Audience

North American private and hard money lenders, looking for a comprehensive end-to-end loan origination & servicing software. Perfect for residential, commercial and construction lending (rehab, fix & flips)

About Mortgage Automator

Mortgage Automator is the most advanced end-to-end loan origination and servicing software tailored for North American private lenders. Our versatile platform excels in managing residential, commercial, and construction loans, streamlining processes such as document generation, compliance reports, ACH/PAD payments, monthly statements & so much more.

With our comprehensive loan origination suite, lenders can receive leads and loan requests via a Borrower Portal, build a robust sales pipeline, easily manage tasks and communications, and more efficiently manage their lending operations.

Our platform also includes robust loan servicing features, investor relations tools, and comprehensive accounting and reporting capabilities, all backed by top-tier training and customer support.

Intuitive automation capabilities and seamless integrations allow you to enhance workflows, saving you invaluable time and allowing your team to focus on growth.

Pricing

Pricing Details:
Contact us for pricing

Integrations

API:
Yes, Mortgage Automator offers API access

Ratings/Reviews - 3 User Reviews

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Company Information

Mortgage Automator
Founded: 2017
Canada

Videos and Screen Captures

Product Details

Platforms Supported
SaaS
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
24/7 Live Support
Online

Mortgage Automator Frequently Asked Questions

Q: What kinds of users and organization types does Mortgage Automator work with?
Q: What languages does Mortgage Automator support in their product?
Q: What kind of support options does Mortgage Automator offer?
Q: What other applications or services does Mortgage Automator integrate with?
Q: Does Mortgage Automator have an API?
Q: What type of training does Mortgage Automator provide?
Q: What pricing for support is available for Mortgage Automator?
Q: What pricing for training is available for Mortgage Automator?

Mortgage Automator Product Features

Loan Origination

Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Document Management
Loan Processing
Online Application
Digital Signature
Fee Management

Loan Servicing

Accounting Management
Amortization Schedule
Application Management
Automatic Funds Distribution
Business Loans
Compliance Management
Construction Loans
Customer Database
Loan Processing
Auto Loans
Collateral Tracking
Collections Management
Fee Management
Investor Management
Student Loans

Mortgage and Loans

Amortization Schedule
Client Database
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Loan Origination
Loan Servicing
Pre-Qualification
Closing Documents
Commercial Mortgages
Contact Management
Government Loans
Pipeline Management
Refinance Management
Residential Mortgages

Mortgage Automator Reviews

Write a Review
  • A Mortgage Automator User
    Loan Officer
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Mortgage Automator has become a critical tool in our business"

    Posted 2024-07-09

    Pros: From document generation to automated communications and report building, it has streamlined our operations significantly. The team is responsive, though some feature requests take time to be implemented. Overall, it’s an indispensable part of our daily workflow.

    Cons: We haven't run into any issues with the system as of yet.

    Overall: It’s a highly dependable solution and it greatly enhances our operations without any significant issues.

    Read More...
  • A Mortgage Automator User
    Loan Originator
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Essential Software for Efficient Mortgage Management"

    Posted 2024-04-19

    Pros: The software is highly customizable, which allows us to tailor it to our specific needs. The document automation feature saves us a lot of time and reduces the chance of errors. Moreover, their customer support is outstanding—responsive, helpful, and always ready to solve any issues that arise.

    Cons: So far, there's very little to dislike.

    Overall: Ever since we started using Mortgage Automator, the efficiency of our mortgage processing has improved significantly. The seamless integration with other platforms and its user-friendly interface makes it an indispensable tool for our daily operations.

    Read More...
  • Eugene G.
    Loan Officer
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "A Must-Have Tool for Mortgage Professionals"

    Posted 2024-04-18

    Pros: The detailed reporting capabilities and the customization options that allow us to tailor the software to our specific needs are what I appreciate most. It's also very reliable, with minimal downtime or disruptions.

    Cons: The software requires a significant upfront investment in terms of both time and training to fully utilize all its features. While initially daunting, the payoff in productivity is well worth the effort.

    Overall: Implementing Mortgage Automator in our operations has transformed the way we handle our business. It has enabled us to scale up our operations. The software ensures accuracy and has cut down on processing time dramatically, which has directly impacted our client satisfaction positively. The support staff is also very proactive and supportive.

    Read More...