About Mortgage Automator

Mortgage Automator is a loan origination software designed to help private lending businesses manage investor relationships and accounting processes. Managers can build sales funnels, import applications, store documents and record investor statements using the drag-and-drop interface.

The platform enables administrators to create customizable documents such as admin/servicing agreements, payout statements, term-sheets, commitment contracts and more. Mortgage Automator allows investors to schedule payments according to full or partial interest, spread revenue and sub-investors. Additionally, lenders can structure the funding deal based on escalating interest rates and variable-rate mortgages (VRM).

Mortgage Automator offers an application programming int...


Read More

Supported Operating System(s):

49 Reviews of Mortgage Automator

Average User Ratings

Overall

4.92 / 5 stars

Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

Ratings Snapshot

5 stars

(45)

45

4 stars

(4)

4

3 stars

(0)

0

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 49 results

February 2020

User Profile Picture

Jake from Brightpath Capital Corporation

Verified Reviewer

Company Size: 2-10 employees

Industry: Investment Management

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2020

Great Software - Greater Team!

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.

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.

Response from Mortgage Automator

Replied February 2020

Thank you for the feedback, Jake. Document storage is scheduled to be released on March 15, 2020. And Equifax integration is coming in Q2 :)

January 2021

Lauren from Cedar Peaks Mortgage Svc

Company Size: 2-10 employees

Industry: Financial Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2021

Mortgage Automator and how it has made our lives better at Cedar Peaks

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.

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.

Response from Mortgage Automator

Replied January 2021

Thank you, Lauren! We are happy to hear that you see so many benefits in our software!

October 2021

Alma from Engaged Capital

Company Size: 2-10 employees

Industry: Financial Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2021

Long term user

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.

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.

Response from Mortgage Automator

Replied November 2021

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.

February 2021

Max from Peakhill Capital Inc

Company Size: 11-50 employees

Industry: Financial Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

February 2021

Solid service

Pros

Easy to use and flexible in adding additional features

Cons

Hard to identify certain features that might be beneficial

December 2020

Ryan from Real Estate

Company Size: 2-10 employees

Industry: Real Estate

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

December 2020

Automator is a game changer!

The Automator team has been amazing in providing Graysbrook Capital with custom solutions that has increased our business efficiency substantially. On top of that, the support team is outstanding and has very fast turnaround times. Highly recommend this product.

Pros

Mortgage Automator is incredibly easy to use. Being able to log in from anywhere is great, and makes things easy when discussing files over the phone with colleagues. The software has helped reduce complexity and increase efficiency in our business!

Cons

Some of the 'pre-canned' reports were not exactly what we were looking for, but the support staff is always available to help us create custom reports

Reasons for Choosing Mortgage Automator

We were happier with the software and customer support we received.

Reasons for Switching to Mortgage Automator

Wanted a more user-friendly web based application

Response from Mortgage Automator

Replied December 2020

Thank you for the great review, Ryan! Happy to hear that our team has been taking good care of you! :) We always want to ensure that our customers get the most out of Mortgage Automator.