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, May 28, 2024
“Best System Pros: For someone who does not like technology.…”
Best System Pros: For someone who does not like technology. This is one system that makes it very easy to run a business. The best part of Mortgage Automator is it makes it very easy for me to run a brokerage and still manage the administration company. This system makes it super easy to navigate through each deal. Cons: Nothing. Everything is great about this system.
★★★★★
Tuesday, May 28, 2024
“The best thing that happened to our company. Pros: Mortgage…”
The best thing that happened to our company. Pros: Mortgage Automator has made it easy for us to grow our business. Without it, we'd be stuck in the spreadsheet era. We now have the ability to procude loan documents at a speed that would have been unbelievable a few years ago. All our documents and deal flow are seamless from receipt of an application to funding and beyond. Cons:I can't think of anything negative to say about Mortgage Automator. They keep refining it every month.
★★★★★
Friday, May 17, 2024
“Ease of use Pros: The automations which save a lot…”
Ease of use Pros: The automations which save a lot if time Cons: Glitches in the statements for investors
★★★★★
Friday, May 17, 2024
“Mortgage Automator is the backbone of my lending business. overall,…”
Mortgage Automator is the backbone of my lending business. overall, Mortgage Automator has become a critical and useful tool in our business. if I had to lose email, or Mortgage Automator, i'd flip a coin. use both everyday Pros: Mortgage Automator has evolved over the years to grow with my company. We switched to Mortgage Automator to use the document generation and payment features, now we also use it for report building, automated communications with external clients, (SMS and Email) fund accounting, submission ingestion and internal to-do lists as files progress through the lifecycle. Cons: Some of our suggestions take weeks or months to be implemented into new versions of the system.
★★★★★
Thursday, May 16, 2024
“Mortgage Automator has helped us streamline and improve efficiency across…”
Mortgage Automator has helped us streamline and improve efficiency across the organization Pros: 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. Cons: 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.
★★★★★
Wednesday, May 15, 2024
“Excellent Loan software that automates our Lending business in a…”
Excellent Loan software that automates our Lending business in a significant way Pros: Great, the service team is very responsive which makes the ongoing use of the software much easier for the team. Overall UI and servicing of the application is excellent and very intuitive The biggest issue is the investor capital management. Cons: There's no output or dashboard that I can see how much an investor has with us as Capital held by an investor in Escrow is not accounted for. Also, once the rules based comm package is available I think the software will be that much better
★★★★★
Tuesday, May 14, 2024
“Mortgage Automator helped us become more efficient and Dynamic as…”
Mortgage Automator helped us become more efficient and Dynamic as an Organization Pros: It has helped us connect our front end and back end - become more efficient and we continue to improve with the software ourselves. I enjoy that they are constantly improving it incorporating our suggestions and helping us as an organization achieve our goals. Cons: Nothing specifically all our constructive feedback has been responded to or worked on.
★★★★★
Tuesday, May 14, 2024
“Excellent Software and one stop shop for Mortgage Lenders Pros:…”
Excellent Software and one stop shop for Mortgage Lenders Pros: Ease of use, excellent features, one stop shop for borrowers, lenders, investors and managed funds. Cons: Frequent change of modules when existing modules were working well
★★★★★
Tuesday, May 14, 2024
“Great solution for private lenders Pros: Overall experience is really…”
Great solution for private lenders Pros: Overall experience is really great. I learned the program quickly when I first started over 2 years ago, and I find that it is very user friendly and has a good layout for new users to learn our processes etc. The customization options are great and the response from the team when there are suggestions is also good. Cons: There are some reporting limitations and a few small glitches on sorting features etc. But they seem to actively iron those things out as they come up!
★★★★★
Tuesday, May 14, 2024
“MA review of loan processes Pros: excellent relations with their…”
MA review of loan processes Pros: excellent relations with their top team who obviously know what they are doing and quick to respond to any issues that may arise. Ability to identify loan origination breakdowns, i.e. 1st, 2nds, blankets, etc. as well as handling of individual investors per deal. Cons: difficulty in dealing with annual statements and amortisation calculations for administration purposes. I like simplicity for the reader to understand what they are looking at, however i find i have to manually modify payout statements that are overly detailed rather than consolidated.
