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Mortgage Automator Reviews & Product Details

Mortgage Automator Overview

What is Mortgage Automator?

Mortgage Automator is an end-to-end loan origination and servicing platform built specifically for private and hard money lenders in North America. Designed by industry insiders who understand the nuances of private lending, the platform streamlines every step of the loan lifecycle—from initial application and underwriting to document generation, servicing, and reporting. The software was originally created as an internal solution to address inefficiencies faced by lenders in the private lending space. Since then, it has evolved into a robust SaaS platform that helps hundreds of lenders automate their operations, reduce manual errors, and scale their businesses efficiently. Mortgage Automator supports various loan types including residential, commercial, and construction loans. It provides powerful automation tools to handle document creation, compliance checks, payment processing, renewals, investor reporting, and borrower communication—all from one centralized system. Key features include: • Customizable Workflows: Tailor the platform to match your specific lending process. • Document Automation: Instantly generate commitment letters, loan agreements, discharges, and more. • Borrower & Investor Portals: Provide secure, branded access to real-time updates, statements, and communications. • Payment Tracking & Servicing: Automate interest calculations, payment schedules, and collections. • CRM & Deal Management: Track leads, deals, and client interactions with built-in customer relationship management tools. • Compliance Tools: Maintain accurate records and ensure your lending practices meet regional regulatory standards. Mortgage Automator integrates with key services such as Docusign, Equifax, QuickBooks, and others, making it easy to fit into your existing tech stack. Its cloud-based design ensures data security, scalability, and remote access from anywhere. What truly sets Mortgage Automator apart is its customer-centric approach. The company works closely with clients to continuously improve the platform and ensure it evolves with the needs of modern private lenders. Training, onboarding, and ongoing support are highly personalized, making it easy for lenders to adopt and succeed with the platform. Whether you're a small operation or a high-volume lender, Mortgage Automator helps eliminate bottlenecks, improve transparency, and grow your lending business with confidence.

Mortgage Automator Details
Product Website
Languages Supported
English
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Product Description

A True End-To-End Loan Origination Platform for All Your Private Lending Needs

How do you position yourself against your competitors?

Mortgage Automator is the global leader in Loan Origination, Loan Servicing, and Fund Platform for Private Lenders and Credit Unions. Built by Lenders, Designed for Growth. Most Adopted. Highest Rated. Fastest Growing. #1 Rated Support across all of our competitors, easiest to use, and best Origination and Servicing platform compared to all competitors. With unlimited integrations, from CRM to Compliance and everything in-between.


Seller

Mortgage Automator

Description

Mortgage Automator is a software solution designed specifically for the mortgage industry, offering tools for automating the loan origination and servicing processes. The platform provides features such as document management, payment processing, and compliance tracking, aimed at enhancing efficiency and accuracy for mortgage lenders and brokers. With a user-friendly interface and customizable options, Mortgage Automator helps streamline operations and improve customer service in the mortgage lending process. For more information, visit their website at https://www.mortgageautomator.com/.

Overview Provided by:
Mortgage Automator

Recent Mortgage Automator Reviews

Verified User
U
Verified UserSmall-Business (50 or fewer emp.)
4.5 out of 5
"Mortgage Automator is definitely a product with a clearly defined goal."
The Support team are responsive and definitely gets things done. The direction its heading is definitely something to look forward to as a user.
Verified User
U
Verified UserSmall-Business (50 or fewer emp.)
4.5 out of 5
"Overall good experience with the software and great experiences with the MA team members."
Customer service. They're always available, willing to help, and in a timely manner. Also, the software is pretty easy to use and makes my job eas...
Chad M.
CM
Chad M.Small-Business (50 or fewer emp.)
5.0 out of 5
"Great product and support team!"
The simplicity of the software is great. Very user friendly.

Pricing Insights

Averages based on real user reviews.

Time to Implement

2 months

Return on Investment

7 months

Average Discount

12%

Perceived Cost

$$$$$
View More Pricing Information

Mortgage Automator Media

Mortgage Automator Demo - Funded Loans Dashboard
The dashboard view displaying all funded loans.
Mortgage Automator Demo - Fund Overview
Get an overview of your fund operations.
Answer a few questions to help the Mortgage Automator community
Have you used Mortgage Automator before?
Yes

72 Mortgage Automator Reviews

4.9 out of 5
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72 Mortgage Automator Reviews
4.9 out of 5
72 Mortgage Automator Reviews
4.9 out of 5

Mortgage Automator Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons
G2 reviews are authentic and verified.
KF
COO & CPO
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
Rating Updated ()
What do you like best about Mortgage Automator?

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. Review collected by and hosted on G2.com.

What do you dislike about Mortgage Automator?

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. Review collected by and hosted on G2.com.

What problems is Mortgage Automator solving and how is that benefiting you?

Mortgage Automator provides a user-friendly platform for our loan files to be administered by our underwriting and servicing teams & automates our document generation, . Review collected by and hosted on G2.com.

MC
Director
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
Rating Updated ()
What do you like best about Mortgage Automator?

Mortgage Automator has been the most user friendly all encompassing software we have ever used for our mortgage lending business. It requires little set up time and very simple, striaghtforward and easy to use. Our investor relations staff can quickly look up important information on demand and dissmeniate information to releveant stakeholders. Highly recommended software for you to grow and scale your lending business. Review collected by and hosted on G2.com.

What do you dislike about Mortgage Automator?

Just like any software, privacy of information is of utmost importance. The senior staff at Mortgage Automator has explained how they safeguard the information and protect it from being hacked or leaked. Review collected by and hosted on G2.com.

What problems is Mortgage Automator solving and how is that benefiting you?

There are no other products with the same capability as Mortgage Automator. Their new AML Servicing Module has been a game changer for the organization. All other tech companies in the space over promise and under deliver. Review collected by and hosted on G2.com.

Mark F.
MF
Director of Lending
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Mortgage Automator?

Our team of 3 was up and running in a week, and we've been constantly finding ways to save ourselves time. Every day we're adjusting our process becasue we keep finding new ways on the system to make ourselves more efficient. Additionally, the support team is always helpful whenever we have a question which is a huge benefit. Review collected by and hosted on G2.com.

What do you dislike about Mortgage Automator?

The only thing I would like is more customization, but honestly, I've seen the other systems available, and they're already leading the way on this front. Review collected by and hosted on G2.com.

What problems is Mortgage Automator solving and how is that benefiting you?

The system is helping us systematize our day-to-day processes, in order to maintain consistent practices and make the team more efficient. We spend less time focussing on the process and more time with clients which is where the money is. Review collected by and hosted on G2.com.

CN
Mortgage Underwriter
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
Rating Updated ()
What do you like best about Mortgage Automator?

Mortgage Automator offers a smooth user experience, even for new team members. Training has been quick and effective due to the intuitive design. We’ve also appreciated the consistent feature updates that align with our growth, without causing disruption. Unlike other systems where new releases can complicate existing workflows, Mortgage Automator’s improvements only enhance its usability, keeping our processes efficient and frustration-free. Review collected by and hosted on G2.com.

What do you dislike about Mortgage Automator?

N/A. The customer support team is always available if I ever have any questions. Review collected by and hosted on G2.com.

What problems is Mortgage Automator solving and how is that benefiting you?

Mortgage Automator helps us organize and track all of our loans. The system allows us to process many different transactions throughout the course of a loan. Review collected by and hosted on G2.com.

NC
Manager
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
Rating Updated ()
What do you like best about Mortgage Automator?

Mortgage automator makes our process easy. Creating documents, reviewing applications, tracking, etc. Review collected by and hosted on G2.com.

What do you dislike about Mortgage Automator?

There's nothing to dislike about mmortgage automator. Review collected by and hosted on G2.com.

What problems is Mortgage Automator solving and how is that benefiting you?

Mortgage Automator is a game-changer for our lending operations! The intuitive interface has streamlined our loan origination and servicing processes, drastically reducing manual work with features like automated document generation and EFT payments. The support team is incredibly responsive, resolving issues quickly. Mortgage Automator’s continuous feature updates ensure we stay ahead of industry needs. The platform’s customization options allow us to tailor it to our specific workflows, making it an indispensable tool for private lenders. Highly recommended! Review collected by and hosted on G2.com.

David S.
DS
Managing Director
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Mortgage Automator?

The software is easy to learn and train staff on, enables us to deliver information and our services quickly to our clients and allows us to store and maintain data efficiantly. Review collected by and hosted on G2.com.

What do you dislike about Mortgage Automator?

The software is quite robust and generating custom reports required some input from Automator staff. Review collected by and hosted on G2.com.

What problems is Mortgage Automator solving and how is that benefiting you?

It is a one stop shop for all origination and servicing needs. Helps us build and evaluate loans, store data related to this and service loans once funded. It prevents losing track of details, speeds up our service, and makes our business more scalable. Review collected by and hosted on G2.com.

Oscar S.
OS
Principal Broker
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Mortgage Automator?

MA really helps streamline and organize my files, documents, pipeline, etc...in a very easy to digest format. It easy to use and the support has been outstanding. Review collected by and hosted on G2.com.

What do you dislike about Mortgage Automator?

I can't really think of any downsides to MA. Review collected by and hosted on G2.com.

What problems is Mortgage Automator solving and how is that benefiting you?

MA allows me to safely receive files from agents & brokers via the integrations they have with mortgage submission platforms. Without these, I would probably have access to less than 50% of deals that I see. It also ensures compliance is easily managed. Review collected by and hosted on G2.com.

GC
President
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
Rating Updated ()
What do you like best about Mortgage Automator?

It's so user freiendly. Takes minimal training. I love that the team is always working to improve the software. So easy to upload your deals, and their support team is always eager to help you solve any issues. Review collected by and hosted on G2.com.

What do you dislike about Mortgage Automator?

I would love an investor portal - which I know is coming at some point. Review collected by and hosted on G2.com.

What problems is Mortgage Automator solving and how is that benefiting you?

They helped us sort out multiple funds working together & also with our bank reporting for our credit facility. Review collected by and hosted on G2.com.

Yahya M.
YM
CEO
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Mortgage Automator?

I love the support and customer centricity, the leadership team is obsessed with client success and that trickles down to the entire team in every interaction.

The platform is comprehensive and always evovling, that helps us consolidate our technology stack and minimize reliance on external systems. Review collected by and hosted on G2.com.

What do you dislike about Mortgage Automator?

Lack of Zapier integration capabilities is big limitation for organization that want hyper automation between their platforms.

CRM integration is still not out of the box and could be achieved with some custom work and services, if the Zapier interfaces were available this could be achieved without the need for additional services. Review collected by and hosted on G2.com.

What problems is Mortgage Automator solving and how is that benefiting you?

The ability to get deals submitted from the origination platforms directly to us is a big factor as it streamlines the digital application process. Review collected by and hosted on G2.com.

Hercules G.
HG
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
Rating Updated ()
What do you like best about Mortgage Automator?

Mortgage Automator? Seriously, it’s been a lifesaver for my Mortgage Administration company. Remember those days of endless paperwork and complicated communication loops? Well, they’re gone. Now, everything from taking applications to handling payments is smooth sailing. It's not just about convenience; it's about staying sane during those hectic days.

I once had this nightmare situation where everything that could go wrong did—applications piling up, clients calling non-stop. That's when I switched to Mortgage Automator. Suddenly, I was handling it all like a pro. Our Investors noticed the change too, commenting on how smooth everything looked and functioned.

The support team deserves a shoutout. They’ve bailed me out more than once when I was in a pinch. There was this one time, I needed help with a tricky customization late on a Friday. They jumped right in without hesitation, saving my weekend and the deal!

The staff at Mortgage Automator really put their heart into their work. They are always available. I'd recommend them to anyone in the mortgage game looking to reduce stress and impress clients. It’s a game-changer. Review collected by and hosted on G2.com.

What do you dislike about Mortgage Automator?

There isn't really anything to dislike about Mortgage Automator as they've satisfied all the needs and requirements of our company. Review collected by and hosted on G2.com.

What problems is Mortgage Automator solving and how is that benefiting you?

The software automates the boring stuff like application intake, commitment customization and payment tracking, which saves us tons of time, lowers stress and reduces headaches. It’s super customizable as well which is awesome. Review collected by and hosted on G2.com.