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Mortgage Automator Reviews & Product Details - Page 2

Mortgage Automator Overview

What is Mortgage Automator?

Mortgage Automator is the most comprehensive end-to-end loan origination & servicing software for North American private/hard money lenders. Perfect for residential (rehab/fix & flips, purchase, refinance), commercial, and construction lending, the platform can auto-generate your documents, compliance forms, ACH/PAD payments, monthly statements, and much more. We offer the best training and customer support in the industry so you can automate your processes and focus on growth.

Mortgage Automator Details
Product Website
Languages Supported
English
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Product Description

A True End-To-End Loan Origination Platform for All Your Private Lending Needs


Seller Details
Company Website
Year Founded
2017
HQ Location
Toronto, Canada
Twitter
@AutomatorGroup
78 Twitter followers
LinkedIn® Page
www.linkedin.com
73 employees on LinkedIn®
Description

Mortgage Automator is a software solution designed specifically for the mortgage industry, offering tools for automating the loan origination and servicing processes. The platform provides features such as document management, payment processing, and compliance tracking, aimed at enhancing efficiency and accuracy for mortgage lenders and brokers. With a user-friendly interface and customizable options, Mortgage Automator helps streamline operations and improve customer service in the mortgage lending process. For more information, visit their website at https://www.mortgageautomator.com/.


Jeffrey T. F.
JF
Overview Provided by:
Mortgage Automator

Recent Mortgage Automator Reviews

Verified User
U
Verified UserSmall-Business (50 or fewer emp.)
4.5 out of 5
"Mortgage Automator is definitely a product with a clearly defined goal."
The Support team are responsive and definitely gets things done. The direction its heading is definitely something to look forward to as a user.
Verified User
U
Verified UserSmall-Business (50 or fewer emp.)
4.5 out of 5
"Overall good experience with the software and great experiences with the MA team members."
Customer service. They're always available, willing to help, and in a timely manner. Also, the software is pretty easy to use and makes my job eas...
Chad M.
CM
Chad M.Small-Business (50 or fewer emp.)
5.0 out of 5
"Great product and support team!"
The simplicity of the software is great. Very user friendly.
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Mortgage Automator Media

Mortgage Automator Demo - Funded Loans Dashboard
The dashboard view displaying all funded loans.
Mortgage Automator Demo - Fund Overview
Get an overview of your fund operations.
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Have you used Mortgage Automator before?
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72 Mortgage Automator Reviews

4.9 out of 5
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72 Mortgage Automator Reviews
4.9 out of 5
72 Mortgage Automator Reviews
4.9 out of 5

Mortgage Automator Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for Mortgage AutomatorQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
Chad R.
CR
President
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Mortgage Automator?

We Mortgage Automator for my mortgage, administration business and it is fantastic! The platform is super easy to use, and the customer service is top-notch. They are always there to answer my questions and guide me. The automation features saved me so much time. Highly recommend! Review collected by and hosted on G2.com.

What do you dislike about Mortgage Automator?

The software is always evolving, and while it can be hard to keep up with all the new features, Review collected by and hosted on G2.com.

What problems is Mortgage Automator solving and how is that benefiting you?

Solid LOS system. Review collected by and hosted on G2.com.

JA
Director of Operations
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Mortgage Automator?

The LOS was created by lenders for lenders. The system is intuitive, easy to scale, and backed by a support team that is knowledalbe and responsive. Review collected by and hosted on G2.com.

What do you dislike about Mortgage Automator?

The only drawback we've experienced so far is the lack of ability to globally edit files. Review collected by and hosted on G2.com.

What problems is Mortgage Automator solving and how is that benefiting you?

Mortgage Automator streamlines both our origination and servicing which allows us to scale at a pace of our choosing. Review collected by and hosted on G2.com.

Kendra P.
KP
The Ultimate Connection
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best about Mortgage Automator?

Mortgage Automator is an absolute game-changer! Their services are top-notch, making the private mortgage process smooth and efficient. The automation they provide simplifies tasks, saving time and the team at Mortgage Automator is a dream to work with - knowledgeable, responsive, and always ready to go the extra mile to help. Their customer service is unparalleled, providing support every step of the way. I can't recommend Mortgage Automator enough for anyone looking for their next private mortgage platform. Thank you, Mortgage Automator, for your exceptional services and outstanding team! Review collected by and hosted on G2.com.

What do you dislike about Mortgage Automator?

There is absolutely nothing our team dislikes about this service/platform! Review collected by and hosted on G2.com.

What problems is Mortgage Automator solving and how is that benefiting you?

Automation, the system allows you to use their features making the process efficient and easy to use. The complaince documents are amaizng, as well as the accounting all being built in. This is truly a one stop shop platform. Review collected by and hosted on G2.com.

Chad M.
CM
Senior VP Business Development
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Mortgage Automator?

The simplicity of the software is great. Very user friendly. Review collected by and hosted on G2.com.

What do you dislike about Mortgage Automator?

Wouldnt suggest that theres a downside. If theres changes that need to be addressed within our Underwriting dept, MA is always quick to address and rectify. Review collected by and hosted on G2.com.

What problems is Mortgage Automator solving and how is that benefiting you?

Underwriting gained back valuable time with the ease of the system. Once we were set up and customized, the process was a breeze. Review collected by and hosted on G2.com.

TH
Director, Funding and Administration
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Mortgage Automator?

MA is easy to use, simple, flexible and intuitive.

It has the ability to handle many different types of scenarios and transactions, and if a function isn't currently automated, MA always is able to provide a alternative solution in the meantime.

The customer service is exceptional. The response time, efficiency and knowledge is beyond industry standard. Review collected by and hosted on G2.com.

What do you dislike about Mortgage Automator?

There isn't a downside to MA for day to day use in our business. We only wish that we can get more from MA, as the features and continuing growth excites us and we constantly look forward to updates and new features that help our business. Review collected by and hosted on G2.com.

What problems is Mortgage Automator solving and how is that benefiting you?

Ease of administration. We are able to service all our loans, providing confidence to all our clients and with the ability to service, we are able to onboard more clients. Review collected by and hosted on G2.com.

AB
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Mortgage Automator?

The Mortgage Automator Platform is very easy to use, is customizable and our essential database for loan management. The initial implementation, in-depth training, and ongoing customer support allowed us to start utilizing the platform right away. The platform's ease of use and the centralization of essential information has made our team's ability to service loans more efficiently and promptly on a daily basis. The ability to see our workflow and loan status' at a glance, enables our team to proactively engage in our processes from funding through to final discharge. Review collected by and hosted on G2.com.

What do you dislike about Mortgage Automator?

The length of time that it took to manually set up our loan files and databases initially, but the extra effort is now well worth it! Review collected by and hosted on G2.com.

What problems is Mortgage Automator solving and how is that benefiting you?

Mortgage Automator has helped us centralize our loan and lender information - allowing multiple user to provide inputs and has streamlined our communication, document storage and loan serving abilities. All information is readily available to the full team, and we now have a full quantifable snapshot of our private loan portfolio for planning and analytics. Review collected by and hosted on G2.com.

Wendy M.
WM
Office Administrator
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Mortgage Automator?

Everything is one place. The borrower ledgers are great when talking with customers on the phone. We also like the Borrower Portal so clients can look up information on their own. Review collected by and hosted on G2.com.

What do you dislike about Mortgage Automator?

I haven't used it enough to know if there are downsides. Review collected by and hosted on G2.com.

What problems is Mortgage Automator solving and how is that benefiting you?

Not having to calculate amortization schedules the old-school way! Saves us time and frustration. Review collected by and hosted on G2.com.

Steve T.
ST
Director of Operations
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
What do you like best about Mortgage Automator?

Ease of Use and the number of features included in the product, this helps us stay on top of our pipeline at all times Review collected by and hosted on G2.com.

What do you dislike about Mortgage Automator?

None that I can think of. it is by far the best product on the market Review collected by and hosted on G2.com.

What problems is Mortgage Automator solving and how is that benefiting you?

Ease of use for loan origination and the ease to service borrowers and investors. Review collected by and hosted on G2.com.

Vivian K.
VK
Independent Consultant - Business Operations, Strategy and Optimization
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Mortgage Automator?

Mortgage Automator is a very user-friendly system. What I like about it is the interface which is easy to navigate. The ledger system is real time and you can view all the transactions. Being able to customize the investors setup is important to do the reporting. In addition, their support time is very professional and you get the response very quickly. The modules also allow user to setup the templates, generate workflow and outgoing communications which makes the book of record clean for audit trail purpose. Review collected by and hosted on G2.com.

What do you dislike about Mortgage Automator?

So far I couldn't think of any but if Mortgage Automator allow user to do syndicated worksheet with the advance worksheet modules that lenders can generate and distribute to participants to vet the numbers I think that would be helpful and eliminate some of the manual processes. Also I'd like to see there's an App available so that I can also use my mobile device as well although I can still log onto the system via browser. Review collected by and hosted on G2.com.

What problems is Mortgage Automator solving and how is that benefiting you?

Investor Reporting is great and I'd love the automated investment statement generation feature which helps me save on the manual book recording keeping. Review collected by and hosted on G2.com.

AW
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Mortgage Automator?

The ability to submit requests for improvements and see them actually working through and implement the suggestions is great! Also, the amount of control for customizations that we have is a huge plus. Review collected by and hosted on G2.com.

What do you dislike about Mortgage Automator?

As with all platforms in this industry, variables are key. While they do a great job with certain customizations, I believe there is room to improve by being more "forward thinking". Some suggestions would be, more integrations with other programs, the ability to extract data from a legible PDF file so it automatically populates, things that save time in a work flow. Review collected by and hosted on G2.com.

What problems is Mortgage Automator solving and how is that benefiting you?

They are currently working on improving the insurance reporting which should help improve efficiency when tracking property insurance policies.

They are also making improvements to the investor side of things which doesn't benefit me directly, but does benefit out company. Review collected by and hosted on G2.com.