MeridianLink Consumer vs Mortgage Automator

BNTouch Mortgage CRM

Encompass

Mortgage Automator

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.

Your Mortgage CRM & Marketing Tools Anywhere.

Automate your marketing, convert more leads, stay top of mind and recruit new partners from anywhere on any device. See why BNTouch's Mortgage CRM & Mobile App have over 700+ five star reviews.

Encompass is a cloud-based origination system designed to help lenders of all sizes manage the origination and closure of loans via a unified portal. The platform includes artificial intelligence (AI) technology, which enables lenders to automate the borrower management operations.

Digital loan origination software that centralizes and automates consumer lending across online, mobile, branch, and indirect channels. 

Alerts/Notifications

Configurable Workflow

Data Import/Export

Digital Signature

Electronic Signature

Financial Management

Loan Origination

Loan Portfolio Management

Loan Processing

Online Applications

Pipeline Management

Pre-Qualification

Pricing Management

Rules-Based Workflow

Third-Party Integrations

Workflow Management

MeridianLink Consumer

Web-based

Basic

Small Business

Large Enterprises

Mid-size Business

MeridianLink

LendingWise 

LendingWise is an end-to-end digital lending platform that streamlines the loan origination process from application through closing, providing a modern, private-labeled experience for borrowers, brokers & the entire user base for many Private & Commercial Lending products including Bridge, Fix & Fl

The Mortgage Office

The Mortgage Office is a web based loan servicing software which helps to streamline, manage and automate current loan servicing tasks

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.  

Director of Lending

Accounting

ACH Payment Processing

Activity Tracking

Amortization Schedule

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

Construction Loans

Contact Management

Credit Reporting

Customer Database

Customer Management

Customer Statements

Customizable Branding

Customizable Reports

Customizable Templates

Dashboard

Data Security

Document Management

Document Storage

Document Templates

Electronic Applications

Electronic Payments

Escrow Management

Financial Analysis

For Borrowers

For Brokers

Government Loans

HUD Settlement Statements

Investor Management

Lead Management

Loan Management

Loan Servicing

Marketing Automation

Mortgages

Multi-Branch

Multi-Channel Communication

Multi-Company

Multi-Currency

Outsource Processing

Payment Collection

Payment Reminders

Payment Tracking

PCI Compliance

Promissory Notes

Property Tax Management

Real-Time Reporting

Refinance Management

Reminders

Reporting/Analytics

Reporting & Statistics

Residential Mortgages

Risk Management

Role-Based Permissions

Search/Filter

Secure Data Storage

Self Service Portal

Status Tracking

Student Loans

Task Management

Task Scheduling

Template Management

Third Party Loan Origination

Transaction History

Visual Presentation

Windows

Linux

Chromebook

LendingPad

Mortgage Underwriter

It calculates TDS/GDS efficiently and allows us to have all of the information that we require in one spot.

Decision Maker

Great tool for our business, it certainly makes it easer to review and document information with the volumes we deal with.

We love how we have the ability to customize the platform to suit our needs.  

Also wish the notes section would support bullet points

I also wish there was more of an ability to set your defaults for things that never change (i.e. fees).

Credit Analyst

Overall it has been positive with a few things I need to reach out to more experienced users for assistance with.

Director, Funding and Administration

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.

Administration for Private Mortgages

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.

There is no better way to keep our loans organized, serviced, an monitored all in one place.

Mortgage Administrator

The Automator Team provided a thorough onboarding/training process. Once the documents and condition templates were set up, Automator makes preparing loan commitments efficient.  

Client coordinator

Owner

having everything all in one spot allowing us to only have to use one software system!

Creating our own documents wasn't as straightforward as I expected, to format properly had to work through coding.    With that said, the Automator team is available to create custom documents.  

Consultant

Many of the features are customizable such as the ability to add custom fields and documents.

Senior Accountant

Through the Report Builder module, I am able to customize reports to best fit our users needs.

Chief Operations Officer

This level of service, combined with the software’s robust functionality, reinforces the professional image we wish to project to our clients.

That said, I imagine its difficult for almost any system.

Reporting through the fund dashboard is very efficient as well.

The software is robust and reliable, with consistent support from the team.

Currently, there is not an accounting function/integration within Mortgage Automator, however I know this is something that is in the works.

VP of Operations

It's intuitive design makes navigating complex mortgage processes a breeze, even for users with limited technical expertise.

Controller

Information such as early term penalty do not get update in discharge statement when the terms are renewed/amended.

Docs and forms can be customized with in the platform as well to be quickly generated.  

Vice President of Mortgage Origination

We now have the ability to procude loan documents at a speed that would have been unbelievable a few years ago.  

Broker

Happy that MA has entered the loan management space as there are very few operators and many of them are old with outdated systems and reports.  

Everything is centralized which eliminates us from having to enter the same information multiple times.  

Operations Coordinator

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.

Lack of control, such as who is able to alter information entered.

Great customer service; ease of use and clean interface;

Mortgage Automator is helping us grow and expand our lending capacity with confidence.  

President

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.

CFO CCO

I enjoy that they are constantly improving it incorporating our suggestions and helping us as an organization achieve our goals.

Administrative Assistant

Ability to create and customize templates

Default Recovery Officer

limited customization and slowness at times

MA continues to add features and works closely with its clients to meet their needs.

Smooth, time efficient and very user friendly.

The response time, efficiency and knowledge are beyond industry standard.

Team Lead, Default Recovery

Easy to build reports to track different items as required.

We couldn't do what we do without the platform and the team at Mortgage Automator.  

Business development manager

Would like to see more reporting functions from a sales standpoint

president

excellent relations with their top team who obviously know what they are doing and quick to respond to any issues that may arise.

VP Operations

Moving over from Salesforce to Mortgage Automator was challenging and we had to do import manually due to having salesforce prior.  

Provides a clear visual of the life cycle of the deal.

The overall experience has been positive as the system has many good features, is continuously being updated with new features and is user friendly.

MeridianLink Consumer vs Mortgage Automator Comparison (2026)

MeridianLink Consumer

Mortgage Automator

Overview

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Pricing

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