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

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# Mortgage Automator

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> Mortgage Automator is an end-to-end loan origination and servicing platform built specifically for private and hard money lenders across the US and Canada. Rather than adapting a generic banking system, the platform is designed from the ground up to reflect how private lending actually operates, covering everything from initial application and underwriting to document generation, servicing, renewals, fund management, and reporting in a single system.

The platform serves private lenders and hard money lenders handling residential, commercial, and construction loans, including fix-and-flip and rehab projects. It fits organizations at any loan volume, from smaller teams looking to consolidate scattered tools into one system to established lenders processing high volumes who need automation to scale without adding headcount.

Key features:

- ACH/PAD payment processing, automated interest calculations, and fund disbursements, with NACHA-compliant files generated for banking uploads

- Instant document generation, including commitment letters, loan agreements, term sheets, and discharges

- Automated NSF handling, with text and letter notifications sent to borrowers

- Branded, mobile-friendly borrower and investor portals for secure, real-time access to statements, documents, and payments

- Custom kanban-style pipelines and role-based task assignments to manage deals and servicing work

- Built-in CRM for lead intake, deal tracking, and communication

- Fund management tools supporting fixed or floating share pricing, adaptable interest rate structures, and pre- or post-DRIP NAV calculations

- Business intelligence dashboards for real-time visibility into portfolio risk, capital allocation, and team efficiency

- Integrations with tools like Zapier, QuickBooks, DocuSign, Twilio, and major credit bureaus, along with API access for custom connections

Mortgage Automator is cloud-based, giving teams secure remote access regardless of location, and is SOC 2 Type II certified to meet industry data security standards. The company was founded by lenders, which shows in how closely the platform tracks the day-to-day realities of running a private lending business, from trust accounting to compliance reporting specific to US and Canadian requirements.

Beyond the software itself, Mortgage Automator is known for hands-on onboarding and a support team that lenders frequently point to as a differentiator, along with a product roadmap shaped by direct customer feedback. For lenders looking to move off spreadsheets, disconnected tools, or legacy systems that weren't built for private lending, Mortgage Automator offers a single platform to manage the full loan lifecycle, reduce manual errors, and free up time for 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
- Amortization 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.com.au/directory/4208/mortgage/software)

## Related Categories

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

## Alternatives

1. [LendingWise](https://www.softwareadvice.com.au/software/76638/lendingwise) — 4.6/5 (72 reviews)
2. [BNTouch Mortgage CRM](https://www.softwareadvice.com.au/software/127795/bntouch) — 4.5/5 (98 reviews)
3. [DigiFi](https://www.softwareadvice.com.au/software/289111/DigiFi) — 4.9/5 (7 reviews)
4. [The Mortgage Office](https://www.softwareadvice.com.au/software/84138/the-mortgage-office) — 4.8/5 (285 reviews)
5. [Baseline](https://www.softwareadvice.com.au/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\!

-----

### "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.com.au/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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