---
description: Detailed reviews on Mortgage Automator based on features, pricing, usability, and ratings. Get a quick overview advantages and disadvantages. Compare Mortgage Automator with similar products.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Mortgage Automator Reviews, Prices & Ratings | GetApp Canada 2026
---

Breadcrumb: [Home](/) > [Mortgage Software](/directory/180/mortgage-loans/software) > [Mortgage Automator](/software/2045667/mortgage-automator)

# Mortgage Automator

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> Mortgage Automator is a purpose-built loan origination and servicing platform for private and hard money lenders in the US and Canada. It manages the entire loan lifecycle, from application and underwriting through servicing, renewals, and fund management, in one centralized system.
> 
> Verdict: Rated **4.9/5** by 116 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Key benefits of Mortgage Automator

Flexible fund management:
Support for fixed or floating share prices, adaptable interest rate options, and pre- or post-DRIP NAV calculations means the platform adapts to how your fund is structured, not the other way around. Cash or accrual-based recognition supports accurate, compliant reporting.

Built for growth:
As loan volume increases, the platform scales with it. Automation reduces the added headcount typically needed to manage a growing portfolio, and centralized data makes it easier to bring on new team members without a steep learning curve.

Purpose-built compliance support:
Because the platform is built specifically for private lending, it reflects the compliance and reporting needs unique to the industry, including US and Canadian requirements, rather than requiring workarounds built for conventional mortgage lenders.

Connects with the tools you already use:
Native integrations with accounting software, payment processors, credit bureaus, and CRM platforms mean data flows automatically instead of requiring manual re-entry across systems. For custom needs, an open API lets your team connect Mortgage Automator to internal tools or build workflows specific to your business, so the platform fits into your existing tech stack instead of forcing you to replace it.

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.9/5** | 116 Reviews |
| Ease of Use | 4.9/5 | Based on overall reviews |
| Customer Support Software | 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 Software
- Activity Tracking
- Alerts/Notifications
- Amortization Schedule
- Approval Process Control
- Audit Trail
- Auto Loans
- Automated Decisioning/Underwriting
- Automatic Funds Distribution
- Borrower Management
- Business Loans
- CRM Software
- 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 Software
- Phone Support
- Chat

## Category

- [Mortgage Software](https://www.getapp.ca/directory/180/mortgage-loans/software)

## Related Categories

- [Mortgage Software](https://www.getapp.ca/directory/180/mortgage-loans/software)
- [Loan Servicing Software](https://www.getapp.ca/directory/949/loan-servicing/software)
- [Loan Origination Software](https://www.getapp.ca/directory/899/loan-origination/software)
- [Commercial Loan Software](https://www.getapp.ca/directory/1167/commercial-loan/software)

## Alternatives

1. [LendingWise](https://www.getapp.ca/software/2058210/lendingwise) — 4.6/5 (72 reviews)
2. [BNTouch Mortgage CRM](https://www.getapp.ca/software/127343/bntouch) — 4.5/5 (98 reviews)
3. [The Mortgage Office](https://www.getapp.ca/software/103191/the-mortgage-office) — 4.8/5 (288 reviews)
4. [DigiFi](https://www.getapp.ca/software/2068471/digifi) — 4.9/5 (7 reviews)
5. [Baseline](https://www.getapp.ca/software/2074576/baseline) — 4.9/5 (10 reviews)

## Reviews

### "Simplicity of mortgage platform" — 5.0/5

> **Massimo** | *May 3, 2024* | Financial Services Software | Recommendation rating: 9.0/10
> 
> **Pros**: The visual platform outlining the various stages of a life cycle of a deal and how easy it is to move the file from stage to stage
> 
> **Cons**: Would like to see more reporting functions from a sales standpoint
> 
> Very easy to use and navigate. Provides a clear visual of the life cycle of the deal.

-----

### "Work Life Made Easier\!\!" — 5.0/5

> **Cindy** | *January 18, 2023* | Banking | Recommendation rating: 10.0/10
> 
> **Pros**: I have used this software for two companies.  It is very easy to convert your information from one platform to another and the help offered by the company is above par.  Any time you have a question, someone is available and quickly helps.  The program is easy to use and you can figure most things out yourself.
> 
> **Cons**: New features are added without much info on how it affects things.
> 
> Morgage Automator has made my job easier\!  Everything is in one place - brokers, lawyers, clients, appraisers, etc .Report capabilities with Report Manager are excellent and things I used to have to enter in excel can now be generated with the Report Manager - saves time.

-----

### "Experience with the Automator" — 4.0/5

> **Mark** | *June 6, 2024* | Financial Services Software | Recommendation rating: 8.0/10
> 
> **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.

-----

### "11/10 Best product for our company" — 5.0/5

> **Sajhan** | *July 16, 2021* | Real Estate | Recommendation rating: 10.0/10
> 
> **Pros**: The loan origination and servicing. The program is truly an all in one mortgage management system from managing investors to loans and borrowers, this system really does it all. I could not be more happy with this program. Even though it costs a couple of grand a month, it saves us thousands by not requiring more physical staff. And the best part is, they keep improving the system and adding more features.
> 
> **Cons**: The only part I dislike about this software is that I didn't get it earlier.
> 
> Not a 10/10 experience but 11/10. Mortgage Automator has saved us so much time. Also the team members and the customer service has been phenomenal. Their staff is always ready to help and I am very happy with Mortgage Automator all in all. And just the amount of time the program saves us is worth every penny in itself.

-----

### "MA review of loan processes" — 5.0/5

> **DENIS** | *May 14, 2024* | Financial Services Software | Recommendation rating: 9.0/10
> 
> **Pros**: Ability to identify loan origination breakdowns, i.e. 1st, 2nds, blankets, etc. as well as handling of individual investors per deal.
> 
> **Cons**: difficulty in dealing with annual statements and amortisation calculations for administration purposes. I like simplicity for the reader to understand what they are looking at, however i find i have to manually modify payout statements that are overly detailed rather than consolidated.
> 
> excellent relations with their top team who obviously know what they are doing and quick to respond to any issues that may arise.

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## Links

- [View on GetApp](https://www.getapp.ca/software/2045667/mortgage-automator)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/finance-accounting-software/a/mortgage-automator/> |
| en-AE | <https://www.getapp.ae/software/2045667/mortgage-automator> |
| en-AU | <https://www.getapp.com.au/software/2045667/mortgage-automator> |
| en-CA | <https://www.getapp.ca/software/2045667/mortgage-automator> |
| en-GB | <https://www.getapp.co.uk/software/2045667/mortgage-automator> |
| en-IE | <https://www.getapp.ie/software/2045667/mortgage-automator> |
| en-NZ | <https://www.getapp.co.nz/software/2045667/mortgage-automator> |
| en-SG | <https://www.getapp.sg/software/2045667/mortgage-automator> |
| en-ZA | <https://www.getapp.za.com/software/2045667/mortgage-automator> |
| fr | <https://www.getapp.fr/software/2045667/mortgage-automator> |
| fr-BE | <https://fr.getapp.be/software/2045667/mortgage-automator> |
| fr-CA | <https://fr.getapp.ca/software/2045667/mortgage-automator> |

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