# Mortgage Automator Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Mortgage Automator the right Loan Servicing solution for you? Explore 112 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/191761/Mortgage-Automator/reviews --- Mortgage Automator 4.9 (112) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Mortgage Automator Ease of use 4.9 Customer Service 4.9 ## Pros and Cons in Reviews DP Danny P ManagerInvestment Banking, 2 - 10 employeesUsed the software for: 1-2 years. “The software is particularly helpful in generating detailed and accurate reports, as well as creating personalized documents for both our investors and clients.“ June 4, 2024 ST Samantha T Team Lead, Default RecoveryFinancial Services, 51 - 200 employeesUsed the software for: More than 2 years. “There is not auto-save function, so any information added and not saved before navigating to a different section will be lost.“ June 12, 2024 HG Hercules G Chief Operations OfficerInvestment Management, 2 - 10 employeesUsed the software for: More than 2 years. “The platform's customization capabilities allow it to adapt effortlessly to our specific needs, making it an invaluable tool in our daily operations.“ May 2, 2024 JN John N ConsultantFinancial Services, 11 - 50 employeesUsed the software for: More than 2 years. “Online user documentation does not have enough depth and instruction in terms of how to use the various features of the system.“ June 8, 2024 BL Bradley L CFOReal Estate, 2 - 10 employeesUsed the software for: More than 2 years. “The platform's customizability coupled with the user friendly interface has been a game changer for our loan process from initial submission all the way through post closing. “ May 3, 2024 BL Bradley L CFOReal Estate, 2 - 10 employeesUsed the software for: More than 2 years. “The CA DRE has specific forms we need for each closing and they can be a pain. “ May 3, 2024 Mark F Director of LendingFinancial Services, 2 - 10 employeesUsed the software for: More than 2 years. “I've been able to integrate with everything ever since the Origination and Servicing API were launched - makes my life simpler.“ January 6, 2026 JN John N ConsultantFinancial Services, 11 - 50 employeesUsed the software for: More than 2 years. “Custom documents can be created however the feature is not user friendly.“ June 8, 2024 ## Showing most helpful reviews Showing 1-25 of 112 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Mark F. Director of Lending Financial Services Used the software for: 2+ years ### "Easy to use and transition to for Private Lenders" January 6, 2026 5.0 Pros Accessibility and common sense language for Private Lenders - easy to pickup and use. I've been able to integrate with everything ever since the Origination and Servicing API were launched - makes my life simpler. Cons Servicing can be complex to get used to. That said, I imagine its difficult for almost any system. I also wish there was more of an ability to set your defaults for things that never change (i.e. fees). Alternatives considered [The Mortgage Office](https://www.capterra.com/p/9277/The-Mortgage-Office/) Reason for choosing Mortgage Automator Familiarity - catering to the canadian market Switched from [Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/) Business was growing and there was too much manual work to not be on an LOS and LSS Review Source RS Ryan S. CFO Real Estate Used the software for: 2+ years ### "Transformational Lending Platform – The Backbone of Our Loan Operations" July 3, 2025 5.0 Mortgage Automator has become the backbone of our lending operations. It’s helped us scale while reducing errors, streamlining communication, and eliminating redundant manual work. We’ve seen tangible ROI from faster closings, improved investor reporting, and better compliance. The team continues to roll out features and improvements based on lender feedback, making the platform even more valuable over time. Pros Mortgage Automator has completely revolutionized how we operate. The level of automation, customization, and end-to-end integration is unmatched. From origination to servicing, the platform is intuitive and robust. The document generation tools, borrower portals, and CRM functionality have dramatically improved our efficiency and accuracy. Most importantly, their customer support is phenomenal – fast, knowledgeable, and eager to help. Cons There’s a learning curve during the initial implementation, especially if you're migrating from a patchwork of systems. Customization is powerful but requires thoughtful planning and time upfront. However, once configured, the payoff is massive. Take the time to learn the system. Alternatives considered [The Mortgage Office](https://www.capterra.com/p/9277/The-Mortgage-Office/)[LendingWise](https://www.capterra.com/p/166706/LendingWise/)[FUNDINGO](https://www.capterra.com/p/181178/FUNDINGO-Loan-Servicing/)[Sageworks Lending Solution](https://www.capterra.com/p/210267/Sageworks-Lending-Solution/) Reason for choosing Mortgage Automator We chose Mortgage Automator over alternative platforms because it’s the only system that truly offers an end-to-end solution purpose-built for private lenders—not retrofitted from other industries. Most platforms we evaluated either focused too heavily on servicing (with clunky origination workflows) or were CRMs with limited post-close functionality. Mortgage Automator gave us the perfect balance of automation, customization, and usability. The document generation is seamless, the borrower and investor portals are professional and user-friendly, and the ability to track, fund, and service loans in one platform significantly reduced manual work and human error. Their team’s responsiveness and willingness to build features we needed sealed the deal. It didn’t just meet our needs—it helped redefine and streamline our internal processes. Review Source MG Max G. Associate Financial Services Used the software for: 1-2 years ### "Solid service" February 26, 2021 4.0 Pros Easy to use and flexible in adding additional features Cons Hard to identify certain features that might be beneficial Review Source SR Sanjay R. COO Financial Services Used the software for: 2+ years ### "Software designed for Private Lending Originations & Mortgage Administration" July 26, 2024 5.0 Experience has been great. Very user friendly and ability to customize platform to our needs. Pros Great customer service; ease of use and clean interface; Cons lacking integration with Quickbooks however MA is regularly coming out with enhancements which hopefully provides for such integration. Switched from [MIC Manager](https://www.capterra.com/p/54249/MIC-Manager/) Was not user friendly and difficult to train new staff on. Review Source MG Mike G. Owner Real Estate Used the software for: Less than 6 months ### "Mortgage Automator Review" August 29, 2024 5.0 Excellent onboarding experience. Customer service is outstanding. Pros Easy to use, intuitive and the onboarding is exceptional! Cons A bit pricey. Other than that, the system is great. Alternatives considered [QuickBooks Desktop](https://www.capterra.com/p/212058/QuickBooks-Desktop-Pro/) Reason for choosing Mortgage Automator Comprehensive, canned solution. Easy to implement Review Source AJ Ali J. CFO Financial Services Used the software for: 6-12 months ### "Loan Ledger in MA" July 17, 2024 5.0 Very easy to use and efficient for loan origination and servicing and creating new reports was very easy. Pros The loan ledger in MA gives us a better breakdown of the outstanding balance in each account, whereas our legacy system only provided one lump sum outstanding balance that included interest and fees. Additionally, the process to enter new purchases, top up an existing position, process redemptions and process/pay dividends is all a very simple process through MA. Reporting through the fund dashboard is very efficient as well. Cons Needs to be integrated with an accounting system. Switched from [MIC Manager](https://www.capterra.com/p/54249/MIC-Manager/) Creating new reports was difficult and there was a cost to develop new reports. Review Source JN John N. Consultant Financial Services Used the software for: 2+ years ### "Mortgage Automator allowed us to go from being manual to fully automated for mortgage lending and administration" June 8, 2024 5.0 The overall experience has been positive as the system has many good features, is continuously being updated with new features and is user friendly. Pros Mortgage Automator is an end-to-end solution for mortgage underwriting, issuing commitment letters, ongoing administration to discharge. The system is continuously updated with new features. Many of the features are customizable such as the ability to add custom fields and documents. The system has built in reports and a Report Builder feature which is very useful in helping to manage the portfolio. The system is used on a daily basis with mortgage applications downloaded directly into the system. The system is well suited for our business model. From a cost benefit perspective Mortgage Automator is a great value proposition. Cons Online user documentation does not have enough depth and instruction in terms of how to use the various features of the system. Support is generally good however can be lacking in responses. Returning to ongoing webinars would be very useful. Custom documents can be created however the feature is not user friendly. Switched from [The Mortgage Office](https://www.capterra.com/p/9277/The-Mortgage-Office/) An older version of The Mortgage Office was being used and did not meet the requirements of the business. Review Source Anthony P. SVP Financial Services Used the software for: 6-12 months ### "Great improvement from our previous system" June 10, 2024 5.0 The Mortgage Automator team was great throughout the entire transition. From on boarding to training and ongoing support. They are always there when we need them. Pros Easy to use and has reduced time to underwrite files. The system is slick and performs all of the tasks we had hoped it would. Cons We haven't run into any issues with the system as of yet. Alternatives considered [The Mortgage Office](https://www.capterra.com/p/9277/The-Mortgage-Office/) Reason for choosing Mortgage Automator More robust system and we were more comfortable with the team. Review Source GP Grant P. Vice President of Mortgage Origination Financial Services Used the software for: 2+ years ### "The best thing that happened to our company." May 28, 2024 5.0 Mortgage Automator has made it easy for us to grow our business. Without it, we'd be stuck in the spreadsheet era. Pros We now have the ability to procude loan documents at a speed that would have been unbelievable a few years ago. All our documents and deal flow are seamless from receipt of an application to funding and beyond. Cons I can't think of anything negative to say about Mortgage Automator. They keep refining it every month. Alternatives considered [The Mortgage Office](https://www.capterra.com/p/9277/The-Mortgage-Office/)[MIC Manager](https://www.capterra.com/p/54249/MIC-Manager/) Reason for choosing Mortgage Automator I had experience with both of these at previous companies. They didn't offer the full solution. Review Source James G. Director, Co-Founder Real Estate Used the software for: 2+ years ### "Mortgage Automator is the backbone of my lending business. " May 17, 2024 5.0 overall, Mortgage Automator has become a critical and useful tool in our business. if I had to lose email, or Mortgage Automator, i'd flip a coin. use both everyday Pros Mortgage Automator has evolved over the years to grow with my company. We switched to Mortgage Automator to use the document generation and payment features, now we also use it for report building, automated communications with external clients, (SMS and Email) fund accounting, submission ingestion and internal to-do lists as files progress through the lifecycle. Cons Some of our suggestions take weeks or months to be implemented into new versions of the system. Alternatives considered [Dolphin CRM](https://www.capterra.com/p/2501/Dolphin/) Reason for choosing Mortgage Automator level of service, live presentation, more favorable contract terms (no lock in) Switched from [The Mortgage Office](https://www.capterra.com/p/9277/The-Mortgage-Office/) We switched about 5 year ago when our current provider, The Mortgage Office, out of the blue, claimed we breached their "terms of service". at the time, we only had 4 or 5 employees. they claimed that we were in breach of their terms of service and we had to upgrade to a 20 person license immediately or we would lose access to all our data... (again, we only had <5 employees) but we because of some technical glitch, and our staff was accessing the server remotely, they extorted us, and made us pay $10K USD just to keep access to our data. this was what caused us to look at other options. in the end, silver lining to a horrible, stressful experience because we were an early adopter to Mortgage Automator. Review Source SA Sherman A. President Real Estate Used the software for: 6-12 months ### "My New Best Friend" October 26, 2023 5.0 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." Alternatives considered [The Loan Office](https://www.capterra.com/p/135553/The-Loan-Office/)[LendingPad](https://www.capterra.com/p/171891/LendingPad/)[LoanPro](https://www.capterra.com/p/158549/LoanPro-Software/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[The Nortridge Loan System](https://www.capterra.com/p/44128/The-Nortridge-Loan-System/) Reason for choosing Mortgage Automator The system seemed so simple; the layout of the screens (not cluttered) and the loan flow were all laid out very logically. The pricing was very competitive and you got a lot of bang for your buck. The salesperson was super knowledgeable with out being pushy. Switched from [The Mortgage Office](https://www.capterra.com/p/9277/The-Mortgage-Office/) We used The Mortgage Office for almost 8 years. It served its purpose, but we had to make a lot of alterations to make things work. We also weren't very happy with their service department. The Mortgage Office wasn't allowing us to grow into our new business of financing mobile homes. Review Source SG Sajhan G. Director Real Estate Used the software for: 6-12 months ### "11/10 Best product for our company" July 16, 2021 5.0 Not a 10/10 experience but 11/10. Mortgage Automator has saved us so much time. Also the team members and the customer service has been phenomenal. Their staff is always ready to help and I am very happy with Mortgage Automator all in all. And just the amount of time the program saves us is worth every penny in itself. Pros The loan origination and servicing. The program is truly an all in one mortgage management system from managing investors to loans and borrowers, this system really does it all. I could not be more happy with this program. Even though it costs a couple of grand a month, it saves us thousands by not requiring more physical staff. And the best part is, they keep improving the system and adding more features. Cons The only part I dislike about this software is that I didn't get it earlier. Alternatives considered [Dolphin CRM](https://www.capterra.com/p/2501/Dolphin/) Reason for choosing Mortgage Automator The people behind mortgage automator were the difference for me. They are people who have worked in the financial and mortgage industry and understand our needs as a lender. Review Source Response from Mortgage Automator October 25, 2021 Thank you for your support, Sajhan! We appreciate having you as a customer! JW Jordan W. Mortgage Administrator Financial Services Used the software for: 6-12 months ### "The BEST way to automate your private lending business" February 18, 2020 5.0 The guys are amazing to work with! Quick service, friendly, and always willing to lend a hand to help! Pros I love love LOVE this program. It has made my tracking headache free and comes with every option I need. The best part? Every time I think of a new option I might need, the developers at MA are somehow ALREADY ON IT! Can you say innovative? Would recommend to anyone who runs a MIC/ Private Mortgage company Cons The only downfall I can see is the price. However that being said, we feel it is worth every penny. It does come in higher than other software however it takes the headache away from funding deals, issuing documents, and keeping track of funds! Switched from [The Mortgage Office](https://www.capterra.com/p/9277/The-Mortgage-Office/) This system wasn’t doing anything we needed it to! Review Source Response from Mortgage Automator February 20, 2020 Thank you Jordan, we appreciate your kind words so much! We love working with you and will keep on eliminating those headaches for you! CD Claire D. Loan Closer Banking Used the software for: 2+ years ### "Mortgage Automator - highly recommended" June 13, 2024 5.0 Pros This company offers a great product. It has allowed our company to grow in our daily output through the automation offered. Their customer service has been really great to work with as well and is quickly responsive when we have questions. Cons There's not much we don't like about this company. We're quite pleased with what they offer. Review Source BL Bradley L. CFO Real Estate Used the software for: 2+ years ### "Mortgage Automator Review - California Asset Based Lender" May 3, 2024 5.0 Pros The platform's customizability coupled with the user friendly interface has been a game changer for our loan process from initial submission all the way through post closing. We are able to set up the platform with ease in order to match our internal workflows and review processes. Everything is centralized which eliminates us from having to enter the same information multiple times. This has cut down on our closing timelines while reducing input errors. 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. Docs and forms can be customized with in the platform as well to be quickly generated. Checks and balances are easily set up with in the platform as well which allows processors to process, underwriters to underwrite and managers to manage their sales team. The icing on the cake for my company has to do with their help line. I have yet to have a request not be resolved within in 24 hours. Pretty remarkable if you ask me. Cons The cons for us have to do with some of the customizing of forms. The CA DRE has specific forms we need for each closing and they can be a pain. It can take longer than expected on our end which gets frustrating. With that being said, their service department is readily available and if we have an issue, they are on it right away. Reason for choosing Mortgage Automator Their automated and customizable features coupled with the easy functionality of the platform pushed us over the edge. They answered all of our technical questions quickly for us and they were the only ones that said, "actually, we do not have that feature in our platform but we can add it for you at no additional cost." There was no bait and switch with them from day 1. The owner's exact words were, "We know we have things to improve on and that is the beauty of our platform and our team, we will constantly be improving our platform to give you more confidence in your closing process." No platform is perfect and their willingness to say that on Day 1 added credibility in my book. Review Source DL David L. Manager Financial Services Used the software for: 2+ years ### "Excellent Loan software that automates our Lending business in a significant way" May 15, 2024 5.0 Great, the service team is very responsive which makes the ongoing use of the software much easier for the team Pros Overall UI and servicing of the application is excellent and very intuitive Cons The biggest issue is the investor capital management. There's no output or dashboard that I can see how much an investor has with us as Capital held by an investor in Escrow is not accounted for. Also, once the rules based comm package is available I think the software will be that much better Reason for choosing Mortgage Automator Better product, UI, service. I liked the way the overall flow of the software was built Review Source EA Erwin A. Default Recovery Officer Real Estate Used the software for: 6-12 months ### "Ease of use " June 12, 2024 4.0 Pros Readily availability of information to facilitate tasks. Cons limited customization and slowness at times Review Source UK Upanishad K. Account Manager Real Estate Used the software for: 2+ years ### "Ease of use" May 17, 2024 5.0 Pros The automations which save a lot if time Cons Glitches in the statements for investors Review Source GF Gary F. Director Financial Services Used the software for: 2+ years ### "Extremely effective and efficient loan management software" May 14, 2024 5.0 Pros The ability to run my entire business from one software stack Cons It could use a UI refresh to give it a more modern look and feel Review Source MF Megan F. Operations Coordinator Real Estate Used the software for: 1-2 years ### "Detailed and Easy to Use System, Excellent Customer Service and Team!" June 15, 2021 5.0 Mortgage Automator has changed our company for the better. Our processes continued to be streamlined as more features and automation are added to the software. As a team we are thrilled by the amount of new features and progress that the software has provided us. When we decided to commit to Mortgage Automator a year ago, we knew that there would be some frustrations along the way as the software developed and new features would be added over time, but we can confidently say we have no regrets making the commitment and sticking with MA through those challenges! As we continue to use the software and identify gaps or errors, the Mortgage Automator team addresses our concerns and escalates issues to developers or simply fixes the problem by a quick look of the issue on their end. Overall, Mortgage Automator continues to provide excellent customer service and continues to save us time and effort as the software can be adjusted to fit our needs. Pros We started using Mortgage Automator after reviewing several other loan management systems and decided that Mortgage Automator was the best long-run choice.. At the time, there were a number of missing features, but we took the leap and trusted that the team and system would deliver in the future. The leadership team at Mortgage Automator has definitely kept their promises! Over the past several months they have released features that have been crucial to our business. It is fast, easy to use, and reliable. A short list of the things we love: • The Kanban tile view for our in progress loans • Ability to accept fee payments via credit card • Customization specific to our company • Customization of documents created in the system • The communications module which allows us to set up rules and templates that can be triggered to send emails and/or text messages • Auto-draft monthly payments, outstanding fees and charges via NACHA file • Suggest a feature board • The support team responsiveness! They do a great job answering questions and solving problems via chat feature or email Cons There are a lot of new features released or changes being made to improve the software, sometimes it is hard to keep up and learn how the new features change or affect our current loans. The knowledge based articles are helpful, but our hope is that there will be demonstration videos and best practices shared so that we can continue to use the software to it's fullest extent. Review Source Response from Mortgage Automator June 17, 2021 Thank you for such a great review, Megan. We are working on releasing more video tutorials and best practices soon :) DM Dave M. President Financial Services Used the software for: 2+ years ### "Easy to implement" August 24, 2022 5.0 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. Reason for choosing Mortgage Automator \[SENSITIVE CONTENT\] "Cool" Fooks of course.Actually \[SENSITIVE CONTENT\] explained his vision for the software and we signed up before all the features were in place. The software continues to get better and better and they bring in ideas from all their clients. We bought in to the vision and hope to eventually just have one software for the entire mortgage portfolio. Review Source Response from Mortgage Automator August 29, 2022 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. SW Stephanie W. Mortgage Administrator Financial Services Used the software for: 6-12 months ### "Review of Mortgage Automator" July 14, 2023 5.0 Pros The Automator Team provided a thorough onboarding/training process. Once the documents and condition templates were set up, Automator makes preparing loan commitments efficient. Customizing the dashboard to organize file progress based on our workflow. Generating lawyer instructions within the email communication saves a lot of time when the template pulls necessary info from the loan file. Automator seems to be proactive with continuous development, any issues we ran into were addressed within a reasonable amount of time (the chat support is so handy), and there is a feature request board. Cons 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. Review Source Response from Mortgage Automator July 17, 2023 Thank you for your support, Stephanie! BM Bob M. Chief Operating Officer & Managing Director Investment Management Used the software for: 6-12 months ### "Mortgage Automator" February 23, 2021 5.0 Pros The Mortgage Automator system can be tailored quite easily to your company needs. We found that we saved time and provided better accuracy on items like discharge statements and instructions to solicitor. Implementation was quick and easy. Multi-user and remote access is great. Customer support is strong and timely/responsive as well. Cons Mortgage Automator has launched a lot of features since our implementation which I understand all are pointed to meet client needs/requests, however, more detailed training or written documentation would help the end user better understand how to use and take advantage of. Also, more detailed reporting functionality to provide better insight into our mortgage portfolio data points would be beneficial. Investor statements could also be improved via end user design capabilities. Reason for choosing Mortgage Automator Pricing, ease of implementation, contract could be cancelled with 30 days notice, allowed us to demo system for a few weeks, had features & benefits for both our mortgage and investor clients. Review Source Response from Mortgage Automator February 26, 2021 Thank you for the feedback, Bob. We have added four additional customer success people who will provide further training and documentation for all new features moving forward. VO Vince O. Mortgage Underwriter Financial Services Used the software for: 1-2 years ### "Great Software" December 11, 2020 5.0 Overall, the experience has been great. We have been able to streamline our business and make our processes simpler, faster, and easier, saving us time and money. Pros The software is easy to use and integrates well with our current practices. Regular updates to the software increases functionality. Also, like the ability to customize certain features for our use. Cons Initially, there were some issues relating to certain functions that were not available for our specific needs, however, with a call in to the MA team, they were more than willing to help solve the problem and work with us to figure out exactly what we needed. Reason for choosing Mortgage Automator We chose Mortgage Automator and continue to use the software because its quick, simple, and easy to use. We also continue to use it because of the support we receive from the MA team, from the founders to customer support reps, they are always a phone call or email away. Review Source Response from Mortgage Automator December 16, 2020 Thank you for the review, Vince. We appreciate your support! RC Ron C. EVP Financial Services Used the software for: 1-2 years ### "Outstanding" February 14, 2020 5.0 Automator has made management of our Trust very smooth. It's functionality serves our purpose 100% and when at times it doesn't the Automator Team is very open and quick to make sure it stays at 100%. Customization is always welcome and we have never been denied of a need. Must say that \[SENSITIVE CONTENT HIDDEN\] is nothing but great when it comes to support. Pros The software is VERY user friendly and the ability to customize to our needs is seemless Cons There has been nothing to dislike about the software. I have no negative comments/experience thus far Reason for choosing Mortgage Automator Other considerations were just that. Considered. Once we learned of what Automator can do and was going to be able to do, there was no reason to look elsewhere. Support is key and that was evident from the very beginning. Review Source Response from Mortgage Automator February 19, 2020 Thank you for your review, Ron, we appreciate it so much! Our goal is to keep on delivering the best experience for you.