# Mortgage Automator Reviews 2026. Verified Reviews, Pros & Cons | Capterra > 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: https://www.capterra.com/p/191761/Mortgage-Automator/reviews --- 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 July 9th, 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 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 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 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 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! HA Heather A. Credit Analyst Financial Services Used the software for: Less than 6 months ### "easy to learn the basics of" June 12, 2026 5.0 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 AW Aidan W. Owner Financial Services Used the software for: 6-12 months ### "Streamlined Lending with Powerful Automation" June 6, 2025 5.0 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 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 JW Jason W. Loan Origination Financial Services Used the software for: 6-12 months ### "MA has allowed us to stream line our process from beginning to end. It allows us to address problems quickly and efficiently." August 6, 2024 5.0 Pros There is no better way to keep our loans organized, serviced, an monitored all in one place. We use the product every single day and it has become the backbone of our deal flow. Cons There is a bit of a learning curve when it comes to modifying documents and templates. Review Source BL Bradley L. CFO Real Estate Used the software for: 2+ years ### "Mortgage Automator Review - California Asset Based Lender" May 3, 2024 5.0 Pros The platform's customizability coupled with the user friendly interface has been a game changer for our loan process from initial submission all the way through post closing. We are able to set up the platform with ease in order to match our internal workflows and review processes. Everything is centralized which eliminates us from having to enter the same information multiple times. This has cut down on our closing timelines while reducing input errors. MA is also constantly looking to integrate with 3rd part service providers such as doc drawing platforms and insurance providers to continuously streamline the closing process. Docs and forms can be customized with in the platform as well to be quickly generated. Checks and balances are easily set up with in the platform as well which allows processors to process, underwriters to underwrite and managers to manage their sales team. The icing on the cake for my company has to do with their help line. I have yet to have a request not be resolved within in 24 hours. Pretty remarkable if you ask me. Cons The cons for us have to do with some of the customizing of forms. The CA DRE has specific forms we need for each closing and they can be a pain. It can take longer than expected on our end which gets frustrating. With that being said, their service department is readily available and if we have an issue, they are on it right away. Reason for choosing Mortgage Automator Their automated and customizable features coupled with the easy functionality of the platform pushed us over the edge. They answered all of our technical questions quickly for us and they were the only ones that said, "actually, we do not have that feature in our platform but we can add it for you at no additional cost." There was no bait and switch with them from day 1. The owner's exact words were, "We know we have things to improve on and that is the beauty of our platform and our team, we will constantly be improving our platform to give you more confidence in your closing process." No platform is perfect and their willingness to say that on Day 1 added credibility in my book. Review Source JA Jeremy A. Owner Real Estate Used the software for: Less than 6 months ### "Very integrated software, applicable for small to large companies, exceptional service and support" January 14, 2022 5.0 We are pleased with the product. It really takes a lot of time to get comfortable with the program but is very useful. Our company is extremely small but this will give us a great tool to help expand over time. A+ to the support staff, \[SENSITIVE CONTENT\] in particular. They have been a pleasure to work with. Pros Mortgage Automator truly helps ease the process of loan servicing and payment collection. It utilizes a modern interface and becomes relatively easy to use with proper training and time. Many features are very customizable and allow for tailoring the software to fit the customer's needs. The support staff is fantastic and works on a solution almost always the same day. This product can truly give back time to focus on other aspects of your business development. Cons Mortgage Automator takes time to get comfortable using, however this is a result of the developers really wanting to add features to cover all aspects of the business. There are several features that could be added to improve the transition from coding language to make it easier on the clients that aren't as savvy. Reason for choosing Mortgage Automator Really appreciated \[SENSITIVE CONTENT\] willingness to work with us and adapt to our small company needs. Product caught our eye and looked very comprehensive. Review Source Response from Mortgage Automator January 18, 2022 Jeremy, thank you so much for the kind words, we are happy to have you as a customer! 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! PM Parm M. Principal Broker Financial Services Used the software for: 1-2 years ### "Best software for anyone managing Mortgage Capital" January 18, 2021 5.0 Deal management & tracking have become very simple. The best part is managing progress throughout the deal with all the documents being auto generated; commitments, instructions to the solicitor etc, payouts etc. A lot of the manual work has been eliminated. Pros I have used this software for a little more than a year now and I can easily say its the best software out there. It comes with abundance amount of options and beauty is you can customize it to an extent that you only see the options you plan on using. We were spending hours on manual templates and tracking process of each loan; automator has automated all the steps. All the documents can be easily generated with the push of the button. Some of the features such as complex loans(multiple investors, rate scaling, managing broker/investor profiles to easily track deals and Year end reporting) can't be found elsewhere. I'd highly recommend this for anyone investing in mortgages or anyone managing mortgage capital. Cons I don't think there is not a whole lot to dislike. Reason for choosing Mortgage Automator I believe automator knows the lending business extremely well and they have used their expertise to design this software as Many options there could be. Some of them you would rarely use for an odd deal but its still there for you to access. The technology is ahead of some of the other software that I have seen. and they are constantly adding new options or optimizing the experience for existing users to make it better everyday. Review Source Response from Mortgage Automator January 22, 2021 Parm, thank you for the positive review, we appreciate it a lot and look forward to delivering even more useful features. GF Gary F. Director Financial Services Used the software for: 2+ years ### "Extremely effective and efficient loan management software" May 14, 2024 5.0 Pros The ability to run my entire business from one software stack Cons It could use a UI refresh to give it a more modern look and feel 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 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 CC Carmen C. President Financial Services Used the software for: 1-2 years ### "Best System" May 28, 2024 5.0 For someone who does not like technology. This is one system that makes it very easy to run a business. Pros 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. Cons Nothing. Everything is great about this system. Review Source CD Claire D. Loan Closer Banking Used the software for: 2+ years ### "Mortgage Automator - highly recommended" June 13, 2024 5.0 Pros This company offers a great product. It has allowed our company to grow in our daily output through the automation offered. Their customer service has been really great to work with as well and is quickly responsive when we have questions. Cons There's not much we don't like about this company. We're quite pleased with what they offer. 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! AG Arryn G. President Financial Services Used the software for: 2+ years ### "Great mortgage software." January 26, 2023 5.0 Pros Its robust and allows the origination process to go smoothly with document generation. Cons Screens can be busy at times, more defined tabs/shortcuts/sections within a loan would be helpful as opposed to one long scrolling page. Review Source Response from Mortgage Automator January 31, 2023 Thank you for your support, Arryn. We're always trying to develop new ways to improve navigation while ensuring nothing is hidden unintentionally. We would love to hear more about the specific issues you are experiencing; please do not hesitate to reach out to our Support team! Similar Products Featured ## Related categories [Mortgage](https://www.capterra.com/mortgage-and-loans-software/)[Loan Servicing](https://www.capterra.com/loan-servicing-software/)[Loan Origination](https://www.capterra.com/loan-origination-software/)