Mortgage Automator

RATING:

4.9

(72)

About Mortgage Automator

Streamline your lending operations and drive growth with Mortgage Automator - a powerful loan origination and servicing software. Designed specifically for North American private and hard money lending businesses, the platform enables lenders to automate critical processes, increase efficiency, and focus on what matters - growing their business. With Mortgage Automator's comprehensive loan origination suite, lenders can receive leads and loan requests, build a robust sales pipeline, easily manage tasks and communications, and streamline their lending operations. Our intuitive Upload Portal allows borrowers to securely upload important files, images, and videos, making it easy for lenders to review and manage loan applications. Automator's loan servicing features allow...
Mortgage Automator fee report
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Mortgage Automator Reviews

Overall Rating

4.9

Ratings Breakdown

Secondary Ratings

Ease-of-use

5

Customer Support

5

Value for money

5

Functionality

5

Most Helpful Reviews for Mortgage Automator

1 - 5 of 72 Reviews

User Profile

Reid

Verified reviewer

Real Estate, 2-10 employees

Used weekly for less than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2022

Mortgage Automator Has Helped Change Our Operation

It has been very positive overall. Any time our team had questions, the MA team was immediately there to help answer them. The system is always reliable and the many reporting and integration features took our business to the next level. Our staff really enjoys how simple and easy to use MA is from day one.

PROS

I liked that the software is scalable and dynamic. It allows operations both big and small to effectively accomplish their goals. Specifically, the API, Customer Service, the amount of options available, the monthly webinars and the constant new launches available really stood out to me.

CONS

Not much. It more than covers our basis and is powerful on many fronts. I don't have any real criticism for the software.

Reason for choosing Mortgage Automator

Overall it offered us the most, it looked the best, and it also had the integration options that we valued highly. We also liked that MA was constantly evolving and trying to get better. We found alternative products to be stale and out dated while also not thinking "like a private lender". MA is the right product for private lenders of all sizes.

Vendor Response

Reid, thank you so much for this great review and for your continuous support!

Replied April 2022

Sherman

Real Estate, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2023

My New Best Friend

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.

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."

Reason 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.

Max

Financial Services, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed February 2021

Solid service

PROS

Easy to use and flexible in adding additional features

CONS

Hard to identify certain features that might be beneficial

Trevor

Financial Services, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2023

Early Adopters--and Happy!

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!

PROS

Ease of useFeatures that no other software hasBroker portalAutomated Communications

CONS

N/A, we love everything about Automator!

Reason 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

Lauren

Financial Services, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed 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.

Reason 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