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Über Mortgage Automator

North American private lenders, Mortgage Automator is the most advanced end-to-end loan origination and servicing software for you.

Erfahre mehr über Mortgage Automator

Zeigt 49 Bewertungen

Jake M.
Jake M.
Underwriter in Kanada
Verifizierter Nutzer auf LinkedIn
Vermögensverwaltung, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Great Software - Greater Team!

5 vor 2 Jahren

Kommentare: The visually appealing and easily utilized interface combined with well designed back end processes has greatly decreased our processing time of new mortgages and provided a much more simple way to track and administer them all from work, home, or even our cell phones.

Vorteile:

Rapidly expanding its product offerings and ease of use, all the while maintaining excellent customer service and consistently providing helpful and speedy responses to any and all concerns.

Nachteile:

Doesn't upload and store documents or currently offer the option to pull credit reports.

Antwort von Mortgage Automator

vor 2 Jahren

Thank you for the feedback, Jake. Document storage is scheduled to be released on March 15, 2020. And Equifax integration is coming in Q2 :)

Lauren H.
Senior Mortgage Underwriter in Mexiko
Finanzdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Mortgage Automator and how it has made our lives better at Cedar Peaks

5 vor 11 Monaten

Kommentare: One of the greatest things about the MA software is the time saving.
What used to take hours to set up, fill out forms and save documents - now takes so much less time. PRODUCTIVITY!
Another fabulous feature is the tracking. At a glance, we can track pretty much anything.

Vorteile:

We cannot say enough about the support and help along the way from MA both at the start of the integration and right up to today whenever any of us need assistance with something in the system. The ability to receive applications directly into the MA system from the various broker platforms saves us so much time. Along with the above, from start to finish, we are able to enter everything necessary for a file, store documents, issue commitments etc., our administration and accounting departments can continue with the lawyer instructions, payments received and sent - what can I say. For mortgage renewals, where we used to have to create a new file - we now no longer have to reinvent the wheel! All of the info is already there and we simply push the renewal button and carry on with any new and relevant info. It really does PERFORM. The MA people are incredibly helpful and adaptable to make changes as we see fit for our business and customize documents and screens to make life easier for all. They are ROCKSTARS!

Nachteile:

Cons? wow, now I am stumped. If I had to find a negative; it is that we have a unique business and there was a little pain in the beginning when getting our customized construction commitment created. Having said that, we were one of the first to sign up for MA and there wasn't even a construction module yet! It wasn't long before [SENSITIVE CONTENT HIDDEN] and his amazing team got that done and we have never looked back.

Antwort von Mortgage Automator

vor 11 Monaten

Thank you, Lauren! We are happy to hear that you see so many benefits in our software!

Alma A.
President in Kanada
Finanzdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Long term user

5 vor 2 Monaten Neu

Kommentare: Great tool and makes the activity to run day to day business very effective and efficient. Would definitely recommend. Very user-friendly and great support.

Vorteile:

Upload of applications is automated. Standard documents, communication and deal stages are pre-created and automated. Support team have been excellent. Very quick to respond and resolve any questions.

Nachteile:

Doesn't have all FSRA documents loaded yet. Not Full accounting functionality - need a secondary accounting software.

Antwort von Mortgage Automator

vor 3 Wochen

Alma, thank you for the review and your kind words. Regarding FSRA documents, we have a compliance document builder coming in 2021 where you will be able to add all your own forms.

Max G.
Associate in Kanada
Finanzdienstleistungen, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Solid service

4 vor 9 Monaten

Vorteile:

Easy to use and flexible in adding additional features

Nachteile:

Hard to identify certain features that might be beneficial

Ryan M.
Director, Alternative Lending in Kanada
Immobilien, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Automator is a game changer!

5 letztes Jahr

Kommentare: The Automator team has been amazing in providing Graysbrook Capital with custom solutions that has increased our business efficiency substantially. On top of that, the support team is outstanding and has very fast turnaround times. Highly recommend this product.

Vorteile:

Mortgage Automator is incredibly easy to use. Being able to log in from anywhere is great, and makes things easy when discussing files over the phone with colleagues. The software has helped reduce complexity and increase efficiency in our business!

Nachteile:

Some of the 'pre-canned' reports were not exactly what we were looking for, but the support staff is always available to help us create custom reports

Antwort von Mortgage Automator

vor 12 Monaten

Thank you for the great review, Ryan! Happy to hear that our team has been taking good care of you! :) We always want to ensure that our customers get the most out of Mortgage Automator.

James G.
Director of Lending in Kanada
Immobilien, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Mortgage Automator... Automates!

5 vor 2 Jahren

Kommentare: We have retired some of our legacy excel spreadsheets and trackers, we have consolidated all our loan management into this tool.

Vorteile:

The Mortgage Automator Platform is relied on as our core loan management database / software. All major features were considered and work as needed, and some custom features have even been developed and implemented based on our companies suggestions. This software automates a lot of document preparation and payment processing which was previously done manually. This software is easily equivalent to 2-3 (or more) additional staff.

Nachteile:

Takes a bit of time to get used to the platform as there are many features. Similar with reporting, so many reports can be generated it took a bit of time to understand each report. However, the platform is generally intuitive and once we got the hang of it, it was paying instant dividends.

Antwort von Mortgage Automator

vor 2 Jahren

Thank you so much for your review, James. We are happy to know you enjoy the software and will keep on pushing to deliver the best service for you and Hosper. Cheers!

Denis B.
Senior mortgage planner in Kanada
Finanzdienstleistungen, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Mortgage Automator program and staff ROCK!!!

5 vor 12 Monaten

Kommentare: Absolutely phenomenal. Staff and developers are great and reliable. They take pride in their product and are constantly looking to improve the growth of their system in the servicing industry.

Vorteile:

For our province of Manitoba specifically, I required certain docs and programs that would allow for me to transition smoothly from Excel sheets to accessible technology from any location. Initial interview I peppered them with questions and processes and they had most answers and processes in place. What they didn't know they got back with answers very quickly. Since that time, almost 2 years now, they have been very diligent to ensure their program works as flawlessly as possible.

Nachteile:

All initial documentation reflected Ontario rules and systems. I did recognize they were still in their early launch stages.

Antwort von Mortgage Automator

vor 12 Monaten

Denis, thank you for your support and for believing in us!

Sajhan G.
Director in Kanada
Immobilien, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

11/10 Best product for our company

5 vor 5 Monaten

Kommentare: 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.

Vorteile:

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.

Nachteile:

The only part I dislike about this software is that I didn't get it earlier.

Antwort von Mortgage Automator

letzten Monat

Thank you for your support, Sajhan! We appreciate having you as a customer!

Mike C.
VP, Underwrting in Kanada
Finanzdienstleistungen, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Mortgage Automator Review

5 vor 2 Jahren

Kommentare: So far so good. I have already recommended this product to colleagues who in fact have signed up as users.

Vorteile:

The software is easy to use. Very user friendly. Even if you have not been formally trained on the software, you can pretty much figure out how to use it on your own. Drag and drop functionality which auto populates informing into the software from an existing Filogix application.

Nachteile:

At the present time, there has not been any features that are a problem.

Antwort von Mortgage Automator

vor 2 Jahren

Thank you for your review, Mike! We really appreciate it and will strive to release more and more useful features.

Jason B.
President in USA
Bankwesen, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Best product on the market.

5 vor 9 Monaten

Kommentare: Using Mortgage Automator as the end to end platform for my hard money lending business.

Vorteile:

The team behind Mortgage Automator is the best. From the [SENSITIVE CONTENT HIDDEN] to the support staff they are super responsive to all the customers needs. The software is super easy to learn and use and has a wide range of integrations and capabilities

Nachteile:

Integration with document automation has a steep learning curve but once in place works very well.

Antwort von Mortgage Automator

vor 9 Monaten

Thank you for the review and for believing in us, Jason!

Megan F.
Operations Coordinator in USA
Immobilien, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Detailed and Easy to Use System, Excellent Customer Service and Team!

5 vor 6 Monaten

Kommentare: Mortgage Automator has changed our company for the better. Our processes continued to be streamlined as more features and automation are added to the software. As a team we are thrilled by the amount of new features and progress that the software has provided us. When we decided to commit to Mortgage Automator a year ago, we knew that there would be some frustrations along the way as the software developed and new features would be added over time, but we can confidently say we have no regrets making the commitment and sticking with MA through those challenges!

As we continue to use the software and identify gaps or errors, the Mortgage Automator team addresses our concerns and escalates issues to developers or simply fixes the problem by a quick look of the issue on their end. Overall, Mortgage Automator continues to provide excellent customer service and continues to save us time and effort as the software can be adjusted to fit our needs.

Vorteile:

We started using Mortgage Automator after reviewing several other loan management systems and decided that Mortgage Automator was the best long-run choice.. At the time, there were a number of missing features, but we took the leap and trusted that the team and system would deliver in the future. The leadership team at Mortgage Automator has definitely kept their promises! Over the past several months they have released features that have been crucial to our business. It is fast, easy to use, and reliable. A short list of the things we love: • The Kanban tile view for our in progress loans • Ability to accept fee payments via credit card • Customization specific to our company • Customization of documents created in the system • The communications module which allows us to set up rules and templates that can be triggered to send emails and/or text messages • Auto-draft monthly payments, outstanding fees and charges via NACHA file • Suggest a feature board • The support team responsiveness! They do a great job answering questions and solving problems via chat feature or email

Nachteile:

There are a lot of new features released or changes being made to improve the software, sometimes it is hard to keep up and learn how the new features change or affect our current loans. The knowledge based articles are helpful, but our hope is that there will be demonstration videos and best practices shared so that we can continue to use the software to it's fullest extent.

Antwort von Mortgage Automator

vor 6 Monaten

Thank you for such a great review, Megan. We are working on releasing more video tutorials and best practices soon :)

Parm M.
Principal Broker in Deutschland
Finanzdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Best software for anyone managing Mortgage Capital

5 vor 11 Monaten

Kommentare: Deal management & tracking have become very simple. The best part is managing progress throughout the deal with all the documents being auto generated; commitments, instructions to the solicitor etc, payouts etc. A lot of the manual work has been eliminated.

Vorteile:

I have used this software for a little more than a year now and I can easily say its the best software out there. It comes with abundance amount of options and beauty is you can customize it to an extent that you only see the options you plan on using. We were spending hours on manual templates and tracking process of each loan; automator has automated all the steps. All the documents can be easily generated with the push of the button. Some of the features such as complex loans(multiple investors, rate scaling, managing broker/investor profiles to easily track deals and Year end reporting) can't be found elsewhere. I'd highly recommend this for anyone investing in mortgages or anyone managing mortgage capital.

Nachteile:

I don't think there is not a whole lot to dislike.

Antwort von Mortgage Automator

vor 11 Monaten

Parm, thank you for the positive review, we appreciate it a lot and look forward to delivering even more useful features.

Grant P.
Vice President - Mortgage Origination & Underwriting in Kanada
Finanzdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Mortgage Automator is a game changer!

5 vor 11 Monaten

Kommentare: The whole team at Automator is top notch. When we've had questions, the support desk was amazingly fast at responding. I also appreciate the 'suggestion box' and that the company listens to user input to make the product even better. You know you're dealing with a company that cares when you get a random phone call from the lead software developer and then another call from the president, just to see if Automator and the team are meeting your needs!

Vorteile:

There are so many features that are great, but the ability to produce so many of our custom documents so quickly has made us super efficient and lifted our game considerably. We can literally turn around a straightforward application in 10 minutes and have a commitment letter sent out. Instructing our solicitor with a file is ultra easy too, as is producing renewal agreements and discharge/payout statements. I really like the visual representation of files on the dashboard as I can see all our active files at a glance and see where my attention needs to be at any given moment.

Nachteile:

I can't say there is anything I dislike about Automator. The current features are great and I know the next update or two that are planned will have even more amazing features that will make life easier for our underwriters and fulfilment officers.

Antwort von Mortgage Automator

vor 11 Monaten

Grant, thank you for such a comprehensive review! We continue to work hard and deliver more powerful features to help you level up your efficiency even more!

Gary F.
Director in Kanada
Finanzdienstleistungen, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Best Solution for the Lowest Price

5 vor 2 Jahren

Kommentare: We looked at most of the industry leading software providers for managing our Mortgage Administration business before selecting Mortgage Automator (MA). MA provided us with the majority of the features that we needed to run a successful business at a fraction of the cost of the competitors. The cloud based service was another VERY important factor in our decision as other competitors did not provide a cloud based solution

Vorteile:

It is extremely easy to use. It allows my entire organization to be in sync with every file we collaborate on. The continuous roll out of new features continues to help us save time and become more efficient in our daily workflows

Nachteile:

Truthfully, there isn't anything that I do "not" like. The MA team is constantly open to our suggestions to add features to accommodate our needs

Antwort von Mortgage Automator

vor 2 Jahren

Thank you for your support, Gary!

Jordan W.
Mortgage Administrator in Kanada
Finanzdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

The BEST way to automate your private lending business

5 vor 2 Jahren

Kommentare: The guys are amazing to work with! Quick service, friendly, and always willing to lend a hand to help!

Vorteile:

I love love LOVE this program. It has made my tracking headache free and comes with every option I need. The best part? Every time I think of a new option I might need, the developers at MA are somehow ALREADY ON IT! Can you say innovative? Would recommend to anyone who runs a MIC/ Private Mortgage company

Nachteile:

The only downfall I can see is the price. However that being said, we feel it is worth every penny. It does come in higher than other software however it takes the headache away from funding deals, issuing documents, and keeping track of funds!

Antwort von Mortgage Automator

vor 2 Jahren

Thank you Jordan, we appreciate your kind words so much! We love working with you and will keep on eliminating those headaches for you!

Alex B.
SR VP of Business Development in USA
Finanzdienstleistungen, 11-50 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Cut our manual process over 60%

5 vor 2 Jahren

Kommentare: I have sat down and talked to many developers in the space. This was the only company that delivered what it said and has the upmost professional team

Vorteile:

It is custom tailored for our individual needs not only in front and operations but in back and servicing. This software has allowed us to become paper free

Nachteile:

I will put something but it is with any development process. There’s a lot of collaboration and time spent in development. This is not out of the box but it should not be when you get something that’s customized. Not really a con.

Antwort von Mortgage Automator

vor 2 Jahren

Alex, thank you for your review. Maximum flexibility is the staple of our operations, so the idea was always to adjust the platform to our clients' businesses, not expect them to change for us. We're happy to know Jet Lending truly benefits from the customizations we've built for you.

Bob M.
Chief Operating Officer & Managing Director in Kanada
Vermögensverwaltung, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Mortgage Automator

5 vor 9 Monaten

Vorteile:

The Mortgage Automator system can be tailored quite easily to your company needs. We found that we saved time and provided better accuracy on items like discharge statements and instructions to solicitor. Implementation was quick and easy. Multi-user and remote access is great. Customer support is strong and timely/responsive as well.

Nachteile:

Mortgage Automator has launched a lot of features since our implementation which I understand all are pointed to meet client needs/requests, however, more detailed training or written documentation would help the end user better understand how to use and take advantage of. Also, more detailed reporting functionality to provide better insight into our mortgage portfolio data points would be beneficial. Investor statements could also be improved via end user design capabilities.

Antwort von Mortgage Automator

vor 9 Monaten

Thank you for the feedback, Bob. We have added four additional customer success people who will provide further training and documentation for all new features moving forward.

Vince O.
Mortgage Underwriter in Kanada
Finanzdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Great Software

5 vor 12 Monaten

Kommentare: Overall, the experience has been great. We have been able to streamline our business and make our processes simpler, faster, and easier, saving us time and money.

Vorteile:

The software is easy to use and integrates well with our current practices. Regular updates to the software increases functionality. Also, like the ability to customize certain features for our use.

Nachteile:

Initially, there were some issues relating to certain functions that were not available for our specific needs, however, with a call in to the MA team, they were more than willing to help solve the problem and work with us to figure out exactly what we needed.

Antwort von Mortgage Automator

vor 12 Monaten

Thank you for the review, Vince. We appreciate your support!

Ron C.
EVP in Kanada
Finanzdienstleistungen, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Outstanding

5 vor 2 Jahren

Kommentare: Automator has made management of our Trust very smooth. It's functionality serves our purpose 100% and when at times it doesn't the Automator Team is very open and quick to make sure it stays at 100%. Customization is always welcome and we have never been denied of a need. Must say that [SENSITIVE CONTENT HIDDEN] is nothing but great when it comes to support.

Vorteile:

The software is VERY user friendly and the ability to customize to our needs is seemless

Nachteile:

There has been nothing to dislike about the software. I have no negative comments/experience thus far

Antwort von Mortgage Automator

vor 2 Jahren

Thank you for your review, Ron, we appreciate it so much! Our goal is to keep on delivering the best experience for you.

Darren W.
President in Kanada
Finanzdienstleistungen, Selbstständig
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Game Changer

5 letztes Jahr

Kommentare: The implementation of Mortgage Automator has assisted in time management and efficiencies. We were thinking of having to hire an Admin clerk - That is no longer required with this program. Any issues are quickly resolved and our experience with the program has been overwhelmingly positive!

Vorteile:

Mortgage Automator has evolved. As a deal/file intake interface and a back-end administration program this program enables us to stay on top of files, issue commitments, and do all the administration of a mortgage. We no longer operate multiple spreadsheets and we are extremely happy with a program that offers a one-stop customizable solution.

Nachteile:

Any issues were quickly resolved/solved for us. I have no Cons to offer.

Antwort von Mortgage Automator

vor 12 Monaten

Hi Darren, Thank you so much for the positive review and for your support!

Mark C.
Mortgage Broker in Kanada
Finanzdienstleistungen, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Very satisfied with Mortgage Automator.

5 vor 12 Monaten

Kommentare: Getting our business on Mortgage Automator has been a massive shift for us and has brought positivity in all areas of our business. We have all levels of staff using it from data entry to document creation all the way up to ownership and revenue tracking.

Vorteile:

This software is very robust yet very easy to sue and figure out. It has helped us transform our operations and continues to allow us to streamline and improve efficiency, tracking, data manipulation ect.

Nachteile:

The dislikes are almost non existent. There are a few little tricks to learn, but once you do learn them any little dislikes are quickly solved.

Antwort von Mortgage Automator

vor 12 Monaten

Thank you for the kind words, Mark. We are very happy to hear that you're satisfied with Mortgage Automator!

Roy T.
Managing Director in Kanada
Finanzdienstleistungen, 11-50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Mortgage Automator

4 vor 8 Monaten

Kommentare: System allowed to expedite functions across all the departments of the business, from issuance of offer letters, funding, to renewal of Loans, collection process etc.

Vorteile:

Easy User interface, Document Upload Portal and Communication module makes Broker interaction efficient. Availability of strong customer and technical service support

Nachteile:

Flexibility in creating user defined reports and possible integration into a CRM system for the front end sales would make the system a more powerful tool.

Antwort von Mortgage Automator

vor 8 Monaten

Thank you for the feedback, Roy, we are working hard to deliver both of the features in the next couple of months.

Katie F.
Manager, Operations in Kanada
Finanzdienstleistungen, 11-50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

The name speaks for itself... and the people are AWESOME!

5 vor 2 Jahren

Vorteile:

Mortgage Automator is so user friendly; not much need for training, it is very intuitive to navigate. The people at Mortgage Automator, specifically [SENSITIVE CONTENT HIDDEN] are AMAZING. I'm sure everyone on the team is also amazing, but I mostly deal with those two. They are very helpful and super quick to return a call or email. Producing paperwork for us has become so much easier. Looking forward to further improvements the MA team will be making to the software as time goes on.

Nachteile:

There is nothing I dislike about Mortgage Automator... I am excited for further improvements and I love the direction they are taking it! Hoping they can automate a lot of our administration process as well in the future.

Antwort von Mortgage Automator

vor 2 Jahren

Thank you for your feedback and support, Katie. Our administration module is currently feature complete, and we look forward to training your admin team in the near future!

Geoff C.
President in USA
Finanzdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Best Loan Software Out There

5 vor 2 Jahren

Kommentare: Overall, we are very happy. The user interface is awesome and the overall experience is the best we've seen.

Vorteile:

The software is very easy to use, yet complex enough to satisfy all my needs

Nachteile:

We would love to tie the software directly into our quickbookds

Antwort von Mortgage Automator

vor 2 Jahren

Thank you for your review, Geoff. We launched QuickBooks Online integration in February and the desktop version is coming next month. We will reach out to schedule a training session.

Chris B.
Broker Relations in Kanada
Finanzdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Fantastic Product

5 vor 6 Monaten

Kommentare: The experience from the initial demonstration, company setup and launching the product has been nothing short of professional. The customer service is top notch, any issue has been resolved in a timely matter. Mortgage Automator has saved our company countless hours of administrative work with this product.

Vorteile:

Easily manage and organize files. Transfers information into document form with ease and saves so much time.

Nachteile:

There is a lot of innovation and sometimes it can be difficult keeping up with the changes and features provided.

Antwort von Mortgage Automator

vor 6 Monaten

Chris, thank you so much for your support!