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Mortgage Automator Logo

Loan origination & servicing software for private lenders

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Table of Contents

Mortgage Automator - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: March 2026

Mortgage Automator overview

What is Mortgage Automator?

Mortgage Automator is a loan origination and servicing software designed to help North American private/ hard money lending businesses automate their operations, increase efficiency, and focus their efforts on growth. The platform enables lenders to auto-generate custom documents, and compliance reports, send automated communication to borrowers to keep them updated, manage tasks, and save hundreds of hours weekly on manual tasks.

With Automator's complete loan origination suite, private lenders can receive leads/loan requests, build a sales funnel, automate and manage tasks, and organize their entire lending business. An Upload Portal is available for borrowers to add files, images, and videos that can be reviewed by the lender in Automator.

Save time on your loan servicing processes and prevent human errors by automating calculations, alerts, payments, and more. Lenders can eliminate manual processes and get a complete overview of their business with detailed reports fully customizable for any operational needs: investor statements, tax documents, and much more.

Additionally, Mortgage Automator offers a complete solution for fund structures. Automate distribution and reinvestment calculations, organize and manage your investors with comprehensive investor statements. This will enhance the credibility of the lender's business and provide investors with a clear understanding of their portfolio.

Starting price

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Alternatives

Mortgage Automator’s user interface

Ease of use rating:

Mortgage Automator pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from 

Overall rating

Reviews sentiment

 
 
3-4(8)
5(104)

What do users say about Mortgage Automator?

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.

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Who uses Mortgage Automator?

Based on 112 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Financial Services
Real Estate
Banking
Venture Capital & Private Equity
Others

Use cases

Loan Origination
Loan Servicing
Mortgage
Commercial Loan

Mortgage Automator's key features

Most critical features, based on insights from Mortgage Automator users:

Loan management
Loan portfolio management
Electronic signature
Workflow management
Automated decisioning/underwriting
Customer management
Payment collection
Online applications
Compliance management
Audit trail

All Mortgage Automator features

Features rating:

Accounting
ACH payment processing
Activity tracking
Alerts/Notifications
Amortization schedule
API
Approval process control
Audit trail
Auto loans
Automated decisioning/underwriting
Automatic funds distribution
Borrower management
Business loans
Cash flow management
Client database
Client management
Client portal
Collateral tracking
Commercial Mortgages
Communication management
Compliance management
Configurable workflow
Construction loans
Contact management
Credit reporting
CRM
Customer database
Customer management
Customer statements
Customizable branding
Customizable reports
Customizable templates
Dashboard
Data import/export
Data security
Digital signature
Document management
Document storage
Document templates
Electronic Applications
Electronic payments
Electronic signature
Escrow management
Financial analysis
Financial management
For Borrowers
For brokers
Government Loans
HUD Settlement Statements
Investor management
Lead management
Loan management
Loan origination
Loan portfolio management
Loan processing
Loan servicing
Marketing automation
Mortgages
Multi-Branch
Multi-Channel communication
Multi-Company
Multi-Currency
Online applications
Outsource Processing
Payment collection
Payment reminders
Payment tracking
PCI compliance
Pipeline management
Pre-Qualification
Pricing management
Promissory Notes
Property tax management
Real-Time reporting
Refinance Management
Reminders
Reporting/Analytics
Reporting & statistics
Residential Mortgages
Risk management
Role-Based permissions
Rules-Based workflow
Search/Filter
Secure data storage
Self service portal
Status tracking
Student loans
Task management
Task scheduling
Template management
Third-Party integrations
Third Party Loan Origination
Transaction history
Visual Presentation
Workflow management

Mortgage Automator alternatives

Mortgage Automator logo
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Starting from

Empty state illustration for "No pricing info"

No pricing info

Free trial
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Ease of Use
Features
Value for Money
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The Mortgage Office logo
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Features
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Margill Loan Manager logo
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Starting from

325

Per month

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Free version
Ease of Use
Features
Value for Money
Customer Support
LOAN SERVICING SOFT logo
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Starting from

500

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

Mortgage Automator pricing

Value for money rating:

Starting from

Empty state illustration for "No pricing info"

No pricing info

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about Mortgage Automator price and value

Value for money rating:

To see what individual users think of Mortgage Automator's price and value, check out the review snippets below.

“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.”
TH

Tina H.

Director, Funding and Administration

“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.”
AB

Angela B.

Administration for Private Mortgages

Mortgage Automator integrations (14)

Integrations rated by users

We looked at 112 user reviews to identify which products are mentioned as Mortgage Automator integrations and how users feel about them.

Integration rating: 5.0 (6)

Docusign logo
Docusign

Integration rating: 5.0 (4)

Integration rating: 5.0 (2)

Integration rating: 3.0 (2)

Mortgage Automator customer support

What do users say about Mortgage Automator customer support?

Customer support rating:

We analyzed verified user reviews to identify positive and negative aspects of Mortgage Automator customer support.

Widespread user sentiment highlights Mortgage Automator's customer support as highly responsive and quick to address issues.

A significant portion of users appreciate the team's helpfulness and ability to resolve questions or problems within a day.

Frequently reported by users, support staff are knowledgeable, friendly, and guide customers through integrations and customizations.

Support options

Chat
Phone support
Email/help desk
Faqs/forum
Knowledge base

Training options

Webinars
Live online
Documentation
In person
Videos

To see what individual users say about Mortgage Automator's customer support, check out the review snippets below.

“Customer service and technical support are top notch, they are always there for you if you encounter any problems.”

IR

Imeren R.

VP of Operations

“MA is also constantly looking to integrate with 3rd part service providers such as doc drawing platforms and insurance providers to continuously streamline the closing process. ”

BL

Bradley L.

CFO

Mortgage Automator FAQs

Q. Who are the typical users of Mortgage Automator?

Mortgage Automator has the following typical customers:
Freelancers, Small Business, Mid-size Business, Large Enterprises

These products have better value for money


Q. What level of support does Mortgage Automator offer?

Mortgage Automator offers the following support options:
Chat, Phone Support, Email/Help Desk, FAQs/Forum, Knowledge Base

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