Mortgage Automator 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Mortgage Automator

4.9

(112)

Pricing

Pricing available upon request

About Mortgage Automator

Streamline your lending operations and drive growth with Mortgage Automator - a powerful loan origination and servicing software. Designed specifically for North American private and hard money lending businesses, the platform enables lenders to automate critical processes, increase efficiency, and focus on what matters - growing their business.

With Mortgage Automator's comprehensive loan origination suite, lenders can receive leads and loan requests, build a robust sales pipeline, easily manage tasks and communications, and streamline their lending operations. Our intuitive Upload Portal allows borrowers to securely upload important files, images, and videos, making it easy for lenders to review and manage loan applications.

Automator's loan servicing features allow lenders to eliminate manual errors and save valuable time with powerful automation capabilities. From payment processing and alerts to automating collection processes, tax payments, and reserve tracking, Mortgage Automator streamlines your loan servicing processes and provides a complete overview of your business.

Enhance the credibility of your lending operations and give investors peace of mind with our comprehen...

Mortgage Automator Screenshots

Mortgage Automator Pricing and Plans

Starting price: Pricing available upon request

Free Trial

Free Version

Basic

Pricing available upon request

No plan information available

Mortgage Automator Features

Popular features found in Loan Origination
Audit Trail
Automated Decisioning/Underwriting
Compliance Management
Customer Management
Electronic Signature
Financial Analysis
Loan Management
Loan Portfolio Management
Online Applications
Payment Collection
Workflow Management
More features of Mortgage Automator
Accounting
ACH Payment Processing
Activity Tracking
Alerts/Notifications
Amortization Schedule
API
Approval Process Control
Auto Loans
Automatic Funds Distribution
Borrower Management
Business Loans
Cash Flow Management
Client Database
Client Management
Client Portal
Collateral Tracking
Commercial Mortgages
Communication Management
Configurable Workflow
Construction Loans
Contact Management
Credit Reporting
CRM
Customer Database
Customer Statements
Customizable Branding
Customizable Reports
Customizable Templates
Dashboard
Data Import/Export
Data Security
Digital Signature
Document Management
Document Storage
Document Templates
Electronic Applications
Electronic Payments
Escrow Management
Financial Management
For Borrowers
For Brokers
Government Loans
HUD Settlement Statements
Investor Management
Lead Management
Loan Origination
Loan Processing
Loan Servicing
Marketing Automation
Mortgages
Multi-Branch
Multi-Channel Communication
Multi-Company
Multi-Currency
Outsource Processing
Payment Reminders
Payment Tracking
PCI Compliance
Pipeline Management
Pre-Qualification
Pricing Management
Promissory Notes
Property Tax Management
Real-Time Reporting
Refinance Management
Reminders
Reporting/Analytics
Reporting & Statistics
Residential Mortgages
Risk Management
Role-Based Permissions
Rules-Based Workflow
Search/Filter
Secure Data Storage
Self Service Portal
Status Tracking
Student Loans
Task Management
Task Scheduling
Template Management
Third-Party Integrations
Third Party Loan Origination
Transaction History
Visual Presentation

Mortgage Automator Integrations

Jira

Zapier

Zum

Pipedrive

Minerva

6sense

See all 13 integrations

Mortgage Automator User Reviews

Overall Rating

4.9

Ratings Breakdown

93%

Secondary Ratings

Ease of Use

4.9

Value for money

4.9

Customer support

4.9

Functionality

4.8

Jayson Z.

Verified reviewer

Real Estate

2-10 employees

Used daily for more than 2 years

Reviewed May 2024

Love MA, great product, great company

MA is great. They are so helpful. Easy to use platform and always improving and listening to our feedback and suggestions. THey have made some very important changes based off our feedback!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Customer service, updated features and support. Love most things about MA.

Cons:

probably the dashboards could be improved as they arent fully customizable

Tyler C.

Verified reviewer

Real Estate

2-10 employees

Used daily for less than 2 years

Reviewed June 2024

Great Product

Our experience was great overall. I have nothing but great things to say about the Mortgage Automator team.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I thought it was an all encompassing software for any lender. I was able to run my entire business with one software with the exception of marketing.

Cons:

It took a little while to get setup but that is because the software is so robust.

Reasons for switching to Mortgage Automator

The ability to service my loans was the entire reason we switched.

Aidan W.

Verified reviewer

Financial Services

11-50 employees

Used daily for less than 12 months

Review source

Reviewed June 2025

Streamlined Lending with Powerful Automation

Overall, Mortgage Automator has significantly improved our operational efficiency. The software is robust and reliable, with consistent support from the team. It’s particularly helpful for automating repetitive tasks and ensuring compliance. Despite some minor limitations, the benefits far outweigh the drawbacks.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

User-friendly interface combined with great tech. It’s intuitive and saves time on day-to-day operations. The system is streamlined and helps automate workflows efficiently, making the loan process smooth and less prone to human error.

Cons:

Occasional limitations with custom reporting and dashboard flexibility. While the core features are excellent, there’s room for improvement in customization options for lenders with more complex or niche workflows.

Davis K.

Verified reviewer

Financial Services

11-50 employees

Used daily for less than 12 months

Reviewed June 2024

Amazing Product with even better Customer Service

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The reporting features of Mortgage Automator have taken our efficiency and data use to the next level. Through the Report Builder module, I am able to customize reports to best fit our users needs. Integrating excel formulas in our reports has also greatly increased productivity in our organization. All members of the Data Migration/Onboarding team have been absolutely amazing to work with, with very quick and efficient response times.

Cons:

Currently, there is not an accounting function/integration within Mortgage Automator, however I know this is something that is in the works. Looking forward to this feature!

Reasons for switching to Mortgage Automator

Mortgage Automator provides us the best resources to continue to grow our business.

Sydney D.

Verified reviewer

Financial Services

2-10 employees

Used daily for more than 2 years

Reviewed April 2024

Mortgage Automator Experience

Overall, Mortgage Automator is a game-changer for mortgage lending, combining efficiency, reliability, and ease of use to revolutionize the industry!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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. Additionally, the robust reporting capabilities provide valuable insights into loan performance and operational efficiency, empowering lenders to make informed decisions.

Cons:

I wish this platform was available on the mortgage brokering side.... I LOVE IT SO MUCH!

Reasons for choosing Mortgage Automator

There was so much support offered to assist with the transition and the overall user interface was more appealing.

Reasons for switching to Mortgage Automator

System limitations, saw a demo from Mortgage Automator and we were sold!

Asher N.

Verified reviewer

Banking

2-10 employees

Used daily for more than 2 years

Reviewed September 2024

Top of the line private mortgage software.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The origination and loan servicing parts are great and helpful on the day to day tasks.

Cons:

Very robust software, always improving and developing. Nothing to dislike .

Alex L.

Verified reviewer

Venture Capital & Private Equity

2-10 employees

Used daily for more than 2 years

Reviewed September 2024

We love mortgage Automator

Smooth, time efficient and very user friendly.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Easily inputting comparables for the subject property.

Cons:

I’ve had great experiences with Mirtgage Automator.

Tina H.

Verified reviewer

Financial Services

2-10 employees

Used daily for more than 2 years

Reviewed June 2024

Easy to Use, Simple, Flexible, Intuitive and Great Customer Service

Exceptional! No issues from day one - MA has always been there to support, teach and listen. We are excited to see the growth and very happy with the system and service.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

MA is easy to use, simple, flexible and intuitive. It has the ability to handle many different types of scenarios and transactions, and if a function isn't currently automated, MA always is able to provide a alternative solution in the meantime. The customer service is exceptional. The response time, efficiency and knowledge are beyond industry standard.

Cons:

There isn't a downside to MA for day to day use in our business. We only wish that we can get more from MA, as the features and continuing growth excites us, and we constantly look forward to updates and new features that help our business.

Reasons for choosing Mortgage Automator

Overall package! The ease of use, flexibility and customer service was everything we were looking for. In addition, the direction that MA was heading in aligned with our needs.

Clint N.

Verified reviewer

Real Estate

2-10 employees

Used daily for less than 12 months

Reviewed August 2024

Mortgage Automator is the way to go!

Overall, been a very great experience!!!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

having everything all in one spot allowing us to only have to use one software system!

Cons:

none! its crazy to say that but everything you need to run a hard money lending business they have!

Jason W.

Verified reviewer

Financial Services

2-10 employees

Used daily for less than 12 months

Reviewed August 2024

MA has allowed us to stream line our process from beginning to end. It allows us to address problems quickly and efficiently.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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

Cons:

There is a bit of a learning curve when it comes to modifying documents and templates.

Showing 1 - 10 of 112 Reviews

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