App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Mortgage Automator Logo

Mortgage Automator

Loan origination software for private lending businesses

see alternatives

(0)

Mortgage Automator Pricing, Features, Reviews and Alternatives

Mortgage Automator product overview

What is Mortgage Automator?

Mortgage Automator is a mortgage and loan servicing software designed to help private lending businesses track funding deals, manage investors, and process payments via automated clearing house (ACH) and pre-authorized debits (PAD). The platform enables administrators to create custom documents based on different types of loans including purchase, commercial, and construction.

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 pricing information

Value for money

4.9

/5

61

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

61

Total features

89

3 categories

Most valued features by users

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

Functionality contenders

Mortgage Automator users reviews

Overall Rating

4.9

/5

61

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.82/10
Rating distribution

5

4

3

2

1

56

5

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

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

Share this review:

Great Software - Greater Team!

Reviewed 3 years ago

The visually appealing and easily utilized interface combined with well designed back end processes has greatly decreased our processing time of new mortgages and provided a much more simple way to track and administer them all from work, home, or even our cell phones.

Pros

Rapidly expanding its product offerings and ease of use, all the while maintaining excellent customer service and consistently providing helpful and speedy responses to any and all concerns.

Cons

Doesn't upload and store documents or currently offer the option to pull credit reports.

Vendor response

Thank you for the feedback, Jake. Document storage is scheduled to be released on March 15, 2020. And Equifax integration is coming in Q2 :)

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

Share this review:

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

Reviewed 2 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!

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

Share this review:

Easy to implement

Reviewed a month ago

We are able to operate and administrate from multiple cities and countries without issues. This is a game-changer for our team.

Pros

Our team implemented the software over the course of a month and we had a very successful experience. The team at MA was always supportive and responsive on our questions and issues. The software is a wholistic approach to Mortgage Portfolio management and administration and saves a ridiculous amount of staff time. A big reason that the software is excellent is that it is developed by individuals that ARE private lenders and fully understand our business and related challenges.

Cons

From a senior manager's point of view, there could be more reporting features and options to analyze the fund.

Vendor response

Thank you for the great review, Dave! We hear you about the reporting and currently prioritize building out additional fund variables to be included in any report of your choice.

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

Share this review:

Solid service

Reviewed 2 years ago
Pros

Easy to use and flexible in adding additional features

Cons

Hard to identify certain features that might be beneficial

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

Share this review:

Automator is a game changer!

Reviewed 2 years ago

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.

Pros

Mortgage Automator is incredibly easy to use. Being able to log in from anywhere is great, and makes things easy when discussing files over the phone with colleagues. The software has helped reduce complexity and increase efficiency in our business!

Cons

Some of the 'pre-canned' reports were not exactly what we were looking for, but the support staff is always available to help us create custom reports

Vendor response

Thank you for the great review, Ryan! Happy to hear that our team has been taking good care of you! :) We always want to ensure that our customers get the most out of Mortgage Automator.

Mortgage Automator FAQs and common questions

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?

No, Mortgage Automator does not have an API available.


Q. What other apps does Mortgage Automator integrate with?

Mortgage Automator integrates with the following applications:
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

Common Mortgage Automator comparisons

Related categories