--- description: Review of Mortgage Automator Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Mortgage Automator | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [Mortgage Software](/directory/4208/mortgage/software) > [Mortgage Automator](/software/211774/mortgage-automator) # Mortgage Automator Canonical: https://www.softwareadvice.co.uk/software/211774/mortgage-automator Page: 1 / 6\ Next: [Next page](https://www.softwareadvice.co.uk/software/211774/mortgage-automator?page=2) > Streamline your lending operations and drive growth with Mortgage Automator - a powerful loan origination and servicing software. Designed specifically for North American private and hard money lending businesses, the platform enables lenders to automate critical processes, increase efficiency, and focus on what matters - growing their business. With Mortgage Automator's comprehensive loan origination suite, lenders can receive leads and loan requests, build a robust sales pipeline, easily manage tasks and communications, and streamline their lending operations. Our intuitive Upload Portal allows borrowers to securely upload important files, images, and videos, making it easy for lenders to review and manage loan applications. Automator's loan servicing features allow lenders to eliminate manual errors and save valuable time with powerful automation capabilities. From payment processing and alerts to automating collection processes, tax payments, and reserve tracking, Mortgage Automator streamlines your loan servicing processes and provides a complete overview of your business. Enhance the credibility of your lending operations and give investors peace of mind with our comprehensive fund structure solution. Automate distribution and reinvestment calculations, manage your investors easily, and provide clear, comprehensive investor statements to give them a complete understanding of their portfolio. With Mortgage Automator, you can simplify your lending operations and focus on driving growth. > > Verdict: Rated **4.9/5** by 112 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.9/5** | 112 Reviews | | Ease of Use | 4.9/5 | Based on overall reviews | | Customer Support | 4.9/5 | Based on overall reviews | | Value for Money | 4.9/5 | Based on overall reviews | | Features | 4.8/5 | Based on overall reviews | | Recommendation percentage | 100% | (10/10 Likelihood to recommend) | ## About the vendor - **Company**: Mortgage Automator - **Founded**: 2017 ## Commercial Context - **Pricing model**: Other - **Pricing Details**: Scales with your operation, reach out for a personalized quote. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop) - **Supported Languages**: English - **Available Countries**: Australia, Canada, New Zealand, United States ## Features - ACH Payment Processing - API - Accounting - Activity Tracking - Alerts/Notifications - Amortisation Schedule - Approval Process Control - Audit Trail - Auto Loans - Automated Decisioning/Underwriting - Automatic Funds Distribution - Borrower Management - Business Loans - CRM - Cash Flow Management - Client Database - Client Management - Client Portal - Collateral Tracking - Commercial Mortgages ## Integrations (17 total) - 6sense - Docusign - Equifax - Finmo - HubSpot CRM - HubSpot Sales Hub - Jira - Lendesk - Luzmo - Minerva - Pipedrive - Salesforce Platform - Twilio - Velocity - Velocity ... and 2 more integrations ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Mortgage Software](https://www.softwareadvice.co.uk/directory/4208/mortgage/software) ## Related Categories - [Mortgage Software](https://www.softwareadvice.co.uk/directory/4208/mortgage/software) - [Loan Servicing Software](https://www.softwareadvice.co.uk/directory/4505/loan-servicing/software) - [Loan Origination Software](https://www.softwareadvice.co.uk/directory/4557/loan-origination/software) - [Commercial Loan Software](https://www.softwareadvice.co.uk/directory/4758/commercial-loan-software/software) ## Alternatives 1. [LendingWise](https://www.softwareadvice.co.uk/software/76638/lendingwise) — 4.6/5 (72 reviews) 2. [nCino’s Mortgage Suite](https://www.softwareadvice.co.uk/software/173731/simplenexus) — 4.8/5 (126 reviews) 3. [BNTouch Mortgage CRM](https://www.softwareadvice.co.uk/software/127795/bntouch) — 4.5/5 (97 reviews) 4. [The Mortgage Office](https://www.softwareadvice.co.uk/software/84138/the-mortgage-office) — 4.8/5 (285 reviews) 5. [DigiFi](https://www.softwareadvice.co.uk/software/289111/DigiFi) — 4.9/5 (7 reviews) ## Reviews ### "Mortgage Automator is the backbone of my lending business." — 5.0/5 > **James** | *17 May 2024* | Real Estate | Recommendation rating: 10.0/10 > > **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. > > 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 ----- ### "Great Product" — 5.0/5 > **Tyler** | *19 June 2024* | Real Estate | Recommendation rating: 10.0/10 > > **Pros**: I thought it was an all encompassing software for any lender. I was able to run my entire business with one software with the exception of marketing. > > **Cons**: It took a little while to get setup but that is because the software is so robust. > > Our experience was great overall. I have nothing but great things to say about the Mortgage Automator team. ----- ### "Experience with the Automator" — 4.0/5 > **Mark** | *6 June 2024* | Financial Services | Recommendation rating: 8.0/10 > > **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. ----- ### "Mortgage Automator Experience" — 5.0/5 > **Sydney** | *30 April 2024* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: The Mortgage Automator software stands out for its user-friendly interface and comprehensive features. It's intuitive design makes navigating complex mortgage processes a breeze, even for users with limited technical expertise. Additionally, the robust reporting capabilities provide valuable insights into loan performance and operational efficiency, empowering lenders to make informed decisions. > > **Cons**: I wish this platform was available on the mortgage brokering side.... I LOVE IT SO MUCH\! > > Overall, Mortgage Automator is a game-changer for mortgage lending, combining efficiency, reliability, and ease of use to revolutionize the industry\! ----- ### "The best thing that happened to our company." — 5.0/5 > **Grant** | *28 May 2024* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: 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. > > Mortgage Automator has made it easy for us to grow our business. Without it, we'd be stuck in the spreadsheet era. ----- Page: 1 / 6\ Next: [Next page](https://www.softwareadvice.co.uk/software/211774/mortgage-automator?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/211774/mortgage-automator) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data