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.
★★★★★
Wednesday, December 16, 2020
“Simple but Powerfull Pros: It is hard to say. There…”
Simple but Powerfull Pros: It is hard to say. There are a ton of features that make running my funds easier. Cons: Needs a bit more external communication tools. Ie emails/letters
★★★★★
Friday, December 11, 2020
“Great Software Pros: Overall, the experience has been great. We…”
Great Software Pros: 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. 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.
★★★★★
Thursday, December 10, 2020
“Very satisfied with Mortgage Automator. Pros: Getting our business on…”
Very satisfied with Mortgage Automator. Pros: Getting our business on Mortgage Automator has been a massive shift for us and has brought positivity in all areas of our business. We have all levels of staff using it from data entry to document creation all the way up to ownership and revenue tracking. This software is very robust yet very easy to sue and figure out. It has helped us transform our operations and continues to allow us to streamline and improve efficiency, tracking, data manipulation ect. Cons: The dislikes are almost non existent. There are a few little tricks to learn, but once you do learn them any little dislikes are quickly solved.
★★★★★
Tuesday, December 8, 2020
“Game Changer PRos: The implementation of Mortgage Automator has assisted…”
Game Changer PRos: The implementation of Mortgage Automator has assisted in time management and efficiencies. We were thinking of having to hire an Admin clerk - That is no longer required with this program. Any issues are quickly resolved and our experience with the program has been overwhelmingly positive! Mortgage Automator has evolved. As a deal/file intake interface and a back-end administration program this program enables us to stay on top of files, issue commitments, and do all the administration of a mortgage. We no longer operate multiple spreadsheets and we are extremely happy with a program that offers a one-stop customizable solution. Cons: Any issues were quickly resolved/solved for us. I have no Cons to offer.
★★★★★
Tuesday, December 8, 2020
“Automator is a game changer! Pros: The Automator team has…”
Automator is a game changer! Pros: 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. 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
★★★★★
Sunday, March 1, 2020
“Best Loan Software Out There Pros: Overall, we are very…”
Best Loan Software Out There Pros: Overall, we are very happy. The user interface is awesome and the overall experience is the best we've seen. The software is very easy to use, yet complex enough to satisfy all my needs Cons: We would love to tie the software directly into our quickbookds
★★★★★
Saturday, February 29, 2020
“The Future of Mortgage Administration Pros: In the final stages…”
The Future of Mortgage Administration Pros: In the final stages of onboarding and I have loved the experience so far. Receptive and friendly staff. Very user-friendly. Like their slogan says, "For Lenders by Lenders." As a lender myself, this is a very natural and intuitive software. You can tell that the software is built by a lender. I would consider this program to be in the early stages of development, but their trajectory is unparalleled within our industry. In no less than one years' time, they will be THE go-to mortgage administration software. They have excellent and fresh ideas. And believe me, they deliver on their promises. Cons: None
★★★★★
Thursday, February 27, 2020
“Mortgage Automator Review Pros: So far so good. I have…”
Mortgage Automator Review Pros: So far so good. I have already recommended this product to colleagues who in fact have signed up as users. 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.
★★★★★
Thursday, February 27, 2020
“PRos: Excellent. Lots of features to unpack and implement. Customer…”
PRos: Excellent. Lots of features to unpack and implement. Customer Service and Support is responsive and helpful. Underwriting is much more streamlined and integrates nicely into Portofolio Management when a deal funds. Cons: A checklist for Conditions on Commitments would be very helpful to track what conditions have are outstanding, being reviewed, approved or will be taken care of by solicitor would be very helpful. The ability to send an updated checklist of outstanding conditions would be very helpful.
★★★★★
Wednesday, February 26, 2020
“Phenomenal product, staff and customer service Pros: Our overall experience…”
Phenomenal product, staff and customer service Pros: Our overall experience with Mortgage Automator has been top notch. The owners and developers have been very responsive to our feedback and customization requests. They have worked closely with us to make sure their product will be a long-term asset to our business. Mortgage Automator is very user friendly, intuitive and robust. Cons: I have no complaints about this software.
