What is Mortgage Automator?
Named the Supplier/Innovator of the Year 2019 by the Mortgage Awards of Excellence. Mortgage Automator is the most advanced end-to-end loan origination and servicing software for private lenders. Perfect for residential, commercial and construction lending (rehab, fix & flips), in seconds, it auto-generates custom documents, compliance reports, ACH/PAD payments and more. Improve communication with borrower and investor portals. With unlimited documents, unlimited users (Standard plan and higher), and unlimited training and support, focus your team on growth and let Mortgage Automator handle the rest.
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Mortgage Automator Reviews (109)
- ★★★★★102
- ★★★★★7
- ★★★★★0
- ★★★★★0
- ★★★★★0
Review Summary
Generated using AI from real user reviews
Mortgage Automator receives overwhelmingly positive feedback from private lenders and mortgage administrators who use it as their core business platform. Users consistently praise its all-in-one functionality, ease of use, and responsive customer service. The software handles origination, underwriting, servicing, document generation, and reporting without requiring multiple systems, which translates to significant time savings and operational efficiency for users across the business.
The product's customization capabilities and automation features stand out as particular strengths—users can tailor workflows, build custom reports, and automate routine tasks like communications and payments. Onboarding and training receive repeated mention as thorough and well-executed, and the company's willingness to incorporate user feedback into product updates builds loyalty. Customer support via chat is noted as quick and knowledgeable, often resolving issues within 24 hours.
Minor criticisms surface occasionally: some users report learning curve challenges when modifying templates or documents, and a few mention missing integrations with accounting systems. A handful note limited mobile access, and some find the UI could benefit from modernization or better organization of complex screens. A few users experienced disruption when backend changes affected their custom reports or settings, and documentation for advanced features could be more comprehensive.
Overall, the software delivers strong value for its target market, with substantial practical benefits outweighing isolated usability friction points.
★★★★★
Tuesday, February 25, 2020
“Great Software - Greater Team! Pros: The visually appealing and…”
Great Software - Greater Team! Pros: 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. 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.
★★★★★
Tuesday, February 25, 2020
“The name speaks for itself... and the people are AWESOME!…”
The name speaks for itself... and the people are AWESOME! Pros: Mortgage Automator is so user friendly; not much need for training, it is very intuitive to navigate. The people at Mortgage Automator, specifically [SENSITIVE CONTENT HIDDEN] are AMAZING. I'm sure everyone on the team is also amazing, but I mostly deal with those two. They are very helpful and super quick to return a call or email. Producing paperwork for us has become so much easier. Looking forward to further improvements the MA team will be making to the software as time goes on. Cons: There is nothing I dislike about Mortgage Automator... I am excited for further improvements and I love the direction they are taking it! Hoping they can automate a lot of our administration process as well in the future.
★★★★★
Tuesday, February 25, 2020
“A great tool Pros: Streamlined our private lending arm of…”
A great tool Pros: Streamlined our private lending arm of our business and saves times + admin costs. The software is constantly being updated with new tools and features. It makes our business run smoothly and we now can't live without it. Cons: As of now, I don't have cons with the software.
★★★★★
Tuesday, February 25, 2020
“Mortgage Automator ....Couldn't do without it Pros: Makes my commitments…”
Mortgage Automator ....Couldn't do without it Pros: Makes my commitments and instructions super fast Cons: There is nothing that I don't like about this software
★★★★★
Wednesday, February 19, 2020
“Game Changer Pros: Having a centralized system where all users…”
Game Changer Pros: Having a centralized system where all users can see real time updates and work collaboratively on files has been great for us! This software is extremely user friendly and the customer support is unparalleled. Cons: Everything that frustrated me about this software has been addressed and resolved at this time! It’s a work in progress which I love because our needs are constantly being taken into account and in turn the software is modified to satisfy these needs.
★★★★★
Tuesday, February 18, 2020
“The BEST way to automate your private lending business Pros:…”
The BEST way to automate your private lending business Pros: The guys are amazing to work with! Quick service, friendly, and always willing to lend a hand to help! 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!
★★★★★
Friday, February 14, 2020
“Outstanding Pros: Automator has made management of our Trust very…”
Outstanding Pros: Automator has made management of our Trust very smooth. It's functionality serves our purpose 100% and when at times it doesn't the Automator Team is very open and quick to make sure it stays at 100%. Customization is always welcome and we have never been denied of a need. Must say that Mortgage Automator is nothing but great when it comes to support.The software is VERY user friendly and the ability to customize to our needs is seemless Cons: There has been nothing to dislike about the software. I have no negative comments/experience thus far
★★★★★
Friday, February 14, 2020
“Cut our manual process over 60% Pros: I have sat…”
Cut our manual process over 60% Pros: 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 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. I will put something but it is with any development process. There’s a lot of collaboration and time spent in development. Cons: This is not out of the box but it should not be when you get something that’s customized. Not really a con.
★★★★★
Friday, February 14, 2020
“A welcome change to automating our business. Pros: Absolutely amazing…”
A welcome change to automating our business. Pros: Absolutely amazing team that has been a pleasure to work with with emails and calls answered quickly. Incredible and user friendly software. It has made our life much easier when issuing new loans as well as following up with existing loans and paying iut investors. Although setup can take some time, the team are always extremely helpful in getting things setup and transitioned into using their software. Cons: Required setup should not be put off. If you take the time to set it up from the beginning the right way, it will pay dividends later!
