# 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 [(116)](https://www.softwareadvice.com/loan-origination/mortgage-automator-profile/reviews/) Pricing Pricing available upon request Top Alternatives ### About Mortgage Automator Mortgage Automator is an end-to-end loan origination and servicing platform built specifically for private and hard money lenders across the US and Canada. Rather than adapting a generic banking system, the platform is designed from the ground up to reflect how private lending actually operates, covering everything from initial application and underwriting to document generation, servicing, renewals, fund management, and reporting in a single system. The platform serves private lenders and hard money lenders handling residential, commercial, and construction loans, including fix-and-flip and rehab projects. It fits organizations at any loan volume, from smaller teams looking to consolidate scattered tools into one system to established lenders processing high volumes who need automation to scale without adding headcount. Key features: - ACH/PAD payment processing, automated interest calculations, and fund disbursements, with NACHA-compliant files generated for banking uploads - Instant document generation, including commitment letters, loan agreements, term sheets, and discharges - Automated NSF handling, with text and letter notifications sent to borrowers - Branded, mobile-... friendly borrower and investor portals for secure, real-time access to statements, documents, and payments - Custom kanban-style pipelines and role-based task assignments to manage deals and servicing work - Built-in CRM for lead intake, deal tracking, and communication - Fund management tools supporting fixed or floating share pricing, adaptable interest rate structures, and pre- or post-DRIP NAV calculations - Business intelligence dashboards for real-time visibility into portfolio risk, capital allocation, and team efficiency - Integrations with tools like Zapier, QuickBooks, DocuSign, Twilio, and major credit bureaus, along with API access for custom connections Mortgage Automator is cloud-based, giving teams secure remote access regardless of location, and is SOC 2 Type II certified to meet industry data security standards. The company was founded by lenders, which shows in how closely the platform tracks the day-to-day realities of running a private lending business, from trust accounting to compliance reporting specific to US and Canadian requirements. Beyond the software itself, Mortgage Automator is known for hands-on onboarding and a support team that lenders frequently point to as a differentiator, along with a product roadmap shaped by direct customer feedback. For lenders looking to move off spreadsheets, disconnected tools, or legacy systems that weren't built for private lending, Mortgage Automator offers a single platform to manage the full loan lifecycle, reduce manual errors, and free up time for growth. ## Mortgage Automator User Interface ## Popular Mortgage Automator Alternatives Main Product Mortgage Automator 4.9 [(116)](https://www.softwareadvice.com/loan-origination/mortgage-automator-profile/reviews/) Ratings Breakdown - 4.90Ease of use - 4.86Value for money - 4.90Customer support - 4.82Functionality Pricing Available upon request Alternative Product [LendingWise](https://www.softwareadvice.com/loan-origination/lendingwise-profile/) 4.6 [(72)](https://www.softwareadvice.com/loan-origination/lendingwise-profile/reviews/) Ratings Breakdown - 4.44Ease of use - 4.46Value for money - 4.53Customer support - 4.38Functionality Pricing Starting at $149.00 per month Alternative Product [The Mortgage Office](https://www.softwareadvice.com/crm/the-mortgage-office-profile/) 4.8 [(286)](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 ## 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 92% 4 8% 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 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 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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 Read More MG Mike G. Verified reviewer Real Estate 2-10 employees Used daily for less than 6 months Reviewed August 2024 Mortgage Automator Review 5 Excellent onboarding experience. Customer service is outstanding. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Easy to use, intuitive and the onboarding is exceptional! Cons: A bit pricey. Other than that, the system is great. Reasons for choosing Mortgage Automator Comprehensive, canned solution. Easy to implement Read More MG Max G. Verified reviewer Financial Services 11-50 employees Used daily for less than 2 years Review source Reviewed February 2021 Solid service 4 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 4 Functionality Pros: Easy to use and flexible in adding additional features Cons: Hard to identify certain features that might be beneficial 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 JN John N. Verified reviewer Financial Services 11-50 employees Used daily for more than 2 years Reviewed June 2024 Mortgage Automator allowed us to go from being manual to fully automated for mortgage lending and administration 5 The overall experience has been positive as the system has many good features, is continuously being updated with new features and is user friendly. Ratings Breakdown 5 Ease of use 5 Value for money 4 Customer support 5 Functionality Pros: Mortgage Automator is an end-to-end solution for mortgage underwriting, issuing commitment letters, ongoing administration to discharge. The system is continuously updated with new features. Many of the features are customizable such as the ability to add custom fields and documents. The system has built in reports and a Report Builder feature which is very useful in helping to manage the portfolio. The system is used on a daily basis with mortgage applications downloaded directly into the system. The system is well suited for our business model. From a cost benefit perspective Mortgage Automator is a great value proposition. Cons: Online user documentation does not have enough depth and instruction in terms of how to use the various features of the system. Support is generally good however can be lacking in responses. Returning to ongoing webinars would be very useful. Custom documents can be created however the feature is not user friendly. Reasons for switching to Mortgage Automator An older version of The Mortgage Office was being used and did not meet the requirements of the business. Read More LH Lauren H. Verified reviewer Financial Services 2-10 employees Used daily for less than 2 years Review source Reviewed January 2021 Mortgage Automator and how it has made our lives better at Cedar Peaks 5 One of the greatest things about the MA software is the time saving. What used to take hours to set up, fill out forms and save documents - now takes so much less time. PRODUCTIVITY! Another fabulous feature is the tracking. At a glance, we can track pretty much anything. Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: We cannot say enough about the support and help along the way from MA both at the start of the integration and right up to today whenever any of us need assistance with something in the system. The ability to receive applications directly into the MA system from the various broker platforms saves us so much time. Along with the above, from start to finish, we are able to enter everything necessary for a file, store documents, issue commitments etc., our administration and accounting departments can continue with the lawyer instructions, payments received and sent - what can I say. For mortgage renewals, where we used to have to create a new file - we now no longer have to reinvent the wheel! All of the info is already there and we simply push the renewal button and carry on with any new and relevant info. It really does PERFORM. The MA people are incredibly helpful and adaptable to make changes as we see fit for our business and customize documents and screens to make life easier for all. They are ROCKSTARS! Cons: Cons? wow, now I am stumped. If I had to find a negative; it is that we have a unique business and there was a little pain in the beginning when getting our customized construction commitment created. Having said that, we were one of the first to sign up for MA and there wasn't even a construction module yet! It wasn't long before \[SENSITIVE CONTENT HIDDEN\] and his amazing team got that done and we have never looked back. Reasons for choosing Mortgage Automator Mortgage Automator met our needs and more importantly were more than willing to adapt to our unique and specific requirements for changes. We have not had one moment of regret in our decision and would highly recommend Mortgage Automator and their phenomenal team of brilliant minds. Vendor Response Thank you, Lauren! We are happy to hear that you see so many benefits in our software! Replied January 2021 Read More SA Sherman A. Verified reviewer Real Estate 2-10 employees Used daily for less than 12 months Review source Reviewed October 2023 My New Best Friend 5 I was nervous about switching from The Mortgage Office to the Mortgage Automator. Once I went through the intense training, I knew I made the right choice. The customer service team answers my questions/problems within a day at most. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: They're constantly improving the software, listening to their clients, and modifying regularly. Cons: That I didn't find it sooner, I went through a lot of stuff with my old servicing company. So far, there's nothing I would put as a "con." Reasons for choosing Mortgage Automator The system seemed so simple; the layout of the screens (not cluttered) and the loan flow were all laid out very logically. The pricing was very competitive and you got a lot of bang for your buck. The salesperson was super knowledgeable with out being pushy. Reasons for switching to Mortgage Automator We used The Mortgage Office for almost 8 years. It served its purpose, but we had to make a lot of alterations to make things work. We also weren't very happy with their service department. The Mortgage Office wasn't allowing us to grow into our new business of financing mobile homes. Read More TD Trevor D. Verified reviewer Financial Services 2-10 employees Used daily for more than 2 years Review source Reviewed February 2023 Early Adopters--and Happy! 5 We were early adopters of Mortgage Automator and are so glad we came on board. Throughout the years, \[sensitive content hidden\] have worked to listen to their customers' concerns and needs and have basically fully customized their product to fit most if not all of their lenders' needs. Technical support is always bar-none and we have saved likely thousands of hours of administration headaches with the Mortgage Automator platform. Most recently, we have began utilizing the fund capabilities on the system with our new MIC that has proven to be simple and easy to understand and manage for not only us, but our investors as well when it comes to their statements and returns. We are extremely happy that we were able to continue our administration business as well as our MIC on one account through one platform. We get comments all the time about our broker portal from our submitting brokers who LOVE the ease of use with no more emailed docs. Highly recommend! Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Ease of useFeatures that no other software hasBroker portalAutomated Communications Cons: N/A, we love everything about Automator! Reasons for choosing Mortgage Automator Automator came with so many more features for a similar price-point Reasons for switching to Mortgage Automator Initially due to PAD and Payments Vendor Response Thank you so much, Trevor, we appreciate the support you've given to Mortgage Automator! Replied February 2023 Read More SR Sanjay R. Verified reviewer Financial Services 2-10 employees Used daily for more than 2 years Reviewed July 2024 Software designed for Private Lending Originations & Mortgage Administration 5 Experience has been great. Very user friendly and ability to customize platform to our needs. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Great customer service; ease of use and clean interface; Cons: lacking integration with Quickbooks however MA is regularly coming out with enhancements which hopefully provides for such integration. Reasons for switching to Mortgage Automator Was not user friendly and difficult to train new staff on. 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