All Mortgage Automator Reviews

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Chris

2 - 10 employees

Used unspecified

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

Reviewed January 2024

Beyond Simple To Use.

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

Ryan

Real Estate, 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

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed 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

Reason 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

Vendor Response

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

James

Real Estate, 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:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2020

Mortgage Automator... Automates!

We have retired some of our legacy excel spreadsheets and trackers, we have consolidated all our loan management into this tool.

PROS

The Mortgage Automator Platform is relied on as our core loan management database / software. All major features were considered and work as needed, and some custom features have even been developed and implemented based on our companies suggestions. This software automates a lot of document preparation and payment processing which was previously done manually. This software is easily equivalent to 2-3 (or more) additional staff.

CONS

Takes a bit of time to get used to the platform as there are many features. Similar with reporting, so many reports can be generated it took a bit of time to understand each report. However, the platform is generally intuitive and once we got the hang of it, it was paying instant dividends.

Reason for choosing Mortgage Automator

Good gut feeling after our demo meeting (and high motivation to find a solution after my experience outlined above)

Reasons for switching to Mortgage Automator

The Mortgage Office Platform was extremely rigid. Any time we needed assistance because something didn’t work, we were billed. One time out of the blue and without prior warning, The mortgage office sent us a letter threatening to disable access to our data on the platform if we didn’t pay additional $10,000USD because we had apparently violated a licensing agreement by logging into the application on various devices. (We have a Remote Desktop set up so we log in from different PCs in different locations), they claimed we needed to immediately upgrade to a 10 user license, or they would pursue legal action... (our company had only 6 employees at the time....) we felt extorted and started to look at other options. I am not saying it was extortion, they were possibly within their right of the fine print of the contract, but that it what it felt like. At least with Automator, with one monthly cost we can have as many users we need as our company continues to grow.

Vendor Response

Thank you so much for your review, James. We are happy to know you enjoy the software and will keep on pushing to deliver the best service for you and Hosper. Cheers!

Replied February 2020

Cindy

Banking, 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 January 2023

Work Life Made Easier!!

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.

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

Denis

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:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2020

Mortgage Automator program and staff ROCK!!!

Absolutely phenomenal. Staff and developers are great and reliable. They take pride in their product and are constantly looking to improve the growth of their system in the servicing industry.

PROS

For our province of Manitoba specifically, I required certain docs and programs that would allow for me to transition smoothly from Excel sheets to accessible technology from any location. Initial interview I peppered them with questions and processes and they had most answers and processes in place. What they didn't know they got back with answers very quickly. Since that time, almost 2 years now, they have been very diligent to ensure their program works as flawlessly as possible.

CONS

All initial documentation reflected Ontario rules and systems. I did recognize they were still in their early launch stages.

Reason for choosing Mortgage Automator

Provincial compliance purposes and tremendous time saving benefits.

Reasons for switching to Mortgage Automator

Wanted a Canadianized version that matched my local rules

Vendor Response

Denis, thank you for your support and for believing in us!

Replied December 2020

Sajhan

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 July 2021

11/10 Best product for our company

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.

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.

Reason 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

Suzanne

Banking, 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 April 2022

Mortgage Automator 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.

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

Megan

Real Estate, 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

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2021

Detailed and Easy to Use System, Excellent Customer Service and Team!

Mortgage Automator has changed our company for the better. Our processes continued to be streamlined as more features and automation are added to the software. As a team we are thrilled by the amount of new features and progress that the software has provided us. When we decided to commit to Mortgage Automator a year ago, we knew that there would be some frustrations along the way as the software developed and new features would be added over time, but we can confidently say we have no regrets making the commitment and sticking with MA through those challenges! As we continue to use the software and identify gaps or errors, the Mortgage Automator team addresses our concerns and escalates issues to developers or simply fixes the problem by a quick look of the issue on their end. Overall, Mortgage Automator continues to provide excellent customer service and continues to save us time and effort as the software can be adjusted to fit our needs.

PROS

We started using Mortgage Automator after reviewing several other loan management systems and decided that Mortgage Automator was the best long-run choice.. At the time, there were a number of missing features, but we took the leap and trusted that the team and system would deliver in the future. The leadership team at Mortgage Automator has definitely kept their promises! Over the past several months they have released features that have been crucial to our business. It is fast, easy to use, and reliable. A short list of the things we love: • The Kanban tile view for our in progress loans • Ability to accept fee payments via credit card • Customization specific to our company • Customization of documents created in the system • The communications module which allows us to set up rules and templates that can be triggered to send emails and/or text messages • Auto-draft monthly payments, outstanding fees and charges via NACHA file • Suggest a feature board • The support team responsiveness! They do a great job answering questions and solving problems via chat feature or email

CONS

There are a lot of new features released or changes being made to improve the software, sometimes it is hard to keep up and learn how the new features change or affect our current loans. The knowledge based articles are helpful, but our hope is that there will be demonstration videos and best practices shared so that we can continue to use the software to it's fullest extent.

Reasons for switching to Mortgage Automator

Mortgage Automator’s growth plans best fit our growth plans.

Vendor Response

Thank you for such a great review, Megan. We are working on releasing more video tutorials and best practices soon :)

Replied June 2021

Parm

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

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2021

Best software for anyone managing Mortgage Capital

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.

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.

Reason 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

Dave

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

4

Reviewed 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.

Reason 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.

Vendor Response

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

Grant

Financial Services, 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 January 2021

Mortgage Automator is a game changer!

The whole team at Automator is top notch. When we've had questions, the support desk was amazingly fast at responding. I also appreciate the 'suggestion box' and that the company listens to user input to make the product even better. You know you're dealing with a company that cares when you get a random phone call from the lead software developer and then another call from the president, just to see if Automator and the team are meeting your needs!

PROS

There are so many features that are great, but the ability to produce so many of our custom documents so quickly has made us super efficient and lifted our game considerably. We can literally turn around a straightforward application in 10 minutes and have a commitment letter sent out. Instructing our solicitor with a file is ultra easy too, as is producing renewal agreements and discharge/payout statements. I really like the visual representation of files on the dashboard as I can see all our active files at a glance and see where my attention needs to be at any given moment.

CONS

I can't say there is anything I dislike about Automator. The current features are great and I know the next update or two that are planned will have even more amazing features that will make life easier for our underwriters and fulfilment officers.

Reason for choosing Mortgage Automator

Mortgage Automator is the full package: deal in-take, underwriting, documentation, communication administration and third party integrations. No one else had what Automator was offering.

Vendor Response

Grant, thank you for such a comprehensive review! We continue to work hard and deliver more powerful features to help you level up your efficiency even more!

Replied January 2021

Gary

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:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2020

Best Solution for the Lowest Price

We looked at most of the industry leading software providers for managing our Mortgage Administration business before selecting Mortgage Automator (MA). MA provided us with the majority of the features that we needed to run a successful business at a fraction of the cost of the competitors. The cloud based service was another VERY important factor in our decision as other competitors did not provide a cloud based solution

PROS

It is extremely easy to use. It allows my entire organization to be in sync with every file we collaborate on. The continuous roll out of new features continues to help us save time and become more efficient in our daily workflows

CONS

Truthfully, there isn't anything that I do "not" like. The MA team is constantly open to our suggestions to add features to accommodate our needs

Reason for choosing Mortgage Automator

Cloud Based Ease of use

Vendor Response

Thank you for your support, Gary!

Replied March 2020

Jason

Banking, 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

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2021

Best product on the market.

Using Mortgage Automator as the end to end platform for my hard money lending business.

PROS

The team behind Mortgage Automator is the best. From the [SENSITIVE CONTENT HIDDEN] to the support staff they are super responsive to all the customers needs. The software is super easy to learn and use and has a wide range of integrations and capabilities

CONS

Integration with document automation has a steep learning curve but once in place works very well.

Reason for choosing Mortgage Automator

More integrations, more customization, and more capabilities.

Reasons for switching to Mortgage Automator

Wanted more robust capabilities without having to develop it myself in salesforce.

Vendor Response

Thank you for the review and for believing in us, Jason!

Replied March 2021

Nick

Financial Services, 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:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed January 2022

Constantly Improving

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.

Reason 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

Mike

Financial Services, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2020

Mortgage Automator Review

So far so good. I have already recommended this product to colleagues who in fact have signed up as users.

PROS

The software is easy to use. Very user friendly. Even if you have not been formally trained on the software, you can pretty much figure out how to use it on your own. Drag and drop functionality which auto populates informing into the software from an existing Filogix application.

CONS

At the present time, there has not been any features that are a problem.

Reasons for switching to Mortgage Automator

The Mortgage office support did not seem as comprehensive as the support offered by Mortgage Automator.

Vendor Response

Thank you for your review, Mike! We really appreciate it and will strive to release more and more useful features.

Replied March 2020

Jordan

Financial Services, 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 February 2020

The BEST way to automate your private lending business

The guys are amazing to work with! Quick service, friendly, and always willing to lend a hand to help!

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

Alex

Financial Services, 11-50 employees

Used daily for less than 6 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 February 2020

Cut our manual process over 60%

I have sat down and talked to many developers in the space. This was the only company that delivered what it said and has the upmost professional team

PROS

It is custom tailored for our individual needs not only in front and operations but in back and servicing. This software has allowed us to become paper free

CONS

I will put something but it is with any development process. There’s a lot of collaboration and time spent in development. This is not out of the box but it should not be when you get something that’s customized. Not really a con.

Reason for choosing Mortgage Automator

They were extremely professional and followed up with answers of everything I needed. Even before we signed on they gave us enough data and attention to show they were the right pic

Reasons for switching to Mortgage Automator

Mortgage Automator gave our asset-based lending institution exactly what we needed to grow and it was made for this type of industry

Vendor Response

Alex, thank you for your review. Maximum flexibility is the staple of our operations, so the idea was always to adjust the platform to our clients' businesses, not expect them to change for us. We're happy to know Jet Lending truly benefits from the customizations we've built for you.

Replied February 2020

Bob

Investment Management, 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

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2021

Mortgage Automator

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.

Reason 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

Vince

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

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2020

Great Software

Overall, the experience has been great. We have been able to streamline our business and make our processes simpler, faster, and easier, saving us time and money.

PROS

The software is easy to use and integrates well with our current practices. Regular updates to the software increases functionality. Also, like the ability to customize certain features for our use.

CONS

Initially, there were some issues relating to certain functions that were not available for our specific needs, however, with a call in to the MA team, they were more than willing to help solve the problem and work with us to figure out exactly what we needed.

Reason for choosing Mortgage Automator

We chose Mortgage Automator and continue to use the software because its quick, simple, and easy to use. We also continue to use it because of the support we receive from the MA team, from the founders to customer support reps, they are always a phone call or email away.

Vendor Response

Thank you for the review, Vince. We appreciate your support!

Replied December 2020

Zack

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 January 2023

5 Stars, amazing product, excellent service, a must have.

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

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