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Mortgage Automator Logo

Mortgage Automator

4.9
(72)

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Loan origination & servicing software for private lenders

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(2)

Mortgage Automator Pricing, Features, Reviews and Alternatives

Mortgage Automator FAQs

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

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

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Q. Who are the typical users of Mortgage Automator?

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

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Q. What languages does Mortgage Automator support?

Mortgage Automator supports the following languages:
English

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Q. Does Mortgage Automator offer an API?

Yes, Mortgage Automator has an API available for use.

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Q. What other apps does Mortgage Automator integrate with?

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

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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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Mortgage Automator product 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.

Key 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.

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

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Mortgage Automator pricing information

Value for money

4.9

/5

72

Starting from

ic-pricetag

No pricing info

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

Mortgage Automator features

Functionality

4.9

/5

72

Total features

93

4 categories

Most valued features by users

Activity Dashboard
Third Party Integrations
Reporting & Statistics
API
Reporting/Analytics
Data Import/Export
Alerts/Notifications
Compliance Management

Mortgage Automator users reviews

Overall Rating

4.9

/5

72

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.83/10
Rating distribution

5

4

3

2

1

66

6

0

0

0

Pros
Staff and developers are great and reliable. They take pride in their product and are constantly looking to improve the growth of their system in the servicing industry.
The Automator team has been amazing in providing Graysbrook Capital with custom solutions that has increased our business efficiency substantially.
On top of that, the support team is outstanding and has very fast turnaround times. Highly recommend this product.
Cons
I can't say there is anything I dislike about Automator.
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.

Overall rating contenders

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Reid Q.

Real Estate, 1-10 employees

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Mortgage Automator Has Helped Change Our Operation

Reviewed 2 years ago

It has been very positive overall. Any time our team had questions, the MA team was immediately there to help answer them. The system is always reliable and the many reporting and integration features took our business to the next level. Our staff really enjoys how simple and easy to use MA is from day one.

Pros

I liked that the software is scalable and dynamic. It allows operations both big and small to effectively accomplish their goals. Specifically, the API, Customer Service, the amount of options available, the monthly webinars and the constant new launches available really stood out to me.

Cons

Not much. It more than covers our basis and is powerful on many fronts. I don't have any real criticism for the software.

Vendor response

Reid, thank you so much for this great review and for your continuous support!

SA
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Sherman A.

Real Estate, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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My New Best Friend

Reviewed a month ago

I was nervous about switching from The Mortgage Office to the Mortgage Automator. Once I went through the intense training, I knew I made the right choice. The customer service team answers my questions/problems within a day at most.

Pros

They're constantly improving the software, listening to their clients, and modifying regularly.

Cons

That I didn't find it sooner, I went through a lot of stuff with my old servicing company. So far, there's nothing I would put as a "con."

MG
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Max G.

Financial Services, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Solid service

Reviewed 3 years ago
Pros

Easy to use and flexible in adding additional features

Cons

Hard to identify certain features that might be beneficial

TD
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Trevor D.

Financial Services, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Early Adopters--and Happy!

Reviewed 10 months ago

We were early adopters of Mortgage Automator and are so glad we came on board. Throughout the years, [sensitive content hidden] have worked to listen to their customers' concerns and needs and have basically fully customized their product to fit most if not all of their lenders' needs. Technical support is always bar-none and we have saved likely thousands of hours of administration headaches with...

Pros

Ease of useFeatures that no other software hasBroker portalAutomated Communications

Cons

N/A, we love everything about Automator!

Vendor response

Thank you so much, Trevor, we appreciate the support you've given to Mortgage Automator!

LH
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Lauren H.

Financial Services, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Mortgage Automator and how it has made our lives better at Cedar Peaks

Reviewed 3 years ago

One of the greatest things about the MA software is the time saving. What used to take hours to set up, fill out forms and save documents - now takes so much less time. PRODUCTIVITY! Another fabulous feature is the tracking. At a glance, we can track pretty much anything.

Pros

We cannot say enough about the support and help along the way from MA both at the start of the integration and right up to today whenever any of us need assistance with something in the system. The ability to receive applications directly into the MA system from the various broker platforms saves us so much time. Along with the above, from start to finish, we are able to enter everything necessary...

Cons

Cons? wow, now I am stumped. If I had to find a negative; it is that we have a unique business and there was a little pain in the beginning when getting our customized construction commitment created. Having said that, we were one of the first to sign up for MA and there wasn't even a construction module yet! It wasn't long before [SENSITIVE CONTENT HIDDEN] and his amazing team got that done and we have never looked back.

Vendor response

Thank you, Lauren! We are happy to hear that you see so many benefits in our software!

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