Mortgage Automator Reviews

Easy to navigate loan management platform with efficient underwriting tools (such as rental offsets). Beneficial for private/alternative lending where multiple scenarios or more creative deal structures are analyzed.

Chat support team is readily available when needed. Mortgage dashboard is easy to navigate while working through deals in the underwriting stage. Flexible options to explore different scenarios and debt service ratios.

Some technical glitches - debt ratios not always updating automatically but can be fixed by refreshing screen.
Client profiles and details are also duplicated sometimes and require further amalgamation.

It has really changed the way we underwrite at my company. The ease of use really saves me time in my daily worklife.

I like how you can customize the system to suit your needs (conditions, document buckets, formulas etc).

I love the document upload portal and how it updates in real time

I wish that the borrower profile was better locked for each application. When there are multiple files for the same client it can be cumbersome to fix the income for each previous file.

I am very grateful to have a program like mortgage automator which allows me to focus more on selling and making money, and less on administrative work

The mortgage origination process is quick, efficient and user friendly. It allows me to manage my files in one location with simplicity.

There are still a few things that require manual editing but overall, it saves me a ton of time.

Overall this has been a very positive experience, the tool has made it much easier to complete tasks and recall information.

Loving this platform, we have been using it for over 5 years now and it is the ultimate time management tool. Keeping all of our information in once place. I love the document upload portal

The differences in the information imported from the different submission platforms.

A solid choice for private lenders handling residential, commercial, or construction loans. The automation and integrations cut down manual work, and the support team is great. Definitely worth considering for a more efficient lending process.

Mortgage Automator has streamlined our loan origination and servicing at Polar Credit. The automation for documents, compliance, and payments saves us time, while the Borrower Portal makes lead management seamless. The investor tools and reporting features add real value.

The setup takes time, and more customisation options would be helpful for niche lenders.

Ever since we started using Mortgage Automator, the efficiency of our mortgage processing has improved significantly. The seamless integration with other platforms and its user-friendly interface makes it an indispensable tool for our daily operations.

The software is highly customizable, which allows us to tailor it to our specific needs. The document automation feature saves us a lot of time and reduces the chance of errors. Moreover, their customer support is outstanding—responsive, helpful, and always ready to solve any issues that arise.

So far, there's very little to dislike.

It’s a highly dependable solution and it greatly enhances our operations without any significant issues.

From document generation to automated communications and report building, it has streamlined our operations significantly. The team is responsive, though some feature requests take time to be implemented. Overall, it’s an indispensable part of our daily workflow.

We haven't run into any issues with the system as of yet.

Implementing Mortgage Automator in our operations has transformed the way we handle our business. It has enabled us to scale up our operations. The software ensures accuracy and has cut down on processing time dramatically, which has directly impacted our client satisfaction positively. The support staff is also very proactive and supportive.

The detailed reporting capabilities and the customization options that allow us to tailor the software to our specific needs are what I appreciate most. It's also very reliable, with minimal downtime or disruptions.

The software requires a significant upfront investment in terms of both time and training to fully utilize all its features. While initially daunting, the payoff in productivity is well worth the effort.