# Mortgage Automator Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Mortgage Automator the right Loan Origination solution for you? Explore 112 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/191761/Mortgage-Automator/reviews --- Mortgage Automator 4.9 (112) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Mortgage Automator Ease of use 4.9 Customer Service 4.9 ## Pros and Cons in Reviews DP Danny P ManagerInvestment Banking, 2 - 10 employeesUsed the software for: 1-2 years. “The software is particularly helpful in generating detailed and accurate reports, as well as creating personalized documents for both our investors and clients.“ June 4, 2024 ST Samantha T Team Lead, Default RecoveryFinancial Services, 51 - 200 employeesUsed the software for: More than 2 years. “There is not auto-save function, so any information added and not saved before navigating to a different section will be lost.“ June 12, 2024 Mark F Director of LendingFinancial Services, 2 - 10 employeesUsed the software for: More than 2 years. “I've been able to integrate with everything ever since the Origination and Servicing API were launched - makes my life simpler.“ January 6, 2026 JN John N ConsultantFinancial Services, 11 - 50 employeesUsed the software for: More than 2 years. “Online user documentation does not have enough depth and instruction in terms of how to use the various features of the system.“ June 8, 2024 DP Danny P ManagerInvestment Banking, 2 - 10 employeesUsed the software for: 1-2 years. “Additionally, if our issue goes beyond what this tool can offer, they have great customer service through their online chat that quickly resolves all of our questions.“ June 4, 2024 JN John N ConsultantFinancial Services, 11 - 50 employeesUsed the software for: More than 2 years. “Custom documents can be created however the feature is not user friendly.“ June 8, 2024 AW Aidan W OwnerFinancial Services, 11 - 50 employeesUsed the software for: 6-12 months. “It’s particularly helpful for automating repetitive tasks and ensuring compliance. Despite some minor limitations, the benefits far outweigh the drawbacks.“ June 6, 2025 kf katie f CPO COOFinancial Services, 11 - 50 employeesUsed the software for: More than 2 years. “It can cause disruption to our operations and be frustrating at times.“ May 16, 2024 ## Showing most helpful reviews Showing 1-25 of 112 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Mark F. Director of Lending Financial Services Used the software for: 2+ years ### "Easy to use and transition to for Private Lenders" January 6, 2026 5.0 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). Alternatives considered [The Mortgage Office](https://www.capterra.com/p/9277/The-Mortgage-Office/) Reason for choosing Mortgage Automator Familiarity - catering to the canadian market 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 Review Source RS Ryan S. CFO Real Estate Used the software for: 2+ years ### "Transformational Lending Platform – The Backbone of Our Loan Operations" July 3, 2025 5.0 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/) Reason 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 MG Max G. Associate Financial Services Used the software for: 1-2 years ### "Solid service" February 26, 2021 4.0 Pros Easy to use and flexible in adding additional features Cons Hard to identify certain features that might be beneficial Review Source MG Mike G. Owner Real Estate Used the software for: Less than 6 months ### "Mortgage Automator Review" August 29, 2024 5.0 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. Alternatives considered [QuickBooks Desktop](https://www.capterra.com/p/212058/QuickBooks-Desktop-Pro/) Reason for choosing Mortgage Automator Comprehensive, canned solution. Easy to implement Review Source SR Sanjay R. COO Financial Services Used the software for: 2+ years ### "Software designed for Private Lending Originations & Mortgage Administration" July 26, 2024 5.0 Experience has been great. Very user friendly and ability to customize platform to our needs. Pros Great customer service; ease of use and clean interface; Cons lacking integration with Quickbooks however MA is regularly coming out with enhancements which hopefully provides for such integration. Switched from [MIC Manager](https://www.capterra.com/p/54249/MIC-Manager/) Was not user friendly and difficult to train new staff on. Review Source AJ Ali J. CFO Financial Services Used the software for: 6-12 months ### "Loan Ledger in MA" July 17, 2024 5.0 Very easy to use and efficient for loan origination and servicing and creating new reports was very easy. Pros The loan ledger in MA gives us a better breakdown of the outstanding balance in each account, whereas our legacy system only provided one lump sum outstanding balance that included interest and fees. Additionally, the process to enter new purchases, top up an existing position, process redemptions and process/pay dividends is all a very simple process through MA. Reporting through the fund dashboard is very efficient as well. Cons Needs to be integrated with an accounting system. Switched from [MIC Manager](https://www.capterra.com/p/54249/MIC-Manager/) Creating new reports was difficult and there was a cost to develop new reports. Review Source Anthony P. SVP Financial Services Used the software for: 6-12 months ### "Great improvement from our previous system" June 10, 2024 5.0 The Mortgage Automator team was great throughout the entire transition. From on boarding to training and ongoing support. They are always there when we need them. Pros Easy to use and has reduced time to underwrite files. The system is slick and performs all of the tasks we had hoped it would. Cons We haven't run into any issues with the system as of yet. Alternatives considered [The Mortgage Office](https://www.capterra.com/p/9277/The-Mortgage-Office/) Reason for choosing Mortgage Automator More robust system and we were more comfortable with the team. Review Source JN John N. Consultant Financial Services Used the software for: 2+ years ### "Mortgage Automator allowed us to go from being manual to fully automated for mortgage lending and administration" June 8, 2024 5.0 The overall experience has been positive as the system has many good features, is continuously being updated with new features and is user friendly. Pros Mortgage Automator is an end-to-end solution for mortgage underwriting, issuing commitment letters, ongoing administration to discharge. The system is continuously updated with new features. Many of the features are customizable such as the ability to add custom fields and documents. The system has built in reports and a Report Builder feature which is very useful in helping to manage the portfolio. The system is used on a daily basis with mortgage applications downloaded directly into the system. The system is well suited for our business model. From a cost benefit perspective Mortgage Automator is a great value proposition. Cons Online user documentation does not have enough depth and instruction in terms of how to use the various features of the system. Support is generally good however can be lacking in responses. Returning to ongoing webinars would be very useful. Custom documents can be created however the feature is not user friendly. Switched from [The Mortgage Office](https://www.capterra.com/p/9277/The-Mortgage-Office/) An older version of The Mortgage Office was being used and did not meet the requirements of the business. Review Source TC Tyler C. Lender Real Estate Used the software for: 1-2 years ### "Great Product" June 19, 2024 5.0 Our experience was great overall. I have nothing but great things to say about the Mortgage Automator team. Pros I thought it was an all encompassing software for any lender. I was able to run my entire business with one software with the exception of marketing. Cons It took a little while to get setup but that is because the software is so robust. Switched from [LendingWise](https://www.capterra.com/p/166706/LendingWise/) The ability to service my loans was the entire reason we switched. Review Source GP Grant P. Vice President of Mortgage Origination Financial Services Used the software for: 2+ years ### "The best thing that happened to our company." May 28, 2024 5.0 Mortgage Automator has made it easy for us to grow our business. Without it, we'd be stuck in the spreadsheet era. Pros We now have the ability to procude loan documents at a speed that would have been unbelievable a few years ago. All our documents and deal flow are seamless from receipt of an application to funding and beyond. Cons I can't think of anything negative to say about Mortgage Automator. They keep refining it every month. Alternatives considered [The Mortgage Office](https://www.capterra.com/p/9277/The-Mortgage-Office/)[MIC Manager](https://www.capterra.com/p/54249/MIC-Manager/) Reason for choosing Mortgage Automator I had experience with both of these at previous companies. They didn't offer the full solution. Review Source CA Chris A. Manager at Yieldi Financial Services Used the software for: 1-2 years ### "Mortgage Automator is Amazing!" April 24, 2024 5.0 Its been great and the customer service may be my favorite thing. That is most important to me. Pros User friendly, strong customer service, and covers/manages every aspect of our lending business Cons We have been through 2 other mortgage software's and none compare to MA. Switched from [The Mortgage Office](https://www.capterra.com/p/9277/The-Mortgage-Office/) They could not assist with every aspect of our business and it was not as user friendly as MA. Review Source CD Christopher D. Owner Real Estate Used the software for: 1-2 years ### "Great product at a great price" May 8, 2024 5.0 Great, couldn't be happier. Tough to pick a software and I made the right choice Pros Origination, customer support, look and feel Cons Servicing could be better but they are making it better and I know its top priority Alternatives considered [The Mortgage Office](https://www.capterra.com/p/9277/The-Mortgage-Office/)[LoanPro](https://www.capterra.com/p/158549/LoanPro-Software/) Reason for choosing Mortgage Automator Pricing, it looked and felt good, origination Review Source JW Jordan W. Mortgage Administrator Financial Services Used the software for: 6-12 months ### "The BEST way to automate your private lending business" February 18, 2020 5.0 The guys are amazing to work with! Quick service, friendly, and always willing to lend a hand to help! Pros I love love LOVE this program. It has made my tracking headache free and comes with every option I need. The best part? Every time I think of a new option I might need, the developers at MA are somehow ALREADY ON IT! Can you say innovative? Would recommend to anyone who runs a MIC/ Private Mortgage company Cons The only downfall I can see is the price. However that being said, we feel it is worth every penny. It does come in higher than other software however it takes the headache away from funding deals, issuing documents, and keeping track of funds! Switched from [The Mortgage Office](https://www.capterra.com/p/9277/The-Mortgage-Office/) This system wasn’t doing anything we needed it to! Review Source Response from Mortgage Automator February 20, 2020 Thank you Jordan, we appreciate your kind words so much! We love working with you and will keep on eliminating those headaches for you! Jayson Z. VP Business Development Real Estate Used the software for: 2+ years ### "Love MA, great product, great company" May 28, 2024 5.0 MA is great. They are so helpful. Easy to use platform and always improving and listening to our feedback and suggestions. THey have made some very important changes based off our feedback! Pros Customer service, updated features and support. Love most things about MA. Cons probably the dashboards could be improved as they arent fully customizable Review Source ES Emely S. Administrative Assistant Financial Services Used the software for: 1-2 years ### "Great system" June 6, 2024 5.0 I really like this program and am learning to use it to its full capacity to further increase the efficiency of my day to day tasks Pros Ability to create and customize templates Ability to create email templates with pre-set recipients, emails CC'd and document attachments. Incredible time saver Customer service support is helpful and quick to respond Love the feature request board, which allows MA's team to review suggestions from its users and implement the most liked/requested Cons There is no previewer for image uploads. To view a saved image, it is downloaded to your computer and then you view it Review Source HG Hercules G. Chief Operations Officer Investment Management Used the software for: 2+ years ### " Transforming Mortgage Management" May 2, 2024 5.0 Pros As the owner of a Mortgage Administration company, I have experienced firsthand the transformative power of Mortgage Automator. This cutting-edge software has revolutionized the way we handle mortgage processing—from application intake and commitment preparation to payment management and communication. What stands out the most is its ability to automate both straightforward and complex tasks seamlessly, making our operations highly efficient and professional. The platform's customization capabilities allow it to adapt effortlessly to our specific needs, making it an invaluable tool in our daily operations. It's not just about automation; the software's intuitive design ensures that it is user-friendly, which significantly enhances our productivity and saves us considerable time and money. Moreover, Mortgage Automator's customer support is unparalleled. The team is responsive, knowledgeable, and genuinely committed to supporting our business. This level of service, combined with the software’s robust functionality, reinforces the professional image we wish to project to our clients. The organizational prowess and dedication of the ownership at Mortgage Automator clearly show they care deeply about their product and clients. I highly recommend Mortgage Automator to any professional in the mortgage industry looking to elevate their business to new heights of efficiency and excellence. Cons There isn't much to dislike about Mortgage Automator, as the team behind it is exceptionally responsive. They are always willing to work diligently on implementing meaningful updates and revisions to enhance the software's functionality. Review Source MF Megan F. Operations Coordinator Real Estate Used the software for: 1-2 years ### "Detailed and Easy to Use System, Excellent Customer Service and Team!" June 15, 2021 5.0 Mortgage Automator has changed our company for the better. Our processes continued to be streamlined as more features and automation are added to the software. As a team we are thrilled by the amount of new features and progress that the software has provided us. When we decided to commit to Mortgage Automator a year ago, we knew that there would be some frustrations along the way as the software developed and new features would be added over time, but we can confidently say we have no regrets making the commitment and sticking with MA through those challenges! As we continue to use the software and identify gaps or errors, the Mortgage Automator team addresses our concerns and escalates issues to developers or simply fixes the problem by a quick look of the issue on their end. Overall, Mortgage Automator continues to provide excellent customer service and continues to save us time and effort as the software can be adjusted to fit our needs. Pros We started using Mortgage Automator after reviewing several other loan management systems and decided that Mortgage Automator was the best long-run choice.. At the time, there were a number of missing features, but we took the leap and trusted that the team and system would deliver in the future. The leadership team at Mortgage Automator has definitely kept their promises! Over the past several months they have released features that have been crucial to our business. It is fast, easy to use, and reliable. A short list of the things we love: • The Kanban tile view for our in progress loans • Ability to accept fee payments via credit card • Customization specific to our company • Customization of documents created in the system • The communications module which allows us to set up rules and templates that can be triggered to send emails and/or text messages • Auto-draft monthly payments, outstanding fees and charges via NACHA file • Suggest a feature board • The support team responsiveness! They do a great job answering questions and solving problems via chat feature or email Cons There are a lot of new features released or changes being made to improve the software, sometimes it is hard to keep up and learn how the new features change or affect our current loans. The knowledge based articles are helpful, but our hope is that there will be demonstration videos and best practices shared so that we can continue to use the software to it's fullest extent. Review Source Response from Mortgage Automator June 17, 2021 Thank you for such a great review, Megan. We are working on releasing more video tutorials and best practices soon :) DM Dave M. President Financial Services Used the software for: 2+ years ### "Easy to implement" August 24, 2022 5.0 We are able to operate and administrate from multiple cities and countries without issues. This is a game-changer for our team. Pros Our team implemented the software over the course of a month and we had a very successful experience. The team at MA was always supportive and responsive on our questions and issues. The software is a wholistic approach to Mortgage Portfolio management and administration and saves a ridiculous amount of staff time. A big reason that the software is excellent is that it is developed by individuals that ARE private lenders and fully understand our business and related challenges. Cons From a senior manager's point of view, there could be more reporting features and options to analyze the fund. Reason for choosing Mortgage Automator \[SENSITIVE CONTENT\] "Cool" Fooks of course.Actually \[SENSITIVE CONTENT\] explained his vision for the software and we signed up before all the features were in place. The software continues to get better and better and they bring in ideas from all their clients. We bought in to the vision and hope to eventually just have one software for the entire mortgage portfolio. Review Source Response from Mortgage Automator August 29, 2022 Thank you for the great review, Dave! We hear you about the reporting and currently prioritize building out additional fund variables to be included in any report of your choice. ZM Zack M. Underwriter Financial Services Used the software for: 2+ years ### "5 Stars, amazing product, excellent service, a must have." January 18, 2023 5.0 Pros Mortgage Automator has been critical to our growth and success as a private lender. The software has allowed us to streamline our business processes, manage our client database and save an incredible amount of time that would be required if processing manually. The software works seamlessly with all major lending submission platforms and is extremely user friendly. The Mortgage Automator team is always available if we need anything and is continuously upgrading the software as needed. We have received lots of positive feedback from our broker channel commenting on our quick turn around times and on how easy it is to send us business. Thank you Mortgage Automator! Cons I don't see any cons with this software. Review Source Response from Mortgage Automator January 20, 2023 Thank you for the kind words, Zack! DL David L. Manager Financial Services Used the software for: 2+ years ### "Excellent Loan software that automates our Lending business in a significant way" May 15, 2024 5.0 Great, the service team is very responsive which makes the ongoing use of the software much easier for the team Pros Overall UI and servicing of the application is excellent and very intuitive Cons The biggest issue is the investor capital management. There's no output or dashboard that I can see how much an investor has with us as Capital held by an investor in Escrow is not accounted for. Also, once the rules based comm package is available I think the software will be that much better Reason for choosing Mortgage Automator Better product, UI, service. I liked the way the overall flow of the software was built Review Source ST Steve T. Director of Operations Financial Services Used the software for: 2+ years ### "Excellent Software and one stop shop for Mortgage Lenders" May 14, 2024 5.0 Pros Ease of use, excellent features, one stop shop for borrowers, lenders, investors and managed funds. Cons Frequent change of modules when existing modules were working well Review Source CL Chris L. Director of Sales Venture Capital & Private Equity Used the software for: Less than 6 months ### "Complete Lending Solution from onboarding to customization." June 23, 2023 5.0 From \[sensitive content hidden\] on the sales side, to getting to know ownership and \[sensitive content hidden\] being an amazing onboarding specialist. Our experience has been flawless. Anytime we have questions, we reach out and they are answered quickly and with utmost professionalism. Pros We love how our portfolio has become professionally managed just by implementing this software. Our clients love the portal abilities and we enjoy being able to generate items to our specifications without paying for extra plug ins or using other servies. Cons We have had no complaints, concerning Mortgage Automator. Review Source Response from Mortgage Automator June 27, 2023 Chris, thank you so much for your review! We love working with you! BM Bob M. Chief Operating Officer & Managing Director Investment Management Used the software for: 6-12 months ### "Mortgage Automator" February 23, 2021 5.0 Pros The Mortgage Automator system can be tailored quite easily to your company needs. We found that we saved time and provided better accuracy on items like discharge statements and instructions to solicitor. Implementation was quick and easy. Multi-user and remote access is great. Customer support is strong and timely/responsive as well. Cons Mortgage Automator has launched a lot of features since our implementation which I understand all are pointed to meet client needs/requests, however, more detailed training or written documentation would help the end user better understand how to use and take advantage of. Also, more detailed reporting functionality to provide better insight into our mortgage portfolio data points would be beneficial. Investor statements could also be improved via end user design capabilities. Reason for choosing Mortgage Automator Pricing, ease of implementation, contract could be cancelled with 30 days notice, allowed us to demo system for a few weeks, had features & benefits for both our mortgage and investor clients. Review Source Response from Mortgage Automator February 26, 2021 Thank you for the feedback, Bob. We have added four additional customer success people who will provide further training and documentation for all new features moving forward. VO Vince O. Mortgage Underwriter Financial Services Used the software for: 1-2 years ### "Great Software" December 11, 2020 5.0 Overall, the experience has been great. We have been able to streamline our business and make our processes simpler, faster, and easier, saving us time and money. Pros The software is easy to use and integrates well with our current practices. Regular updates to the software increases functionality. Also, like the ability to customize certain features for our use. Cons Initially, there were some issues relating to certain functions that were not available for our specific needs, however, with a call in to the MA team, they were more than willing to help solve the problem and work with us to figure out exactly what we needed. Reason for choosing Mortgage Automator We chose Mortgage Automator and continue to use the software because its quick, simple, and easy to use. We also continue to use it because of the support we receive from the MA team, from the founders to customer support reps, they are always a phone call or email away. Review Source Response from Mortgage Automator December 16, 2020 Thank you for the review, Vince. We appreciate your support! RC Ron C. EVP Financial Services Used the software for: 1-2 years ### "Outstanding" February 14, 2020 5.0 Automator has made management of our Trust very smooth. It's functionality serves our purpose 100% and when at times it doesn't the Automator Team is very open and quick to make sure it stays at 100%. Customization is always welcome and we have never been denied of a need. Must say that \[SENSITIVE CONTENT HIDDEN\] is nothing but great when it comes to support. Pros The software is VERY user friendly and the ability to customize to our needs is seemless Cons There has been nothing to dislike about the software. I have no negative comments/experience thus far Reason for choosing Mortgage Automator Other considerations were just that. Considered. Once we learned of what Automator can do and was going to be able to do, there was no reason to look elsewhere. Support is key and that was evident from the very beginning. Review Source Response from Mortgage Automator February 19, 2020 Thank you for your review, Ron, we appreciate it so much! Our goal is to keep on delivering the best experience for you.