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Private lenders, hard money lenders of all sizes: individual/family funds, administrators, GP LPs, mutual fund trusts, MICs, private equity funds.
Commercial real estate and multifamily firms with between 25-500 assets who are looking for a better way to organize, optimize, and visualize their loan portfolio.
The Automator team has been amazing in providing Graysbrook Capital with custom solutions that has increased our business efficiency substantially.
At the present time, there has not been any features that are a problem.
The best part of Mortgage Automator is it makes it very easy for me to run a brokerage and still manage the administration company. This system makes it super easy to navigate through each deal.
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.
The customer service team is also fantastic, they are super responsive and either fix the issue quickly or escalate to back end engineering to implement.
Required setup should not be put off. If you take the time to set it up from the beginning the right way, it will pay dividends later.
The overall experience has been positive as the system has many good features, is continuously being updated with new features and is user friendly.
Everything that frustrated me about this software has been addressed and resolved at this time.
I like the product and I like the people. They are super accessible and responsive.
Any features that may be missing, the team will work with you to integrate.
Very happy with the team and glad we finally decided to pull the trigger on this platform.
Two different times I couldn't find something that I knew that I had uploaded. I emailed and got a reminder response quickly and without making me feel stupid.
A Unique and Useful Software Supplemented by Outstanding Customer Service.
If there's something imperfect about the software, let the LB team know, they'll make it right.
The site is easy to navigate and it's great having the ability to pull up loan docs directly from LoanBoss to dive into more details if needed.
Hard to think of any negatives - each piece of feedback that we've provided to LoanBoss has been taken into consideration and implemented within the software shortly thereafter.
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.
Mortgage Automator
Top FeaturesLoanBoss
Mortgage Automator
LoanBoss
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