---
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.
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title: Mortgage Automator | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

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# Mortgage Automator

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> 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 116 users. Top-rated for **Likelihood to recommend**.

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## 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 (285 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\!

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### "Mortgage Automator Review" — 5.0/5

> **Mike** | *29 August 2024* | Real Estate | Recommendation rating: 10.0/10
> 
> **Pros**: Easy to use, intuitive and the onboarding is exceptional\!
> 
> **Cons**: A bit pricey.  Other than that, the system is great.
> 
> Excellent onboarding experience.  Customer service is outstanding.

-----

### "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

-----

### "Software designed for Private Lending Originations & Mortgage Administration" — 5.0/5

> **Sanjay** | *26 July 2024* | Financial Services | Recommendation rating: 10.0/10
> 
> **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.
> 
> Experience has been great. Very user friendly and ability to customize platform to our needs.

-----

### "Mortgage Automator Experience" — 5.0/5

> **Sydney** | *30 April 2024* | Financial Services | Recommendation rating: 10.0/10
> 
> **Pros**: The Mortgage Automator software stands out for its user-friendly interface and comprehensive features. It's intuitive design makes navigating complex mortgage processes a breeze, even for users with limited technical expertise. Additionally, the robust reporting capabilities provide valuable insights into loan performance and operational efficiency, empowering lenders to make informed decisions.
> 
> **Cons**: I wish this platform was available on the mortgage brokering side.... I LOVE IT SO MUCH\!
> 
> Overall, Mortgage Automator is a game-changer for mortgage lending, combining efficiency, reliability, and ease of use to revolutionize the industry\!

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## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/211774/mortgage-automator)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/loan-origination/mortgage-automator-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/211774/mortgage-automator> |
| en-GB | <https://www.softwareadvice.co.uk/software/211774/mortgage-automator> |
| en-IE | <https://www.softwareadvice.ie/software/211774/mortgage-automator> |
| en-NZ | <https://www.softwareadvice.co.nz/software/211774/mortgage-automator> |

-----

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