--- 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 **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. Greatly improved efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Anthony P. | Senior Vice President, Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2024 **What do you like best about Mortgage Automator?** Simple to use and much more robust than our previous system. **What do you dislike about Mortgage Automator?** So far, we have not had any issues with the system or its functionality. **What problems is Mortgage Automator solving and how is that benefiting you?** Connects to multiple mortgage broker platforms which improved the broker experience with us. It also has many built in features that were not available in our previous system. ### 2. Mortgage Automator has made us more dynamic and productive **Rating:** 5.0/5.0 stars **Reviewed by:** Arjun S. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2024 **What do you like best about Mortgage Automator?** I enjoy the updates they are constantly working on improving and not staying static. The team has been very helpful in improving our process and and allowing us to grow with the software. **What do you dislike about Mortgage Automator?** Nothing specifically as our suggestions and improvements required are being worked on. **What problems is Mortgage Automator solving and how is that benefiting you?** Automator has helped us become more efficient and connected our front end and back end effectively. ### 3. One of the most user friendly platforms I've worked with **Rating:** 5.0/5.0 stars **Reviewed by:** Massimo D. | Business Development Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 03, 2024 **What do you like best about Mortgage Automator?** Its simplicity. It's layout shows the life cycle of the deal and it's very easy to navigate and bring the file to the next step. **What do you dislike about Mortgage Automator?** Would like to see more reporting available. I'm in the sales role so reports showing individual or brokerage fundings would be helpful **What problems is Mortgage Automator solving and how is that benefiting you?** Provides automation vs manually entering deals. Communicates with the various broker based systems ie filogix, velocity etc ### 4. Great platform, great support, strong leadership team **Rating:** 5.0/5.0 stars **Reviewed by:** Jeremy A. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Mortgage Automator?** They offer great support and are always impriving their system. Very quick response times as well as a solid workflow for training during the onboading process. **What do you dislike about Mortgage Automator?** With a growing platform, there are a lot of needs that clients wish to have but take time to implement. **What problems is Mortgage Automator solving and how is that benefiting you?** Ease of loan management along with sophisticated algortiths to improve communication with clients. ### 5. Exceptional Customer Service, Innovation and All in One Platform **Rating:** 4.5/5.0 stars **Reviewed by:** Megan F. | VP of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** March 20, 2024 **What do you like best about Mortgage Automator?** The ability to create what we need that fits our business, from custom fields, to reports and communications, we can customize the system to fit our business and processes. **What do you dislike about Mortgage Automator?** Currently we are facing a few issues, but on a path to get our requests and issues resolved with the team at Mortgage Automator. **What problems is Mortgage Automator solving and how is that benefiting you?** Main source of data for our loan files, borrowers, brokers, attorneys, communication templates, documents and historical loan information. We couldn't run our business without a loan origination and servicing software. ### 6. GAME CHANGER!!!!!! **Rating:** 5.0/5.0 stars **Reviewed by:** Sydney D. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2024 **What do you like best about Mortgage Automator?** The Mortgage Automator software stands out for its user-friendly interface and comprehensive features. It's intuitive design makes navigating complex mortgage processes a breeze, even for users with limited technical expertise. It's robust reporting capabilities provide valuable insights into loan performance and operational efficiency, empowering lenders to make informed decisions. Overall, Mortgage Automator is a GAME-CHANGER for mortgage lending, combining efficiency, reliability, and ease of use to revolutionize the industry. **What do you dislike about Mortgage Automator?** NA. This is an amazing platform!!!!!!!!! **What problems is Mortgage Automator solving and how is that benefiting you?** This system has assisted me and made it possible for me to continue to grow the company without having to hire additional support staff. ### 7. All in one tool **Rating:** 5.0/5.0 stars **Reviewed by:** Ronald G. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 02, 2024 **What do you like best about Mortgage Automator?** Mortagge Automator is a great all in one tool to manage your private mortagge lending business. Manage your investors, instructions, renewals, all in one spot. **What do you dislike about Mortgage Automator?** I dont see any downside. Lawyers, clients, and brokers like it. **What problems is Mortgage Automator solving and how is that benefiting you?** I can log in anytime and see the status of my entire book of business. ### 8. MA Review **Rating:** 5.0/5.0 stars **Reviewed by:** Molly G. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2024 **What do you like best about Mortgage Automator?** Mortgage Automator has been a game changer for our team! The efficency and effectiveness has helped tremendously. The team is even better! They're quick to respond and so easy to work with. **What do you dislike about Mortgage Automator?** Nothing! Everyone is so wonderful to work with. :) **What problems is Mortgage Automator solving and how is that benefiting you?** MA helps us originate loans to term sheet swiftly and efficiently. ### 9. Mortgage Automator is Amazing! **Rating:** 5.0/5.0 stars **Reviewed by:** Chris A. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2024 **What do you like best about Mortgage Automator?** It is completely integrated and helps us in all phases of our business! From orignating, to underwriting, to servicing! It is also extremely usesr friendly! **What do you dislike about Mortgage Automator?** We have been through multiple software companies and none have held a candle to mortgage automator. **What problems is Mortgage Automator solving and how is that benefiting you?** Keeping our entire business under one software. ### 10. Smooth Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Upanishad K. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 17, 2024 **What do you like best about Mortgage Automator?** The automation and custom options that help save time **What do you dislike about Mortgage Automator?** Statetments cause issues for example messes up the principle paydown loans **What problems is Mortgage Automator solving and how is that benefiting you?** Saves a lot of time automating agreemtnst and adding custom options ### 11. Take 2 **Rating:** 5.0/5.0 stars **Reviewed by:** Josh N. | Investment Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 10, 2024 **What do you like best about Mortgage Automator?** Constant development to the platform, User interface and the great staff **What do you dislike about Mortgage Automator?** There's not mush to dislike about the platform **What problems is Mortgage Automator solving and how is that benefiting you?** Everything about this software has streamlined every part of my lending and servicing process ### 12. Mortgage Automator partner with the best **Rating:** 5.0/5.0 stars **Reviewed by:** sebastien H. | president, Small-Business (50 or fewer emp.) **Reviewed Date:** June 19, 2024 **What do you like best about Mortgage Automator?** Vesatility, easy to navigate, improve efficiency and capabilities, improve communication with investors, customer support quick and efficient, **What do you dislike about Mortgage Automator?** Document use and configuratiuon, french availibility **What problems is Mortgage Automator solving and how is that benefiting you?** improved organisation of our deals, better communication, better efficiency in all the deals calculations and transfers, better follow up for the differents lists (brokers, clients, etc) ### 13. incredible product and service **Rating:** 5.0/5.0 stars **Reviewed by:** john c. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2024 **What do you like best about Mortgage Automator?** easy to use - back end service is over the top **What do you dislike about Mortgage Automator?** there is nothing that I dislike about MA **What problems is Mortgage Automator solving and how is that benefiting you?** extremely user friendly...clearly this was designed and built by people that know what is like to originate and service loans ### 14. The best support in the business **Rating:** 5.0/5.0 stars **Reviewed by:** Sheldon B. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** July 12, 2024 **What do you like best about Mortgage Automator?** intelligent and resourceful team members and hands on support **What do you dislike about Mortgage Automator?** more customization of services other than that I am able to levrage MA to secure bew business **What problems is Mortgage Automator solving and how is that benefiting you?** more comprehensive service level for my Private Lending Investors ### 15. outstanding platform **Rating:** 5.0/5.0 stars **Reviewed by:** Denis B. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2024 **What do you like best about Mortgage Automator?** We are just scratching the surface with MA. The various options available through this platform was very well thought out for processing our private mortgages. **What do you dislike about Mortgage Automator?** trying to match up Zum reporting with the ledger. Trying to work out idiosynchrisies for reporting systems. need better annual statemnts that read clearly. **What problems is Mortgage Automator solving and how is that benefiting you?** we have several investors and working out of Excel spreadsheets has been a godsend. ### 16. Can't imagine better customer service **Rating:** 5.0/5.0 stars **Reviewed by:** Christopher D. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2024 **What do you like best about Mortgage Automator?** The price is great, the customer service and accessibiltiy is amazing. The look and feel is fantastic. Great origination platform **What do you dislike about Mortgage Automator?** Ther servicing side is not as good as the origination side but they are aware of that and as of writinig they have already started improving. Optomistic about the future! **What problems is Mortgage Automator solving and how is that benefiting you?** Helping with origination, servicing, and portfolio management ### 17. Lacks easy to read investor reports **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2024 **What do you like best about Mortgage Automator?** It is an easy way to add in fees, borrower statements **What do you dislike about Mortgage Automator?** The investor reports are awful, Investors do not understand them and they are not clear. Principal and Interest deals do not show up well either - particularly when the borrower NSF funds. **What problems is Mortgage Automator solving and how is that benefiting you?** Currently they are not helping solve any problems ### 18. Best-in-class loan servicing software **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan M. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 08, 2024 **What do you like best about Mortgage Automator?** Automator is incredibly easy to use, and web-based making it perfect for private lenders to use to track and services their loans. **What do you dislike about Mortgage Automator?** Nothing. Significant improvement over our previous software. **What problems is Mortgage Automator solving and how is that benefiting you?** Tracking loan data efficiently. It makes internal & enternal reporting a breeze. Loan and investor tracking can get complex as your portfolio grows, and Automator keeps things very well organized. ### 19. The Team at Mortgage Automator is amazing! They understand the business ! **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 ease of navigation. Allows us to communicate with our Clients, and thus, improve on our own exceptional service levels! **What do you dislike about Mortgage Automator?** No real downsides yet. Still navigating through the various processes. **What problems is Mortgage Automator solving and how is that benefiting you?** Simplicity! Allows us to communicate with our Clients with ease. ### 20. Super happy with MA, their product , their service and constant improvements **Rating:** 5.0/5.0 stars **Reviewed by:** Jayson Z. | VP Business Development, Small-Business (50 or fewer emp.) **Reviewed Date:** February 08, 2024 **What do you like best about Mortgage Automator?** Ease of use on the platform—continual improvements, super responsive customer service and overall love the product. **What do you dislike about Mortgage Automator?** Would improve the dashboards to make them more customizable. **What problems is Mortgage Automator solving and how is that benefiting you?** Anytime we have a problem its generally addressed and resolved in a timely fashion. ### 21. Excellent Customer Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 12, 2024 **What do you like best about Mortgage Automator?** Great accessibility and report building functions; fast turn around with customer support **What do you dislike about Mortgage Automator?** Notes section could be wider for ease of review. **What problems is Mortgage Automator solving and how is that benefiting you?** Allowing all information pertaining to the loan (ie. Borrower details, mortgage details, payments, etc) to be available in once place. ### 22. Great tool for either a mature or young organization **Rating:** 4.0/5.0 stars **Reviewed by:** Michel C. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 20, 2024 **What do you like best about Mortgage Automator?** Ease of use, quick response time when required, short learning curve **What do you dislike about Mortgage Automator?** Some basic functions are not present and there are no API's to other industry partners **What problems is Mortgage Automator solving and how is that benefiting you?** Very short learning curve and integration bot origination and servicing into one platform ### 23. It supports and facilitate my job functions in a timely manner. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** June 12, 2024 **What do you like best about Mortgage Automator?** It is user friendly, beneficial in providing a clear overview of the accounts and facilitate better communication. **What do you dislike about Mortgage Automator?** Limited customization options and slow loading at times. **What problems is Mortgage Automator solving and how is that benefiting you?** Organiztion of loan information to facilitate loan servicing tasks. ### 24. Great solution. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2024 **What do you like best about Mortgage Automator?** Designed for Private lenders by private lenders. **What do you dislike about Mortgage Automator?** Too much on one screen. Could better organize the data on some screens. **What problems is Mortgage Automator solving and how is that benefiting you?** Helps run our business efficiently. - [View Mortgage Automator pricing details and edition comparison](https://www.g2.com/products/mortgage-automator-mortgage-automator/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-12+11%3A49%3A38+-0500&secure%5Bsession_id%5D=25b29594-1eb2-4f76-9427-f09cca45151c&secure%5Btoken%5D=0b9e379a79573daf0825e15b56a200c5f043576526db54caa91990fb58993959&format=llm_user) ## Mortgage Automator Integrations - [6sense Sales Intelligence](https://www.g2.com/products/6sense-sales/reviews) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) - [CoreLogic Credco](https://www.g2.com/products/corelogic-credco/reviews) - [Docusign](https://www.g2.com/products/docusign/reviews) - [HubSpot Data Hub](https://www.g2.com/products/hubspot-data-hub/reviews) - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews) - [Inverite Insights Inc.](https://www.g2.com/products/inverite-insights-inc/reviews) - [Jira](https://www.g2.com/products/jira/reviews) - [Lendesk](https://www.g2.com/products/lendesk/reviews) - [Lightning Docs](https://www.g2.com/products/lightning-docs/reviews) - [Luzmo](https://www.g2.com/products/luzmo/reviews) - [Minerva](https://www.g2.com/products/minervaai-minerva/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - [Twilio](https://www.g2.com/products/twilio/reviews) - [Usio](https://www.g2.com/products/usio/reviews) - [velocity](https://www.g2.com/products/velocity-2021-10-03/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - [Zapier for G Suite](https://www.g2.com/products/zapier-for-g-suite/reviews) - [Zum](https://www.g2.com/products/zum/reviews) ## Mortgage Automator Features **Additional Functionality** - Activity Tracking - Customizable Reports - Customer Database - Loan Processing - CRM - Data Security - Amortization Schedule - Document Management - Activity Dashboard - AI Copilot - Compliance Management - Escrow Management - Transaction History - Multi-Company - Business Loans - Borrower Management - Third-Party Integrations - Workflow Management - Data Import/Export - Electronic Payments - Investor Management - Role-Based Permissions - Contact Management - Pipeline Management - Automatic Funds Distribution - Loan Portfolio Management - Approval Process Control - Document Storage - Payment Reminders - Mortgages - ACH Payment Processing - Collateral Tracking - Customizable Templates - Audit Trail - Reporting/Analytics - Alerts/Notifications - Credit Reporting - Multi-Currency - PCI Compliance - Payment Collection - API - Accounting - Multi-Channel Communication - Construction Loans **Agentic AI - Loan Origination** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making - Accounting Integration - Third-Party Integrations **Additional Functionality** - API - Pipeline Management - Workflow Management - Online Applications - Audit Trail - Payment Collection - Activity Dashboard - Self Service Portal - Status Tracking - Scheduling - Customer Database - Document Storage - Activity Tracking - Data Import/Export - Loan Processing - Cash Flow Management - Risk Management - Dashboard - For Commercial Business - Financial Analysis - Configurable Workflow - Financial Management - Loan Origination - Customizable Reports - Loan Portfolio Management - Secure Data Storage - ACH Payment Processing - Compliance Management - Client Portal - Document Management - Borrower Management - Credit Check - Risk Assessment - Reporting & Statistics - Lead Management - Real-Time Reporting - CRM - Contact Management - Automated Decisioning/Underwriting - Customizable Branding - Task Management - Loan Management - Rules-Based Workflow - Template Management - Client Management - Electronic Signature - Alerts/Notifications - Task Scheduling - Transaction History - Accounting - Document Templates - Customizable Templates - Approval Process Control - Multi-Company - Electronic Payments - Pricing Management - Customer Management - Communication Management ## Top Mortgage Automator Alternatives - [The Mortgage Office Loan Servicing](https://www.g2.com/products/the-mortgage-office-loan-servicing/reviews) - 4.9/5.0 (93 reviews) - [CloudBankin](https://www.g2.com/products/cloudbankin/reviews) - 5.0/5.0 (123 reviews) - [LendingPad](https://www.g2.com/products/lendingpad/reviews) - 4.7/5.0 (166 reviews)