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Mortgage Automator Logo

Loan origination & servicing software for private lenders

Last updated: October 2024

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Table of Contents

Mortgage Automator - 2025 Pricing, Features, Reviews & Alternatives

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.

Benefits of using Mortgage Automator

- Auto-generate custom documents
- Automate communication
- Centralize & prioritize your sales activity pipeline
- Automate calculations, alerts, payments, and more
- Take advantage of comprehensive reports to help manage your loans, including payment tracking reports, loan tapes, aged receivables, and more.

Starting from

ic-pricetag

No pricing info

Mortgage Automator's key features

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

Loan Management
Loan Portfolio Management
Loan Processing
Payment Collection
Reporting/Analytics
Borrower Management

All Mortgage Automator features

Features rating:

Contact Management
Document Storage
Electronic Payments
Electronic Signature
Automatic Funds Distribution
Escrow Management
Multi-Channel Communication
Multi-Currency
Activity Dashboard
Pricing Management
Workflow Management
Automated Decisioning/Underwriting
Document Management
Online Applications
Customer Management
API
Pipeline Management
Investor Management
Accounting
Alerts/Notifications
Credit Reporting
Compliance Management
Amortization Schedule
Collateral Tracking
Audit Trail
Visual Presentation
Refinance Management
Real-Time Reporting
Property Tax Management
Promissory Notes
ACH Payment Processing
Pre-Qualification
Activity Tracking
PCI Compliance
Payment Tracking
Payment Reminders
Outsource Processing
Multi-Company
Approval Process Control
Transaction History
Third-Party Integrations
Third Party Loan Origination
Template Management
Task Scheduling
Task Management
Student Loans
Status Tracking
Self Service Portal
Secure Data Storage
Search/Filter
Rules-Based Workflow
Role-Based Permissions
Residential Mortgages
Reporting & Statistics
Reminders
Document Templates
Client Management
Client Portal
Digital Signature
Data Security
Data Import/Export
Customizable Templates
Customizable Reports
Customizable Branding
Customer Statements
Customer Database
CRM
Commercial Mortgages
Construction Loans
Configurable Workflow
Communication Management
Multi-Branch
Mortgages
Marketing Automation
Loan Servicing
Loan Origination
Lead Management
HUD Settlement Statements
Government Loans
For Brokers
For Borrowers
Financial Management
Financial Analysis
Auto Loans
Business Loans
Client Database
Electronic Applications

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Mortgage Automator pricing

Value for money rating:

Starting from

ic-pricetag

No pricing info

Pricing details
Subscription
Free trial
Free plan
Pricing range

Mortgage Automator integrations (8)

Integrations rated by users

We looked through 111 user reviews, to identify which products are mentioned as Mortgage Automator integrations, and what is the users perception.

Integration rating: 5.0 (1)

We email straight from MA so that we can track the email history with borrowers and a copy also goes to our Outlook inboxes.

AW

Amanda Wallace

Operations Coordinator

Equifax logo
Equifax

Integration rating: 5.0 (3)

Integration rating: 5.0 (1)

Mortgage Automator support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Chat
Phone Support
Email/Help Desk
FAQs/Forum
Knowledge Base

Training options

Webinars
Live Online
Documentation
In Person
Videos

Mortgage Automator reviews

Overall rating

4.9

/5

111

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.8/10
Rating distribution

5

4

3

2

1

103

8

0

0

0

Pros
On top of that, the support team is outstanding and has very fast turnaround times. Highly recommend this product.
I enjoy that they are constantly improving it incorporating our suggestions and helping us as an organization achieve our goals.
I really love the fact that this software is so customizable to suit our company needs in the best way possible.
Cons
It can cause disruption to our operations and be frustrating at times.
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.
I don't think there is not a whole lot to dislike.

Mortgage Automator FAQs

Q. What type of pricing plans does Mortgage Automator offer?

Mortgage Automator has the following pricing plans:
Pricing model: Subscription


Q. Who are the typical users of Mortgage Automator?

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


Q. What languages does Mortgage Automator support?

Mortgage Automator supports the following languages:
English


Q. Does Mortgage Automator offer an API?

Yes, Mortgage Automator has an API available for use.


Q. What other apps does Mortgage Automator integrate with?

Mortgage Automator integrates with the following applications:
Docusign, Velocity, Equifax, Twilio, HubSpot CRM


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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