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 interface (API),...
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Mortgage Automator fee report

Mortgage Automator User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

5

Value for money

5

Customer support

5

Functionality

5

Showing 1 - 5 of 62 reviews

User Profile

Jake

Verified reviewer

Company size: 2-10 employees

Industry: Investment Management

Time used: Less than 12 months

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

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

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

Lauren

Company size: 2-10 employees

Industry: Financial Services

Time used: Less than 2 years

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.
4

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

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

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

Replied January 2021

Dave

Company size: 2-10 employees

Industry: Financial Services

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

August 2022

Easy to implement

We are able to operate and administrate from multiple cities and countries without issues. This is a game-changer for our team.

Pros

Our team implemented the software over the course of a month and we had a very successful experience. The team at MA was always supportive and responsive on our questions and issues. The software is a wholistic approach to Mortgage Portfolio management and administration and saves a ridiculous amount of staff time. A big reason that the software is excellent is that it is developed by individuals that ARE private lenders and fully understand our business and related challenges.

Cons

From a senior manager's point of view, there could be more reporting features and options to analyze the fund.

Reasons for choosing Mortgage Automator

[SENSITIVE CONTENT] "Cool" Fooks of course.Actually [SENSITIVE CONTENT] explained his vision for the software and we signed up before all the features were in place. The software continues to get better and better and they bring in ideas from all their clients. We bought in to the vision and hope to eventually just have one software for the entire mortgage portfolio.

Response from Mortgage Automator

Thank you for the great review, Dave! We hear you about the reporting and currently prioritize building out additional fund variables to be included in any report of your choice.

Replied August 2022

Max

Company size: 11-50 employees

Industry: Financial Services

Time used: Less than 2 years

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

February 2021

Solid service

Pros

Easy to use and flexible in adding additional features

Cons

Hard to identify certain features that might be beneficial

Ryan

Company size: 2-10 employees

Industry: Real Estate

Time used: Less than 2 years

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

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

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.

Replied December 2020

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