--- 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: '2026-11-08' parent_category: name: Loan url: https://www.g2.com/categories/loan ---

Mortgage Automator Reviews & Product Details

Value at a Glance

Averages based on real user reviews.

Time to Implement

2 months

Mortgage Automator Reviews (74)

Reviews

Mortgage Automator Reviews (74)

4.9
74 reviews

What do users say?

Generated using AI from real user reviews

Pros & Cons

Generated from real user reviews
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Verified User in Financial Services
AF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"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.

Verified User in Financial Services
UF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"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.

KF
Katie F.
COO & CPO
Small-Business (50 or fewer emp.)
Originally submitted 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.

MC
Michael C.
Director
Mid-Market (51-1000 emp.)
Originally submitted 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, straightforward and easy to use. Our investor relations staff can quickly look up important information on demand and disseminate information to relevant 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.

Mark F.
MF
Mark F.
Director of Lending
Small-Business (50 or fewer emp.)
"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 because 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.

CN
Cole N.
Mortgage Underwriter
Small-Business (50 or fewer emp.)
Originally submitted 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.

NC
Netali C.
Manager
Small-Business (50 or fewer emp.)
Originally submitted 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.

David S.
DS
David S.
Managing Director
Small-Business (50 or fewer emp.)
"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 efficiently. 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.

Oscar S.
OS
Oscar S.
Principal Broker
Small-Business (50 or fewer emp.)
"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.

GC
Geoff C.
President
Small-Business (50 or fewer emp.)
Originally submitted 4/23/2024
"The Best Mortgage Management Software"
5/5
What do you like best about Mortgage Automator?

It's so user friendly. 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.

Pricing Insights

Averages based on real user reviews.

Time to Implement

2 months

Return on Investment

7 months

Average Discount

12%

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