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FileInvite vs Mortgage Automator Comparison (2026)
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4.9
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Good recommendations?
FileInvite
5
74
4
22
3
3
2
0
1
0
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Mortgage Automator
5
107
4
9
3
0
2
0
1
0
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
FileInvite streamlines document collection with e-signatures, reminders, and integrations ideal for lending and professional services.
Mortgage Automator is a purpose-built loan origination and servicing platform for private and hard money lenders in the US and Canada. It manages the entire loan lifecycle, from application and underwriting through servicing, renewals, and fund management, in one centralized system.
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
User reviews
4.7
99
5
4
3
2
1
74
22
3
0
0
- Value for money
- Ease of use
- Features
- Customer support
4.9
116
5
4
3
2
1
107
9
0
0
0
- Value for money
- Ease of use
- Features
- Customer support
Pros
Connor M.
Account Executive
Connor M.
Account Executive
Connor M.
Account Executive
Pros
Kate P.
Mortgage Underwriter
Catherine B.
Decision Maker
Kate P.
Mortgage Underwriter
Cons
Charles C.
Adviser
Arpith S.
Head - Risk & Compliance
Catriona H.
Franchise Owner
Cons
Mark F.
Director of Lending
Mark L.
Controller
Erwin A.
Default Recovery Officer
- Vendor responds to reviews
- Last review8 months ago
- Vendor responds to reviews
- Last review4 months ago
Key features
- Total features119
- ACH Payment Processing
- API
- Access Controls/Permissions
- Accounting
- Activity Dashboard
- Activity Tracking
- Admissions Management
- Alerts/Notifications
- Amortization Schedule
- Application Management
- Approval Process Control
- Archiving & Retention
- Assessment Management
- Audit Management
- Audit Trail
- Authentication
- Auto Loans
- Automated Decisioning/Underwriting
- Automatic Funds Distribution
- Borrower Management
- Business Loans
- CRM
- Candidate Management
- Cash Flow Management
- Chat/Messaging
- Client Database
- Client Management
- Client Portal
- Collaboration Tools
- Collateral Tracking
- Commercial Mortgages
- Communication Management
- Compliance
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Construction Loans
- Contact Management
- Content Library
- Content Management
- Contract/License Management
- Credit Reporting
- Customer Database
- Customer Management
- Customer Statements
- Customizable Branding
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Data Security
- Data Storage Management
- Data Synchronization
- Digital Signature
- Document Capture
- Document Classification
- Document Generation
- Document Management
- Document Review
- Document Storage
- Document Templates
- Documents
- Drag & Drop
- Electronic Applications
- Electronic Payments
- Electronic Signature
- Encryption
- Escrow Management
- File Conversion
- File Management
- File Sharing
- File Transfer
- Financial Analysis
- Financial Management
- For Borrowers
- For Brokers
- Forms Creation & Design
- Forms Management
- Full Text Search
- Government Loans
- HUD Settlement Statements
- Historical Reporting
- Integrations
- Interaction Tracking
- Investor Management
- Lead Management
- Loan Management
- Loan Origination
- Loan Portfolio Management
- Loan Processing
- Loan Servicing
- Marketing Automation
- Messaging
- Mobile Access
- Mobile Signature Capture
- Mortgages
- Multi-Branch
- Multi-Channel Communication
- Multi-Company
- Multi-Currency
- Multi-Party Signing
- Offline Access
- Online Applications
- Outsource Processing
- PCI Compliance
- Password Management
- Payment Collection
- Payment Reminders
- Payment Tracking
- Pipeline Management
- Pre-Qualification
- Pricing Management
- Progress Tracking
- Project Management
- Promissory Notes
- Property Tax Management
- Real Time Synchronization
- Real-Time Chat
- Real-Time Reporting
- Refinance Management
- Reminders
- Remote Access/Control
- Reporting & Statistics
- Reporting/Analytics
- Residential Mortgages
- Risk Management
- Role-Based Permissions
- Rules-Based Workflow
- SSL Security
- Schedule
- Search/Filter
- Secure Data Storage
- Secure Login
- Security
- Self Service Portal
- Software
- Status Tracking
- Student Loans
- Task Management
- Task Scheduling
- Team Collaboration
- Template Management
- Templates
- Third Party Loan Origination
- Third-Party Integrations
- Transaction History
- Unified Directory
- User Management
- Version Control
- Visual Presentation
- Workflow Automation
- Workflow Management
- Total features95
- ACH Payment Processing
- API
- Access Controls/Permissions
- Accounting
- Activity Dashboard
- Activity Tracking
- Admissions Management
- Alerts/Notifications
- Amortization Schedule
- Application Management
- Approval Process Control
- Archiving & Retention
- Assessment Management
- Audit Management
- Audit Trail
- Authentication
- Auto Loans
- Automated Decisioning/Underwriting
- Automatic Funds Distribution
- Borrower Management
- Business Loans
- CRM
- Candidate Management
- Cash Flow Management
- Chat/Messaging
- Client Database
- Client Management
- Client Portal
- Collaboration Tools
- Collateral Tracking
- Commercial Mortgages
- Communication Management
- Compliance
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Construction Loans
- Contact Management
- Content Library
- Content Management
- Contract/License Management
- Credit Reporting
- Customer Database
- Customer Management
- Customer Statements
- Customizable Branding
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Data Security
- Data Storage Management
- Data Synchronization
- Digital Signature
- Document Capture
- Document Classification
- Document Generation
- Document Management
- Document Review
- Document Storage
- Document Templates
- Documents
- Drag & Drop
- Electronic Applications
- Electronic Payments
- Electronic Signature
- Encryption
- Escrow Management
- File Conversion
- File Management
- File Sharing
- File Transfer
- Financial Analysis
- Financial Management
- For Borrowers
- For Brokers
- Forms Creation & Design
- Forms Management
- Full Text Search
- Government Loans
- HUD Settlement Statements
- Historical Reporting
- Integrations
- Interaction Tracking
- Investor Management
- Lead Management
- Loan Management
- Loan Origination
- Loan Portfolio Management
- Loan Processing
- Loan Servicing
- Marketing Automation
- Messaging
- Mobile Access
- Mobile Signature Capture
- Mortgages
- Multi-Branch
- Multi-Channel Communication
- Multi-Company
- Multi-Currency
- Multi-Party Signing
- Offline Access
- Online Applications
- Outsource Processing
- PCI Compliance
- Password Management
- Payment Collection
- Payment Reminders
- Payment Tracking
- Pipeline Management
- Pre-Qualification
- Pricing Management
- Progress Tracking
- Project Management
- Promissory Notes
- Property Tax Management
- Real Time Synchronization
- Real-Time Chat
- Real-Time Reporting
- Refinance Management
- Reminders
- Remote Access/Control
- Reporting & Statistics
- Reporting/Analytics
- Residential Mortgages
- Risk Management
- Role-Based Permissions
- Rules-Based Workflow
- SSL Security
- Schedule
- Search/Filter
- Secure Data Storage
- Secure Login
- Security
- Self Service Portal
- Software
- Status Tracking
- Student Loans
- Task Management
- Task Scheduling
- Team Collaboration
- Template Management
- Templates
- Third Party Loan Origination
- Third-Party Integrations
- Transaction History
- Unified Directory
- User Management
- Version Control
- Visual Presentation
- Workflow Automation
- Workflow Management
Integrations
- Total integrations7
- 6sense Revenue Marketing
- Box
- Docusign
- Dropbox
- Google Drive
- HubSpot CRM
- HubSpot Sales Hub
- Jira
- Luzmo
- Minerva
- OneDrive
- Payments Fraud
- Pipedrive
- Salesforce Platform
- Twilio
- Velocity
- WorkflowMax
- Zapier
- Zum
- Total integrations14
- 6sense Revenue Marketing
- Box
- Docusign
- Dropbox
- Google Drive
- HubSpot CRM
- HubSpot Sales Hub
- Jira
- Luzmo
- Minerva
- OneDrive
- Payments Fraud
- Pipedrive
- Salesforce Platform
- Twilio
- Velocity
- WorkflowMax
- Zapier
- Zum
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