# Page 5 | Mortgage Automator Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 5 - 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 5 - Reviews of Mortgage Automator ## Showing most helpful reviews Showing 101-112 of 112 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use SC Steve C. VP, Mortgage Lending and Operations Financial Services Used the software for: Less than 6 months ### "The Future of Mortgage Administration" February 29, 2020 5.0 In the final stages of onboarding and I have loved the experience so far. Receptive and friendly staff. Pros Very user-friendly. Like their slogan says, "For Lenders by Lenders." As a lender myself, this is a very natural and intuitive software. You can tell that the software is built by a lender. Cons I would consider this program to be in the early stages of development, but their trajectory is unparalleled within our industry. In no less than one years' time, they will be THE go-to mortgage administration software. They have excellent and fresh ideas. And believe me, they deliver on their promises. Review Source Response from Mortgage Automator March 3, 2020 Thank you very much for your feedback, Steve. Can't wait to share with you all the secret features we have in development! We truly appreciate your support. JO John O. Owner Financial Services Used the software for: 1-2 years ### "Mortgage Automator ....Couldn't do without it" February 25, 2020 5.0 Pros Makes my commitments and instructions super fast Cons There is nothing that I don't like about this software Review Source Response from Mortgage Automator February 28, 2020 Thank you for your support, John! DI Daniel I. Managing Director Capital Markets Used the software for: Less than 6 months ### "Lendvent Realty Capital Review" August 19, 2022 5.0 Very easy to use Pros Ease of use, User friendly. Many options to choose from Cons I have nothing bad to say about the software Review Source Response from Mortgage Automator August 25, 2022 Thank you for your support, Daniel! CM Chris M. Director | Mortgage Services Financial Services Used the software for: Less than 6 months ### "Great Experience " March 29, 2021 5.0 The Mortgage Automator team has been a pleasure to work with! Pros The Mortgage Automator software is user friendly, highly functional and places a emphasize on streaming their client’s business. Cons Thus far we have no complaints about the software. Alternatives considered [The Mortgage Office](https://www.capterra.com/p/9277/The-Mortgage-Office/) Reason for choosing Mortgage Automator software design and functionality, cloud based model, customer service and price. Review Source Response from Mortgage Automator April 6, 2021 Thank you for the positive review, Chris! AN Aimee N. Mortgage Fulfillment Officer Financial Services Used the software for: 6-12 months ### ""COMMENTS"" January 22, 2021 5.0 Pros Mortgage Automator is easy to use. Lots of features to make our documents are own. Customer Service is friendly, responsive and very helpful. Cons I have no complaints about the software! Review Source Response from Mortgage Automator January 28, 2021 Thank you, Aimee! GS Graham S. Owner/Operator Financial Services Used the software for: Less than 6 months ### "1st review with little experience with the software" September 19, 2022 4.0 Good help from your onboarding people. Pros This reduces my work load to create documents and it reduces my errors and saves me time. I hope it will do more in the future. Cons Learning the system and getting it set up for my company but it is a necessary evil. :) Reason for choosing Mortgage Automator It seemed to be the best of the 3 for ease of set up and initial cost. Review Source Response from Mortgage Automator September 28, 2022 Thank you for the review, Graham! DF Daphne F. Administrator Accounting Used the software for: Less than 6 months ### "Game Changer " February 19, 2020 5.0 Having a centralized system where all users can see real time updates and work collaboratively on files has been great for us! Pros This software is extremely user friendly and the customer support is unparalleled. Cons Everything that frustrated me about this software has been addressed and resolved at this time! It’s a work in progress which I love because our needs are constantly being taken into account and in turn the software is modified to satisfy these needs. Review Source Response from Mortgage Automator February 25, 2020 Daphne, thank you for the review! It's our goal to always meet our customers' needs and we truly enjoy working with you! DD Donna D. Corporate Development & Investor Relations Director Financial Services Used the software for: Less than 6 months ### "Awesome Customer Service and support " November 8, 2021 5.0 Pros \[SENSITIVE CONTENT\] and team was incredible and taking the time to get us set up - very patient. Amazing team. Cons being able to go back to previous years easier would be a big asset. Review Source Response from Mortgage Automator November 16, 2021 Thank you for your support, Donna! JM Joel M. Owner Real Estate Used the software for: Less than 6 months ### "Happy Newbie User" March 3, 2022 5.0 Great. The team is extremely responsive and as I said before, the system is extremely user friendly. Pros Ease of use. Other competirtos have somewhat overwhelming software. MA is simple (but still robust in its capabilities) in use. Cons Still working on a few fund accounting features, but we've been told they are coming. Review Source Response from Mortgage Automator March 9, 2022 Thank you, Joel, we appreciate the support! DB Darick B. Broker Banking Used the software for: 1-2 years ### "Mortgage Automator Review" March 17, 2021 4.0 Overall it has been excellent. From their help desk to upper management. Pros ' It allows me to efficiently create professional-looking commitments, instructions for lawyers, renewal tracking and integrates well with Filogix. Cons I was an early adopter. They have continually been working hard to make the experience easier, user friendly and overall improve the software. Review Source Response from Mortgage Automator March 18, 2021 Thank you for your support, Darick! CR Chad R. President Financial Services Used the software for: Less than 6 months ### "Simple but Powerfull" December 16, 2020 5.0 Pros It is hard to say. There are a ton of features that make running my funds easier. Cons Needs a bit more external communication tools. Ie emails/letters Review Source JA Jason A. President Financial Services Used the software for: Less than 6 months ### "Excellent Service and Results" March 24, 2021 5.0 Pros User friendly , top grade reporting and highly effective support systems. Cons 10/10 All in all amazing service and results Review Source Response from Mortgage Automator March 29, 2021 Thank you, Jason!