# Page 4 | Mortgage Automator Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 4 - 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 4 - Reviews of Mortgage Automator ## Showing most helpful reviews Showing 76-100 of 112 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use MC Mark C. Mortgage Broker Financial Services Used the software for: 1-2 years ### "Very satisfied with Mortgage Automator." December 10, 2020 5.0 Getting our business on Mortgage Automator has been a massive shift for us and has brought positivity in all areas of our business. We have all levels of staff using it from data entry to document creation all the way up to ownership and revenue tracking. Pros This software is very robust yet very easy to sue and figure out. It has helped us transform our operations and continues to allow us to streamline and improve efficiency, tracking, data manipulation ect. Cons The dislikes are almost non existent. There are a few little tricks to learn, but once you do learn them any little dislikes are quickly solved. Reason for choosing Mortgage Automator We choose Mortgage Automator for all the reasons listed above. This was a positive move for us in every way and they offer a great product for a great value. Review Source Response from Mortgage Automator December 16, 2020 Thank you for the kind words, Mark. We are very happy to hear that you're satisfied with Mortgage Automator! AB Alex B. SR VP of Business Development Financial Services Used the software for: Less than 6 months ### "Cut our manual process over 60%" February 14, 2020 5.0 I have sat down and talked to many developers in the space. This was the only company that delivered what it said and has the upmost professional team Pros It is custom tailored for our individual needs not only in front and operations but in back and servicing. This software has allowed us to become paper free Cons I will put something but it is with any development process. There’s a lot of collaboration and time spent in development. This is not out of the box but it should not be when you get something that’s customized. Not really a con. Reason for choosing Mortgage Automator They were extremely professional and followed up with answers of everything I needed. Even before we signed on they gave us enough data and attention to show they were the right pic Switched from [The Mortgage Office](https://www.capterra.com/p/9277/The-Mortgage-Office/) Mortgage Automator gave our asset-based lending institution exactly what we needed to grow and it was made for this type of industry Review Source Response from Mortgage Automator February 19, 2020 Alex, thank you for your review. Maximum flexibility is the staple of our operations, so the idea was always to adjust the platform to our clients' businesses, not expect them to change for us. We're happy to know Jet Lending truly benefits from the customizations we've built for you. RT Roy T. Managing Director Financial Services Used the software for: 6-12 months ### "Mortgage Automator " March 25, 2021 4.0 System allowed to expedite functions across all the departments of the business, from issuance of offer letters, funding, to renewal of Loans, collection process etc. Pros Easy User interface, Document Upload Portal and Communication module makes Broker interaction efficient. Availability of strong customer and technical service support Cons Flexibility in creating user defined reports and possible integration into a CRM system for the front end sales would make the system a more powerful tool. Review Source Response from Mortgage Automator April 5, 2021 Thank you for the feedback, Roy, we are working hard to deliver both of the features in the next couple of months. LG Lauren G. Vice President & Marketing Banking Used the software for: Less than 6 months ### "Mortgage Organization Pro" June 14, 2022 5.0 Pros Mortgage Automator has become an essential tool for our business. Our small team uses it daily to help collect data on new loans and to service funded loans. It is a complex software which we like because we are a very tech savvy team. A lot of customizations allowed which is great for our unique business. The customer service team is also fantastic, they are super responsive and either fix the issue quickly or escalate to back end engineering to implement. Cons It is not perfectly suited to our business, but since there are a lot of options, we can customize how we like. Helps to be tech savvy since there are a lot of buttons. It is also expensive but we feel it is still worth it. Review Source Response from Mortgage Automator June 15, 2022 Thank you for the review, Lauren, we are happy to serve you! Matthew O. Mortgage Broker Banking Used the software for: 1-2 years ### "A great tool" February 25, 2020 5.0 Streamlined our private lending arm of our business and saves times + admin costs. Pros The software is constantly being updated with new tools and features. It makes our business run smoothly and we now can't live without it. Cons As of now, I don't have cons with the software. Review Source Response from Mortgage Automator February 28, 2020 Thank you for the review, Matthew! We will be adding a lot more new features soon! KF Katie F. Manager, Operations Financial Services Used the software for: 6-12 months ### "The name speaks for itself... and the people are AWESOME!" February 25, 2020 5.0 Pros Mortgage Automator is so user friendly; not much need for training, it is very intuitive to navigate. The people at Mortgage Automator, specifically \[SENSITIVE CONTENT HIDDEN\] are AMAZING. I'm sure everyone on the team is also amazing, but I mostly deal with those two. They are very helpful and super quick to return a call or email. Producing paperwork for us has become so much easier. Looking forward to further improvements the MA team will be making to the software as time goes on. Cons There is nothing I dislike about Mortgage Automator... I am excited for further improvements and I love the direction they are taking it! Hoping they can automate a lot of our administration process as well in the future. Review Source Response from Mortgage Automator February 27, 2020 Thank you for your feedback and support, Katie. Our administration module is currently feature complete, and we look forward to training your admin team in the near future! KS Katherine S. Director Investor Services Financial Services Used the software for: 1-2 years ### "Incredible Customer Service " May 27, 2022 5.0 Pros The software has made my life so much easier. It does exactly what we need it to do! Pável has been a life saver. He is so attentive to our needs and takes every suggestion and makes it a reality for us. I can not be happier with how this product has truly freed up my time and made things run so smoothly. Cons I don’t have any complaints. It works exactly as we need it to. Reason for choosing Mortgage Automator Great Reviews and friendly staff. Review Source Response from Mortgage Automator May 31, 2022 Thank you for the kind words, Katherine! We are happy to serve you. CB Chris B. Broker Relations Financial Services Used the software for: 6-12 months ### "Fantastic Product " May 26, 2021 5.0 The experience from the initial demonstration, company setup and launching the product has been nothing short of professional. The customer service is top notch, any issue has been resolved in a timely matter. Mortgage Automator has saved our company countless hours of administrative work with this product. Pros Easily manage and organize files. Transfers information into document form with ease and saves so much time. Cons There is a lot of innovation and sometimes it can be difficult keeping up with the changes and features provided. Reason for choosing Mortgage Automator We chose this product as it was a better overall product then its competitors. The look and ease of use seemed to be more with modern times. The cost to get started is much more affordable with a new/small business. Review Source Response from Mortgage Automator May 27, 2021 Chris, thank you so much for your support! EQ Eddie Q. Owner/ Broker Financial Services Used the software for: 1-2 years ### "Review" February 9, 2021 5.0 Our overall experience has been excellent, we have check ins to make sure we are happy and thriving with the system, the webinar calls on changes and growing software are very helpful to offer support. Pros This product is very easy to use, we like the clean reports and the ease of using this system to support our mortgages. Cons Our integration was not difficult and the customer support guided us step by step Review Source Response from Mortgage Automator February 16, 2021 Thank you for your support, Eddie! RW Rick W. Principal Broker Financial Services Used the software for: 6-12 months ### "Dycap Mortgage Automator Review" June 9, 2022 5.0 Nothing but excellent. The training and service are as good as the product itself! Pros The all encompassing nature of the product. This has been very beneficial to stream line our business. Cons Nothing. We found it simple to use and very user friendly. Reason for choosing Mortgage Automator Aside from the robust product, Joseph and his team have been a tremendous asset in training, set up and on going communication. We had an overall excellent experience from the first contact and through to toady. Review Source Response from Mortgage Automator June 10, 2022 Thank you for the kind words, Rick. We appreciate your support! BC Brad C. CEO Financial Services Used the software for: 6-12 months ### "Comments" February 27, 2020 4.0 Excellent. Lots of features to unpack and implement. Customer Service and Support is responsive and helpful. Pros Underwriting is much more streamlined and integrates nicely into Portofolio Management when a deal funds. Cons A checklist for Conditions on Commitments would be very helpful to track what conditions have are outstanding, being reviewed, approved or will be taken care of by solicitor would be very helpful. The ability to send an updated checklist of outstanding conditions would be very helpful. Review Source Response from Mortgage Automator March 3, 2020 Thank you for your review and valuable feedback, Brad. The checklist feature is currently scheduled to be completed in April 2020. We look forward to updating you when it's done. JG Jennifer G. Administrator Management Consulting Used the software for: 1-2 years ### "Great Software!" January 19, 2021 5.0 The best part of this software is the amazing team behind it. Any issue that comes up is quickly fixed and anytime we need to adjust our settings and/or change any feature, they are always willing to help and have great suggestions to help achieve the best outcome. Our team is so happy with this system. Pros I really love the fact that this software is so customizable to suit our company needs in the best way possible. Cons No cons so far! Review Source Response from Mortgage Automator January 26, 2021 Thank you for the review, Jennifer! We are always happy to help! CA Chris A. Chief Operating Officer Financial Services Used the software for: 6-12 months ### "Very pleased with our choice of Mortgage Automator" March 2, 2021 5.0 Excellent experience thus far! Pros What we like most about Mortgage Automator is the ease of use along with the very responsive and helpful customer service shown at all levels of the organization. We are very excited to further our use of the software! Cons Understandably any switch from an existing software to a new software like Mortgage Automator takes time which we were aware of. There are still LOTS of helpful features that can be used before the full integration that saved us countless hours, so it was worth it to make the switch. Review Source Response from Mortgage Automator March 4, 2021 We appreciate your support, Chris! Thank you! GC Geoff C. President Financial Services Used the software for: 6-12 months ### "Best Loan Software Out There" March 1, 2020 5.0 Overall, we are very happy. The user interface is awesome and the overall experience is the best we've seen. Pros The software is very easy to use, yet complex enough to satisfy all my needs Cons We would love to tie the software directly into our quickbookds Alternatives considered [The Mortgage Office](https://www.capterra.com/p/9277/The-Mortgage-Office/)[Dolphin CRM](https://www.capterra.com/p/2501/Dolphin/) Review Source Response from Mortgage Automator March 3, 2020 Thank you for your review, Geoff. We launched QuickBooks Online integration in February and the desktop version is coming next month. We will reach out to schedule a training session. AS Anna S. Vice President, Finance Financial Services Used the software for: 6-12 months ### "Phenomenal product, staff and customer service" February 26, 2020 5.0 Our overall experience with Mortgage Automator has been top notch. The owners and developers have been very responsive to our feedback and customization requests. They have worked closely with us to make sure their product will be a long-term asset to our business. Pros Mortgage Automator is very user friendly, intuitive and robust. Cons I have no complaints about this software. Reason for choosing Mortgage Automator Great value for the price, excellent User Interface, fantastic customer service, customization flexibility. Review Source Response from Mortgage Automator March 2, 2020 Thank you for your support, Anna! We will continue to make sure that your business keeps on benefiting from Mortgage Automator. PD Pino D. President & Founder Financial Services Used the software for: 1-2 years ### "Excellent software for the private lending space" February 11, 2021 5.0 Pros How easy it is to navigate and how it organizes our loans by status and duration. Cons If you make an error on a construction advance you have to unfund the loan completely and re enter all the advances in all over again Review Source Response from Mortgage Automator February 16, 2021 Thank you for the positive review, Pino! :) As for the construction advance, we have added an option to undo the changes, so there is no need to re-enter all the data again. AM Adam M. Principal Broker Financial Services Used the software for: 6-12 months ### "Couldn't run my business without it" May 26, 2021 5.0 It makes day to day management of EVERYHTING easier. Operating without it would be a nightmare. Pros Customizable, deal flow management, connectivity to FI's, compliance documents. Cons I'm sure there are ways to improve this software but I can't think of any at the moment. Reason for choosing Mortgage Automator It's geared toward Canadian compliance. The demo made it an easy decision though. Review Source Response from Mortgage Automator May 28, 2021 Thanks for your kind words, Adam! We are happy to have you on board with us! As we expand beyond Canada, we are happy to say that we are now geared towards US compliance as well! JS Judd S. Director Real Estate Used the software for: 1-2 years ### "Powerful and User-Friendly Software" March 25, 2021 5.0 I highly recommend the product. Both the software and the team behind the product are great. Pros Mortgage Automator has a very smooth easy to use interface.. It is a powerful mortgage administration software that makes the most complex tasks easy. Cons Like all mortgage software, the implementation process takes time and effort. That being said, the Mortgage Automator staff really helped our business utilize the software well and with ease. Alternatives considered [The Mortgage Office](https://www.capterra.com/p/9277/The-Mortgage-Office/) Review Source Response from Mortgage Automator April 5, 2021 Thank you for the positive review, Judd, we appreciate your support! JW Joel W. President Financial Services Used the software for: 6-12 months ### "Great Great Tool!" February 17, 2021 5.0 Pros Mortgage Automator is a great software for Private Mortgage Lenders, it covers every aspect a lender, from loan origination to loan servicing, communication, reporting, internal reporting and investors reporting. Customer service is unbelievable, available almost always within minutes. a great attitude. keeping on improving the software every day. Cons It takes time to get used to use the software and it's not cheap. Review Source Response from Mortgage Automator February 22, 2021 Thank you for the kind words, Joel! YO Yan O. Président Real Estate Used the software for: 1-2 years ### "A welcome change to automating our business. " February 14, 2020 5.0 Absolutely amazing team that has been a pleasure to work with with emails and calls answered quickly. Pros Incredible and user friendly software. It has made our life much easier when issuing new loans as well as following up with existing loans and paying iut investors. Although setup can take some time, the team are always extremely helpful in getting things setup and transitioned into using their software. Cons Required setup should not be put off. If you take the time to set it up from the beginning the right way, it will pay dividends later! Review Source Response from Mortgage Automator February 19, 2020 Yan, thank you so much for your review. We are working hard to keep on making your life easier :) It's a pleasure to work with you as well! MY Michael Y. VP of Sales Financial Services Used the software for: Less than 6 months ### "Very intuitive system. Work Life simplified! " July 27, 2022 5.0 A breath of fresh air knowing that this software is robust and ready to take on massive volume. The integration team was amazing, very helpful, detailed oriented, knowledgeable and they made sure we had considered all angles of our business process. Pros The software is user friendly, intuitive as to what a lender would need, and was easy to customize for our needs. Cons Can't think of anything that is glaringly missing. The integration process was very smooth and fairly expeditious. Review Source Response from Mortgage Automator August 2, 2022 Michael, thank you for such an amazing review! We are happy to serve you! DH Donna H. BDM / Underwriter Banking Used the software for: 6-12 months ### "Underwriting Efficiency" June 11, 2021 5.0 Pros Ease of Use and how it is customized for our work flow Cons That our company does not fully use all the functionality Review Source Response from Mortgage Automator June 15, 2021 Thank you for a positive review, Donna! TB Tony B. Owner Real Estate Used the software for: 1-2 years ### "Must Have Mortgage Software for Private Money Lenders" January 15, 2021 5.0 Pros Mortgage Automator has done what its name says- Automated my mortgage process. I am able to get paperwork out to Title Companies and Lenders in minutes now rather than hours! And the team has allowed me to customize my documents to meet my needs. All reporting, calculations, payoffs, paperwork are now a push of a button with everything systematized! This product allows me to do what I do best and not worry about the paperwork! HIGHLY Recommend it!! Cons I really don't have anything negative to say about the software or the company! Review Source Response from Mortgage Automator January 22, 2021 Hi Tony, thank you so much for the review! We are happy to work with you! SK Sarah K. Accountant Financial Services Used the software for: 1-2 years ### "Great product" February 17, 2021 5.0 Overall, great product and excellent customer service. Pros Highly customizable and excellent customer service. Cons Too many new features introduced during implementation process made it difficult for training purposes. Review Source Response from Mortgage Automator February 19, 2021 Thank you for the review, Sarah. We appreciate it! AB Amy B. Admin Financial Services Used the software for: 1-2 years ### "Great service " April 13, 2021 5.0 Mortgage Automator has solved most of our problems and made it easy to administer mortgages. Pros The system has great tools to show reports for our investors. Cons Not as compatible with our accounting system. Review Source Response from Mortgage Automator April 19, 2021 Thank you for the review, Amy!