--- title: "Mortgage Automator Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Mortgage Automator the right Loan Origination solution for you? Explore 116 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/191761/Mortgage-Automator/reviews/" page_type: "reviews" language: "en" publication_date: "2026-09-30" --- Mortgage Automator 4.9 (116) [View alternatives](https://www.capterra.com/p/191761/Mortgage-Automator/alternatives/) 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 September 30th, 2026 # Reviews of Mortgage Automator Ease of use 4.9 Customer Service 4.9 ## Pros and Cons in Reviews 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 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 KM Kelsey M Client coordinatorFinancial Services, 11 - 50 employeesUsed the software for: 6-12 months. “Makes our job very smooth and hassle free ( most of the time )“ June 15, 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 HA Heather A Credit AnalystFinancial Services, 51 - 200 employeesUsed the software for: Less than 6 months. “I am new to the credit analyst role and have found mortgage Automator quite easy to become accustomed to.“ June 12, 2026 BL Bradley L CFOReal Estate, 2 - 10 employeesUsed the software for: More than 2 years. “The CA DRE has specific forms we need for each closing and they can be a pain. “ May 3, 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 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 ## Showing most helpful reviews Showing 1-25 of 116 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 KM Kelsey M. Client coordinator Financial Services Used the software for: 6-12 months ### "Smooth System " June 15, 2026 4.0 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 KP Kate P. Mortgage Underwriter Financial Services Used the software for: 2+ years ### "Great Tool!" June 11, 2026 5.0 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 SD Sydney D. VP of Operations Financial Services Used the software for: 2+ years ### "Mortgage Automator Experience " April 30, 2024 5.0 Overall, Mortgage Automator is a game-changer for mortgage lending, combining efficiency, reliability, and ease of use to revolutionize the industry! Pros The Mortgage Automator software stands out for its user-friendly interface and comprehensive features. It's intuitive design makes navigating complex mortgage processes a breeze, even for users with limited technical expertise. Additionally, the robust reporting capabilities provide valuable insights into loan performance and operational efficiency, empowering lenders to make informed decisions. Cons I wish this platform was available on the mortgage brokering side.... I LOVE IT SO MUCH! Alternatives considered [The Mortgage Office](https://www.capterra.com/p/9277/The-Mortgage-Office/) Reason for choosing Mortgage Automator There was so much support offered to assist with the transition and the overall user interface was more appealing. Switched from [MIC Manager](https://www.capterra.com/p/54249/MIC-Manager/)[Dolphin CRM](https://www.capterra.com/p/2501/Dolphin/) System limitations, saw a demo from Mortgage Automator and we were sold! 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 James G. Director, Co-Founder Real Estate Used the software for: 2+ years ### "Mortgage Automator is the backbone of my lending business. " May 17, 2024 5.0 overall, Mortgage Automator has become a critical and useful tool in our business. if I had to lose email, or Mortgage Automator, i'd flip a coin. use both everyday Pros Mortgage Automator has evolved over the years to grow with my company. We switched to Mortgage Automator to use the document generation and payment features, now we also use it for report building, automated communications with external clients, (SMS and Email) fund accounting, submission ingestion and internal to-do lists as files progress through the lifecycle. Cons Some of our suggestions take weeks or months to be implemented into new versions of the system. Alternatives considered [Dolphin CRM](https://www.capterra.com/p/2501/Dolphin/) Reason for choosing Mortgage Automator level of service, live presentation, more favorable contract terms (no lock in) Switched from [The Mortgage Office](https://www.capterra.com/p/9277/The-Mortgage-Office/) We switched about 5 year ago when our current provider, The Mortgage Office, out of the blue, claimed we breached their "terms of service". at the time, we only had 4 or 5 employees. they claimed that we were in breach of their terms of service and we had to upgrade to a 20 person license immediately or we would lose access to all our data... (again, we only had <5 employees) but we because of some technical glitch, and our staff was accessing the server remotely, they extorted us, and made us pay $10K USD just to keep access to our data. this was what caused us to look at other options. in the end, silver lining to a horrible, stressful experience because we were an early adopter to Mortgage Automator. 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 Reid Q. Director, Business Development & Real Estate Real Estate Used the software for: 1-2 years ### "Mortgage Automator Has Helped Change Our Operation" April 1, 2022 5.0 It has been very positive overall. Any time our team had questions, the MA team was immediately there to help answer them. The system is always reliable and the many reporting and integration features took our business to the next level. Our staff really enjoys how simple and easy to use MA is from day one. Pros I liked that the software is scalable and dynamic. It allows operations both big and small to effectively accomplish their goals. Specifically, the API, Customer Service, the amount of options available, the monthly webinars and the constant new launches available really stood out to me. Cons Not much. It more than covers our basis and is powerful on many fronts. I don't have any real criticism for the software. Alternatives considered [The Mortgage Office](https://www.capterra.com/p/9277/The-Mortgage-Office/) Reason for choosing Mortgage Automator Overall it offered us the most, it looked the best, and it also had the integration options that we valued highly. We also liked that MA was constantly evolving and trying to get better. We found alternative products to be stale and out dated while also not thinking "like a private lender". MA is the right product for private lenders of all sizes. Review Source Response from Mortgage Automator April 20, 2022 Reid, thank you so much for this great review and for your continuous support! CB Catherine B. Decision Maker Banking Used the software for: 2+ years ### "Senior Mortgage Underwriter Decision Maker" June 12, 2026 5.0 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 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. Reason for choosing Mortgage Automator Comprehensive, canned solution. Easy to implement Review Source TH Tina H. Director, Funding and Administration Financial Services Used the software for: 2+ years ### "Easy to Use, Simple, Flexible, Intuitive and Great Customer Service" June 11, 2024 5.0 Exceptional! No issues from day one - MA has always been there to support, teach and listen. We are excited to see the growth and very happy with the system and service. Pros MA is easy to use, simple, flexible and intuitive. It has the ability to handle many different types of scenarios and transactions, and if a function isn't currently automated, MA always is able to provide a alternative solution in the meantime. The customer service is exceptional. The response time, efficiency and knowledge are beyond industry standard. Cons There isn't a downside to MA for day to day use in our business. We only wish that we can get more from MA, as the features and continuing growth excites us, and we constantly look forward to updates and new features that help our business. Reason for choosing Mortgage Automator Overall package! The ease of use, flexibility and customer service was everything we were looking for. In addition, the direction that MA was heading in aligned with our needs. Review Source AB Angela B. Administration for Private Mortgages Financial Services Used the software for: 1-2 years ### "Partnering with Mortgage Automator - Best investment!" May 3, 2024 5.0 Our experience with Mortgage Automator has been and continues to be outstanding! Our journey started with onboarding and through in-depth training, with a purposeful approach to understanding our private lending business, while lending their vast expertise. Mortgage Automator has helped simplify and streamline our lending and communication process but centralizing our loans and investor profiles. All our team members now have up to date at their fingers tips. We have increased our efficiency in servicing our borrowers and investors. Mortgage Automator is helping us grow and expand our lending capacity with confidence. We couldn't do what we do without the platform and the team at Mortgage Automator. Thank you! Pros I appreciate the level of personalized support available as we continue to evolve as a private mortgage lender. The platform's ease of use and the centralization of essential information has made our team's ability to service loans more efficiently and promptly. Gone are the days of "searching" for documentation or communication. The ability to see our workflow and loan status' at a glance, enables our team to proactively engage in our processes from funding through to final discharge. Once we started actively working in the platform, we found our team's work day and communication became more structured and concise. Cons The length of time that it took to initially set up our loan files and databases, but the extra effort is now well worth it! Review Source SL Suzanne L. CEO Banking Used the software for: 6-12 months ### "Mortgage Automator Review" April 5, 2022 5.0 Our company went from using mail merge to put together loan documents that was constantly having formulas broken and spending a ton of time servicing loans and needing to go into 5 different softwares to answer a borrower question to being able to handle everything seamlessly in one system. Mortgage Automator has freed up at least 5-10 hours per week of our loan processors time by the automation of documents, connecting our repeat borrowers to loans/ having that information specific to that borrower there in the system and remembering our investor and title company information which is incredible! She is currently managing 25 loans that are funding in the next 25 days and she was able to leave early today. From a servicing perspective, we can quickly generate payoff letters to immediately get it to a title company, automatically prepare our releases so we can record them right away and quickly pull up a report to see what extensions are coming up and who hasn't paid for the month without needing to go into multiple softwares to find this information. Plus it automatically generates our loan extension document so we can get that sent out right away. Pros Our team loves that it is a one stop shop for everything loan processing related to loan servicing related. The generation of loan documents, payoff letters and releases has been a massive benefit to our team. We truly feel that Mortgage Automator acts as a virtual assistant for us. Cons Our biggest issue is in terms of the accounting features of it which I know they are working on. It works in a 'perfect world' type of setting where it assumes all borrowers pay on their exact due date and pay their exact amount. This works great when this happens but we frequently have borrowers pay late, go over their maturity date and/ or pay incorrect amounts so it takes a little bit of work to get that corrected in Mortgage Automator. Honestly this is a pretty small complaint for everything else it does for our team. Review Source Response from Mortgage Automator April 8, 2022 Suzanne, thank you so much for your amazingly detailed review. We are very grateful for your support and want you to know that we are focusing on having improved accounting functionality released shorty. Thank you! DP Danny P. Manager Investment Banking Used the software for: 1-2 years ### "Ease of Use" June 4, 2024 5.0 Pros Mortgage Automator has significantly streamlined our operations from intake to deal funding and throughout servicing. The software is particularly helpful in generating detailed and accurate reports, as well as creating personalized documents for both our investors and clients. They also have a great Self-Help tool that walks us through any questions we have when it comes to their product -- step-by-step. 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. Cons While the software covers most of our needs, there could be more customization options for reports. I also think mobile accessibility would be beneficial if we are needing to access the system on the go. Review Source AW Amanda W. Operations Coordinator Financial Services Used the software for: 2+ years ### "Great solution for private lenders" May 14, 2024 5.0 Overall experience is really great. I learned the program quickly when I first started over 2 years ago, and I find that it is very user friendly and has a good layout for new users to learn our processes etc. Pros The customization options are great and the response from the team when there are suggestions is also good. Cons There are some reporting limitations and a few small glitches on sorting features etc. But they seem to actively iron those things out as they come up! Review Source aF alex F. Broker Banking Used the software for: 2+ years ### "New favorite loan software! " May 8, 2024 5.0 Pros Happy that MA has entered the loan management space as there are very few operators and many of them are old with outdated systems and reports. MA brings a new fresh look at the loan business and both my borrowers and investors are happy with the software Cons Takes a little bit a of a learning curve as does all new loan software but once you get up and running it is smooth! Review Source CJ Craig J. President Real Estate Used the software for: 2+ years ### "Avalon Capital Private Lender" June 14, 2024 5.0 Pros When underwriting loans, it is a huge benefit to have all of the information in one place to look at all of the prior business we have done with a repeat customer. Cons There is a little bit of a learning curve at first but the costumer service did a great job training my team. 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 AN Asher N. Chief Operating Officer Banking Used the software for: 2+ years ### "Top of the line private mortgage software." September 28, 2024 5.0 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 JV Joanna V. VP Operations Financial Services Used the software for: 2+ years ### "Great Product" February 8, 2023 5.0 Very Satisfied Mortgage Automator has made my job easier. Pros The ability to take our deals from beginning to end right in the program. Cons Moving over from Salesforce to Mortgage Automator was challenging and we had to do import manually due to having salesforce prior. Still working out some kinks with documents getting them perfect but that is no reflection on Mortgage Automator. Reason for choosing Mortgage Automator Has more functions to contact clients within the software. The document modular is great. Review Source Response from Mortgage Automator February 9, 2023 Joanna, thank you for your support! JN Josh N. Owner Real Estate Used the software for: 1-2 years ### "Take 2, Platform I needed to get to the next level" May 10, 2024 5.0 Pros Constant improvements, user interface and functionality Cons There's not much to dislike about this program Review Source Jake M. Underwriter Investment Management Used the software for: 6-12 months ### "Great Software - Greater Team!" February 25, 2020 5.0 The visually appealing and easily utilized interface combined with well designed back end processes has greatly decreased our processing time of new mortgages and provided a much more simple way to track and administer them all from work, home, or even our cell phones. Pros Rapidly expanding its product offerings and ease of use, all the while maintaining excellent customer service and consistently providing helpful and speedy responses to any and all concerns. Cons Doesn't upload and store documents or currently offer the option to pull credit reports. Reason for choosing Mortgage Automator Being browser based was a huge plus, but just seeing the growth of product offerings and services available since just six months ago really made us jump on board. Review Source Response from Mortgage Automator February 28, 2020 Thank you for the feedback, Jake. Document storage is scheduled to be released on March 15, 2020. And Equifax integration is coming in Q2 :) IR Imeren R. VP of Operations Financial Services Used the software for: 2+ years ### "Mortgage Automator - Best Loan Servicing Software!" March 31, 2022 5.0 \[SENSITIVE CONTENT\] & the Mortgage Automator team has been a pleasure to deal with. I've been using the software for a number of years now and I'm so impressed how far they have come. They are always trying to improve the system and adding new features on a regular basis. I highly recommend this product, look no further! 10/10 Pros Extremely user friendly and highly customizable. Customer service and technical support are top notch, they are always there for you if you encounter any problems. Cons Any issues that I encounter are always addressed and resolved in a timely manner. Review Source Response from Mortgage Automator April 4, 2022 Thank you for the kind words, Imeren, we appreciate your support! CN Clint N. Owner Real Estate Used the software for: 6-12 months ### "Mortgage Automator is the way to go! " August 27, 2024 5.0 Overall, been a very great experience!!! Pros having everything all in one spot allowing us to only have to use one software system! Cons none! its crazy to say that but everything you need to run a hard money lending business they have! Review Source Similar Products Featured