# Compare The Loan Office vs Mortgage Automator 2026 | Capterra > Unsure of what to choose? Check Capterra to compare The Loan Office and Mortgage Automator based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/135553-191761/The-Loan-Office-vs-Mortgage-Automator --- # The Loan Office vs Mortgage Automator Features and Cost Comparison Last updated July 9th, 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: The Loan OfficeMortgage Automator2/4 selected [The Loan Office](https://www.capterra.com/p/135553/The-Loan-Office/)[4.8 (40)](https://www.capterra.com/p/135553/The-Loan-Office/reviews/) [Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/)[4.9 (116)](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/) [## The Loan Office](https://www.capterra.com/p/135553/The-Loan-Office/)[4.8 (40)](https://www.capterra.com/p/135553/The-Loan-Office/reviews/) Starting Price $389.00/month Value-for-Money 4.8 Functionality 4.5 Ease of Use 4.7 Customer Service 4.8 Reviews Sentiment Based on [40 reviews](#user-reviews) Positive 39 Neutral 1 Negative 0 [## Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/)[4.9 (116)](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 MF Based on [116 reviews](#user-reviews) Positive 116 Neutral 0 Negative 0 ## Not a match? Find software alternatives tailored to your priorities. These software suggestions are similar to those you’re currently comparing. Highest Rated ### LOAN SERVICING SOFT 5.0 (14) * * * Starting Price $500.00 Per Feature,Per Month Free Trial Free Version * * * User rating 100% of reviewers rated it above 4 stars * * * ### HES LoanBox 4.9 (35) * * * Starting Price $75000.00 Other,Per Year Free Trial Free Version * * * User rating 100% of reviewers rated it above 4 stars * * * ### The Mortgage Office 4.8 (285) * * * Starting Price Contact vendor for pricing Free Trial Free Version * * * User rating 97% of reviewers rated it above 4 stars * * * ### LendingWise 4.6 (72) * * * Starting Price $149.00 Per User,Per Month Free Trial Free Version * * * User rating 90% of reviewers rated it above 4 stars * * * ## 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 45 / 50 Only The Loan Office - Activity Dashboard Best performer 46 / 50 Only Mortgage Automator - Data Security - PCI Compliance User satisfaction User satisfaction 4.8 User reviews[40](https://www.capterra.com/p/135553/The-Loan-Office/reviews/) Ease of use 4.7 Functionality 4.5 Value for money 4.8 Customer support 4.8 User satisfaction 4.9 User reviews[116](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 $389Per Month - Free version - Free trial Price starts from \-- - Free version - Free trial Best for Best for The Loan Office was specifically designed to meet the loan servicing needs of the small lender. Ideal for mortgage lender, hard-money lenders, note servicers and consumer finance lenders. Best for Private and hard money lenders across the US and Canada managing residential, commercial, and construction loans, from lean teams to high-volume operations looking to automate and scale. ## User reviews Pros & cons Not enough reviews 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) 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) KM Kelsey M. Client coordinator > "Makes our job very smooth and hassle free ( most of the time )" [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___7168145) 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) HA Heather A. Credit Analyst > "I am new to the credit analyst role and have found mortgage Automator quite easy to become accustomed to." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___7167085) 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) AW Aidan W. Owner > "It’s particularly helpful for automating repetitive tasks and ensuring compliance. Despite some minor limitations, the benefits far..." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6828464) 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) DP Danny P. Manager > "The software is particularly helpful in generating detailed and accurate reports, as well as creating personalized documents for both..." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6330273) 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) 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..." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6283587) 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) BL Bradley L. CFO > "The platform's customizability coupled with the user friendly interface has been a game changer for our loan process from initial..." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6285679) 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..." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___2632265) AN Asher N. Chief Operating Officer > "The origination and loan servicing parts are great and helpful on the day to day tasks." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6512391) 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 [The Loan Office](https://www.capterra.com/p/135553/The-Loan-Office/) 4.80 (40) [Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/) 4.92 (116) ### Features The Loan Office 45/50 - 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/135553/The-Loan-Office/#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 The Loan Office Mortgage Automator Best Value Loan OriginationSoftware (2024)  ### Deployment & support The Loan Office 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 The Loan Office - By Applied Business Software - Located in United States - Founded in 1978 Mortgage Automator - By Mortgage Automator - Located in Canada - Founded in 2017 ## Popular Comparisons [Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/)[4.92 (116)](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/) vs [LendingWise](https://www.capterra.com/p/166706/LendingWise/) [4.64 (72)](https://www.capterra.com/p/166706/LendingWise/reviews/) Contact vendor for pricing Price $149/month 4.8 Features 4.4 4.9 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/166706-191761/LendingWise-vs-Mortgage-Automator) [Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/)[4.92 (116)](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) [Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/)[4.92 (116)](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/) vs [Calyx Point](https://www.capterra.com/p/73554/Calyx-Point/)[3.51 (53)](https://www.capterra.com/p/73554/Calyx-Point/reviews/) Contact vendor for pricing Price Contact vendor for pricing 4.8 Features 3.5 4.9 Ease of Use 3.5 [View full comparison](https://www.capterra.com/compare/73554-191761/Calyx-Point-vs-Mortgage-Automator) [Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/)[4.92 (116)](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/) vs [Creatio CRM](https://www.capterra.com/p/130149/bpm-online-CRM/)[4.74 (149)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) Contact vendor for pricing Price $40/month 4.8 Features 4.7 4.9 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/130149-191761/bpm-online-CRM-vs-Mortgage-Automator) [Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/)[4.92 (116)](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/) vs [Plaid](https://www.capterra.com/p/174384/Plaid/)[4.39 (105)](https://www.capterra.com/p/174384/Plaid/reviews/) Contact vendor for pricing Price Contact vendor for pricing 4.8 Features 4.4 4.9 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/174384-191761/Plaid-vs-Mortgage-Automator)