# Compare Creatio CRM vs Mortgage Automator 2026 | Capterra > Unsure of what to choose? Check Capterra to compare Creatio CRM and Mortgage Automator based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/130149-191761/bpm-online-CRM-vs-Mortgage-Automator --- # Creatio CRM vs Mortgage Automator Features and Cost Comparison Last updated May 18th, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/) Your comparison: Creatio CRMMortgage Automator2/4 selected [Creatio CRM](https://www.capterra.com/p/130149/bpm-online-CRM/)[4.7 (133)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) [Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/)[4.9 (112)](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/) [## Creatio CRM](https://www.capterra.com/p/130149/bpm-online-CRM/)[4.7 (133)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) Starting Price $40.00/month Value-for-Money 4.7 Functionality 4.7 Ease of Use 4.7 Customer Service 4.7 Reviews Sentiment Based on [133 reviews](#user-reviews) Positive 129 Neutral 2 Negative 2 [## Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/)[4.9 (112)](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/) Starting Price Contact vendor Value-for-Money 4.9 Functionality 4.8 Ease of Use 4.9 Customer Service 4.9 Reviews Sentiment DP Based on [112 reviews](#user-reviews) Positive 112 Neutral 0 Negative 0 ## Send this comparison chart to my inbox ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. ## Summary * * * Features in Loan Servicing Software 37 / 50 Only Creatio CRM - Activity Dashboard - Generative AI - Mobile Access Best performer 46 / 50 Only Mortgage Automator - ACH Payment Processing - Amortization Schedule - Audit Trail User satisfaction User satisfaction 4.7 User reviews[133](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) Ease of use 4.7 Functionality 4.7 Value for money 4.7 Customer support 4.7 User satisfaction 4.9 User reviews[112](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/) Ease of use 4.9 Functionality 4.8 Value for money 4.9 Customer support 4.9 Price starts from Price starts from $40Per User, Per Month - Free version - Free trial Price starts from \-- - Free version - Free trial Best for Best for New era CRM to manage all customer and operational workflows with no-code and AI at its core. Best for Private lenders, hard money lenders of all sizes: individual/family funds, administrators, GP LPs, mutual fund trusts, MICs, private equity funds. ## User reviews Pros & cons OG Octavio G. IT Manager > "We compared Creatio with traditional top tier CRMs and foud that in that area it is very price competitive because it has tools and..." [See full review](https://www.capterra.com/p/130149/bpm-online-CRM/#Capterra___7052109) NR Nicole R. Marketing Specialist > "This is one of my primary uses and I have wasted a lot of time after accidentally deleting a section and having no way to retrieve..." [See full review](https://www.capterra.com/p/130149/bpm-online-CRM/#Capterra___6824878) VR Verified Reviewer Marketing Manager > "Overall, Creatio CRM provided a robust solution for managing marketing campaigns and customer relationships in one place." [See full review](https://www.capterra.com/p/130149/bpm-online-CRM/#Capterra___6804345) Alona R. Business Analyst > "It can be challenging to discern where to start or how to progressively leverage the tool's full potential, as the numerous..." [See full review](https://www.capterra.com/p/130149/bpm-online-CRM/#Capterra___6092321) HR Hugues R. CEO > "It's not just a CRM, it is an advanced BPM with a lot of flexibility and ready-made components that are quick and straightforward to..." [See full review](https://www.capterra.com/p/130149/bpm-online-CRM/#Capterra___6430343) EA Elvia A. Ingeniero en sistemas computacionales > "I have seen that it takes time to respond, the waiting times are very slow, I don't know why everything is compiled at the time of..." [See full review](https://www.capterra.com/p/130149/bpm-online-CRM/#Capterra___4984126) VR Verified Reviewer Business Development Manager > "We've managed the transformation project internally, and our team now effectively utilizes the system for lead management,..." [See full review](https://www.capterra.com/p/130149/bpm-online-CRM/#Capterra___5070768) VS Viktoriia S. Marketing Associate and Social Media Specialist > "Sometimes, we had an issue with the scheduled emails feature." [See full review](https://www.capterra.com/p/130149/bpm-online-CRM/#Capterra___6178125) NR Nicole R. Marketing Specialist > "The new email marketing design section is a great improvement." [See full review](https://www.capterra.com/p/130149/bpm-online-CRM/#Capterra___6824878) SS Samuel S. Director of LCS > "Creatio Support is not very helpful and it takes explaining the same thing many times for support to understand." [See full review](https://www.capterra.com/p/130149/bpm-online-CRM/#Capterra___6180836) VR Verified Reviewer Software Developer > "Creatio is flexible and modern, and I had good control over customizations." [See full review](https://www.capterra.com/p/130149/bpm-online-CRM/#Capterra___6812429) VS Viktoriia S. Marketing Associate and Social Media Specialist > "For some reason, it did not send, but overall, nothing much to complain about." [See full review](https://www.capterra.com/p/130149/bpm-online-CRM/#Capterra___6178125) HR Hugues R. CEO > "We needed the support of a professional partner company to implement but after a few trials we eventually identified the right one..." [See full review](https://www.capterra.com/p/130149/bpm-online-CRM/#Capterra___6430343) MR Masud R. Human Resource Manager > "With Creatio CRM, I haven't realized major concerns" [See full review](https://www.capterra.com/p/130149/bpm-online-CRM/#Capterra___6133014) OG Octavio G. IT Manager > "Very good tool with a modern and friendly interface." [See full review](https://www.capterra.com/p/130149/bpm-online-CRM/#Capterra___7052109) SS Samuel S. Director of LCS > "It has been very frustrating for our team." [See full review](https://www.capterra.com/p/130149/bpm-online-CRM/#Capterra___6180836) MR Masud R. Human Resource Manager > "Creatio CRM comes with best CRM features and is also very capable when it comes to lead tracking and management." [See full review](https://www.capterra.com/p/130149/bpm-online-CRM/#Capterra___6133014) HM Heather M. Sales > "The email integration has been tricky with outlook." [See full review](https://www.capterra.com/p/130149/bpm-online-CRM/#Capterra___2356441) [View Reviews](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) DP Danny P. Manager > "The software is particularly helpful in generating detailed and accurate reports, as well as creating personalized documents for both our..." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6330273) ST Samantha T. Team Lead, Default Recovery > "There is not auto-save function, so any information added and not saved before navigating to a different section will be lost." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6341606) Mark F. Director of Lending > "I've been able to integrate with everything ever since the Origination and Servicing API were launched - makes my life simpler." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___7074359) JN John N. Consultant > "Online user documentation does not have enough depth and instruction in terms of how to use the various features of the system." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6336063) DP Danny P. Manager > "Additionally, if our issue goes beyond what this tool can offer, they have great customer service through their online chat that quickly..." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6330273) JN John N. Consultant > "Custom documents can be created however the feature is not user friendly." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6336063) AW Aidan W. Owner > "It’s particularly helpful for automating repetitive tasks and ensuring compliance. Despite some minor limitations, the benefits far outweigh..." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6828464) BL Bradley L. CFO > "The CA DRE has specific forms we need for each closing and they can be a pain. " [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6285679) ES Emely S. Administrative Assistant > "Love the feature request board, which allows MA's team to review suggestions from its users and implement the most liked/requested" [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6333729) KF Katie F. CPO COO > "It can cause disruption to our operations and be frustrating at times." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6304917) DP Danny P. Manager > "Mortgage Automator has significantly streamlined our operations from intake to deal funding and throughout servicing." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6330273) DL David L. Manager > "The biggest issue is the investor capital management." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6302868) CD Claire D. Loan Closer > "It has allowed our company to grow in our daily output through the automation offered." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6342894) LH Lauren H. Senior Mortgage Underwriter > "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..." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___2632265) HG Hercules G. Chief Operations Officer > "The platform's customization capabilities allow it to adapt effortlessly to our specific needs, making it an invaluable tool in our daily..." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6283587) AM Adam M. Principal Broker > "I'm sure there are ways to improve this software but I can't think of any at the moment." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___2871703) [View Reviews](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/) ## User interface 4.74 (133) 4.93 (112) ### Features Creatio CRM 37/50 - Accounting - ACH Payment Processing - Activity Dashboard - Activity Tracking - AI Copilot - Alerts/Notifications - Amortization Schedule - API - Approval Process Control - Audit Trail - Auto Loans - Automatic Funds Distribution - Borrower Management - Business Loans - Collateral Tracking - Compliance Management - Construction Loans - Contact Management - Credit Reporting - CRM - Customer Database - Customizable Reports - Customizable Templates - Data Import/Export - Data Security - Digital Signature - Document Management - Document Storage - Electronic Payments - Escrow Management - Generative AI - Investor Management - Lead Management - Loan Portfolio Management - Loan Processing - Mobile Access - Mortgages - Multi-Channel Communication - Multi-Company - Multi-Currency - Payment Collection - Payment Reminders - PCI Compliance - Pipeline Management - Reporting/Analytics - Role-Based Permissions - Student Loans - Third-Party Integrations - Transaction History - Workflow Management [See all features](https://www.capterra.com/p/130149/bpm-online-CRM/#features) Mortgage Automator Top features 46/50 - Accounting - ACH Payment Processing - Activity Dashboard - Activity Tracking - AI Copilot - Alerts/Notifications - Amortization Schedule - API - Approval Process Control - Audit Trail - Auto Loans - Automatic Funds Distribution - Borrower Management - Business Loans - Collateral Tracking - Compliance Management - Construction Loans - Contact Management - Credit Reporting - CRM - Customer Database - Customizable Reports - Customizable Templates - Data Import/Export - Data Security - Digital Signature - Document Management - Document Storage - Electronic Payments - Escrow Management - Generative AI - Investor Management - Lead Management - Loan Portfolio Management - Loan Processing - Mobile Access - Mortgages - Multi-Channel Communication - Multi-Company - Multi-Currency - Payment Collection - Payment Reminders - PCI Compliance - Pipeline Management - Reporting/Analytics - Role-Based Permissions - Student Loans - Third-Party Integrations - Transaction History - Workflow Management [See all features](https://www.capterra.com/p/191761/Mortgage-Automator/#features) ### Recognition No recognitions have been awarded to Creatio CRM Mortgage Automator Best Value Loan OriginationSoftware (2024)  ### Deployment & support Creatio CRM Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - 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 Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - 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 ### Company Details Creatio CRM - By Creatio - Located in United States - Founded in 2014 Mortgage Automator - By Mortgage Automator - Located in Canada - Founded in 2017 ## Popular Comparisons [Creatio CRM](https://www.capterra.com/p/130149/bpm-online-CRM/)[4.74 (133)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) vs [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,782)](https://www.capterra.com/p/61368/Salesforce/reviews/) $40/month Price $25/month 4.7 Features 4.4 4.7 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/61368-130149/Salesforce-vs-bpm-online-CRM) [Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/)[4.93 (112)](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/) vs [Lendsqr](https://www.capterra.com/p/10003412/Lendsqr/)[4.46 (52)](https://www.capterra.com/p/10003412/Lendsqr/reviews/) Contact vendor for pricing Price $0/month 4.8 Features 4.6 4.9 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/191761-10003412/Mortgage-Automator-vs-Lendsqr) [Creatio CRM](https://www.capterra.com/p/130149/bpm-online-CRM/)[4.74 (133)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) vs [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.52 (4,458)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) $40/month Price $20/month 4.7 Features 4.4 4.7 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/130149-152373/bpm-online-CRM-vs-HubSpot-CRM) [Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/)[4.93 (112)](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/) vs [The Mortgage Office](https://www.capterra.com/p/9277/The-Mortgage-Office/)[4.82 (285)](https://www.capterra.com/p/9277/The-Mortgage-Office/reviews/) Contact vendor for pricing Price Contact vendor for pricing 4.8 Features 4.7 4.9 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/9277-191761/The-Mortgage-Office-vs-Mortgage-Automator) [Creatio CRM](https://www.capterra.com/p/130149/bpm-online-CRM/)[4.74 (133)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) vs [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,973)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) $40/month Price $14/month 4.7 Features 4.3 4.7 Ease of Use 4.2 [View full comparison](https://www.capterra.com/compare/130149-155928/bpm-online-CRM-vs-Zoho-CRM) [Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/)[4.93 (112)](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/) vs [abcoa Deal Pack](https://www.capterra.com/p/96249/abcoa-Deal-Pack/)[4.79 (135)](https://www.capterra.com/p/96249/abcoa-Deal-Pack/reviews/) Contact vendor for pricing Price $99/month 4.8 Features 4.6 4.9 Ease of Use 4.6 [View full comparison](https://www.capterra.com/compare/96249-191761/abcoa-Deal-Pack-vs-Mortgage-Automator) [Creatio CRM](https://www.capterra.com/p/130149/bpm-online-CRM/)[4.74 (133)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) vs [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,822)](https://www.capterra.com/p/157279/Dynamics-365/reviews/) $40/month Price $50/month 4.7 Features 4.3 4.7 Ease of Use 4.1 [View full comparison](https://www.capterra.com/compare/130149-157279/bpm-online-CRM-vs-Dynamics-365) [Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/)[4.93 (112)](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/) vs [Plaid](https://www.capterra.com/p/174384/Plaid/)[4.40 (101)](https://www.capterra.com/p/174384/Plaid/reviews/) Contact vendor for pricing Price Contact vendor for pricing 4.8 Features 4.5 4.9 Ease of Use 4.6 [View full comparison](https://www.capterra.com/compare/174384-191761/Plaid-vs-Mortgage-Automator) [Creatio CRM](https://www.capterra.com/p/130149/bpm-online-CRM/)[4.74 (133)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) vs [Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.71 (730)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) $40/month Price $7/year 4.7 Features 4.5 4.7 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/130149-204998/bpm-online-CRM-vs-Bigin-by-Zoho-CRM) [Creatio CRM](https://www.capterra.com/p/130149/bpm-online-CRM/)[4.74 (133)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) vs [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.65 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) $40/month Price $14.99/month 4.7 Features 4.6 4.7 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/130149-178819/bpm-online-CRM-vs-EngageBay-Marketing) [Creatio CRM](https://www.capterra.com/p/130149/bpm-online-CRM/)[4.74 (133)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) vs [Kylas Sales CRM](https://www.capterra.com/p/210630/Kylas/)[4.81 (573)](https://www.capterra.com/p/210630/Kylas/reviews/) $40/month Price $250/month 4.7 Features 4.7 4.7 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/130149-210630/bpm-online-CRM-vs-Kylas) [Creatio CRM](https://www.capterra.com/p/130149/bpm-online-CRM/)[4.74 (133)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) vs [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[4.53 (3,050)](https://www.capterra.com/p/132666/Pipedrive/reviews/) $40/month Price $19/month 4.7 Features 4.3 4.7 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/130149-132666/bpm-online-CRM-vs-Pipedrive)