Mortgage Automator
Mortgage Automator
About Mortgage Automator
Mortgage Automator is a loan origination and servicing software designed to help North American private/ hard money lending businesses automate their operations, increase efficiency, and focus their efforts on growth. The platform enables lenders to auto-generate custom documents, and compliance reports, send automated communication to borrowers to keep them updated, manage tasks, and save hundreds of hours weekly on manual tasks.
With Automator's complete loan origination suite, private lenders can receive leads/loan requests, build a sales funnel, automate and manage tasks, and organize their entire lending business. An Upload Portal is available for borrowers to add files, images, and videos that can be reviewed by the lender in Automator.
Save time on your loan servicing processes and prevent human errors by automating calculations, alerts, payments, and more. Lenders can eliminate manual processes and get a complete overview of their business with detailed reports fully customizable for any operational needs: investor statements, tax documents, and much more.
Additionally, Mortgage Automator offers a complete solution for fund structures. Automate distribution and reinvestment calculations, organize and manage your investors with comprehensive investor statements. This will enhance the credibility of the lender's business and provide investors with a clear understanding of their portfolio.
Key benefits of Mortgage Automator
- Auto-generate custom documents
- Automate communication
- Centralize & prioritize your sales activity pipeline
- Automate calculations, alerts, payments, and more
- Take advantage of comprehensive reports to help manage your loans, including payment tracking reports, loan tapes, aged receivables, and more.
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Reviews
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- Industry: Real Estate
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Love MA, great product, great company
Reviewed on 28/05/2024
MA is great. They are so helpful. Easy to use platform and always improving and listening to our...
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!
Pros
Customer service, updated features and support. Love most things about MA.
Cons
probably the dashboards could be improved as they arent fully customizable
- Industry: Financial Services
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Loan Ledger in MA
Reviewed on 17/07/2024
Very easy to use and efficient for loan origination and servicing and creating new reports was very...
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.
- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Experience with the Automator
Reviewed on 06/06/2024
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.
- Industry: Banking
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Top of the line private mortgage software.
Reviewed on 28/09/2024
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 .
- Industry: Financial Services
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Mortgage Automator helped us become more efficient and Dynamic as an Organization
Reviewed on 14/05/2024
It has helped us connect our front end and back end - become more efficient and we continue to...
It has helped us connect our front end and back end - become more efficient and we continue to improve with the software ourselves.
Pros
I enjoy that they are constantly improving it incorporating our suggestions and helping us as an organization achieve our goals.
Cons
Nothing specifically all our constructive feedback has been responded to or worked on.
Mortgage Automator FAQs
Below are some frequently asked questions for Mortgage Automator.Q. What type of pricing plans does Mortgage Automator offer?
Mortgage Automator offers the following pricing plans:
- Pricing model: Subscription
- Free Trial: Not Available
Contact Mortgage Automator for further pricing details.
Q. Who are the typical users of Mortgage Automator?
Mortgage Automator has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Mortgage Automator support?
Mortgage Automator supports the following languages:
English
Q. Does Mortgage Automator support mobile devices?
Mortgage Automator supports the following devices:
Q. What other apps does Mortgage Automator integrate with?
Mortgage Automator integrates with the following applications:
Docusign, Equifax, Finmo, HubSpot CRM, Lendesk, Twilio, Velocity
Q. What level of support does Mortgage Automator offer?
Mortgage Automator offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat
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