like best about Mortgage Automator?** The mortgage origination part it's phenomenal! **What do you dislike about Mortgage Automator?** Nothing to dislike about Mortgage Automator **What problems is Mortgage Automator solving and how is that benefiting you?** Keeping track of mortgage deposits and NSF payments . ### 41. The best choice for private lending **Rating:** 5.0/5.0 stars **Reviewed by:** Andrea V. | CFO, Small-Business (50 or fewer emp.) **Reviewed Date:** June 14, 2024 **What do you like best about Mortgage Automator?** Mortgage Automator is the backbone of our company. The report feature allows us to easily access our data and make informed decisions. **What do you dislike about Mortgage Automator?** Nothing. Whenever we've had issues we reach out to the MA team and they work with us to resolve the problem. **What problems is Mortgage Automator solving and how is that benefiting you?** MA is the primary software we use to run our business from loan intake, through servicing and payoff. Without it we would not be able to manage our loan portfolio. ### 42. Seamless, powerful and easy to use. **Rating:** 5.0/5.0 stars **Reviewed by:** Alex L. | Business Development Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 24, 2024 **What do you like best about Mortgage Automator?** Deal tracking, investor statements. Amazing. **What do you dislike about Mortgage Automator?** I don't find anything about the software that I dislike. **What problems is Mortgage Automator solving and how is that benefiting you?** Tracking the deal from origination to funding. ### 43. We love working with MA **Rating:** 5.0/5.0 stars **Reviewed by:** Claire D. | Loan Closer, Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2024 **What do you like best about Mortgage Automator?** MA is a great program to manage our loans through. It's been extremely ease to use. Any time we have a question or need something implemented to help us integrate an easier way to do something, their customer support team has been accomodating and helpful. They're easy to get in touch with and quick to repond. **What do you dislike about Mortgage Automator?** There have been few instances where code hasn't been written yet for certain features we'd like to use, but we feel certain they'll be added in future updates. **What problems is Mortgage Automator solving and how is that benefiting you?** They're cutting work time for us. So much is automated and it's so easy to use, it's helping us get more done on a daily basis. ### 44. Mortgage Automator. Automater of all loan things **Rating:** 5.0/5.0 stars **Reviewed by:** Joshua L. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2024 **What do you like best about Mortgage Automator?** MA user interface is extremely intuitive. Tech Support is very fast to answer any questions. Training of my team can happen really quickly making the software easy to adopt. We leverage the API for a bunch of our own custom development needs and lastly the custom forms and workflow that you can set up make MA the best platform in the private lending space. **What do you dislike about Mortgage Automator?** This is honestly nitpicking, but the investor reports need some work. Do not let the simple to use interface fool you. The platform is extremely robust. **What problems is Mortgage Automator solving and how is that benefiting you?** Automating what would be many manual tasks. ### 45. Avalon Capital, Private lender **Rating:** 5.0/5.0 stars **Reviewed by:** Craig J. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** June 14, 2024 **What do you like best about Mortgage Automator?** Our company, Avalon Capital is a small private lending business. This software has allowed us to focus on the growth of our company and has allowed us to scale. Their support team is great and they are very available and willing to make changes as needed. Love this company! **What do you dislike about Mortgage Automator?** At first we had some problems with setting up non ACH payments. But they adjusted so it is no longer a problem **What problems is Mortgage Automator solving and how is that benefiting you?** It is helpfull to have all of the information on a borrower in one spot. This helps us when we are reviewing new loan requests from a repeat borrower. ### 46. Software designed and tailored for private lenders. **Rating:** 5.0/5.0 stars **Reviewed by:** sanjay r. | Chief Operating Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2024 **What do you like best about Mortgage Automator?** Superior customer service; user friendly software; software designed for private lending; ability to tailor reports and fields for our specific needs. **What do you dislike about Mortgage Automator?** Trying to keep up with the enhancments and changes! There is likely much more on the platform we have yet to take advantage of. One strong suggestion is the integration with Quickbooks. **What problems is Mortgage Automator solving and how is that benefiting you?** next steps for MA is to provide for accounting integration and enhanced communication with borrowers and brokers on the platform which i believe is underway. ### 47. Mortgage Administration **Rating:** 5.0/5.0 stars **Reviewed by:** Andy C. | General Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2024 **What do you like best about Mortgage Automator?** Complete platform that has produced efficiecies in our daily work flows. MA was easy to implement, and has excellent customer service / support. The platform maintains our daily lending needs with ease. **What do you dislike about Mortgage Automator?** Some areas are more complex than our company requires. **What problems is Mortgage Automator solving and how is that benefiting you?** MA took our manual lending operation to a completely automated operation. Ma produces all documentation and tracks all payments saving hours of time and has created a more efficient lending environment for our company. ### 48. Mortgage Automator is truly a Game Changer for our company. **Rating:** 4.0/5.0 stars **Reviewed by:** Angie L. | Vice president, Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2024 **What do you like best about Mortgage Automator?** Simplifies our operations Gives a real portrait of our business Almost every situation that a private lender can encounter has been think of The Help Center is incredible. We are never alone with an issue. **What do you dislike about Mortgage Automator?** For us, the major barrier is the langage as we are French lenders from Quebec. Documents are not as easy to deal with if you are not familiar with coding and again, we need to traduct them which is not simple. **What problems is Mortgage Automator solving and how is that benefiting you?** For us, it is a game changer as we were used to work with Excel... It simplifies the construction loans. ### 49. Loan Ledger in Mortgage Automator **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2024 **What do you like best about Mortgage Automator?** The loan ledger in MA allows the user to separate outstanding interest from outstading fees. This gives us a better breakdown of the outstanding loan balance. The legacy system we used before provided one lump sum outstanding balance that included all fees and interest. Additionally entering new purchases, topping up an exisiting investor position, processing redemptions and paying investor dividends is very simple process in MA. **What do you dislike about Mortgage Automator?** IT would be very helpful if MA was integrated to an accounting system rather than having to use a third party software to get financials. **What problems is Mortgage Automator solving and how is that benefiting you?** MA allows you to send text messages to borrowers to communicate with them so borrowers are notified about their account. ### 50. Overall good experience with the software and great experiences with the MA team members. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Mortgage Automator?** Customer service. They're always available, willing to help, and in a timely manner. Also, the software is pretty easy to use and makes my job easier. **What do you dislike about Mortgage Automator?** Sometimes a little clunky, and updates sometimes seems to have effects on my document templates when converting to word file. 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