--- 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: '2026-08-07' parent\_category: name: Loan url: https://www.g2.com/categories/loan --- # Mortgage Automator Reviews & Product Details Visit Website 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. * * * Product Website Mortgage Automator Seller [Mortgage Automator](https://www.g2.com/sellers/mortgage-automator) Discussions [Mortgage Automator Community](https://www.g2.com/products/mortgage-automator-mortgage-automator/discuss) Languages Supported English Solution Type Best-of-Breed Overview by Alex Smith Show More ## Value at a Glance Averages based on real user reviews. ### Time to Implement 2 months [ View More Pricing Information ](https://www.g2.com/products/mortgage-automator-mortgage-automator/pricing) ## Mortgage Automator Integrations (21) What do users say about integrations? Verified by Mortgage Automator [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") 6sense Sales Intelligence ](https://www.g2.com/products/6sense-sales/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Agentforce Financial Services (formerly Salesforce Financial Services Cloud) ](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") CoreLogic Credco ](https://www.g2.com/products/corelogic-credco/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Docusign ](https://www.g2.com/products/docusign/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") HubSpot Data Hub ](https://www.g2.com/products/hubspot-data-hub/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") HubSpot Marketing Hub ](https://www.g2.com/products/hubspot-marketing-hub/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") HubSpot Sales Hub ](https://www.g2.com/products/hubspot-sales-hub/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") HubSpot Service Hub ](https://www.g2.com/products/hubspot-service-hub/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Inverite Insights Inc. ](https://www.g2.com/products/inverite-insights-inc/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Jira ](https://www.g2.com/products/jira/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Lendesk ](https://www.g2.com/products/lendesk/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Lightning Docs ](https://www.g2.com/products/lightning-docs/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Luzmo ](https://www.g2.com/products/luzmo/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Minerva ](https://www.g2.com/products/minervaai-minerva/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Pipedrive ](https://www.g2.com/products/pipedrive/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Twilio ](https://www.g2.com/products/twilio/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Usio ](https://www.g2.com/products/usio/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") velocity ](https://www.g2.com/products/velocity-2021-10-03/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Zapier ](https://www.g2.com/products/zapier/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Zapier for G Suite ](https://www.g2.com/products/zapier-for-g-suite/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Zum ](https://www.g2.com/products/zum/reviews) Show More ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") AF Verified User in Financial Services Small-Business (50 or fewer emp.) 6/19/2026 "Great features and great team" 4/5 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. Review collected by and hosted on G2.com. What do you dislike about Mortgage Automator? The settings are a little confusing to configure, but once set, they require little to no adjustments. Review collected by and hosted on G2.com. What problems is Mortgage Automator solving and how is that benefiting you? Mortgage Automator provided us with a loan intake and origination management system. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Small-Business (50 or fewer emp.) 6/11/2026 "Highly Customizable, Intuitive UI, and Incredibly Accessible Support" 4/5 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. Review collected by and hosted on G2.com. What do you dislike about Mortgage Automator? Bug fixes can be slow at times and highly requested features take awhile to be integrated Review collected by and hosted on G2.com. What problems is Mortgage Automator solving and how is that benefiting you? It is the BEST Underwriter platform I am aware of. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic KF Katie F. COO & CPO Small-Business (50 or fewer emp.) 5/16/2024 "Mortgage Automator has helped us streamline and improve efficiency across the organization" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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, . Review collected by and hosted on G2.com. Show More 11/5/2024 Current UserValidated ReviewerSource: Organic MC Michael C. Director Mid-Market (51-1000 emp.) 6/25/2024 "Amazing User Friendly Software" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More 11/6/2024 Current UserValidated ReviewerSource: Organic ![Mark F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mark F.") MF Mark F. Director of Lending Small-Business (50 or fewer emp.) 11/5/2024 "Saves us a ton of time!" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic CN Cole N. Mortgage Underwriter Small-Business (50 or fewer emp.) 4/23/2024 "Underwriting Private Mortgages" 5/5 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. Review collected by and hosted on G2.com. What do you dislike about Mortgage Automator? N/A. The customer support team is always available if I ever have any questions. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More 10/28/2024 Current UserValidated ReviewerSource: Organic NC Netali C. Manager Small-Business (50 or fewer emp.) 4/22/2024 "Can't work without it" 5/5 What do you like best about Mortgage Automator? Mortgage automator makes our process easy. Creating documents, reviewing applications, tracking, etc. Review collected by and hosted on G2.com. What do you dislike about Mortgage Automator? There's nothing to dislike about mmortgage automator. Review collected by and hosted on G2.com. 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! Review collected by and hosted on G2.com. Show More 10/28/2024 Current UserValidated ReviewerSource: Organic ![David S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "David S.") DS David S. Managing Director Small-Business (50 or fewer emp.) 11/6/2024 "Speed, Accuracy, Data based decisions, Best practices - Best-in-Class solution." 5/5 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. Review collected by and hosted on G2.com. What do you dislike about Mortgage Automator? The software is quite robust and generating custom reports required some input from Automator staff. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Oscar S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Oscar S.") OS Oscar S. Principal Broker Small-Business (50 or fewer emp.) 11/5/2024 "Top notch mortgage lender platform" 5/5 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. Review collected by and hosted on G2.com. What do you dislike about Mortgage Automator? I can't really think of any downsides to MA. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic GC Geoff C. President Small-Business (50 or fewer emp.) 4/23/2024 "The Best Mortgage Management Software" 5/5 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. Review collected by and hosted on G2.com. What do you dislike about Mortgage Automator? I would love an investor portal - which I know is coming at some point. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More 11/4/2024 Current UserValidated ReviewerSource: Organic ## Pricing Insights Averages based on real user reviews. ### Time to Implement 2 months ### Return on Investment 7 months ### Average Discount 12% [ View More Pricing Information ](https://www.g2.com/products/mortgage-automator-mortgage-automator/pricing) Mortgage Automator Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_65c2d5c2c1636f7163323761b365315b/the-mortgage-office-loan-servicing.png "Product Avatar Image") The Mortgage Office Loan... 4.9/5(94) [ Compare Now ](https://www.g2.com/compare/mortgage-automator-mortgage-automator-vs-the-mortgage-office-loan-servicing) ## Top-Rated Alternatives [ ![The Mortgage Office Loan Servicing](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "The Mortgage Office Loan Servicing") The Mortgage Office Loan Servicing 4.9/5(94) ](https://www.g2.com/products/the-mortgage-office-loan-servicing/reviews) [ ![CloudBankin](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "CloudBankin") CloudBankin 5/5(127) ](https://www.g2.com/products/cloudbankin/reviews) [ ![LendingPad](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "LendingPad") LendingPad 4.7/5(168) ](https://www.g2.com/products/lendingpad/reviews) [ View All Alternatives ](https://www.g2.com/products/mortgage-automator-mortgage-automator/competitors/alternatives) ##### Categories on G2 [Loan Origination](https://www.g2.com/categories/loan-origination)[Loan Servicing](https://www.g2.com/categories/loan-servicing) ##### Explore More [Best desktop solutions for managing sales performance](https://www.g2.com/discussions/best-desktop-solutions-for-managing-sales-performance)[What mobile app debugging platforms are most trusted by software developers based on user reviews?](https://www.g2.com/discussions/what-mobile-app-debugging-platforms-are-most-trusted-by-software-developers-based-on-user-reviews)[Best media monitoring solution for large companies](https://www.g2.com/discussions/best-media-monitoring-solution-for-large-companies) [Which AI business operations tool delivers the fastest ROI?](https://www.g2.com/discussions/which-ai-business-operations-tool-delivers-the-fastest-roi)[What business entertainment vendors offer the most contract flexibility and last-minute cancellation protection?](https://www.g2.com/discussions/what-business-entertainment-vendors-offer-the-most-contract-flexibility-and-last-minute-cancellation-protection)[Pros and Cons Details](https://www.g2.com/products/mortgage-automator-mortgage-automator/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)