Mortgage Automator
★★★★★ 4.9 · 109 Reviews
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.
★★★★★
Saturday, September 28, 2024
“Top of the line private mortgage software. Pros: The origination…”
Top of the line private mortgage software. Pros: The origination and loan servicing parts are great and helpful on the day to day tasks. Cons: Very robust software, always improving and developing. Nothing to dislike .
★★★★★
Tuesday, September 24, 2024
“We love mortgage Automator. Smooth, time efficient and very user…”
We love mortgage Automator. Smooth, time efficient and very user friendly. Pros: Easily inputting comparables for the subject property. Cons: I’ve had great experiences with Mortgage Automator.
★★★★★
Thursday, August 29, 2024
“Excellent onboarding experience. Customer service is outstanding. Pros: Easy to…”
Excellent onboarding experience. Customer service is outstanding. Pros: Easy to use, intuitive and the onboarding is exceptional! Cons: A bit pricey. Other than that, the system is great.
★★★★★
Tuesday, August 27, 2024
“Mortgage Automator is the way to go! Overall, been a…”
Mortgage Automator is the way to go! Overall, been a very great experience!!! Cons: none! its crazy to say that but everything you need to run a hard money lending business they have! Pros: having everything all in one spot allowing us to only have to use one software system!
★★★★★
Tuesday, August 6, 2024
“MA has allowed us to stream line our process from…”
MA has allowed us to stream line our process from beginning to end. It allows us to address problems quickly and efficiently. Pros: There is no better way to keep our loans organized, serviced, an monitored all in one place. We use the product every single day and it has become the backbone of our deal flow. Cons: There is a bit of a learning curve when it comes to modifying documents and templates.
★★★★★
Wednesday, July 17, 2024
“Loan Ledger in MA Very easy to use and efficient…”
Loan Ledger in MA Very easy to use and efficient for loan origination and servicing and creating new reports was very easy. Pros: The loan ledger in MA gives us a better breakdown of the outstanding balance in each account, whereas our legacy system only provided one lump sum outstanding balance that included interest and fees. Additionally, the process to enter new purchases, top up an existing position, process redemptions and process/pay dividends is all a very simple process through MA. Reporting through the fund dashboard is very efficient as well. Cons: Needs to be integrated with an accounting system.
★★★★★
Monday, June 24, 2024
“I like Mortgage Automator! Pros: ease of use, support chat…”
I like Mortgage Automator! Pros: ease of use, support chat option, recommendations are taken seriously and applied if possible. Cons: at the moment, there isn't anything that I do not like about Mortgage Automator.
★★★★★
Wednesday, June 19, 2024
“Great Product Our experience was great overall. I have nothing…”
Great Product Our experience was great overall. I have nothing but great things to say about the Mortgage Automator team. 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.
★★★★★
Friday, June 14, 2024
“The best software for private lending. Excellent. Great customer service.…”
The best software for private lending. Excellent. Great customer service. MA continues to add features and works closely with its clients to meet their needs. Pros: Without MA we would not be able to manage our loan portfolio. I especially like the ability to pull reports and easily access my data. Cons: None - the MA team is always there to help with any issues.
★★★★★
Friday, June 14, 2024
“Avalon Capital Private Lender Pros: When underwriting loans, it is…”
Avalon Capital Private Lender Pros: When underwriting loans, it is a huge benefit to have all of the information in one place to look at all of the prior business we have done with a repeat customer. Cons: There is a little bit of a learning curve at first but the costumer service did a great job training my team.
