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Mortgage Automator vs DLS Financials: Which is a better fit?

Updated on October 6th, 2024
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Summary
Features in Loan Servicing
47
Best performer
48
  • Accounting
  • ACH Payment Processing
  • API
28
48
User satisfaction
4.9
User reviews110
Ease of use
4.9
Functionality
4.9
Value for money
4.9
Customer support
4.9
4.8
User reviews15
Ease of use
4.9
Functionality
4.6
Value for money
4.9
Customer support
4.9
Price starts from
--
Monthly subscription
Free version
Free trial
One-time payment
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.

... dioceses, non-profits, and other organizations that manage deposits, loans, and pooled investments for their satellite locations without having to follow FDIC/FSLIC rules.

User reviews
pros & cons
1 / 4
View Reviews
1 / 3
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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5 screenshots
231274
3 screenshots

Mortgage Automator

Top Features
47/48
  • Mobile Access
  • Accounting
  • ACH Payment Processing
  • Activity Dashboard
  • Activity Tracking
  • 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
  • Investor Management
  • Lead Management
  • Loan Portfolio Management
  • Loan Processing
  • 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
Hide Loan Servicing Software Features -

DLS Financials

28/48
Show Loan Servicing Software Features +

Mortgage Automator

  • Best Value Loan Origination
    Software (2024)

DLS Financials

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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
DLS Financials
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
DLS Financials
  • By The Computer Department
  • Located in United States
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