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.
★★★★★
Thursday, June 13, 2024
“Mortgage Automator - highly recommended Pros: This company offers a…”
Mortgage Automator - highly recommended Pros: This company offers a great product. It has allowed our company to grow in our daily output through the automation offered. Their customer service has been really great to work with as well and is quickly responsive when we have questions. Cons: There's not much we don't like about this company. We're quite pleased with what they offer.
★★★★★
Wednesday, June 12, 2024
“Amazing Product with even better Customer Service Pros: The reporting…”
Amazing Product with even better Customer Service Pros: The reporting features of Mortgage Automator have taken our efficiency and data use to the next level. Through the Report Builder module, I am able to customize reports to best fit our users needs. Integrating excel formulas in our reports has also greatly increased productivity in our organization. All members of the Data Migration/Onboarding team have been absolutely amazing to work with, with very quick and efficient response times. Cons: Currently, there is not an accounting function/integration within Mortgage Automator, however I know this is something that is in the works. Looking forward to this feature!
★★★★★
Wednesday, June 12, 2024
“Great customer service Mortgage Automator has been helpful in keeping…”
Great customer service Mortgage Automator has been helpful in keeping each file organized and providing tools to easily track different variables. Pros: All information pertaining to a file is able to be stored on one platform (MA). Easy to build reports to track different items as required. Cons: There is not auto-save function, so any information added and not saved before navigating to a different section will be lost.
★★★★★
Tuesday, June 11, 2024
“Easy to Use, Simple, Flexible, Intuitive and Great Customer Service…”
Easy to Use, Simple, Flexible, Intuitive and Great Customer Service Pros: Exceptional! No issues from day one - MA has always been there to support, teach and listen. We are excited to see the growth and very happy with the system and service." "MA is easy to use, simple, flexible and intuitive. It has the ability to handle many different types of scenarios and transactions, and if a function isn't currently automated, MA always is able to provide a alternative solution in the meantime. The customer service is exceptional. The response time, efficiency and knowledge are beyond industry standard. Cons: There isn't a downside to MA for day to day use in our business. We only wish that we can get more from MA, as the features and continuing growth excites us, and we constantly look forward to updates and new features that help our business.
★★★★★
Monday, June 10, 2024
“Great improvement from our previous system Pros: The Mortgage Automator…”
Great improvement from our previous system Pros: The Mortgage Automator team was great throughout the entire transition. From on boarding to training and ongoing support. They are always there when we need them. Easy to use and has reduced time to underwrite files. The system is slick and performs all of the tasks we had hoped it would. Cons: We haven't run into any issues with the system as of yet.
★★★★★
Saturday, June 8, 2024
“Mortgage Automator allowed us to go from being manual to…”
Mortgage Automator allowed us to go from being manual to fully automated for mortgage lending and administration. Pros: The overall experience has been positive as the system has many good features, is continuously being updated with new features and is user friendly. Mortgage Automator is an end-to-end solution for mortgage underwriting, issuing commitment letters, ongoing administration to discharge. The system is continuously updated with new features. Many of the features are customizable such as the ability to add custom fields and documents. The system has built in reports and a Report Builder feature which is very useful in helping to manage the portfolio. The system is used on a daily basis with mortgage applications downloaded directly into the system. The system is well suited for our business model. From a cost benefit perspective Mortgage Automator is a great value proposition. Cons: Online user documentation does not have enough depth and instruction in terms of how to use the various features of the system. Support is generally good however can be lacking in responses. Returning to ongoing webinars would be very useful. Custom documents can be created however the feature is not user friendly.
★★★★★
Thursday, June 6, 2024
“Experience with the Automator Pros: Relatively user friendly. Availability of…”
Experience with the Automator Pros: Relatively user friendly. Availability of different reports in excel format. Online support is very helpful and responsive. Cons: Lack of control, such as who is able to alter information entered. Information such as early term penalty do not get update in discharge statement when the terms are renewed/amended.
★★★★★
Thursday, June 6, 2024
“Great system Pros: I really like this program and am…”
Great system Pros: I really like this program and am learning to use it to its full capacity to further increase the efficiency of my day to day tasks. Ability to create and customize templates Ability to create email templates with pre-set recipients, emails CC'd and document attachments. Incredible time saver Customer service support is helpful and quick to respond Love the feature request board, which allows MA's team to review suggestions from its users and implement the most liked/requested Cons: There is no previewer for image uploads. To view a saved image, it is downloaded to your computer and then you view it
★★★★★
Tuesday, June 4, 2024
“Ease of Use Pros: Mortgage Automator has significantly streamlined our…”
Ease of Use Pros: Mortgage Automator has significantly streamlined our operations from intake to deal funding and throughout servicing. The software is particularly helpful in generating detailed and accurate reports, as well as creating personalized documents for both our investors and clients. They also have a great Self-Help tool that walks us through any questions we have when it comes to their product -- step-by-step. Additionally, if our issue goes beyond what this tool can offer, they have great customer service through their online chat that quickly resolves all of our questions. Cons: While the software covers most of our needs, there could be more customization options for reports. I also think mobile accessibility would be beneficial if we are needing to access the system on the go.
★★★★★
Tuesday, May 28, 2024
“Love MA, great product, great company Pros: MA is great.…”
Love MA, great product, great company Pros: MA is great. They are so helpful. Easy to use platform and always improving and listening to our feedback and suggestions. THey have made some very important changes based off our feedback! Customer service, updated features and support. Love most things about MA. Cons: probably the dashboards could be improved as they arent fully customizable
