Mortgage Automator Reviews & Product Details

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.

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.

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.

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.

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.

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.

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.

N/A. The customer support team is always available if I ever have any questions. Review collected by and hosted on G2.com.

Mortgage automator makes our process easy. Creating documents, reviewing applications, tracking, etc. Review collected by and hosted on G2.com.

There's nothing to dislike about mmortgage automator. Review collected by and hosted on G2.com.

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.

The software is quite robust and generating custom reports required some input from Automator staff. Review collected by and hosted on G2.com.

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.

I can't really think of any downsides to MA. Review collected by and hosted on G2.com.

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.

I would love an investor portal - which I know is coming at some point. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

There isn't really anything to dislike about Mortgage Automator as they've satisfied all the needs and requirements of our company. Review collected by and hosted on G2.com.