--- 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 --- ### 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. --- ### 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 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 --- ### MA review of loan processes - Overall rating: 5/5 - Reviewer: DENIS B. - 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. excellent relations with their top team who obviously know what they are doing and quick to respond to any issues that may arise. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros Ability to identify loan origination breakdowns, i.e. 1st, 2nds, blankets, etc. as well as handling of individual investors per deal. #### Cons difficulty in dealing with annual statements and amortisation calculations for administration purposes. I like simplicity for the reader to understand what they are looking at, however i find i have to manually modify payout statements that are overly detailed rather than consolidated. #### Reasons for switching to Mortgage Automator MA knew the Canadian market and their set up satisfied my requirements. --- ### 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 --- ### Easy to Use, Simple, Flexible, Intuitive and Great Customer Service - Overall rating: 5/5 - Reviewer: Tina H. - 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. 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Partnering with Mortgage Automator - Best investment! - Overall rating: 5/5 - Reviewer: Angela B. - Verified reviewer: Yes - Industry: Financial Services - 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. Our experience with Mortgage Automator has been and continues to be outstanding! Our journey started with onboarding and through in-depth training, with a purposeful approach to understanding our private lending business, while lending their vast expertise. Mortgage Automator has helped simplify and streamline our lending and communication process but centralizing our loans and investor profiles. All our team members now have up to date at their fingers tips. We have increased our efficiency in servicing our borrowers and investors. Mortgage Automator is helping us grow and expand our lending capacity with confidence. We couldn't do what we do without the platform and the team at Mortgage Automator. Thank you! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I appreciate the level of personalized support available as we continue to evolve as a private mortgage lender. The platform's ease of use and the centralization of essential information has made our team's ability to service loans more efficiently and promptly. Gone are the days of "searching" for documentation or communication. The ability to see our workflow and loan status' at a glance, enables our team to proactively engage in our processes from funding through to final discharge. Once we started actively working in the platform, we found our team's work day and communication became more structured and concise. #### Cons The length of time that it took to initially set up our loan files and databases, but the extra effort is now well worth it! --- ### Mortgage Automator Review - Overall rating: 5/5 - Reviewer: Suzanne L. - Verified reviewer: Yes - Industry: Banking - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: April 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review. Our company went from using mail merge to put together loan documents that was constantly having formulas broken and spending a ton of time servicing loans and needing to go into 5 different softwares to answer a borrower question to being able to handle everything seamlessly in one system. Mortgage Automator has freed up at least 5-10 hours per week of our loan processors time by the automation of documents, connecting our repeat borrowers to loans/ having that information specific to that borrower there in the system and remembering our investor and title company information which is incredible! She is currently managing 25 loans that are funding in the next 25 days and she was able to leave early today. From a servicing perspective, we can quickly generate payoff letters to immediately get it to a title company, automatically prepare our releases so we can record them right away and quickly pull up a report to see what extensions are coming up and who hasn't paid for the month without needing to go into multiple softwares to find this information. Plus it automatically generates our loan extension document so we can get that sent out right away. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Our team loves that it is a one stop shop for everything loan processing related to loan servicing related. The generation of loan documents, payoff letters and releases has been a massive benefit to our team. We truly feel that Mortgage Automator acts as a virtual assistant for us. #### Cons Our biggest issue is in terms of the accounting features of it which I know they are working on. It works in a 'perfect world' type of setting where it assumes all borrowers pay on their exact due date and pay their exact amount. This works great when this happens but we frequently have borrowers pay late, go over their maturity date and/ or pay incorrect amounts so it takes a little bit of work to get that corrected in Mortgage Automator. Honestly this is a pretty small complaint for everything else it does for our team. #### Reasons for switching to Mortgage Automator LSS is an extremely outdated system. All it really did for us was track payments and issue 1098s. We had to use Word, Excel and Airtable to just supplement some of the things that Mortgage Automator now does for us. #### Vendor response Suzanne, thank you so much for your amazingly detailed review. We are very grateful for your support and want you to know that we are focusing on having improved accounting functionality released shorty. Thank you! Replied April 2022 --- ### Ease of Use - Overall rating: 5/5 - Reviewer: Danny P. - Verified reviewer: Yes - Industry: Investment Banking - Company size: 2-10 employees - Product usage: Used daily for less 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Mortgage Automator has significantly streamlined our operations from intake to deal funding and throughout servicing. The software is particularly helpful in generating detailed and accurate reports, as well as creating personalized documents for both our investors and clients. They also have a great Self-Help tool that walks us through any questions we have when it comes to their product -- step-by-step. Additionally, if our issue goes beyond what this tool can offer, they have great customer service through their online chat that quickly resolves all of our questions. #### Cons While the software covers most of our needs, there could be more customization options for reports. I also think mobile accessibility would be beneficial if we are needing to access the system on the go. --- ### Great solution for private lenders - Overall rating: 5/5 - Reviewer: Amanda W. - 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. Overall experience is really great. I learned the program quickly when I first started over 2 years ago, and I find that it is very user friendly and has a good layout for new users to learn our processes etc. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros The customization options are great and the response from the team when there are suggestions is also good. #### Cons There are some reporting limitations and a few small glitches on sorting features etc. But they seem to actively iron those things out as they come up! --- ### New favorite loan software! - Overall rating: 5/5 - Reviewer: alex f. - Verified reviewer: Yes - Industry: Banking - 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 Happy that MA has entered the loan management space as there are very few operators and many of them are old with outdated systems and reports. MA brings a new fresh look at the loan business and both my borrowers and investors are happy with the software #### Cons Takes a little bit a of a learning curve as does all new loan software but once you get up and running it is smooth! --- ### 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. --- ### Best System - Overall rating: 5/5 - Reviewer: Carmen C. - Verified reviewer: Yes - Industry: Financial Services - 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. For someone who does not like technology. This is one system that makes it very easy to run a business. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The best part of Mortgage Automator is it makes it very easy for me to run a brokerage and still manage the administration company. This system makes it super easy to navigate through each deal. #### Cons Nothing. Everything is great about this system. --- ### 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 - Overall rating: 5/5 - Reviewer: Bob M. - Verified reviewer: Yes - Industry: Investment Management - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: February 2021 - Review source details: This reviewer was invited by the software vendor to submit an honest review. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The Mortgage Automator system can be tailored quite easily to your company needs. We found that we saved time and provided better accuracy on items like discharge statements and instructions to solicitor. Implementation was quick and easy. Multi-user and remote access is great. Customer support is strong and timely/responsive as well. #### Cons Mortgage Automator has launched a lot of features since our implementation which I understand all are pointed to meet client needs/requests, however, more detailed training or written documentation would help the end user better understand how to use and take advantage of. Also, more detailed reporting functionality to provide better insight into our mortgage portfolio data points would be beneficial. Investor statements could also be improved via end user design capabilities. #### Reasons for choosing Mortgage Automator Pricing, ease of implementation, contract could be cancelled with 30 days notice, allowed us to demo system for a few weeks, had features & benefits for both our mortgage and investor clients. #### Vendor response Thank you for the feedback, Bob. We have added four additional customer success people who will provide further training and documentation for all new features moving forward. Replied February 2021 --- ### Save hundreds of hours with automation - Overall rating: 5/5 - Reviewer: Netali C. - 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 helped us fully streamline our lending business. Any tedious processes that used to take a long time are now implemented with a click of a button. Our communications and alerts go out at the right time when needed, our investors love getting professionally designed statements, payments are fully automated, and that's just the tip of the iceberg. Mortgage Automator can easily count for 2 more people on our staff. #### Cons There is nothing I don't like, but it's important to notice that the software will only work for you if you learn how to use it and actually use it. #### Vendor response Thank you Netali, we love working with you. Replied January 2023 --- ### Long term user - Overall rating: 5/5 - Reviewer: Alma A. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: October 2021 - Review source details: This reviewer was invited by the software vendor to submit an honest review. Great tool and makes the activity to run day to day business very effective and efficient. Would definitely recommend. Very user-friendly and great support. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Upload of applications is automated. Standard documents, communication and deal stages are pre-created and automated. Support team have been excellent. Very quick to respond and resolve any questions. #### Cons Doesn't have all FSRA documents loaded yet. Not Full accounting functionality - need a secondary accounting software. #### Vendor response Alma, thank you for the review and your kind words. Regarding FSRA documents, we have a compliance document builder coming in 2021 where you will be able to add all your own forms. Replied November 2021 --- ### Great mortgage software. - Overall rating: 5/5 - Reviewer: Arryn G. - 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 Its robust and allows the origination process to go smoothly with document generation. #### Cons Screens can be busy at times, more defined tabs/shortcuts/sections within a loan would be helpful as opposed to one long scrolling page. #### Vendor response Thank you for your support, Arryn. We're always trying to develop new ways to improve navigation while ensuring nothing is hidden unintentionally. We would love to hear more about the specific issues you are experiencing; please do not hesitate to reach out to our Support team! Replied January 2023 ## 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