# Page 3 | Mortgage Automator Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - 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 3 - Reviews of Mortgage Automator ## Showing most helpful reviews Showing 51-75 of 112 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use CA Chris A. Manager at Yieldi Financial Services Used the software for: 1-2 years ### "Mortgage Automator is Amazing!" April 24, 2024 5.0 Its been great and the customer service may be my favorite thing. That is most important to me. Pros User friendly, strong customer service, and covers/manages every aspect of our lending business Cons We have been through 2 other mortgage software's and none compare to MA. Switched from [The Mortgage Office](https://www.capterra.com/p/9277/The-Mortgage-Office/) They could not assist with every aspect of our business and it was not as user friendly as MA. Review Source AW Amanda W. Operations Coordinator Financial Services Used the software for: 2+ years ### "Great solution for private lenders" May 14, 2024 5.0 Overall experience is really great. I learned the program quickly when I first started over 2 years ago, and I find that it is very user friendly and has a good layout for new users to learn our processes etc. Pros The customization options are great and the response from the team when there are suggestions is also good. Cons There are some reporting limitations and a few small glitches on sorting features etc. But they seem to actively iron those things out as they come up! Review Source JN Josh N. Owner Real Estate Used the software for: 1-2 years ### "Take 2, Platform I needed to get to the next level" May 10, 2024 5.0 Pros Constant improvements, user interface and functionality Cons There's not much to dislike about this program Review Source Massimo D. Business development manager Financial Services Used the software for: 6-12 months ### "Simplicity of mortgage platform" May 3, 2024 5.0 Very easy to use and navigate. Provides a clear visual of the life cycle of the deal. Pros The visual platform outlining the various stages of a life cycle of a deal and how easy it is to move the file from stage to stage Cons Would like to see more reporting functions from a sales standpoint 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 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! SL Suzanne L. CEO Banking Used the software for: 6-12 months ### "Mortgage Automator Review" April 5, 2022 5.0 Our company went from using mail merge to put together loan documents that was constantly having formulas broken and spending a ton of time servicing loans and needing to go into 5 different softwares to answer a borrower question to being able to handle everything seamlessly in one system. Mortgage Automator has freed up at least 5-10 hours per week of our loan processors time by the automation of documents, connecting our repeat borrowers to loans/ having that information specific to that borrower there in the system and remembering our investor and title company information which is incredible! She is currently managing 25 loans that are funding in the next 25 days and she was able to leave early today. From a servicing perspective, we can quickly generate payoff letters to immediately get it to a title company, automatically prepare our releases so we can record them right away and quickly pull up a report to see what extensions are coming up and who hasn't paid for the month without needing to go into multiple softwares to find this information. Plus it automatically generates our loan extension document so we can get that sent out right away. Pros Our team loves that it is a one stop shop for everything loan processing related to loan servicing related. The generation of loan documents, payoff letters and releases has been a massive benefit to our team. We truly feel that Mortgage Automator acts as a virtual assistant for us. Cons Our biggest issue is in terms of the accounting features of it which I know they are working on. It works in a 'perfect world' type of setting where it assumes all borrowers pay on their exact due date and pay their exact amount. This works great when this happens but we frequently have borrowers pay late, go over their maturity date and/ or pay incorrect amounts so it takes a little bit of work to get that corrected in Mortgage Automator. Honestly this is a pretty small complaint for everything else it does for our team. Review Source Response from Mortgage Automator April 8, 2022 Suzanne, thank you so much for your amazingly detailed review. We are very grateful for your support and want you to know that we are focusing on having improved accounting functionality released shorty. Thank you! 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! 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. 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! 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. RM Ryan M. Director, Alternative Lending Real Estate Used the software for: 1-2 years ### "Automator is a game changer!" December 8, 2020 5.0 The Automator team has been amazing in providing Graysbrook Capital with custom solutions that has increased our business efficiency substantially. On top of that, the support team is outstanding and has very fast turnaround times. Highly recommend this product. Pros Mortgage Automator is incredibly easy to use. Being able to log in from anywhere is great, and makes things easy when discussing files over the phone with colleagues. The software has helped reduce complexity and increase efficiency in our business! Cons Some of the 'pre-canned' reports were not exactly what we were looking for, but the support staff is always available to help us create custom reports Alternatives considered [MIC Manager](https://www.capterra.com/p/54249/MIC-Manager/) Reason for choosing Mortgage Automator We were happier with the software and customer support we received. Switched from [The Loan Office](https://www.capterra.com/p/135553/The-Loan-Office/) Wanted a more user-friendly web based application Review Source Response from Mortgage Automator December 15, 2020 Thank you for the great review, Ryan! Happy to hear that our team has been taking good care of you! :) We always want to ensure that our customers get the most out of Mortgage Automator. CL Chris L. Director of Sales Venture Capital & Private Equity Used the software for: Less than 6 months ### "Complete Lending Solution from onboarding to customization." June 23, 2023 5.0 From \[sensitive content hidden\] on the sales side, to getting to know ownership and \[sensitive content hidden\] being an amazing onboarding specialist. Our experience has been flawless. Anytime we have questions, we reach out and they are answered quickly and with utmost professionalism. Pros We love how our portfolio has become professionally managed just by implementing this software. Our clients love the portal abilities and we enjoy being able to generate items to our specifications without paying for extra plug ins or using other servies. Cons We have had no complaints, concerning Mortgage Automator. Review Source Response from Mortgage Automator June 27, 2023 Chris, thank you so much for your review! We love working with you! JV Joanna V. VP Operations Financial Services Used the software for: 2+ years ### "Great Product" February 8, 2023 5.0 Very Satisfied Mortgage Automator has made my job easier. Pros The ability to take our deals from beginning to end right in the program. Cons Moving over from Salesforce to Mortgage Automator was challenging and we had to do import manually due to having salesforce prior. Still working out some kinks with documents getting them perfect but that is no reflection on Mortgage Automator. Reason for choosing Mortgage Automator Has more functions to contact clients within the software. The document modular is great. Review Source Response from Mortgage Automator February 9, 2023 Joanna, thank you for your support! 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 :) NC Netali C. Manager Financial Services Used the software for: 2+ years ### "Save hundreds of hours with automation" January 18, 2023 5.0 Pros Mortgage Automator helped us fully streamline our lending business. Any tedious processes that used to take a long time are now implemented with a click of a button. Our communications and alerts go out at the right time when needed, our investors love getting professionally designed statements, payments are fully automated, and that's just the tip of the iceberg. Mortgage Automator can easily count for 2 more people on our staff. Cons There is nothing I don't like, but it's important to notice that the software will only work for you if you learn how to use it and actually use it. Review Source Response from Mortgage Automator January 20, 2023 Thank you Netali, we love working with you. 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! AA Alma A. President Financial Services Used the software for: 2+ years ### "Long term user" October 18, 2021 5.0 Great tool and makes the activity to run day to day business very effective and efficient. Would definitely recommend. Very user-friendly and great support. Pros Upload of applications is automated. Standard documents, communication and deal stages are pre-created and automated. Support team have been excellent. Very quick to respond and resolve any questions. Cons Doesn't have all FSRA documents loaded yet. Not Full accounting functionality - need a secondary accounting software. Review Source Response from Mortgage Automator November 16, 2021 Alma, thank you for the review and your kind words. Regarding FSRA documents, we have a compliance document builder coming in 2021 where you will be able to add all your own forms. 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! 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. DW Darren W. President Financial Services Used the software for: 6-12 months ### "Game Changer" December 8, 2020 5.0 The implementation of Mortgage Automator has assisted in time management and efficiencies. We were thinking of having to hire an Admin clerk - That is no longer required with this program. Any issues are quickly resolved and our experience with the program has been overwhelmingly positive! Pros Mortgage Automator has evolved. As a deal/file intake interface and a back-end administration program this program enables us to stay on top of files, issue commitments, and do all the administration of a mortgage. We no longer operate multiple spreadsheets and we are extremely happy with a program that offers a one-stop customizable solution. Cons Any issues were quickly resolved/solved for us. I have no Cons to offer. Reason for choosing Mortgage Automator Having a Canadian product, and developers who understand our needs was a clear advantage. The program is more intuitive than many other products available in the marketplace. Review Source Response from Mortgage Automator December 9, 2020 Hi Darren, Thank you so much for the positive review and for your support! JB Jason B. President Banking Used the software for: 1-2 years ### "Best product on the market." March 13, 2021 5.0 Using Mortgage Automator as the end to end platform for my hard money lending business. Pros The team behind Mortgage Automator is the best. From the \[SENSITIVE CONTENT HIDDEN\] to the support staff they are super responsive to all the customers needs. The software is super easy to learn and use and has a wide range of integrations and capabilities Cons Integration with document automation has a steep learning curve but once in place works very well. Reason for choosing Mortgage Automator More integrations, more customization, and more capabilities. Review Source Response from Mortgage Automator March 18, 2021 Thank you for the review and for believing in us, Jason!