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Mortgage Automator Reviews & Product Details

Mortgage Automator is a purpose-built loan origination and servicing platform designed for private and hard money lenders in North America. It streamlines the entire loan lifecycle, from initial application and underwriting to document generation, servicing, renewals, reporting, and fund management, all within a single, centralized system. Whether you're managing residential, commercial, or construction loans, the platform helps reduce manual work and improve operational efficiency at every stage. The software was originally created by private lenders to solve real-world inefficiencies in their own lending operations. Since then, it has evolved into a robust SaaS solution used by hundreds of lenders across the industry. With powerful automation tools, Mortgage Automator simplifies key tasks like document creation, compliance checks, borrower communication, and investor reporting. Payment tracking, interest calculations, servicing workflows, and fund disbursements are fully automated, minimizing human error and freeing teams to focus on growth. Standout features include customizable workflows, branded borrower, broker, and investor portals, and a built-in CRM for deal tracking and client management. Documents such as commitment letters, loan agreements, and discharges can be generated instantly. Lenders can give borrowers, brokers, and investors secure, real-time access to updates, statements, and communications, all under their own brand. Mortgage Automator also integrates with leading tools like Zapier, credit bureau agencies, and QuickBooks, ensuring seamless adoption within your existing tech stack. As a cloud-based platform, it offers secure remote access and scalability as your business grows. But what truly sets it apart is its customer-centric approach: the team offers personalized onboarding, responsive support, and continues to develop the platform based on client feedback. Whether you're a small lender or scaling a high-volume operation, Mortgage Automator helps eliminate bottlenecks, boost transparency, and modernize your lending process from end to end.

Product Website

Seller

Mortgage Automator

Discussions

Mortgage Automator Community

Languages Supported

English

Product Description

A True End-To-End Loan Origination Platform for All Your Private Lending Needs

Overview by

Plinio Buzato (Mortgage Automator)

Value at a Glance

Averages based on real user reviews.

Time to Implement

2 months

View More Pricing Information

Mortgage Automator Media

Mortgage Automator Demo - Custom Business Insights Dashboards

Provide real-time, tailored analytics to help lenders track performance, identify trends, and make data-driven decisions.

Mortgage Automator Demo - Borrower & Investor Portals

User-friendly portals that give borrowers and investors real-time access to loan details, performance data, and account activity.

Mortgage Automator Demo - Document Generation

Instantly creates accurate, compliant loan documents tailored to each deal, saving time and reducing errors.

Mortgage Automator Demo - Loan Servicing Features

An intuitive interface for processing charges, managing payments, and approving draw requests with clear visibility into loan activity.

Mortgage Automator Demo - Fund Management

Provide real-time visibility and control over capital deployment, investor allocations, and fund performance.

Mortgage Automator Demo - Loan & Task Management

A streamlined dashboard for managing loans and tracking tasks, keeping teams aligned with real-time borrower info and to-do lists.

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john c.

Small-Business (50 or fewer emp.)

4/23/2024

"incredible product and service"

5/5

What do you like best about Mortgage Automator?

easy to use - back end service is over the top Review collected by and hosted on G2.com.

What do you dislike about Mortgage Automator?

there is nothing that I dislike about MA Review collected by and hosted on G2.com.

Sheldon B.

Managing Director

Small-Business (50 or fewer emp.)

7/12/2024

"The best support in the business"

5/5

What do you like best about Mortgage Automator?

intelligent and resourceful team members and hands on support Review collected by and hosted on G2.com.

What do you dislike about Mortgage Automator?

more customization of services other than that I am able to levrage MA to secure bew business Review collected by and hosted on G2.com.

Denis B.

Small-Business (50 or fewer emp.)

5/13/2024

"outstanding platform"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Christopher D.

Small-Business (50 or fewer emp.)

5/8/2024

"Can't imagine better customer service"

5/5

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 Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

Verified User in Financial Services

Small-Business (50 or fewer emp.)

5/13/2024

"Lacks easy to read investor reports"

4/5

What do you like best about Mortgage Automator?

It is an easy way to add in fees, borrower statements Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Ryan M.

Small-Business (50 or fewer emp.)

2/8/2024

"Best-in-class loan servicing software"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Mortgage Automator?

Nothing. Significant improvement over our previous software. Review collected by and hosted on G2.com.

Verified User in Financial Services

Small-Business (50 or fewer emp.)

7/17/2024

"The Team at Mortgage Automator is amazing! They understand the business !"

5/5

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! Review collected by and hosted on G2.com.

What do you dislike about Mortgage Automator?

No real downsides yet. Still navigating through the various processes. Review collected by and hosted on G2.com.

Jayson Z.

VP Business Development

Small-Business (50 or fewer emp.)

2/8/2024

"Super happy with MA, their product , their service and constant improvements"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Mortgage Automator?

Would improve the dashboards to make them more customizable. Review collected by and hosted on G2.com.