---
description: Review of Mortgage Automator Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland.
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title: Mortgage Automator | Reviews, Pricing & Demos - SoftwareAdvice IE
---

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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.&#10;&#10;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.&#10;&#10;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.&#10;&#10;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.&#10;&#10;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**.

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## 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.ie/directory/4208/mortgage/software)

## Related Categories

- [Mortgage Software](https://www.softwareadvice.ie/directory/4208/mortgage/software)
- [Loan Servicing Software](https://www.softwareadvice.ie/directory/4505/loan-servicing/software)
- [Loan Origination Software](https://www.softwareadvice.ie/directory/4557/loan-origination/software)
- [Commercial Loan Software](https://www.softwareadvice.ie/directory/4758/commercial-loan-software/software)

## Alternatives

1. [LendingWise](https://www.softwareadvice.ie/software/76638/lendingwise) — 4.6/5 (72 reviews)
2. [nCino’s Mortgage Suite](https://www.softwareadvice.ie/software/173731/simplenexus) — 4.8/5 (126 reviews)
3. [BNTouch Mortgage CRM](https://www.softwareadvice.ie/software/127795/bntouch) — 4.5/5 (95 reviews)
4. [The Mortgage Office](https://www.softwareadvice.ie/software/84138/the-mortgage-office) — 4.8/5 (285 reviews)
5. [Baseline](https://www.softwareadvice.ie/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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### "Great Product" — 5.0/5

> **Tyler** | *19 June 2024* | Real Estate | Recommendation rating: 10.0/10
> 
> **Pros**: I thought it was an all encompassing software for any lender.  I was able to run my entire business with one software with the exception of marketing.
> 
> **Cons**: It took a little while to get setup but that is because the software is so robust.
> 
> Our experience was great overall. I have nothing but great things to say about the Mortgage Automator team.

-----

### "Streamlined Lending with Powerful Automation" — 5.0/5

> **Aidan** | *6 June 2025* | Financial Services | Recommendation rating: 7.0/10
> 
> **Pros**: User-friendly interface combined with great tech. It’s intuitive and saves time on day-to-day operations. The system is streamlined and helps automate workflows efficiently, making the loan process smooth and less prone to human error.
> 
> **Cons**: Occasional limitations with custom reporting and dashboard flexibility. While the core features are excellent, there’s room for improvement in customization options for lenders with more complex or niche workflows.
> 
> Overall, Mortgage Automator has significantly improved our operational efficiency. The software is robust and reliable, with consistent support from the team. It’s particularly helpful for automating repetitive tasks and ensuring compliance. Despite some minor limitations, the benefits far outweigh the drawbacks.

-----

### "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.&#10;&#10;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\!

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### "Top of the line private mortgage  software." — 5.0/5

> **Asher** | *28 September 2024* | Banking | Recommendation rating: 10.0/10
> 
> **Pros**: The origination and loan servicing parts are great and helpful on the day to day tasks.
> 
> **Cons**: Very robust software, always improving and developing. Nothing to dislike .

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## Links

- [View on SoftwareAdvice](https://www.softwareadvice.ie/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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