# Mortgage Automator Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Mortgage Automator the right Loan Origination 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 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 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 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 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 TC Tyler C. Lender Real Estate Used the software for: 1-2 years ### "Great Product" June 19, 2024 5.0 Our experience was great overall. I have nothing but great things to say about the team. Pros I thought it was an all encompassing software for any lender. I was able to run my entire business with one software with the exception of marketing. Cons It took a little while to get setup but that is because the software is so robust. Switched from [LendingWise](https://www.capterra.com/p/166706/LendingWise/) The ability to service my loans was the entire reason we switched. 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 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 . 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 Anthony P. SVP Financial Services Used the software for: 6-12 months ### "Great improvement from our previous system" June 10, 2024 5.0 The 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 CD Christopher D. Owner Real Estate Used the software for: 1-2 years ### "Great product at a great price" May 8, 2024 5.0 Great, couldn't be happier. Tough to pick a software and I made the right choice Pros Origination, customer support, look and feel Cons Servicing could be better but they are making it better and I know its top priority Alternatives considered [The Mortgage Office](https://www.capterra.com/p/9277/The-Mortgage-Office/)[LoanPro](https://www.capterra.com/p/158549/LoanPro-Software/) Reason for choosing Mortgage Automator Pricing, it looked and felt good, origination 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 . 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 NC Nick C. Managing Member Financial Services Used the software for: 6-12 months ### "Constantly Improving" January 26, 2022 4.0 Pros I love how responsive customer support is. They have technical experts ready to answer all of my questions all day every day. I can chat or email with anyone from the CS team and they get back to me promptly with solutions to all of my problems Cons The borrower application, while customizable is the clunkiest feature of the product. I've had a lot of problems with it, but the team does recognize this is an issue and is working to make improvements on it. Alternatives considered [The Mortgage Office](https://www.capterra.com/p/9277/The-Mortgage-Office/) Reason for choosing Mortgage Automator The management team is the reason we decided on this product. They are lenders who run their own business with this software. They understand how we operate and are always available to chat with us. Review Source Response from Mortgage Automator January 31, 2022 Thank you for a great review, Nick! The borrower application is currently in beta and a new version is going to be released shortly. CG Cindy G. Client Services Banking Used the software for: 2+ years ### "Work Life Made Easier!!" January 18, 2023 5.0 Morgage Automator has made my job easier! Everything is in one place - brokers, lawyers, clients, appraisers, etc .Report capabilities with Report Manager are excellent and things I used to have to enter in excel can now be generated with the Report Manager - saves time. Pros I have used this software for two companies. It is very easy to convert your information from one platform to another and the help offered by the company is above par. Any time you have a question, someone is available and quickly helps. The program is easy to use and you can figure most things out yourself. Cons New features are added without much info on how it affects things. Switched from [The Loan Office](https://www.capterra.com/p/135553/The-Loan-Office/) TLO was not meeting our requirements. We had to do all underwriting in a separate program. Reports were all done mannual and we were growing. Needed something that would grow with us. Review Source Response from Mortgage Automator January 19, 2023 Thank you for the kind words, Cindy! 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! ES Emely S. Administrative Assistant Financial Services Used the software for: 1-2 years ### "Great system" June 6, 2024 5.0 I really like this program and am learning to use it to its full capacity to further increase the efficiency of my day to day tasks Pros Ability to create and customize templates Ability to create email templates with pre-set recipients, emails CC'd and document attachments. Incredible time saver Customer service support is helpful and quick to respond Love the feature request board, which allows MA's team to review suggestions from its users and implement the most liked/requested Cons There is no previewer for image uploads. To view a saved image, it is downloaded to your computer and then you view it Review Source HG Hercules G. Chief Operations Officer Investment Management Used the software for: 2+ years ### " Transforming Mortgage Management" May 2, 2024 5.0 Pros As the owner of a Mortgage Administration company, I have experienced firsthand the transformative power of . This cutting-edge software has revolutionized the way we handle mortgage processing—from application intake and commitment preparation to payment management and communication. What stands out the most is its ability to automate both straightforward and complex tasks seamlessly, making our operations highly efficient and professional. The platform's customization capabilities allow it to adapt effortlessly to our specific needs, making it an invaluable tool in our daily operations. It's not just about automation; the software's intuitive design ensures that it is user-friendly, which significantly enhances our productivity and saves us considerable time and money. Moreover, Mortgage Automator's customer support is unparalleled. The team is responsive, knowledgeable, and genuinely committed to supporting our business. This level of service, combined with the software’s robust functionality, reinforces the professional image we wish to project to our clients. The organizational prowess and dedication of the ownership at Mortgage Automator clearly show they care deeply about their product and clients. I highly recommend Mortgage Automator to any professional in the mortgage industry looking to elevate their business to new heights of efficiency and excellence. Cons There isn't much to dislike about , as the team behind it is exceptionally responsive. They are always willing to work diligently on implementing meaningful updates and revisions to enhance the software's functionality. 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 aF alex F. Broker Banking Used the software for: 2+ years ### "New favorite loan software! " May 8, 2024 5.0 Pros Happy that MA has entered the loan management space as there are very few operators and many of them are old with outdated systems and reports. MA brings a new fresh look at the loan business and both my borrowers and investors are happy with the software Cons Takes a little bit a of a learning curve as does all new loan software but once you get up and running it is smooth! Review Source JA Jeremy A. Owner Real Estate Used the software for: Less than 6 months ### "Very integrated software, applicable for small to large companies, exceptional service and support" January 14, 2022 5.0 We are pleased with the product. It really takes a lot of time to get comfortable with the program but is very useful. Our company is extremely small but this will give us a great tool to help expand over time. A+ to the support staff, \[SENSITIVE CONTENT\] in particular. They have been a pleasure to work with. Pros truly helps ease the process of loan servicing and payment collection. It utilizes a modern interface and becomes relatively easy to use with proper training and time. Many features are very customizable and allow for tailoring the software to fit the customer's needs. The support staff is fantastic and works on a solution almost always the same day. This product can truly give back time to focus on other aspects of your business development. Cons takes time to get comfortable using, however this is a result of the developers really wanting to add features to cover all aspects of the business. There are several features that could be added to improve the transition from coding language to make it easier on the clients that aren't as savvy. Reason for choosing Mortgage Automator Really appreciated \[SENSITIVE CONTENT\] willingness to work with us and adapt to our small company needs. Product caught our eye and looked very comprehensive. Review Source Response from Mortgage Automator January 18, 2022 Jeremy, thank you so much for the kind words, we are happy to have you as a customer! Massimo D. Business development manager Financial Services Used the software for: 6-12 months ### "Simplicity of mortgage platform" May 3, 2024 5.0 Very easy to use and navigate. Provides a clear visual of the life cycle of the deal. Pros The visual platform outlining the various stages of a life cycle of a deal and how easy it is to move the file from stage to stage Cons Would like to see more reporting functions from a sales standpoint Review Source 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 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 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 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.