--- 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" --- 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 August 26th, 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 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 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 MC Mike C. VP, Underwrting Financial Services Used the software for: 1-2 years ### "Mortgage Automator Review" February 27, 2020 5.0 So far so good. I have already recommended this product to colleagues who in fact have signed up as users. Pros The software is easy to use. Very user friendly. Even if you have not been formally trained on the software, you can pretty much figure out how to use it on your own. Drag and drop functionality which auto populates informing into the software from an existing Filogix application. Cons At the present time, there has not been any features that are a problem. Switched from [The Mortgage Office](https://www.capterra.com/p/9277/The-Mortgage-Office/) The Mortgage office support did not seem as comprehensive as the support offered by Mortgage Automator. Review Source Response from Mortgage Automator March 2, 2020 Thank you for your review, Mike! We really appreciate it and will strive to release more and more useful features. 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 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. 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 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 ML Mark L. Controller Financial Services Used the software for: 1-2 years ### "Experience with the Automator" June 6, 2024 4.0 Pros Relatively user friendly. Availability of different reports in excel format. Online support is very helpful and responsive. Cons Lack of control, such as who is able to alter information entered. Information such as early term penalty do not get update in discharge statement when the terms are renewed/amended. Review Source 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. Similar Products Featured