Andrea V.
AV
Andrea V.
CFO
Small-Business (50 or fewer emp.)
"The best choice for private lending"
5/5
What do you like best about Mortgage Automator?

Mortgage Automator is the backbone of our company. The report feature allows us to easily access our data and make informed decisions. Review collected by and hosted on G2.com.

What do you dislike about Mortgage Automator?

Nothing. Whenever we've had issues we reach out to the MA team and they work with us to resolve the problem. Review collected by and hosted on G2.com.

Alex L.
AL
Alex L.
Business Development Manager
Small-Business (50 or fewer emp.)
"Seamless, powerful and easy to use."
5/5
What do you like best about Mortgage Automator?

Deal tracking, investor statements. Amazing. Review collected by and hosted on G2.com.

What do you dislike about Mortgage Automator?

I don't find anything about the software that I dislike. Review collected by and hosted on G2.com.

Claire  D.
CD
Claire D.
Loan Closer
Small-Business (50 or fewer emp.)
"We love working with MA"
5/5
What do you like best about Mortgage Automator?

MA is a great program to manage our loans through. It's been extremely ease to use. Any time we have a question or need something implemented to help us integrate an easier way to do something, their customer support team has been accomodating and helpful. They're easy to get in touch with and quick to repond. Review collected by and hosted on G2.com.

What do you dislike about Mortgage Automator?

There have been few instances where code hasn't been written yet for certain features we'd like to use, but we feel certain they'll be added in future updates. Review collected by and hosted on G2.com.

Joshua L.
JL
Joshua L.
Small-Business (50 or fewer emp.)
"Mortgage Automator. Automater of all loan things"
5/5
What do you like best about Mortgage Automator?

MA user interface is extremely intuitive. Tech Support is very fast to answer any questions. Training of my team can happen really quickly making the software easy to adopt. We leverage the API for a bunch of our own custom development needs and lastly the custom forms and workflow that you can set up make MA the best platform in the private lending space. Review collected by and hosted on G2.com.

What do you dislike about Mortgage Automator?

This is honestly nitpicking, but the investor reports need some work. Do not let the simple to use interface fool you. The platform is extremely robust. Review collected by and hosted on G2.com.

CJ
Craig J.
President
Small-Business (50 or fewer emp.)
"Avalon Capital, Private lender"
5/5
What do you like best about Mortgage Automator?

Our company, Avalon Capital is a small private lending business. This software has allowed us to focus on the growth of our company and has allowed us to scale. Their support team is great and they are very available and willing to make changes as needed. Love this company! Review collected by and hosted on G2.com.

What do you dislike about Mortgage Automator?

At first we had some problems with setting up non ACH payments. But they adjusted so it is no longer a problem Review collected by and hosted on G2.com.

SR
sanjay r.
Chief Operating Officer
Small-Business (50 or fewer emp.)
"Software designed and tailored for private lenders."
5/5
What do you like best about Mortgage Automator?

Superior customer service; user friendly software; software designed for private lending; ability to tailor reports and fields for our specific needs. Review collected by and hosted on G2.com.

What do you dislike about Mortgage Automator?

Trying to keep up with the enhancments and changes! There is likely much more on the platform we have yet to take advantage of.

One strong suggestion is the integration with Quickbooks. Review collected by and hosted on G2.com.

Andy C.
AC
Andy C.
General Manager
Small-Business (50 or fewer emp.)
"Mortgage Administration"
5/5
What do you like best about Mortgage Automator?

Complete platform that has produced efficiecies in our daily work flows. MA was easy to implement, and has excellent customer service / support. The platform maintains our daily lending needs with ease. Review collected by and hosted on G2.com.

What do you dislike about Mortgage Automator?

Some areas are more complex than our company requires. Review collected by and hosted on G2.com.

AL
Angie L.
Vice president
Small-Business (50 or fewer emp.)
"Mortgage Automator is truly a Game Changer for our company."
4/5
What do you like best about Mortgage Automator?

Simplifies our operations

Gives a real portrait of our business

Almost every situation that a private lender can encounter has been think of

The Help Center is incredible. We are never alone with an issue. Review collected by and hosted on G2.com.

What do you dislike about Mortgage Automator?

For us, the major barrier is the langage as we are French lenders from Quebec.

Documents are not as easy to deal with if you are not familiar with coding and again, we need to traduct them which is not simple. 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.)
"Loan Ledger in Mortgage Automator"
5/5
What do you like best about Mortgage Automator?

The loan ledger in MA allows the user to separate outstanding interest from outstading fees. This gives us a better breakdown of the outstanding loan balance. The legacy system we used before provided one lump sum outstanding balance that included all fees and interest. Additionally entering new purchases, topping up an exisiting investor position, processing redemptions and paying investor dividends is very simple process in MA. Review collected by and hosted on G2.com.

What do you dislike about Mortgage Automator?

IT would be very helpful if MA was integrated to an accounting system rather than having to use a third party software to get financials. 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.)
"Overall good experience with the software and great experiences with the MA team members."
4.5/5
What do you like best about Mortgage Automator?

Customer service. They're always available, willing to help, and in a timely manner. Also, the software is pretty easy to use and makes my job easier. Review collected by and hosted on G2.com.

What do you dislike about Mortgage Automator?

Sometimes a little clunky, and updates sometimes seems to have effects on my document templates when converting to word file. Also, custom fields placement are not always ideal. Review collected by and hosted on G2.com.