# Mortgage Automator Software Reviews, Demo & Pricing - 2026 > Review of Mortgage Automator Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/loan-origination/mortgage-automator-profile --- [Home](https://www.softwareadvice.com/) / [Loan Origination Software](https://www.softwareadvice.com/loan-origination/) / Mortgage Automator Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/loan-origination/mortgage-automator-profile/reviews/)[Alternatives](https://www.softwareadvice.com/loan-origination/mortgage-automator-profile/alternatives/) # Mortgage Automator 2026: Benefits, Features & Pricing On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview Mortgage Automator 4.9 [(113)](https://www.softwareadvice.com/loan-origination/mortgage-automator-profile/reviews/) Pricing Pricing available upon request Top Alternatives ### 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... sive fund structure solution. Automate distribution and reinvestment calculations, manage your investors easily, and provide clear, comprehensive investor statements to give them a complete understanding of their portfolio. With Mortgage Automator, you can simplify your lending operations and focus on driving growth. ## Mortgage Automator User Interface ## Popular Mortgage Automator Alternatives Main Product Mortgage Automator 4.9 [(113)](https://www.softwareadvice.com/loan-origination/mortgage-automator-profile/reviews/) Ratings Breakdown - 4.89Ease of use - 4.87Value for money - 4.92Customer support - 4.83Functionality Pricing Available upon request Alternative Product [The Mortgage Office](https://www.softwareadvice.com/crm/the-mortgage-office-profile/) 4.8 [(285)](https://www.softwareadvice.com/crm/the-mortgage-office-profile/reviews/) Ratings Breakdown - 4.73Ease of use - 4.70Value for money - 4.78Customer support - 4.73Functionality Pricing Available upon request Alternative Product [LOAN SERVICING SOFT](https://www.softwareadvice.com/loan-origination/loan-servicing-soft-profile/) 5.0 [(14)](https://www.softwareadvice.com/loan-origination/loan-servicing-soft-profile/reviews/) Ratings Breakdown - 4.92Ease of use - 5.0Value for money - 5.0Customer support - 5.0Functionality Pricing Starting at $500.00 per month Alternative Product [TaskSuite](https://www.softwareadvice.com/loan-servicing/tasksuite-profile/) 4.8 [(6)](https://www.softwareadvice.com/loan-servicing/tasksuite-profile/#reviews) Ratings Breakdown - 4.50Ease of use - 4.50Value for money - 4.33Customer support - 4.83Functionality Pricing Available upon request Alternative Product [HES LoanBox](https://www.softwareadvice.com/debt-collection/hes-loanbox-profile/) 4.9 [(35)](https://www.softwareadvice.com/debt-collection/hes-loanbox-profile/#reviews) Ratings Breakdown - 4.91Ease of use - 4.88Value for money - 4.97Customer support - 4.91Functionality Pricing Starting at $75000.00 per year Alternative Product [Centrex](https://www.softwareadvice.com/loan-origination/centrex-profile/) 4.9 [(8)](https://www.softwareadvice.com/loan-origination/centrex-profile/reviews/) Ratings Breakdown - 5.0Ease of use - 4.75Value for money - 4.50Customer support - 4.75Functionality Pricing Available upon request ## 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 Integration rated undefined from -1 review Zapier Integration rated undefined from -1 review Zum Integration rated undefined from -1 review Pipedrive Integration rated undefined from -1 review Minerva Integration rated undefined from -1 review 6sense Integration rated undefined from -1 review See all 13 integrations ## Mortgage Automator User Reviews Overall Rating 4.9 Ratings Breakdown 5 93% 4 7% 3 0% 2 0% 1 0% Secondary Ratings Ease of Use 4.9 Value for money 4.9 Customer support 4.9 Functionality 4.8 James G. Verified reviewer Real Estate 11-50 employees Used daily for more than 2 years Reviewed May 2024 Mortgage Automator is the backbone of my lending business. 5 overall, Mortgage Automator has become a critical and useful tool in our business. if I had to lose email, or Mortgage Automator, i'd flip a coin. use both everyday Ratings Breakdown 5 Ease of use 5 Value for money 4 Customer support 5 Functionality Pros: Mortgage Automator has evolved over the years to grow with my company. We switched to Mortgage Automator to use the document generation and payment features, now we also use it for report building, automated communications with external clients, (SMS and Email) fund accounting, submission ingestion and internal to-do lists as files progress through the lifecycle. Cons: Some of our suggestions take weeks or months to be implemented into new versions of the system. Reasons for choosing Mortgage Automator level of service, live presentation, more favorable contract terms (no lock in) Reasons for switching to Mortgage Automator We switched about 5 year ago when our current provider, The Mortgage Office, out of the blue, claimed we breached their "terms of service". at the time, we only had 4 or 5 employees. they claimed that we were in breach of their terms of service and we had to upgrade to a 20 person license immediately or we would lose access to all our data... (again, we only had <5 employees) but we because of some technical glitch, and our staff was accessing the server remotely, they extorted us, and made us pay $10K USD just to keep access to our data. this was what caused us to look at other options. in the end, silver lining to a horrible, stressful experience because we were an early adopter to Mortgage Automator. Read More TC Tyler C. Verified reviewer Real Estate 2-10 employees Used daily for less than 2 years Reviewed June 2024 Great Product 5 Our experience was great overall. I have nothing but great things to say about the Mortgage Automator team. Ratings Breakdown 4 Ease of use 4 Value for money 5 Customer support 5 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. Read More ML Mark L. Verified reviewer Financial Services 2-10 employees Used daily for less than 2 years Reviewed June 2024 Experience with the Automator 4 Ratings Breakdown 4 Ease of use 5 Customer support 4 Functionality Pros: Relatively user friendly. Availability of different reports in excel format. Online support is very helpful and responsive. Cons: Lack of control, such as who is able to alter information entered. Information such as early term penalty do not get update in discharge statement when the terms are renewed/amended. Read More SD Sydney D. Verified reviewer Financial Services 2-10 employees Used daily for more than 2 years Reviewed April 2024 Mortgage Automator Experience 5 Overall, Mortgage Automator is a game-changer for mortgage lending, combining efficiency, reliability, and ease of use to revolutionize the industry! Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 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! Read More GP Grant P. Verified reviewer Financial Services 2-10 employees Used daily for more than 2 years Reviewed May 2024 The best thing that happened to our company. 5 Mortgage Automator has made it easy for us to grow our business. Without it, we'd be stuck in the spreadsheet era. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: We now have the ability to procude loan documents at a speed that would have been unbelievable a few years ago. All our documents and deal flow are seamless from receipt of an application to funding and beyond. Cons: I can't think of anything negative to say about Mortgage Automator. They keep refining it every month. Reasons for choosing Mortgage Automator I had experience with both of these at previous companies. They didn't offer the full solution. Read More Reid Q. Verified reviewer Real Estate 2-10 employees Used weekly for less than 2 years Review source Reviewed April 2022 Mortgage Automator Has Helped Change Our Operation 5 It has been very positive overall. Any time our team had questions, the MA team was immediately there to help answer them. The system is always reliable and the many reporting and integration features took our business to the next level. Our staff really enjoys how simple and easy to use MA is from day one. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: I liked that the software is scalable and dynamic. It allows operations both big and small to effectively accomplish their goals. Specifically, the API, Customer Service, the amount of options available, the monthly webinars and the constant new launches available really stood out to me. Cons: Not much. It more than covers our basis and is powerful on many fronts. I don't have any real criticism for the software. Reasons for choosing Mortgage Automator Overall it offered us the most, it looked the best, and it also had the integration options that we valued highly. We also liked that MA was constantly evolving and trying to get better. We found alternative products to be stale and out dated while also not thinking "like a private lender". MA is the right product for private lenders of all sizes. Vendor Response Reid, thank you so much for this great review and for your continuous support! Replied April 2022 Read More AL 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 5 Smooth, time efficient and very user friendly. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Easily inputting comparables for the subject property. Cons: I’ve had great experiences with Mirtgage Automator. Read More CN 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! 5 Overall, been a very great experience!!! Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 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! Read More JW 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. 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More TH 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 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More Showing 1 - 10 of 113 Reviews [See All Reviews](https://www.softwareadvice.com/loan-origination/mortgage-automator-profile/reviews/) ## Mortgage Automator Popular Comparisons [LendingWise vs Mortgage Automator](https://www.softwareadvice.com/loan-origination/lendingwise-profile/vs/mortgage-automator/)[nCino’s Mortgage Suite vs Mortgage Automator](https://www.softwareadvice.com/loan-origination/mortgage-automator-profile/vs/simplenexus/)[The Mortgage Office vs Mortgage Automator](https://www.softwareadvice.com/loan-origination/mortgage-automator-profile/vs/the-mortgage-office/)[Encompass vs Mortgage Automator](https://www.softwareadvice.com/compare/133471-Encompass360/vs/211774-mortgage-automator/)[Calyx Point vs Mortgage Automator](https://www.softwareadvice.com/loan-origination/calyx-software-profile/vs/mortgage-automator/)[HES LoanBox vs Mortgage Automator](https://www.softwareadvice.com/debt-collection/hes-loanbox-profile/vs/mortgage-automator/) [Compare All Alternatives](https://www.softwareadvice.com/loan-origination/mortgage-automator-profile/alternatives/) ## See what companies are saying about Software Advice