--- description: Review of Mortgage Automator Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Mortgage Automator | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Mortgage Software](/directory/4208/mortgage/software) > [Mortgage Automator](/software/211774/mortgage-automator) # Mortgage Automator Canonical: https://www.softwareadvice.co.nz/software/211774/mortgage-automator Page: 1 / 6\ Next: [Next page](https://www.softwareadvice.co.nz/software/211774/mortgage-automator?page=2) > Mortgage Automator is an end-to-end loan origination and servicing platform built specifically for private and hard money lenders across the US and Canada. Rather than adapting a generic banking system, the platform is designed from the ground up to reflect how private lending actually operates, covering everything from initial application and underwriting to document generation, servicing, renewals, fund management, and reporting in a single system. The platform serves private lenders and hard money lenders handling residential, commercial, and construction loans, including fix-and-flip and rehab projects. It fits organizations at any loan volume, from smaller teams looking to consolidate scattered tools into one system to established lenders processing high volumes who need automation to scale without adding headcount. Key features: - ACH/PAD payment processing, automated interest calculations, and fund disbursements, with NACHA-compliant files generated for banking uploads - Instant document generation, including commitment letters, loan agreements, term sheets, and discharges - Automated NSF handling, with text and letter notifications sent to borrowers - Branded, mobile-friendly borrower and investor portals for secure, real-time access to statements, documents, and payments - Custom kanban-style pipelines and role-based task assignments to manage deals and servicing work - Built-in CRM for lead intake, deal tracking, and communication - Fund management tools supporting fixed or floating share pricing, adaptable interest rate structures, and pre- or post-DRIP NAV calculations - Business intelligence dashboards for real-time visibility into portfolio risk, capital allocation, and team efficiency - Integrations with tools like Zapier, QuickBooks, DocuSign, Twilio, and major credit bureaus, along with API access for custom connections Mortgage Automator is cloud-based, giving teams secure remote access regardless of location, and is SOC 2 Type II certified to meet industry data security standards. The company was founded by lenders, which shows in how closely the platform tracks the day-to-day realities of running a private lending business, from trust accounting to compliance reporting specific to US and Canadian requirements. Beyond the software itself, Mortgage Automator is known for hands-on onboarding and a support team that lenders frequently point to as a differentiator, along with a product roadmap shaped by direct customer feedback. For lenders looking to move off spreadsheets, disconnected tools, or legacy systems that weren't built for private lending, Mortgage Automator offers a single platform to manage the full loan lifecycle, reduce manual errors, and free up time for growth. > > Verdict: Rated **4.9/5** by 116 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.9/5** | 116 Reviews | | Ease of Use | 4.9/5 | Based on overall reviews | | Customer Support | 4.9/5 | Based on overall reviews | | Value for Money | 4.9/5 | Based on overall reviews | | Features | 4.8/5 | Based on overall reviews | | Recommendation percentage | 100% | (10/10 Likelihood to recommend) | ## About the vendor - **Company**: Mortgage Automator - **Founded**: 2017 ## Commercial Context - **Pricing model**: Other - **Pricing Details**: Scales with your operation, reach out for a personalized quote. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop) - **Supported Languages**: English - **Available Countries**: Australia, Canada, New Zealand, United States ## Features - ACH Payment Processing - API - Accounting - Activity Tracking - Alerts/Notifications - Amortisation Schedule - Approval Process Control - Audit Trail - Auto Loans - Automated Decisioning/Underwriting - Automatic Funds Distribution - Borrower Management - Business Loans - CRM - Cash Flow Management - Client Database - Client Management - Client Portal - Collateral Tracking - Commercial Mortgages ## Integrations (17 total) - 6sense - Docusign - Equifax - Finmo - Finmo - HubSpot CRM - HubSpot Sales Hub - Jira - Luzmo - Minerva - Pipedrive - Salesforce Platform - Twilio - Velocity - Velocity ... and 2 more integrations ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Mortgage Software](https://www.softwareadvice.co.nz/directory/4208/mortgage/software) ## Related Categories - [Mortgage Software](https://www.softwareadvice.co.nz/directory/4208/mortgage/software) - [Loan Servicing Software](https://www.softwareadvice.co.nz/directory/4505/loan-servicing/software) - [Loan Origination Software](https://www.softwareadvice.co.nz/directory/4557/loan-origination/software) - [Commercial Loan Software](https://www.softwareadvice.co.nz/directory/4758/commercial-loan-software/software) ## Alternatives 1. [LendingWise](https://www.softwareadvice.co.nz/software/76638/lendingwise) — 4.6/5 (72 reviews) 2. [BNTouch Mortgage CRM](https://www.softwareadvice.co.nz/software/127795/bntouch) — 4.5/5 (98 reviews) 3. [DigiFi](https://www.softwareadvice.co.nz/software/289111/DigiFi) — 4.9/5 (7 reviews) 4. [The Mortgage Office](https://www.softwareadvice.co.nz/software/84138/the-mortgage-office) — 4.8/5 (288 reviews) 5. [Baseline](https://www.softwareadvice.co.nz/software/418242/baseline) — 4.9/5 (10 reviews) ## Reviews ### "Love MA, great product, great company" — 5.0/5 > **Jayson** | *28 May 2024* | Real Estate | Recommendation rating: 10.0/10 > > **Pros**: Customer service, updated features and support. Love most things about MA. > > **Cons**: probably the dashboards could be improved as they arent fully customizable > > MA is great. They are so helpful. Easy to use platform and always improving and listening to our feedback and suggestions. THey have made some very important changes based off our feedback\! ----- ### "The best thing that happened to our company." — 5.0/5 > **Grant** | *28 May 2024* | Financial Services | Recommendation rating: 10.0/10 > > **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. > > Mortgage Automator has made it easy for us to grow our business. Without it, we'd be stuck in the spreadsheet era. ----- ### "Solid service" — 4.0/5 > **Max** | *26 February 2021* | Financial Services | Recommendation rating: 7.0/10 > > **Pros**: Easy to use and flexible in adding additional features > > **Cons**: Hard to identify certain features that might be beneficial ----- ### "Mortgage Automator allowed us to go from being manual to fully automated for mortgage lending and administration" — 5.0/5 > **John** | *8 June 2024* | Financial Services | Recommendation rating: 8.0/10 > > **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. > > The overall experience has been positive as the system has many good features, is continuously being updated with new features and is user friendly. ----- ### "Mortgage Automator and how it has made our lives better at Cedar Peaks" — 5.0/5 > **Lauren** | *18 January 2021* | Financial Services | Recommendation rating: 10.0/10 > > **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 for a file, store documents, issue commitments etc., our administration and accounting departments can continue with the lawyer instructions, payments received and sent - what can I say. For mortgage renewals, where we used to have to create a new file - we now no longer have to reinvent the wheel\! All of the info is already there and we simply push the renewal button and carry on with any new and relevant info. It really does PERFORM. The MA people are incredibly helpful and adaptable to make changes as we see fit for our business and customize documents and screens to make life easier for all. They are ROCKSTARS\! > > **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. > > 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. ----- Page: 1 / 6\ Next: [Next page](https://www.softwareadvice.co.nz/software/211774/mortgage-automator?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/211774/mortgage-automator) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data