# Page 2 | Mortgage Automator Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - 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) [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 March 13th, 2026 # Page 2 - Reviews of Mortgage Automator ## Showing most helpful reviews Showing 26-50 of 112 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use AL Alex L. BDM Venture Capital & Private Equity Used the software for: 2+ years ### "We love mortgage Automator " September 24, 2024 5.0 Smooth, time efficient and very user friendly. Pros Easily inputting comparables for the subject property. Cons I’ve had great experiences with Mirtgage Automator. Review Source 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 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 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 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 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 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 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 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 :) 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! 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 LH Lauren H. Senior Mortgage Underwriter Financial Services Used the software for: 1-2 years ### "Mortgage Automator and how it has made our lives better at Cedar Peaks" January 18, 2021 5.0 One of the greatest things about the MA software is the time saving. What used to take hours to set up, fill out forms and save documents - now takes so much less time. PRODUCTIVITY! Another fabulous feature is the tracking. At a glance, we can track pretty much anything. Pros We cannot say enough about the support and help along the way from MA both at the start of the integration and right up to today whenever any of us need assistance with something in the system. The ability to receive applications directly into the MA system from the various broker platforms saves us so much time. Along with the above, from start to finish, we are able to enter everything necessary for a file, store documents, issue commitments etc., our administration and accounting departments can continue with the lawyer instructions, payments received and sent - what can I say. For mortgage renewals, where we used to have to create a new file - we now no longer have to reinvent the wheel! All of the info is already there and we simply push the renewal button and carry on with any new and relevant info. It really does PERFORM. The MA people are incredibly helpful and adaptable to make changes as we see fit for our business and customize documents and screens to make life easier for all. They are ROCKSTARS! Cons Cons? wow, now I am stumped. If I had to find a negative; it is that we have a unique business and there was a little pain in the beginning when getting our customized construction commitment created. Having said that, we were one of the first to sign up for MA and there wasn't even a construction module yet! It wasn't long before \[SENSITIVE CONTENT HIDDEN\] and his amazing team got that done and we have never looked back. Alternatives considered [The Mortgage Office](https://www.capterra.com/p/9277/The-Mortgage-Office/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[Dolphin CRM](https://www.capterra.com/p/2501/Dolphin/) Reason for choosing Mortgage Automator Mortgage Automator met our needs and more importantly were more than willing to adapt to our unique and specific requirements for changes. We have not had one moment of regret in our decision and would highly recommend Mortgage Automator and their phenomenal team of brilliant minds. Review Source Response from Mortgage Automator January 22, 2021 Thank you, Lauren! We are happy to hear that you see so many benefits in our software! GD Gina D. Funding Manager and Investor Liason Financial Services Used the software for: 1-2 years ### "I like Mortgage Automator!" June 24, 2024 5.0 Pros ease of use support chat option recommendations are taken seriously and applied if possible. Cons at the moment, there isn't anything that I do not like about Mortgage Automator. Review Source SA Sherman A. President Real Estate Used the software for: 6-12 months ### "My New Best Friend" October 26, 2023 5.0 I was nervous about switching from The Mortgage Office to the Mortgage Automator. Once I went through the intense training, I knew I made the right choice. The customer service team answers my questions/problems within a day at most. Pros They're constantly improving the software, listening to their clients, and modifying regularly. Cons That I didn't find it sooner, I went through a lot of stuff with my old servicing company. So far, there's nothing I would put as a "con." Alternatives considered [The Loan Office](https://www.capterra.com/p/135553/The-Loan-Office/)[LendingPad](https://www.capterra.com/p/171891/LendingPad/)[LoanPro](https://www.capterra.com/p/158549/LoanPro-Software/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[The Nortridge Loan System](https://www.capterra.com/p/44128/The-Nortridge-Loan-System/) Reason for choosing Mortgage Automator The system seemed so simple; the layout of the screens (not cluttered) and the loan flow were all laid out very logically. The pricing was very competitive and you got a lot of bang for your buck. The salesperson was super knowledgeable with out being pushy. Switched from [The Mortgage Office](https://www.capterra.com/p/9277/The-Mortgage-Office/) We used The Mortgage Office for almost 8 years. It served its purpose, but we had to make a lot of alterations to make things work. We also weren't very happy with their service department. The Mortgage Office wasn't allowing us to grow into our new business of financing mobile homes. Review Source DK Davis K. Senior Accountant Financial Services Used the software for: 6-12 months ### "Amazing Product with even better Customer Service" June 12, 2024 5.0 Pros The reporting features of Mortgage Automator have taken our efficiency and data use to the next level. Through the Report Builder module, I am able to customize reports to best fit our users needs. Integrating excel formulas in our reports has also greatly increased productivity in our organization. All members of the Data Migration/Onboarding team have been absolutely amazing to work with, with very quick and efficient response times. Cons Currently, there is not an accounting function/integration within Mortgage Automator, however I know this is something that is in the works. Looking forward to this feature! Switched from [MIC Manager](https://www.capterra.com/p/54249/MIC-Manager/) Mortgage Automator provides us the best resources to continue to grow our business. Review Source TD Trevor D. President Financial Services Used the software for: 2+ years ### "Early Adopters--and Happy!" February 6, 2023 5.0 We were early adopters of Mortgage Automator and are so glad we came on board. Throughout the years, \[sensitive content hidden\] have worked to listen to their customers' concerns and needs and have basically fully customized their product to fit most if not all of their lenders' needs. Technical support is always bar-none and we have saved likely thousands of hours of administration headaches with the Mortgage Automator platform. Most recently, we have began utilizing the fund capabilities on the system with our new MIC that has proven to be simple and easy to understand and manage for not only us, but our investors as well when it comes to their statements and returns. We are extremely happy that we were able to continue our administration business as well as our MIC on one account through one platform. We get comments all the time about our broker portal from our submitting brokers who LOVE the ease of use with no more emailed docs. Highly recommend! Pros Ease of useFeatures that no other software hasBroker portalAutomated Communications Cons N/A, we love everything about Automator! Alternatives considered [Dolphin CRM](https://www.capterra.com/p/2501/Dolphin/) Reason for choosing Mortgage Automator Automator came with so many more features for a similar price-point Switched from [The Mortgage Office](https://www.capterra.com/p/9277/The-Mortgage-Office/) Initially due to PAD and Payments Review Source Response from Mortgage Automator February 7, 2023 Thank you so much, Trevor, we appreciate the support you've given to Mortgage Automator! 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! NC Nick C. Managing Member Financial Services Used the software for: 6-12 months ### "Constantly Improving" January 26, 2022 4.0 Pros I love how responsive customer support is. They have technical experts ready to answer all of my questions all day every day. I can chat or email with anyone from the CS team and they get back to me promptly with solutions to all of my problems Cons The borrower application, while customizable is the clunkiest feature of the product. I've had a lot of problems with it, but the team does recognize this is an issue and is working to make improvements on it. Alternatives considered [The Mortgage Office](https://www.capterra.com/p/9277/The-Mortgage-Office/) Reason for choosing Mortgage Automator The management team is the reason we decided on this product. They are lenders who run their own business with this software. They understand how we operate and are always available to chat with us. Review Source Response from Mortgage Automator January 31, 2022 Thank you for a great review, Nick! The borrower application is currently in beta and a new version is going to be released shortly. 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 AV Andrea V. CFO Financial Services Used the software for: 2+ years ### "The best software for private lending" June 14, 2024 5.0 Excellent. Great customer service. MA continues to add features and works closely with its clients to meet their needs. Pros Without MA we would not be able to manage our loan portfolio. I especially like the ability to pull reports and easily access my data. Cons None - the MA team is always there to help with any issues. Review Source CG Cindy G. Client Services Banking Used the software for: 2+ years ### "Work Life Made Easier!!" January 18, 2023 5.0 Morgage Automator has made my job easier! Everything is in one place - brokers, lawyers, clients, appraisers, etc .Report capabilities with Report Manager are excellent and things I used to have to enter in excel can now be generated with the Report Manager - saves time. Pros I have used this software for two companies. It is very easy to convert your information from one platform to another and the help offered by the company is above par. Any time you have a question, someone is available and quickly helps. The program is easy to use and you can figure most things out yourself. Cons New features are added without much info on how it affects things. Switched from [The Loan Office](https://www.capterra.com/p/135553/The-Loan-Office/) TLO was not meeting our requirements. We had to do all underwriting in a separate program. Reports were all done mannual and we were growing. Needed something that would grow with us. Review Source Response from Mortgage Automator January 19, 2023 Thank you for the kind words, Cindy! 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! SG Sajhan G. Director Real Estate Used the software for: 6-12 months ### "11/10 Best product for our company" July 16, 2021 5.0 Not a 10/10 experience but 11/10. Mortgage Automator has saved us so much time. Also the team members and the customer service has been phenomenal. Their staff is always ready to help and I am very happy with Mortgage Automator all in all. And just the amount of time the program saves us is worth every penny in itself. Pros The loan origination and servicing. The program is truly an all in one mortgage management system from managing investors to loans and borrowers, this system really does it all. I could not be more happy with this program. Even though it costs a couple of grand a month, it saves us thousands by not requiring more physical staff. And the best part is, they keep improving the system and adding more features. Cons The only part I dislike about this software is that I didn't get it earlier. Alternatives considered [Dolphin CRM](https://www.capterra.com/p/2501/Dolphin/) Reason for choosing Mortgage Automator The people behind mortgage automator were the difference for me. They are people who have worked in the financial and mortgage industry and understand our needs as a lender. Review Source Response from Mortgage Automator October 25, 2021 Thank you for your support, Sajhan! We appreciate having you as a customer! 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 Similar Products Featured ## Related categories [Loan Servicing](https://www.capterra.com/loan-servicing-software/)[Mortgage](https://www.capterra.com/mortgage-and-loans-software/)[Loan Origination](https://www.capterra.com/loan-origination-software/)