# Page 2 | Mortgage Automator Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is Mortgage Automator the right Loan Servicing solution for you? Explore 112 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/191761/Mortgage-Automator/reviews --- Mortgage Automator 4.9 (112) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # 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 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 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 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 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 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 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 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 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 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 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 ST Samantha T. Team Lead, Default Recovery Financial Services Used the software for: 2+ years ### "Great customer service " June 12, 2024 5.0 Mortgage Automator has been helpful in keeping each file organized and providing tools to easily track different variables. Pros All information pertaining to a file is able to be stored on one platform (MA). Easy to build reports to track different items as required. Cons There is not auto-save function, so any information added and not saved before navigating to a different section will be lost. Review Source Jayson Z. VP Business Development Real Estate Used the software for: 2+ years ### "Love MA, great product, great company" May 28, 2024 5.0 MA is great. They are so helpful. Easy to use platform and always improving and listening to our feedback and suggestions. THey have made some very important changes based off our feedback! Pros Customer service, updated features and support. Love most things about MA. Cons probably the dashboards could be improved as they arent fully customizable Review Source ES Emely S. Administrative Assistant Financial Services Used the software for: 1-2 years ### "Great system" June 6, 2024 5.0 I really like this program and am learning to use it to its full capacity to further increase the efficiency of my day to day tasks Pros Ability to create and customize templates Ability to create email templates with pre-set recipients, emails CC'd and document attachments. Incredible time saver Customer service support is helpful and quick to respond Love the feature request board, which allows MA's team to review suggestions from its users and implement the most liked/requested Cons There is no previewer for image uploads. To view a saved image, it is downloaded to your computer and then you view it Review Source 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 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 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 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 DB DENIS B. president Financial Services Used the software for: 2+ years ### "MA review of loan processes" May 14, 2024 5.0 excellent relations with their top team who obviously know what they are doing and quick to respond to any issues that may arise. Pros Ability to identify loan origination breakdowns, i.e. 1st, 2nds, blankets, etc. as well as handling of individual investors per deal. Cons difficulty in dealing with annual statements and amortisation calculations for administration purposes. I like simplicity for the reader to understand what they are looking at, however i find i have to manually modify payout statements that are overly detailed rather than consolidated. Switched from [The Mortgage Office](https://www.capterra.com/p/9277/The-Mortgage-Office/) MA knew the Canadian market and their set up satisfied my requirements. 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 kF katie F. CPO COO Financial Services Used the software for: 2+ years ### "Mortgage Automator has helped us streamline and improve efficiency across the organization" May 16, 2024 5.0 Pros Mortgage Automator is very user friendly, most if not all of us use it all day every day for work across the company from origination, underwriting, to mortgage admin and servicing and even MIC management. We onboarded with automator quite a few years ago and at the time it was in its infancy, and it has grown so much since then. Cons Sometimes there are changes made on the backend that impact our reports, documents, or in general settings we have, and it is tough to get a resolution from the support team at times. It can cause disruption to our operations and be frustrating at times. The support team is very friendly when these issues come up. Review Source AS Arjun S. CFO CCO Financial Services Used the software for: 2+ years ### "Mortgage Automator helped us become more efficient and Dynamic as an Organization" May 14, 2024 5.0 It has helped us connect our front end and back end - become more efficient and we continue to improve with the software ourselves. Pros I enjoy that they are constantly improving it incorporating our suggestions and helping us as an organization achieve our goals. Cons Nothing specifically all our constructive feedback has been responded to or worked on. Switched from [The Mortgage Office](https://www.capterra.com/p/9277/The-Mortgage-Office/) Modules were outdated and they were not letting us connect our Front End with our Back end for a reasonable cost. 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 CD Christopher D. Owner Real Estate Used the software for: 1-2 years ### "Great product at a great price" May 8, 2024 5.0 Great, couldn't be happier. Tough to pick a software and I made the right choice Pros Origination, customer support, look and feel Cons Servicing could be better but they are making it better and I know its top priority Alternatives considered [The Mortgage Office](https://www.capterra.com/p/9277/The-Mortgage-Office/)[LoanPro](https://www.capterra.com/p/158549/LoanPro-Software/) Reason for choosing Mortgage Automator Pricing, it looked and felt good, origination Review Source