Mortgage Automator Reviews & Product Details

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I have yet to find anything I dislike about the software! Review collected by and hosted on G2.com.

Very User Friendly and Support is outstanding Review collected by and hosted on G2.com.

There is nothing to dislike at this time. Automator provides me with everything I need and continues to enhance features to the Industry requirements Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Least favourite features 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 Review collected by and hosted on G2.com.

The mortgage origination process is quick, efficient and user friendly. Review collected by and hosted on G2.com.

There are still a few things that require manual editing but overall, it saves me a ton of time. Review collected by and hosted on G2.com.

The Support team are responsive and definitely gets things done. The direction its heading is definitely something to look forward to as a user. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

It has linked our Business end to end and created efficiency for us - updates are continuous and they are always improving Review collected by and hosted on G2.com.

It's important to have someone customize templates and learn how to do that. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

That I didn't find it sooner...There honestly is nothing I would complain about. I wish it were free??? Review collected by and hosted on G2.com.

There is no better way to keep our loans organized, serviced, and monitored all in one place. We use the product every single day and it has become the backbone of our deal flow. Review collected by and hosted on G2.com.

There is a bit of a learning curve when it comes to modifying documents and templates. Review collected by and hosted on G2.com.