Mortgage Automator

Mortgage Automator

Loan origination & servicing software for private lenders

About Mortgage Automator

Mortgage Automator is a loan origination and servicing software designed to help North American private/ hard money lending businesses automate their operations, increase efficiency, and focus their efforts on growth. The platform enables lenders to auto-generate custom documents, and compliance reports, send automated communication to borrowers to keep them updated, manage tasks, and save hundreds of hours weekly on manual tasks.

With Automator's complete loan origination suite, private lenders can receive leads/loan requests, build a sales funnel, automate and manage tasks, and organize their entire lending business. An Upload Portal is available for borrowers to add files, images, and videos that can be reviewed by the lender in Automator.

Save time on your loan servicing processes and prevent human errors by automating calculations, alerts, payments, and more. Lenders can eliminate manual processes and get a complete overview of their business with detailed reports fully customizable for any operational needs: investor statements, tax documents, and much more.

Additionally, Mortgage Automator offers a complete solution for fund structures. Automate distribution and reinvestment calculations, organize and manage your investors with comprehensive investor statements. This will enhance the credibility of the lender's business and provide investors with a clear understanding of their portfolio.


Key benefits of Mortgage Automator

- Auto-generate custom documents
- Automate communication
- Centralize & prioritize your sales activity pipeline
- Automate calculations, alerts, payments, and more
- Take advantage of comprehensive reports to help manage your loans, including payment tracking reports, loan tapes, aged receivables, and more.


Images

Mortgage Automator Software - Mortgage Automator lender fee report
Mortgage Automator Software - Mortgage Automator investment portfolio statement
Mortgage Automator Software - Mortgage Automator funded loans
Mortgage Automator Software - Mortgage Automator funds
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Mortgage Automator Software - Mortgage Automator lender fee report
Mortgage Automator Software - Mortgage Automator investment portfolio statement
Mortgage Automator Software - Mortgage Automator funded loans
Mortgage Automator Software - Mortgage Automator funds

Not sure about Mortgage Automator? Compare with a popular alternative

Mortgage Automator

4,9 (72)
VS.
Highly reviewed

Starting Price

US$999,00
month
US$25,00
month

Pricing Options

Free version
Free trial
Free version
Free trial

Features

93
194

Integrations

10
26

Ease of Use

4,9 (72)
4,0 (18 312)

Value for Money

4,9 (72)
4,0 (18 312)

Customer Service

5,0 (72)
4,1 (18 312)
Green rating bars show the winning product based on the average rating and number of reviews.

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The Mortgage Office

4,8
#3 Alternative to Mortgage Automator
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Reviews

Overall rating

4,9 /5
(72)
Value for Money
4,9/5
Features
4,9/5
Ease of Use
4,9/5
Customer Support
5,0/5

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Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 72
Reid
Reid
Overall rating
  • Industry: Real Estate
  • Company size: 2–10 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Mortgage Automator Has Helped Change Our Operation

Reviewed on 2022/04/01

It has been very positive overall. Any time our team had questions, the MA team was immediately...

It has been very positive overall. Any time our team had questions, the MA team was immediately there to help answer them. The system is always reliable and the many reporting and integration features took our business to the next level. Our staff really enjoys how simple and easy to use MA is from day one.

Pros

I liked that the software is scalable and dynamic. It allows operations both big and small to effectively accomplish their goals. Specifically, the API, Customer Service, the amount of options available, the monthly webinars and the constant new launches available really stood out to me.

Cons

Not much. It more than covers our basis and is powerful on many fronts. I don't have any real criticism for the software.

Alternatives Considered

The Mortgage Office

Reasons for Switching to Mortgage Automator

Overall it offered us the most, it looked the best, and it also had the integration options that we valued highly. We also liked that MA was constantly evolving and trying to get better. We found alternative products to be stale and out dated while also not thinking "like a private lender". MA is the right product for private lenders of all sizes.

Response from Mortgage Automator

Reid, thank you so much for this great review and for your continuous support!

Sherman
Overall rating
  • Industry: Real Estate
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

My New Best Friend

Reviewed on 2023/10/26

I was nervous about switching from The Mortgage Office to the Mortgage Automator. Once I went...

I was nervous about switching from The Mortgage Office to the Mortgage Automator. Once I went through the intense training, I knew I made the right choice. The customer service team answers my questions/problems within a day at most.

Pros

They're constantly improving the software, listening to their clients, and modifying regularly.

Cons

That I didn't find it sooner, I went through a lot of stuff with my old servicing company. So far, there's nothing I would put as a "con."

Reasons for Choosing Mortgage Automator

We used The Mortgage Office for almost 8 years. It served its purpose, but we had to make a lot of alterations to make things work. We also weren't very happy with their service department. The Mortgage Office wasn't allowing us to grow into our new business of financing mobile homes.

Switched From

The Mortgage Office

Reasons for Switching to Mortgage Automator

The system seemed so simple; the layout of the screens (not cluttered) and the loan flow were all laid out very logically. The pricing was very competitive and you got a lot of bang for your buck. The salesperson was super knowledgeable with out being pushy.
Max
Overall rating
  • Industry: Financial Services
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Solid service

Reviewed on 2021/02/26

Pros

Easy to use and flexible in adding additional features

Cons

Hard to identify certain features that might be beneficial

Trevor
Overall rating
  • Industry: Financial Services
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Early Adopters--and Happy!

Reviewed on 2023/02/06

We were early adopters of Mortgage Automator and are so glad we came on board. Throughout the...

We were early adopters of Mortgage Automator and are so glad we came on board. Throughout the years, [sensitive content hidden] have worked to listen to their customers' concerns and needs and have basically fully customized their product to fit most if not all of their lenders' needs. Technical support is always bar-none and we have saved likely thousands of hours of administration headaches with the Mortgage Automator platform. Most recently, we have began utilizing the fund capabilities on the system with our new MIC that has proven to be simple and easy to understand and manage for not only us, but our investors as well when it comes to their statements and returns. We are extremely happy that we were able to continue our administration business as well as our MIC on one account through one platform. We get comments all the time about our broker portal from our submitting brokers who LOVE the ease of use with no more emailed docs. Highly recommend!

Pros

Ease of useFeatures that no other software hasBroker portalAutomated Communications

Cons

N/A, we love everything about Automator!

Response from Mortgage Automator

Thank you so much, Trevor, we appreciate the support you've given to Mortgage Automator!

Lauren
Overall rating
  • Industry: Financial Services
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Mortgage Automator and how it has made our lives better at Cedar Peaks

Reviewed on 2021/01/18

One of the greatest things about the MA software is the time saving.
What used to take hours to...

One of the greatest things about the MA software is the time saving.
What used to take hours to set up, fill out forms and save documents - now takes so much less time. PRODUCTIVITY!
Another fabulous feature is the tracking. At a glance, we can track pretty much anything.

Pros

We cannot say enough about the support and help along the way from MA both at the start of the integration and right up to today whenever any of us need assistance with something in the system.
The ability to receive applications directly into the MA system from the various broker platforms saves us so much time.
Along with the above, from start to finish, we are able to enter everything necessary for a file, store documents, issue commitments etc., our administration and accounting departments can continue with the lawyer instructions, payments received and sent - what can I say.
For mortgage renewals, where we used to have to create a new file - we now no longer have to reinvent the wheel! All of the info is already there and we simply push the renewal button and carry on with any new and relevant info.
It really does PERFORM.
The MA people are incredibly helpful and adaptable to make changes as we see fit for our business and customize documents and screens to make life easier for all. They are ROCKSTARS!

Cons

Cons? wow, now I am stumped. If I had to find a negative; it is that we have a unique business and there was a little pain in the beginning when getting our customized construction commitment created. Having said that, we were one of the first to sign up for MA and there wasn't even a construction module yet! It wasn't long before [SENSITIVE CONTENT HIDDEN] and his amazing team got that done and we have never looked back.

Alternatives Considered

The Mortgage Office and Salesforce Sales Cloud

Reasons for Switching to Mortgage Automator

Mortgage Automator met our needs and more importantly were more than willing to adapt to our unique and specific requirements for changes. We have not had one moment of regret in our decision and would highly recommend Mortgage Automator and their phenomenal team of brilliant minds.

Response from Mortgage Automator

Thank you, Lauren! We are happy to hear that you see so many benefits in our software!

Showing 5 reviews of 72 Read all reviews

Mortgage Automator FAQs

Below are some frequently asked questions for Mortgage Automator.

Mortgage Automator offers the following pricing plans:

  • Starting from: US$999,00/month
  • Pricing model: Subscription
  • Free Trial: Not Available

Contact Mortgage Automator for further pricing details.

Mortgage Automator has the following typical customers:

Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1 000, 1 001–5 000

Mortgage Automator supports the following languages:

English

Mortgage Automator supports the following devices:

Mortgage Automator integrates with the following applications:

BluePay, DocuSign, Equifax, Finmo, HubSpot CRM, Lendesk, Lightning, SendGrid, Twilio, Velocity

Mortgage Automator offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

See all software categories found for Mortgage Automator.