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Mortgage Automator vs MeridianLink Mortgage: Which is a better fit?

Updated on October 6th, 2024
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Summary
Features in Loan Origination
50
Best performer
50
  • Accounting
  • Activity Tracking
  • Alerts/Notifications
12
50
User satisfaction
4.9
User reviews110
Ease of use
4.9
Functionality
4.9
Value for money
4.9
Customer support
4.9
4.5
User reviews15
Ease of use
4.5
Functionality
4.1
Value for money
4.7
Customer support
4.5
Price starts from
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Monthly subscription
Free version
Free trial
Not provided by vendor
Free version
Free trial
Best for

Private lenders, hard money lenders of all sizes: individual/family funds, administrators, GP LPs, mutual fund trusts, MICs, private equity funds.

Banks, Credit Unions, Home Mortgage Lenders, Mortgage Bankers.

User reviews
pros & cons
1 / 4
View Reviews
1 / 4
View Reviews
Video reviews
Chris L
Director of Sales
5.0

Chris: My name is Chris. I'm a Vice President of Sales for a mid to large sized company, and we give mortgage Automator a five rating. We were working through manual processing with Microsoft products in the Microsoft suite. It was not working for us due to lack of automation and not being intuitive. It was extremely manual. I chose Mortgage Automator due to their staff knowing every answer to every question we have, their ability to scale our company and our growth appropriately by responding to our needs immediately and taking our concerns seriously when there were any hiccups along the way. Mortgage Automator has an exceptionally easy platform to start on. It is web-based and the shell of what they create is actually right out of the box, immediately able to go, as opposed to a lot of other products that involve tons of customization. Additionally, they do allow you to customize beyond this point very easily. My recommendation would be absolutely test Mortgage Automator against other providers in the same field. It becomes a very easy pickup and price point. Everything about Mortgage Automator from the intuition, to the pricing structure, to their customer service is substantially above their competitors.

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Mortgage Automator

Top Features
50/50
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • API
  • Approval Process Control
  • Audit Trail
  • Automated Decisioning/Underwriting
  • Client Management
  • Client Portal
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Contact Management
  • Customer Database
  • Customer Management
  • Customizable Branding
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Digital Signature
  • Document Management
  • Document Storage
  • Document Templates
  • Electronic Payments
  • Electronic Signature
  • Financial Analysis
  • Financial Management
  • Lead Management
  • Loan Management
  • Loan Portfolio Management
  • Loan Processing
  • Multi-Company
  • Online Applications
  • Payment Collection
  • Pipeline Management
  • Pricing Management
  • Real-Time Reporting
  • Reminders
  • Reporting & Statistics
  • Rules-Based Workflow
  • Secure Data Storage
  • Self Service Portal
  • Status Tracking
  • Task Management
  • Task Scheduling
  • Template Management
  • Third-Party Integrations
  • Transaction History
  • Workflow Management
See All features
Hide Loan Origination Software Features -

MeridianLink Mortgage

12/50
Show Loan Origination Software Features +

Mortgage Automator

  • Best Value Loan Origination
    Software (2024)

MeridianLink Mortgage

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Mortgage Automator
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
MeridianLink Mortgage
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Mortgage Automator
  • By Mortgage Automator
  • Located in Canada
  • Founded in 2017
MeridianLink Mortgage
  • By MeridianLink
  • Located in United States
  • Founded in 1998
Recommendations

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