--- title: "Mortgage Automator Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of Mortgage Automator. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if Mortgage Automator is a good fit for you!" source_url: "https://www.softwareadvice.com/loan-origination/mortgage-automator-profile/reviews/" page_type: "reviews" language: "en" --- [Home](https://www.softwareadvice.com/) / [Loan Origination Software](https://www.softwareadvice.com/loan-origination/) / [Mortgage Automator](https://www.softwareadvice.com/loan-origination/mortgage-automator-profile/) / Mortgage Automator Reviews 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](https://www.softwareadvice.com/loan-origination/mortgage-automator-profile/) Reviews [Alternatives](https://www.softwareadvice.com/loan-origination/mortgage-automator-profile/alternatives/) # Mortgage Automator User Reviews ## Reviews summary - Overall rating: 4.9/5 - Total reviews: 116 ### Secondary ratings - Ease of use: 4.9/5 - Customer support: 4.9/5 - Value for money: 4.9/5 - Functionality: 4.8/5 ### Rating distribution - 5 stars: 107 reviews (92%) - 4 stars: 9 reviews (8%) - 3 stars: 0 reviews (0%) - 2 stars: 0 reviews (0%) - 1 star: 0 reviews (0%) ### Most mentioned pros - The system is streamlined and helps automate workflows efficiently, making the loan process smooth and less prone to human error. - The ultimate time management tool for our business. - I also love how everything is separated (borrower profile, etc) ### Most mentioned cons - Downfall in storing client profiles is that they are locked, so all debts and income are auto generated onto a new app and can’t be removed or edited. - I worry that when changing info on a borrower or guarantor for a new file that I may accidentally change something in the old one that is already a completed deal - I don't like that the applications aren't locked and it keeps the client income on one file. ## Mortgage Automator customer reviews Showing reviews 1-25 of 116 (page 1). ### Love MA, great product, great company - Overall rating: 5/5 - Reviewer: Jayson Z. - Verified reviewer: Yes - Industry: Real Estate - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: May 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Customer service, updated features and support. Love most things about MA. #### Cons probably the dashboards could be improved as they arent fully customizable --- ### The best thing that happened to our company. - Overall rating: 5/5 - Reviewer: Grant P. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: May 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Mortgage Automator has made it easy for us to grow our business. Without it, we'd be stuck in the spreadsheet era. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Solid service - Overall rating: 4/5 - Reviewer: Max G. - Verified reviewer: Yes - Industry: Financial Services - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: February 2021 - Review source details: This reviewer was invited by the software vendor to submit an honest review. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Easy to use and flexible in adding additional features #### Cons Hard to identify certain features that might be beneficial --- ### Mortgage Automator allowed us to go from being manual to fully automated for mortgage lending and administration - Overall rating: 5/5 - Reviewer: John N. - Verified reviewer: Yes - Industry: Financial Services - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: June 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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 - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### 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. --- ### Mortgage Automator and how it has made our lives better at Cedar Peaks - Overall rating: 5/5 - Reviewer: Lauren H. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: January 2021 - Review source details: This reviewer was invited by the software vendor to submit an honest review. 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 - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### My New Best Friend - Overall rating: 5/5 - Reviewer: Sherman A. - Verified reviewer: Yes - Industry: Real Estate - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: October 2023 - Review source details: This reviewer was invited by the software vendor to submit an honest review. 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 - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Early Adopters--and Happy! - Overall rating: 5/5 - Reviewer: Trevor D. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: February 2023 - Review source details: This reviewer was invited by the software vendor to submit an honest review. 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 - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Constantly Improving - Overall rating: 4/5 - Reviewer: Nick C. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: January 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros I love how responsive customer support is. They have technical experts ready to answer all of my questions all day every day. I can chat or email with anyone from the CS team and they get back to me promptly with solutions to all of my problems #### Cons The borrower application, while customizable is the clunkiest feature of the product. I've had a lot of problems with it, but the team does recognize this is an issue and is working to make improvements on it. #### Reasons for choosing Mortgage Automator The management team is the reason we decided on this product. They are lenders who run their own business with this software. They understand how we operate and are always available to chat with us. #### Vendor response Thank you for a great review, Nick! The borrower application is currently in beta and a new version is going to be released shortly. Replied January 2022 --- ### Work Life Made Easier!! - Overall rating: 5/5 - Reviewer: Cindy G. - Verified reviewer: Yes - Industry: Banking - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: January 2023 - Review source details: This reviewer was invited by the software vendor to submit an honest review. Morgage Automator has made my job easier! Everything is in one place - brokers, lawyers, clients, appraisers, etc .Report capabilities with Report Manager are excellent and things I used to have to enter in excel can now be generated with the Report Manager - saves time. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I have used this software for two companies. It is very easy to convert your information from one platform to another and the help offered by the company is above par. Any time you have a question, someone is available and quickly helps. The program is easy to use and you can figure most things out yourself. #### Cons New features are added without much info on how it affects things. #### Reasons for switching to Mortgage Automator TLO was not meeting our requirements. We had to do all underwriting in a separate program. Reports were all done mannual and we were growing. Needed something that would grow with us. #### Vendor response Thank you for the kind words, Cindy! Replied January 2023 --- ### 11/10 Best product for our company - Overall rating: 5/5 - Reviewer: Sajhan G. - Verified reviewer: Yes - Industry: Real Estate - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: July 2021 - Review source details: This reviewer was invited by the software vendor to submit an honest review. Not a 10/10 experience but 11/10. Mortgage Automator has saved us so much time. Also the team members and the customer service has been phenomenal. Their staff is always ready to help and I am very happy with Mortgage Automator all in all. And just the amount of time the program saves us is worth every penny in itself. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The loan origination and servicing. The program is truly an all in one mortgage management system from managing investors to loans and borrowers, this system really does it all. I could not be more happy with this program. Even though it costs a couple of grand a month, it saves us thousands by not requiring more physical staff. And the best part is, they keep improving the system and adding more features. #### Cons The only part I dislike about this software is that I didn't get it earlier. #### Reasons for choosing Mortgage Automator The people behind mortgage automator were the difference for me. They are people who have worked in the financial and mortgage industry and understand our needs as a lender. #### Vendor response Thank you for your support, Sajhan! We appreciate having you as a customer! Replied October 2021 --- ### Mortgage Automator Review - Overall rating: 5/5 - Reviewer: Mike G. - Verified reviewer: Yes - Industry: Real Estate - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: August 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Excellent onboarding experience. Customer service is outstanding. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### The BEST way to automate your private lending business - Overall rating: 5/5 - Reviewer: Jordan W. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: February 2020 - Review source details: This reviewer was invited by the software vendor to submit an honest review. The guys are amazing to work with! Quick service, friendly, and always willing to lend a hand to help! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I love love LOVE this program. It has made my tracking headache free and comes with every option I need. The best part? Every time I think of a new option I might need, the developers at MA are somehow ALREADY ON IT! Can you say innovative? Would recommend to anyone who runs a MIC/ Private Mortgage company #### Cons The only downfall I can see is the price. However that being said, we feel it is worth every penny. It does come in higher than other software however it takes the headache away from funding deals, issuing documents, and keeping track of funds! #### Reasons for switching to Mortgage Automator This system wasn’t doing anything we needed it to! #### Vendor response Thank you Jordan, we appreciate your kind words so much! We love working with you and will keep on eliminating those headaches for you! Replied February 2020 --- ### We love mortgage Automator - Overall rating: 5/5 - Reviewer: Alex L. - Verified reviewer: Yes - Industry: Venture Capital & Private Equity - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: September 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Smooth, time efficient and very user friendly. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Easily inputting comparables for the subject property. #### Cons I’ve had great experiences with Mirtgage Automator. --- ### Mortgage Automator Review - California Asset Based Lender - Overall rating: 5/5 - Reviewer: Bradley L. - Verified reviewer: Yes - Industry: Real Estate - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: May 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The platform's customizability coupled with the user friendly interface has been a game changer for our loan process from initial submission all the way through post closing. We are able to set up the platform with ease in order to match our internal workflows and review processes. Everything is centralized which eliminates us from having to enter the same information multiple times. This has cut down on our closing timelines while reducing input errors. MA is also constantly looking to integrate with 3rd part service providers such as doc drawing platforms and insurance providers to continuously streamline the closing process. Docs and forms can be customized with in the platform as well to be quickly generated. Checks and balances are easily set up with in the platform as well which allows processors to process, underwriters to underwrite and managers to manage their sales team. The icing on the cake for my company has to do with their help line. I have yet to have a request not be resolved within in 24 hours. Pretty remarkable if you ask me. #### Cons The cons for us have to do with some of the customizing of forms. The CA DRE has specific forms we need for each closing and they can be a pain. It can take longer than expected on our end which gets frustrating. With that being said, their service department is readily available and if we have an issue, they are on it right away. #### Reasons for choosing Mortgage Automator Their automated and customizable features coupled with the easy functionality of the platform pushed us over the edge. They answered all of our technical questions quickly for us and they were the only ones that said, "actually, we do not have that feature in our platform but we can add it for you at no additional cost." There was no bait and switch with them from day 1. The owner's exact words were, "We know we have things to improve on and that is the beauty of our platform and our team, we will constantly be improving our platform to give you more confidence in your closing process." No platform is perfect and their willingness to say that on Day 1 added credibility in my book. --- ### Very integrated software, applicable for small to large companies, exceptional service and support - Overall rating: 5/5 - Reviewer: Jeremy A. - Verified reviewer: Yes - Industry: Real Estate - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: January 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review. We are pleased with the product. It really takes a lot of time to get comfortable with the program but is very useful. Our company is extremely small but this will give us a great tool to help expand over time. A+ to the support staff, [SENSITIVE CONTENT] in particular. They have been a pleasure to work with. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Mortgage Automator truly helps ease the process of loan servicing and payment collection. It utilizes a modern interface and becomes relatively easy to use with proper training and time. Many features are very customizable and allow for tailoring the software to fit the customer's needs. The support staff is fantastic and works on a solution almost always the same day. This product can truly give back time to focus on other aspects of your business development. #### Cons Mortgage Automator takes time to get comfortable using, however this is a result of the developers really wanting to add features to cover all aspects of the business. There are several features that could be added to improve the transition from coding language to make it easier on the clients that aren't as savvy. #### Reasons for choosing Mortgage Automator Really appreciated [SENSITIVE CONTENT] willingness to work with us and adapt to our small company needs. Product caught our eye and looked very comprehensive. #### Vendor response Jeremy, thank you so much for the kind words, we are happy to have you as a customer! Replied January 2022 --- ### 5 Stars, amazing product, excellent service, a must have. - Overall rating: 5/5 - Reviewer: Zack M. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: January 2023 - Review source details: This reviewer was invited by the software vendor to submit an honest review. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Mortgage Automator has been critical to our growth and success as a private lender. The software has allowed us to streamline our business processes, manage our client database and save an incredible amount of time that would be required if processing manually. The software works seamlessly with all major lending submission platforms and is extremely user friendly. The Mortgage Automator team is always available if we need anything and is continuously upgrading the software as needed. We have received lots of positive feedback from our broker channel commenting on our quick turn around times and on how easy it is to send us business. Thank you Mortgage Automator! #### Cons I don't see any cons with this software. #### Vendor response Thank you for the kind words, Zack! Replied January 2023 --- ### Best software for anyone managing Mortgage Capital - Overall rating: 5/5 - Reviewer: Parm M. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: January 2021 - Review source details: This reviewer was invited by the software vendor to submit an honest review. Deal management & tracking have become very simple. The best part is managing progress throughout the deal with all the documents being auto generated; commitments, instructions to the solicitor etc, payouts etc. A lot of the manual work has been eliminated. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I have used this software for a little more than a year now and I can easily say its the best software out there. It comes with abundance amount of options and beauty is you can customize it to an extent that you only see the options you plan on using. We were spending hours on manual templates and tracking process of each loan; automator has automated all the steps. All the documents can be easily generated with the push of the button. Some of the features such as complex loans(multiple investors, rate scaling, managing broker/investor profiles to easily track deals and Year end reporting) can't be found elsewhere. I'd highly recommend this for anyone investing in mortgages or anyone managing mortgage capital. #### Cons I don't think there is not a whole lot to dislike. #### Reasons for choosing Mortgage Automator I believe automator knows the lending business extremely well and they have used their expertise to design this software as Many options there could be. Some of them you would rarely use for an odd deal but its still there for you to access. The technology is ahead of some of the other software that I have seen. and they are constantly adding new options or optimizing the experience for existing users to make it better everyday. #### Vendor response Parm, thank you for the positive review, we appreciate it a lot and look forward to delivering even more useful features. Replied January 2021 --- ### The best software for private lending - Overall rating: 5/5 - Reviewer: Andrea V. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: June 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Excellent. Great customer service. MA continues to add features and works closely with its clients to meet their needs. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Without MA we would not be able to manage our loan portfolio. I especially like the ability to pull reports and easily access my data. #### Cons None - the MA team is always there to help with any issues. --- ### Ease of use - Overall rating: 5/5 - Reviewer: Upanishad K. - Verified reviewer: Yes - Industry: Real Estate - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: May 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 3/5 - Functionality: 5/5 #### Pros The automations which save a lot if time #### Cons Glitches in the statements for investors --- ### Mortgage Automator has helped us streamline and improve efficiency across the organization - Overall rating: 5/5 - Reviewer: katie f. - Verified reviewer: Yes - Industry: Financial Services - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: May 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Functionality: 5/5 #### Pros Mortgage Automator is very user friendly, most if not all of us use it all day every day for work across the company from origination, underwriting, to mortgage admin and servicing and even MIC management. We onboarded with automator quite a few years ago and at the time it was in its infancy, and it has grown so much since then. #### Cons Sometimes there are changes made on the backend that impact our reports, documents, or in general settings we have, and it is tough to get a resolution from the support team at times. It can cause disruption to our operations and be frustrating at times. The support team is very friendly when these issues come up. --- ### Great customer service - Overall rating: 5/5 - Reviewer: Samantha T. - Verified reviewer: Yes - Industry: Financial Services - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: June 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Mortgage Automator has been helpful in keeping each file organized and providing tools to easily track different variables. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros All information pertaining to a file is able to be stored on one platform (MA). Easy to build reports to track different items as required. #### Cons There is not auto-save function, so any information added and not saved before navigating to a different section will be lost. --- ### Take 2, Platform I needed to get to the next level - Overall rating: 5/5 - Reviewer: Josh N. - Verified reviewer: Yes - Industry: Real Estate - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: May 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Constant improvements, user interface and functionality #### Cons There's not much to dislike about this program --- ### Great Software - Greater Team! - Overall rating: 5/5 - Reviewer: Jake M. - Verified reviewer: Yes - Industry: Investment Management - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: February 2020 - Review source details: This reviewer was invited by the software vendor to submit an honest review. The visually appealing and easily utilized interface combined with well designed back end processes has greatly decreased our processing time of new mortgages and provided a much more simple way to track and administer them all from work, home, or even our cell phones. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Rapidly expanding its product offerings and ease of use, all the while maintaining excellent customer service and consistently providing helpful and speedy responses to any and all concerns. #### Cons Doesn't upload and store documents or currently offer the option to pull credit reports. #### Reasons for choosing Mortgage Automator Being browser based was a huge plus, but just seeing the growth of product offerings and services available since just six months ago really made us jump on board. #### Vendor response Thank you for the feedback, Jake. Document storage is scheduled to be released on March 15, 2020. And Equifax integration is coming in Q2 :) Replied February 2020 --- ### Mortgage Automator - Best Loan Servicing Software! - Overall rating: 5/5 - Reviewer: Imeren R. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: March 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review. [SENSITIVE CONTENT] & the Mortgage Automator team has been a pleasure to deal with. I've been using the software for a number of years now and I'm so impressed how far they have come. They are always trying to improve the system and adding new features on a regular basis. I highly recommend this product, look no further! 10/10 #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Extremely user friendly and highly customizable. Customer service and technical support are top notch, they are always there for you if you encounter any problems. #### Cons Any issues that I encounter are always addressed and resolved in a timely manner. #### Vendor response Thank you for the kind words, Imeren, we appreciate your support! Replied April 2022 --- ### Mortgage Automator is the way to go! - Overall rating: 5/5 - Reviewer: Clint N. - Verified reviewer: Yes - Industry: Real Estate - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: August 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Overall, been a very great experience!!! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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! ## More reviews [Next reviews](https://www.softwareadvice.com/loan-origination/mortgage-automator-profile/reviews/?page=2) --- Mortgage Automator Reviews, Pros and Cons - 2026 Software Advice