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Mortgage Automator vs HES LoanBox Comparison (2026)
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Good recommendations?
Mortgage Automator
5
107
4
9
3
0
2
0
1
0
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
HES LoanBox
5
36
4
4
3
0
2
0
1
0
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
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.
HES Loan Origination Software automates lending from application to approval, streamlining risk assessment, compliance, and decision-making.
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
User reviews
4.9
116
5
4
3
2
1
107
9
0
0
0
- Value for money
- Ease of use
- Features
- Customer support
4.9
40
5
4
3
2
1
36
4
0
0
0
- Value for money
- Ease of use
- Features
- Customer support
Pros
Kate P.
Mortgage Underwriter
Catherine B.
Decision Maker
Kate P.
Mortgage Underwriter
Pros
Abhilash A.
Operation manager
Gavin S.
CEO
James C.
Conference Event Coordinator
Cons
Mark F.
Director of Lending
Mark L.
Controller
Erwin A.
Default Recovery Officer
Cons
Not enoughreviews yet
- Vendor responds to reviews
- Last review4 months ago
- Vendor responds to reviews
- Last review22 days ago
Key features
- Total features95
- ACH Payment Processing
- API
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Amortization Schedule
- Approval Process Control
- Audit Trail
- Auto Loans
- Automated Decisioning/Underwriting
- Automated Notices
- Automated Scheduling
- Automatic Funds Distribution
- Borrower Management
- Business Loans
- Business Process Automation
- CRM
- Call Recording
- Callback Scheduling
- Cash Flow Management
- Client Database
- Client Management
- Client Portal
- Collateral Tracking
- Collection Agencies
- Commercial Mortgages
- Commission Management
- Communication Management
- Compliance Management
- Configurable Workflow
- Construction Loans
- Contact Management
- Credit Card Processing
- Credit Check
- Credit Reporting
- 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
- Email Templates
- Escrow Management
- Financial Analysis
- Financial Management
- For Borrowers
- For Brokers
- For Commercial Business
- Government Loans
- HUD Settlement Statements
- Historical Reporting
- In-House Collections
- Investor Management
- Invoice Management
- Lead Management
- Loan Management
- Loan Origination
- Loan Portfolio Management
- Loan Processing
- Loan Servicing
- Marketing Automation
- Monitoring
- Mortgages
- Multi-Branch
- Multi-Channel Communication
- Multi-Company
- Multi-Currency
- Multiple Payment Options
- Multiple User Accounts
- Online Applications
- Outsource Processing
- PCI Compliance
- Partial Payments
- Payment Collection
- Payment Plans
- Payment Reminders
- Payment Tracking
- Pipeline Management
- Pre-Qualification
- Predictive Analytics
- Pricing Management
- Promissory Notes
- Property Tax Management
- Real-Time Analytics
- Real-Time Reporting
- Real-Time Updates
- Refinance Management
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Residential Mortgages
- Risk Assessment
- Risk Management
- Risk Reporting
- Role-Based Permissions
- Rules-Based Workflow
- Scenario Planning
- Scheduling
- Search/Filter
- Secure Data Storage
- Self Service Portal
- Status Tracking
- Student Loans
- Task Management
- Task Scheduling
- Template Management
- Third Party Loan Origination
- Third-Party Integrations
- Transaction History
- Transaction Management
- User Management
- Visual Presentation
- Workflow Management
- Total features118
- ACH Payment Processing
- API
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Amortization Schedule
- Approval Process Control
- Audit Trail
- Auto Loans
- Automated Decisioning/Underwriting
- Automated Notices
- Automated Scheduling
- Automatic Funds Distribution
- Borrower Management
- Business Loans
- Business Process Automation
- CRM
- Call Recording
- Callback Scheduling
- Cash Flow Management
- Client Database
- Client Management
- Client Portal
- Collateral Tracking
- Collection Agencies
- Commercial Mortgages
- Commission Management
- Communication Management
- Compliance Management
- Configurable Workflow
- Construction Loans
- Contact Management
- Credit Card Processing
- Credit Check
- Credit Reporting
- 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
- Email Templates
- Escrow Management
- Financial Analysis
- Financial Management
- For Borrowers
- For Brokers
- For Commercial Business
- Government Loans
- HUD Settlement Statements
- Historical Reporting
- In-House Collections
- Investor Management
- Invoice Management
- Lead Management
- Loan Management
- Loan Origination
- Loan Portfolio Management
- Loan Processing
- Loan Servicing
- Marketing Automation
- Monitoring
- Mortgages
- Multi-Branch
- Multi-Channel Communication
- Multi-Company
- Multi-Currency
- Multiple Payment Options
- Multiple User Accounts
- Online Applications
- Outsource Processing
- PCI Compliance
- Partial Payments
- Payment Collection
- Payment Plans
- Payment Reminders
- Payment Tracking
- Pipeline Management
- Pre-Qualification
- Predictive Analytics
- Pricing Management
- Promissory Notes
- Property Tax Management
- Real-Time Analytics
- Real-Time Reporting
- Real-Time Updates
- Refinance Management
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Residential Mortgages
- Risk Assessment
- Risk Management
- Risk Reporting
- Role-Based Permissions
- Rules-Based Workflow
- Scenario Planning
- Scheduling
- Search/Filter
- Secure Data Storage
- Self Service Portal
- Status Tracking
- Student Loans
- Task Management
- Task Scheduling
- Template Management
- Third Party Loan Origination
- Third-Party Integrations
- Transaction History
- Transaction Management
- User Management
- Visual Presentation
- Workflow Management
Integrations
- Total integrations14
- 6sense Revenue Marketing
- APLYiD
- Camunda
- Docusign
- GiniMachine
- HubSpot CRM
- HubSpot Sales Hub
- Jira
- Jumio
- Luzmo
- Minerva
- Ondato
- PandaDoc
- Payments Fraud
- Pipedrive
- Plaid
- Salesforce Platform
- SendGrid
- Twilio
- Velocity
- VoPay
- Zapier
- Zum
- digiRunner
- Total integrations11
- 6sense Revenue Marketing
- APLYiD
- Camunda
- Docusign
- GiniMachine
- HubSpot CRM
- HubSpot Sales Hub
- Jira
- Jumio
- Luzmo
- Minerva
- Ondato
- PandaDoc
- Payments Fraud
- Pipedrive
- Plaid
- Salesforce Platform
- SendGrid
- Twilio
- Velocity
- VoPay
- Zapier
- Zum
- digiRunner
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