--- 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) > Streamline your lending operations and drive growth with Mortgage Automator - a powerful loan origination and servicing software. Designed specifically for North American private and hard money lending businesses, the platform enables lenders to automate critical processes, increase efficiency, and focus on what matters - growing their business. With Mortgage Automator's comprehensive loan origination suite, lenders can receive leads and loan requests, build a robust sales pipeline, easily manage tasks and communications, and streamline their lending operations. Our intuitive Upload Portal allows borrowers to securely upload important files, images, and videos, making it easy for lenders to review and manage loan applications. Automator's loan servicing features allow lenders to eliminate manual errors and save valuable time with powerful automation capabilities. From payment processing and alerts to automating collection processes, tax payments, and reserve tracking, Mortgage Automator streamlines your loan servicing processes and provides a complete overview of your business. Enhance the credibility of your lending operations and give investors peace of mind with our comprehensive fund structure solution. Automate distribution and reinvestment calculations, manage your investors easily, and provide clear, comprehensive investor statements to give them a complete understanding of their portfolio. With Mortgage Automator, you can simplify your lending operations and focus on driving growth. > > Verdict: Rated **4.9/5** by 112 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.9/5** | 112 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 - HubSpot CRM - HubSpot Sales Hub - Jira - Lendesk - 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. 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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. > > 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 ----- ### "Amazing Product with even better Customer Service" — 5.0/5 > **Davis** | *12 June 2024* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: The reporting features of Mortgage Automator have taken our efficiency and data use to the next level. Through the Report Builder module, I am able to customize reports to best fit our users needs. Integrating excel formulas in our reports has also greatly increased productivity in our organization. All members of the Data Migration/Onboarding team have been absolutely amazing to work with, with very quick and efficient response times. > > **Cons**: Currently, there is not an accounting function/integration within Mortgage Automator, however I know this is something that is in the works. Looking forward to this feature\! ----- ### "Experience with the Automator" — 4.0/5 > **Mark** | *6 June 2024* | Financial Services | Recommendation rating: 8.0/10 > > **Pros**: Relatively user friendly. Availability of different reports in excel format. Online support is very helpful and responsive. > > **Cons**: Lack of control, such as who is able to alter information entered. Information such as early term penalty do not get update in discharge statement when the terms are renewed/amended. ----- ### "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. ----- ### "Mortgage Automator Has Helped Change Our Operation" — 5.0/5 > **Reid** | *1 April 2022* | Real Estate | Recommendation rating: 10.0/10 > > **Pros**: I liked that the software is scalable and dynamic. It allows operations both big and small to effectively accomplish their goals. Specifically, the API, Customer Service, the amount of options available, the monthly webinars and the constant new launches available really stood out to me. > > **Cons**: Not much. It more than covers our basis and is powerful on many fronts. I don't have any real criticism for the software. > > It has been very positive overall. Any time our team had questions, the MA team was immediately there to help answer them. The system is always reliable and the many reporting and integration features took our business to the next level. Our staff really enjoys how simple and easy to use MA is from day one. ----- 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