--- title: "Mortgage Automator Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Mortgage Automator Software - reviews, pricing plans, popular comparisons to other Loan Origination products and more." source_url: "https://www.capterra.com/p/191761/Mortgage-Automator/" page_type: "product" language: "en" --- # Mortgage Automator Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Mortgage Automator ## What is Mortgage Automator? Mortgage Automator streamlines loan origination by providing complete oversight throughout the process. Designed for private lenders and hard money lenders, the platform integrates with leading CRMs, offers lead-intake forms, and provides API connectivity for a seamless experience. Lenders can complete borrower diligence, document collection, and term sheet issuance within a single platform, while automated tasks, reminders, and audit trails optimize team efficiency. Perfect for residential, commercial, and construction lending, this scalable solution is designed by lenders, for lenders. ## What is Mortgage Automator used for? [Loan Servicing](https://www.capterra.com/loan-servicing-software/)[Loan Origination](https://www.capterra.com/loan-origination-software/)[Mortgage](https://www.capterra.com/mortgage-and-loans-software/) Top alternative Featured Overall rating Based on 116 user reviews Reviews sentiment Positive 100% Neutral 0% Negative 0% Contact vendor for pricing Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Mortgage Automator?[Manage this product listing](https://www.g2.com/products/mortgage-automator-mortgage-automator/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Mortgage Automator 4.9 (116) VS. [4.8 (288)](https://www.capterra.com/p/9277/The-Mortgage-Office/reviews/) Starting Price Contact vendor Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.9 (116) Ease Of Use 4.7 (98) Value For Money 4.9 (106) Value For Money 4.7 (83) Customer Service 4.9 (115) Customer Service 4.8 (92) ## Mortgage Automator alternatives [4.9 (39)](https://www.capterra.com/p/254642/HES-LoanBox/reviews/) Starting price $75000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars Highest Rated [5.0 (14)](https://www.capterra.com/p/135272/LOAN-SERVICING-SOFT/reviews/) Starting price $500.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [BNTouch Mortgage CRM](https://www.capterra.com/p/37032/BNTouch/) [4.5 (98)](https://www.capterra.com/p/37032/BNTouch/reviews/) Starting price $165.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/37032/BNTouch/) [MortgageHalo](https://www.capterra.com/p/173535/MortgageHalo/) [4.4 (49)](https://www.capterra.com/p/173535/MortgageHalo/reviews/) Starting price $417.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/173535/MortgageHalo/) [View all alternatives](https://www.capterra.com/p/191761/Mortgage-Automator/alternatives/) ## FAQs about Mortgage Automator Overview ### What problems does Mortgage Automator solve? Mortgage Automator solves fragmented loan operations, manual document prep, and poor visibility across origination, underwriting, servicing, and investor reporting. It centralizes files, automates commitments, payoffs, renewals, payments, and communications, reducing admin time and errors. Private lenders, mortgage administrators, underwriters, processors, and servicing teams benefit most. Answer based on 98 reviews Overview ### Which roles and teams benefit most from Mortgage Automator? Mortgage Automator is most used by mortgage executives, owners, brokers, underwriters, and operations teams managing private lending workflows. Leaders use it for portfolio oversight, reporting, and compliance visibility, while brokers, administrators, and coordinators rely on it to streamline underwriting, document management, servicing, and borrower communication. Answer based on 116 reviews Overview ### What company size and industries is Mortgage Automator built for? Mortgage Automator is built for small businesses, with 100% of reviewers from that segment, and primarily serves Financial Services at 64%. It is aimed at private and hard money lenders in the US and Canada handling residential, commercial, and construction loans, with additional use in Real Estate at 19% and Banking at 9%, especially for loan servicing. Answer based on 116 reviews Features and Usability ### What are the key features of Mortgage Automator? Mortgage Automator includes core loan management features like loan origination, loan servicing, borrower management, and payment tracking. Differentiating capabilities include document management with customizable templates, lawyer instructions, configurable workflows, and custom reporting through dashboards and report tools. Reviewers also highlight automated communications, investor reporting, and API integrations. Answer based on 49 reviews Integrations ### Which third-party tools and platforms does Mortgage Automator integrate with? Mortgage Automator integrates with 10 third-party tools, including Equifax, Microsoft Outlook, QuickBooks Online, Docusign, HubSpot CRM, HubSpot Sales Hub, Jira, Pipedrive, Salesforce Platform, and Zapier. The catalog also lists 6sense, Finmo, Luzmo, Minerva, Twilio, Velocity, and Zum. Answer based on 11 reviews Getting Started and Support ### How often does Mortgage Automator add new features? Mortgage Automator adds features regularly and responds quickly to changing lender and servicing needs. Many mortgage teams value the steady product updates, customization options, and fast fixes, though some users say frequent changes can be hard to track and would like clearer training, demos, and release guidance. Answer based on 31 reviews Getting Started and Support ### What training and onboarding options does Mortgage Automator offer? Mortgage Automator provides in person training, live online sessions, webinars, documentation, and videos. In person and live sessions support guided instruction, webinars cover topic-based learning, documentation offers written reference material, and videos provide recorded guidance for review at any time. Answer based on 3 reviews Getting Started and Support ### What customer support options does Mortgage Automator offer, and how do users rate the experience? Mortgage Automator offers email/help desk, FAQ/forum, knowledge base, phone support, and chat. Users generally describe support as responsive, helpful, and quick to resolve issues, often escalating fixes to developers when needed. Some mention complexity during setup or customization, but support is seen as readily available and effective. Answer based on 36 reviews Features and Usability ### Is Mortgage Automator easy to use? Mortgage Automator feels easy to use for day-to-day loan management once teams learn the workflow. Small lenders and servicing teams like having documents, contacts, reporting, and file tracking in one place, though setup, form customization, and more complex servicing tasks can take time for new users to understand. Answer based on 25 reviews ## Who uses Mortgage Automator? Based on Capterra reviews from the past 6 years ## Features AI summary Based on 460 Loan Origination reviews Capterra data shows that buyers of loan origination software rank the following features as their top priorities: - **Borrower Management** (**68%** of reviewers rated this feature as critical) - **Workflow Management** (**55%**) - **Loan Processing** (**61%**) Mortgage Automator supports all three of the features reviewers value most: **Borrower Management**, **Workflow Management**, and **Loan Processing**. Together, these capabilities help businesses manage borrower information in one place, keep lending tasks moving through each stage, and process loans more efficiently, allowing teams to improve accuracy, maintain consistency, and move applications from intake to closing with less manual work. Borrower Management 4.7 (34) 67.65% of 34 reviewers that rated this feature as important or highly important Searchable database of information about loan borrowers Workflow Management 4.7 (15) 100.00% of 15 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks Loan Processing 5.0 (36) 80.56% of 36 reviewers that rated this feature as important or highly important Collect, organize, and prepare loan information to send to the lender for approval Loan Management 4.9 (41) 78.05% of 41 reviewers that rated this feature as important or highly important Distribution and delivery of funds to approved borrowers Payment Collection 4.9 (29) 72.41% of 29 reviewers that rated this feature as important or highly important Tracking, managing, and initiating the transfer of funds for overdue customer payments Loan Portfolio Management 4.9 (37) 78.38% of 37 reviewers that rated this feature as important or highly important Assess and control risks associated with the credit process of each loan portfolio/account Mortgage Automator 84 features ### All Features - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - ACH Payment Processing: Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Amortization Schedule: Create a table of loan payments showing dates, amount of principal, amount of interest, and remaining balance - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Auto Loans: Type of loan used to finance the purchase of a motor vehicle - Automated Decisioning/Underwriting: Automate loan approval rules and risk analysis to determine acceptable loan terms for a borrower - Automatic Funds Distribution: Automatically transfers funds to/from borrower accounts on a regular or periodic basis - Borrower Management: Searchable database of information about loan borrowers - Business Loans: Type of loan used to finance business expenses - Cash Flow Management: Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period - Client Database: Electronic storage of stakeholder contact information - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collateral Tracking: Link and track collateral information associated with one or multiple loans - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Configurable Workflow: Configure existing workflows to meet your organization's needs - Construction Loans: Type of loan used to finance construction projects - Contact Management: Manage, organize, and store contact information - Credit Reporting: Report customer payment history and outstanding debts to credit bureaus - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Management: Store and organize information about customers and previous interactions - Customer Statements: Reports that show customers their invoices, payments, and balance on the account - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Data Security: Protect sensitive data for digital privacy - Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Electronic Payments: Electronically collect payments for goods or services - Electronic Signature: Digitally sign online documents - Escrow Management: Automate maintenance of escrow accounts on behalf of borrowers - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - For Brokers: Used by brokers - Investor Management: Automated payments and reporting for investors - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Loan Management: Distribution and delivery of funds to approved borrowers - Loan Origination: Process of securing a loan from a bank or any other lender. - Loan Portfolio Management: Assess and control risks associated with the credit process of each loan portfolio/account - Loan Processing: Collect, organize, and prepare loan information to send to the lender for approval - Loan Servicing: Process of collecting loan interest and escrow payments from a borrower. - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mortgages: Type of loan used to purchase real estate - Multi-Branch: Expand services to areas outside of the home location, functioning as an extension of the home location. - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Multi-Company: Manage the accounting and financial aspects of multiple locations or companies in a single location - Multi-Currency: Manage and handle various international currencies - Online Applications: Ability to fill out and submit application forms on the web - Payment Collection: Tracking, managing, and initiating the transfer of funds for overdue customer payments - Payment Reminders: Reminders sent for balance/payment due - Payment Tracking: Track sent and received payments, invoices, and bills. - PCI Compliance: Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS) - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Pre-Qualification: The initial step in the mortgage workflow - Pricing Management: Tool used to determine accurate pricing and product eligibility for borrowers - Property Tax Management: Calculation of consumption tax imposed on properties - Real-Time Reporting: Active reporting of data and metrics - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Rules-Based Workflow: Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Status Tracking: Track the status over time for a request, process, asset, or transaction - Student Loans: Type of loan designed to help students pay for post-secondary education and associated fees - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Transaction History: Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period - Workflow Management: Create, design and manage workflows for repetitive tasks --- Features 4.8 (116) 4.8 Based on 116 reviews ## Pricing Value for money 4.9 (106) Value for money 4.9 (106) 4.9 Based on 106 reviews ## Integrations [ Jira](https://www.capterra.com/p/19319/JIRA/)[ Docusign](https://www.capterra.com/p/121506/Docusign/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[ Twilio](https://www.capterra.com/p/180158/Twilio-Communications-Platform/)[ HubSpot Sales Hub](https://www.capterra.com/p/214215/HubSpot-SalesHub/)[ Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/) ## Support, customer service and training options Customer Service 4.9 (115) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (115) 4.9 Based on 115 reviews ## User reviews Overall rating 4.9 Based on 116 reviews Filter by rating 5(107) 4(9) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent KM Kelsey M. Client coordinator Financial Services ### "Smooth System " 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 3/10 June 15, 2026 Overall a great system that flows pretty well. Makes our job very smooth and hassle free ( most of the time ) Pros Love how easy it is for work flow. Great platform for what we do in Underwriting. Client intake is a breeze with MA. Love that it stores client profiles. Cons Downfall in storing client profiles is that they are locked, so all debts and income are auto generated onto a new app and can’t be removed or edited. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. HA Heather A. Credit Analyst Financial Services ### "easy to learn the basics of" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 June 12, 2026 Overall it has been positive with a few things I need to reach out to more experienced users for assistance with. Pros I am new to the credit analyst role and have found mortgage Automator quite easy to become accustomed to. It has an easy to follow methodology Cons I worry that when changing info on a borrower or guarantor for a new file that I may accidentally change something in the old one that is already a completed deal Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CB Catherine B. Decision Maker Banking ### "Senior Mortgage Underwriter Decision Maker" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 12, 2026 I have had a positive overall experience. Great tool for our business, it certainly makes it easer to review and document information with the volumes we deal with. Pros We have been using the platform for over 5 years now. It has made my life so much easier, all items in one place. Beautiful upload portal for documents. The ultimate time management tool for our business. Cons The differences between what data enters the system from each of the different submission platforms used. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KP Kate P. Mortgage Underwriter Financial Services ### "Great Tool!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 June 11, 2026 It was really been great for underwriting and has been a pretty seamless experience. It calculates TDS/GDS efficiently and allows us to have all of the information that we require in one spot. Pros We love how we have the ability to customize the platform to suit our needs. I also love how everything is separated (borrower profile, etc) Cons I don't like that the applications aren't locked and it keeps the client income on one file. This is annoying when you have multiple files for the clients. Also wish the notes section would support bullet points Switched from [Scarlett](https://www.capterra.com/p/10008354/Scarlett/) Mortgage Automator was more user friendly for the way that we Underwrite files. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Mark F. Director of Lending Financial Services ### "Easy to use and transition to for Private Lenders" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 January 6, 2026 Pros Accessibility and common sense language for Private Lenders - easy to pickup and use. I've been able to integrate with everything ever since the Origination and Servicing API were launched - makes my life simpler. Cons Servicing can be complex to get used to. That said, I imagine its difficult for almost any system. I also wish there was more of an ability to set your defaults for things that never change (i.e. fees). Switched from [Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/) Business was growing and there was too much manual work to not be on an LOS and LSS Alternatives considered [The Mortgage Office](https://www.capterra.com/p/9277/The-Mortgage-Office/) Reasons for choosing Mortgage Automator Familiarity - catering to the canadian market Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RS Ryan S. CFO Real Estate ### "Transformational Lending Platform – The Backbone of Our Loan Operations" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 3, 2025 Mortgage Automator has become the backbone of our lending operations. It’s helped us scale while reducing errors, streamlining communication, and eliminating redundant manual work. We’ve seen tangible ROI from faster closings, improved investor reporting, and better compliance. The team continues to roll out features and improvements based on lender feedback, making the platform even more valuable over time. Pros Mortgage Automator has completely revolutionized how we operate. The level of automation, customization, and end-to-end integration is unmatched. From origination to servicing, the platform is intuitive and robust. The document generation tools, borrower portals, and CRM functionality have dramatically improved our efficiency and accuracy. Most importantly, their customer support is phenomenal – fast, knowledgeable, and eager to help. Cons There’s a learning curve during the initial implementation, especially if you're migrating from a patchwork of systems. Customization is powerful but requires thoughtful planning and time upfront. However, once configured, the payoff is massive. Take the time to learn the system. Alternatives considered [The Mortgage Office](https://www.capterra.com/p/9277/The-Mortgage-Office/) [LendingWise](https://www.capterra.com/p/166706/LendingWise/) [FUNDINGO](https://www.capterra.com/p/181178/FUNDINGO-Loan-Servicing/) [Sageworks Lending Solution](https://www.capterra.com/p/210267/Sageworks-Lending-Solution/) Reasons for choosing Mortgage Automator We chose Mortgage Automator over alternative platforms because it’s the only system that truly offers an end-to-end solution purpose-built for private lenders—not retrofitted from other industries. Most platforms we evaluated either focused too heavily on servicing (with clunky origination workflows) or were CRMs with limited post-close functionality. Mortgage Automator gave us the perfect balance of automation, customization, and usability. The document generation is seamless, the borrower and investor portals are professional and user-friendly, and the ability to track, fund, and service loans in one platform significantly reduced manual work and human error. Their team’s responsiveness and willingness to build features we needed sealed the deal. It didn’t just meet our needs—it helped redefine and streamline our internal processes. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AW Aidan W. Owner Financial Services ### "Streamlined Lending with Powerful Automation" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 June 6, 2025 Overall, Mortgage Automator has significantly improved our operational efficiency. The software is robust and reliable, with consistent support from the team. It’s particularly helpful for automating repetitive tasks and ensuring compliance. Despite some minor limitations, the benefits far outweigh the drawbacks. Pros User-friendly interface combined with great tech. It’s intuitive and saves time on day-to-day operations. The system is streamlined and helps automate workflows efficiently, making the loan process smooth and less prone to human error. Cons Occasional limitations with custom reporting and dashboard flexibility. While the core features are excellent, there’s room for improvement in customization options for lenders with more complex or niche workflows. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Asher N. Chief Operating Officer Banking ### "Top of the line private mortgage software." 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 28, 2024 Pros The origination and loan servicing parts are great and helpful on the day to day tasks. Cons Very robust software, always improving and developing. Nothing to dislike . Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AL Alex L. BDM Venture Capital & Private Equity ### "We love mortgage Automator " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 24, 2024 Smooth, time efficient and very user friendly. Pros Easily inputting comparables for the subject property. Cons I’ve had great experiences with Mirtgage Automator. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. MG Mike G. Owner Real Estate ### "Mortgage Automator Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 29, 2024 Excellent onboarding experience. Customer service is outstanding. Pros Easy to use, intuitive and the onboarding is exceptional! Cons A bit pricey. Other than that, the system is great. Reasons for choosing Mortgage Automator Comprehensive, canned solution. Easy to implement Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. [View all Reviews](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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