Rating
4.9
112 reviews
Categories
4
Founded
2017
Employees
95
Mortgage Automator streamlines loan origination by providing complete oversight throughout the process. Designed for private lenders and hard money lenders, the platform integrates with leading CRMs, offers lead-intake forms, and provides API connectivity for a seamless experience. Lenders can complete borrower diligence, document collection, and term sheet issuance within a single platform, while automated tasks, reminders, and audit trails optimize team efficiency. Perfect for residential, commercial, and construction lending, this scalable solution is designed by lenders, for lenders.
Ad spend / mo
$4K
59 paid keywords
Paid visits / mo
312
Organic keywords
373
Organic visits / mo
674
Authority
23
617 ref domains
Creatives run
35
as Mortgage Automator
Active now
9
last 14 days
Advertising since
Oct 2024
1.5+ yrs running
Last seen
today
still active
Running 20 ads on LinkedIn as Mortgage Automator - a paid B2B channel, on top of any Google/Capterra spend.
The shared messaging across Loan Origination & Servicing Platform advertisers - the validated angles to copy. See the niche →
(112 reviews)
Pros: Accessibility and common sense language for Private Lenders - easy to pickup and use. I've been able to integrate with everything ever since the Origination and Servicing API were launched - makes my life simpler.
Cons: Servicing can be complex to get used to. That said, I imagine its difficult for almost any system. I also wish there was more of an ability to set your defaults for things that never change (i.e. fees).
Mark F. · Director of Lending · Financial Services · January 6, 2026
Mortgage Automator has become the backbone of our lending operations. It’s helped us scale while reducing errors, streamlining communication, and eliminating redundant manual work. We’ve seen tangible ROI from faster closings, improved investor reporting, and better compliance. The team continues to roll out features and improvements based on lender feedback, making the platform even more valuable over time.
Pros: Mortgage Automator has completely revolutionized how we operate. The level of automation, customization, and end-to-end integration is unmatched. From origination to servicing, the platform is intuitive and robust. The document generation tools, borrower portals, and CRM functionality have dramatically improved our efficiency and accuracy. Most importantly, their customer support is phenomenal – fast, knowledgeable, and eager to help.
Cons: There’s a learning curve during the initial implementation, especially if you're migrating from a patchwork of systems. Customization is powerful but requires thoughtful planning and time upfront. However, once configured, the payoff is massive. Take the time to learn the system.
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Loan Origination & Servicing | All-In-One Lending Platform
Automate your loan origination so you can focus on growth. Boost efficiency, request a personalized demo. End-to-End Loan Processing Platform. Modern Private Lending. Built for Private Lenders. Ditch Spreadsheets. Styles: Built for Private...
https://www.mortgageautomator.com
Mortgage Office Alternative | All-in-One Lending Platform
Transform loan origination for lenders. Free demo shows instant ROI. Start now. Boost efficiency, request a personalized demo. End-to-End Loan Processing Platform.
https://www.mortgageautomator.com
Floify Alternative | All-in-One Lending Platform
Transform loan origination for lenders. Free demo shows instant ROI. Start now. Boost efficiency, request a personalized demo. End-to-End Loan Processing Platform. Modern Private Lending. Built for Private Lenders. Ditch Spreadsheets.
https://www.mortgageautomator.com
Origination Built for Lenders | All-in-One Lending Platform
Automate your lending processes so you can focus on growth. Automate loan origination for private lenders. Save time, reduce errors. Modern Private Lending. Built for Private Lenders. Ditch Spreadsheets. Styles: Built for Private Lenders, Highest Rated Lending, Origination and Servicing.
https://www.mortgageautomator.com
All-In-One Lending Platform
AI Lending Assistant — Automate loan origination for private lenders. Save time, reduce errors. Automate your loan origination so you can focus on growth.
https://www.mortgageautomator.com
Ryan S. · CFO · Real Estate · July 3, 2025
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.
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.
Aidan W. · Owner · Financial Services · June 6, 2025
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 .
Asher N. · Chief Operating Officer · Banking · September 28, 2024
Smooth, time efficient and very user friendly.
Pros: Easily inputting comparables for the subject property.
Cons: I’ve had great experiences with Mirtgage Automator.
Alex L. · BDM · Venture Capital & Private Equity · September 24, 2024
Excellent onboarding experience. Customer service is outstanding.
Pros: Easy to use, intuitive and the onboarding is exceptional!
Cons: A bit pricey. Other than that, the system is great.
Mike G. · Owner · Real Estate · August 29, 2024
Overall, been a very great experience!!!
Pros: having everything all in one spot allowing us to only have to use one software system!
Cons: none! its crazy to say that but everything you need to run a hard money lending business they have!
Clint N. · Owner · Real Estate · August 27, 2024
Pros: There is no better way to keep our loans organized, serviced, an monitored all in one place. We use the product every single day and it has become the backbone of our deal flow.
Cons: There is a bit of a learning curve when it comes to modifying documents and templates.
Jason W. · Loan Origination · Financial Services · August 6, 2024
Experience has been great. Very user friendly and ability to customize platform to our needs.
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.
Sanjay R. · COO · Financial Services · July 26, 2024
Very easy to use and efficient for loan origination and servicing and creating new reports was very easy.
Pros: The loan ledger in MA gives us a better breakdown of the outstanding balance in each account, whereas our legacy system only provided one lump sum outstanding balance that included interest and fees. Additionally, the process to enter new purchases, top up an existing position, process redemptions and process/pay dividends is all a very simple process through MA. Reporting through the fund dashboard is very efficient as well.
Cons: Needs to be integrated with an accounting system.
Ali J. · CFO · Financial Services · July 17, 2024
Pros: ease of use support chat option recommendations are taken seriously and applied if possible.
Cons: at the moment, there isn't anything that I do not like about Mortgage Automator.
Gina D. · Funding Manager and Investor Liason · Financial Services · June 24, 2024
Our experience was great overall. I have nothing but great things to say about the Mortgage Automator team.
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.
Tyler C. · Lender · Real Estate · June 19, 2024
Excellent. Great customer service. MA continues to add features and works closely with its clients to meet their needs.
Pros: Without MA we would not be able to manage our loan portfolio. I especially like the ability to pull reports and easily access my data.
Cons: None - the MA team is always there to help with any issues.
Andrea V. · CFO · Financial Services · June 14, 2024
Pros: When underwriting loans, it is a huge benefit to have all of the information in one place to look at all of the prior business we have done with a repeat customer.
Cons: There is a little bit of a learning curve at first but the costumer service did a great job training my team.
Craig J. · President · Real Estate · June 14, 2024
Pros: This company offers a great product. It has allowed our company to grow in our daily output through the automation offered. Their customer service has been really great to work with as well and is quickly responsive when we have questions.
Cons: There's not much we don't like about this company. We're quite pleased with what they offer.
Claire D. · Loan Closer · Banking · June 13, 2024
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!
Davis K. · Senior Accountant · Financial Services · June 12, 2024
Pros: Readily availability of information to facilitate tasks.
Cons: limited customization and slowness at times
Erwin A. · Default Recovery Officer · Real Estate · June 12, 2024
Mortgage Automator has been helpful in keeping each file organized and providing tools to easily track different variables.
Pros: All information pertaining to a file is able to be stored on one platform (MA). Easy to build reports to track different items as required.
Cons: There is not auto-save function, so any information added and not saved before navigating to a different section will be lost.
Samantha T. · Team Lead, Default Recovery · Financial Services · June 12, 2024
Exceptional! No issues from day one - MA has always been there to support, teach and listen. We are excited to see the growth and very happy with the system and service.
Pros: 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 are beyond industry standard.
Cons: 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.
Tina H. · Director, Funding and Administration · Financial Services · June 11, 2024
The Mortgage Automator team was great throughout the entire transition. From on boarding to training and ongoing support. They are always there when we need them.
Pros: Easy to use and has reduced time to underwrite files. The system is slick and performs all of the tasks we had hoped it would.
Cons: We haven't run into any issues with the system as of yet.
Anthony P. · SVP · Financial Services · June 10, 2024
The overall experience has been positive as the system has many good features, is continuously being updated with new features and is user friendly.
Pros: Mortgage Automator is an end-to-end solution for mortgage underwriting, issuing commitment letters, ongoing administration to discharge. The system is continuously updated with new features. Many of the features are customizable such as the ability to add custom fields and documents. The system has built in reports and a Report Builder feature which is very useful in helping to manage the portfolio. The system is used on a daily basis with mortgage applications downloaded directly into the system. The system is well suited for our business model. From a cost benefit perspective Mortgage Automator is a great value proposition.
Cons: Online user documentation does not have enough depth and instruction in terms of how to use the various features of the system. Support is generally good however can be lacking in responses. Returning to ongoing webinars would be very useful. Custom documents can be created however the feature is not user friendly.
John N. · Consultant · Financial Services · June 8, 2024
I really like this program and am learning to use it to its full capacity to further increase the efficiency of my day to day tasks
Pros: Ability to create and customize templates Ability to create email templates with pre-set recipients, emails CC'd and document attachments. Incredible time saver Customer service support is helpful and quick to respond Love the feature request board, which allows MA's team to review suggestions from its users and implement the most liked/requested
Cons: There is no previewer for image uploads. To view a saved image, it is downloaded to your computer and then you view it
Emely S. · Administrative Assistant · Financial Services · June 6, 2024
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.
Mark L. · Controller · Financial Services · June 6, 2024
Pros: Mortgage Automator has significantly streamlined our operations from intake to deal funding and throughout servicing. The software is particularly helpful in generating detailed and accurate reports, as well as creating personalized documents for both our investors and clients. They also have a great Self-Help tool that walks us through any questions we have when it comes to their product -- step-by-step. Additionally, if our issue goes beyond what this tool can offer, they have great customer service through their online chat that quickly resolves all of our questions.
Cons: While the software covers most of our needs, there could be more customization options for reports. I also think mobile accessibility would be beneficial if we are needing to access the system on the go.
Danny P. · Manager · Investment Banking · June 4, 2024
Mortgage Automator has made it easy for us to grow our business. Without it, we'd be stuck in the spreadsheet era.
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.
Grant P. · Vice President of Mortgage Origination · Financial Services · May 28, 2024
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