---
description: Learn more about Mortgage Automator pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Mortgage Automator Pricing, Reviews & Features - Capterra Canada 2026
---

Breadcrumb: [Home](/) > [Loan Servicing Software](/directory/30088/loan-servicing/software) > [Mortgage Automator](/software/191761/mortgage-automator)

# Mortgage Automator

Canonical: https://www.capterra.ca/software/191761/mortgage-automator

Page: 1 / 6\
Next: [Next page](https://www.capterra.ca/software/191761/mortgage-automator?page=2)

> Top-rated software for private lenders. Streamline everything from loan origination to servicing, compliance, and investor payouts.
> 
> Verdict: Rated **4.9/5** by 112 users. Top-rated for **Likelihood to recommend**.

-----

## Overview

### Who Uses Mortgage Automator?

Private lenders, hard money lenders of all sizes: individual/family funds, administrators, GP LPs, mutual fund trusts, MICs, private equity funds.

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.9/5** | 112 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

- Accounting Software
- Amortization Schedule
- Audit Trail
- Automated Decisioning/Underwriting
- Automatic Funds Distribution
- Borrower Management
- Cash Flow Management
- Client Database
- Client Portal
- Collateral Tracking
- Compliance Management
- Contact Management Software
- Customer Management
- Dashboard Software
- Data Import/Export
- Document Management Software
- Escrow Management
- Investor Management
- Lead Management Software
- Loan Portfolio Management
- Online Applications
- PCI Compliance Software
- Payment Collection
- Pipeline Management
- Pre-Qualification
- Reporting/Analytics
- Third-Party Integrations
- Workflow Management Software

## Integrations (17 total)

- 6sense
- Docusign
- Equifax
- Finmo
- HubSpot CRM
- HubSpot Sales Hub
- Jira
- Lendesk
- 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

- [Loan Servicing Software](https://www.capterra.ca/directory/30088/loan-servicing/software)

## Related Categories

- [Loan Servicing Software](https://www.capterra.ca/directory/30088/loan-servicing/software)
- [Loan Origination Software](https://www.capterra.ca/directory/20011/loan-origination/software)
- [Mortgage Software](https://www.capterra.ca/directory/30038/mortgage-and-loans/software)
- [Commercial Loan Software](https://www.capterra.ca/directory/30537/commercial-loan/software)

## Alternatives

1. [The Mortgage Office](https://www.capterra.ca/software/9277/the-mortgage-office) — 4.8/5 (285 reviews)
2. [LendingWise](https://www.capterra.ca/software/166706/lendingwise) — 4.6/5 (72 reviews)
3. [nCino’s Mortgage Suite](https://www.capterra.ca/software/169464/the-nexus) — 4.8/5 (126 reviews)
4. [BNTouch Mortgage CRM](https://www.capterra.ca/software/37032/bntouch) — 4.5/5 (95 reviews)
5. [Baseline](https://www.capterra.ca/software/1049444/baseline) — 4.9/5 (10 reviews)

## Reviews

### "Easy to use and transition to for Private Lenders" — 5.0/5

> **Mark** | *January 6, 2026* | Financial Services Software | Recommendation rating: 10.0/10
> 
> **Pros**: Accessibility and common sense language for Private Lenders - easy to pickup and use. I've been able to integrate with everything ever since the Origination and Servicing API were launched - makes my life simpler.
> 
> **Cons**: Servicing can be complex to get used to. That said, I imagine its difficult for almost any system. I also wish there was more of an ability to set your defaults for things that never change (i.e. fees).

-----

### "Software designed for Private Lending Originations & Mortgage Administration" — 5.0/5

> **Sanjay** | *July 26, 2024* | Financial Services Software | 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.

-----

### "Loan Ledger in MA" — 5.0/5

> **Ali** | *July 17, 2024* | Financial Services Software | Recommendation rating: 10.0/10
> 
> **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.
> 
> Very easy to use and efficient for loan origination and servicing and creating new reports was very easy.

-----

### "Mortgage Automator allowed us to go from being manual to fully automated for mortgage lending and administration" — 5.0/5

> **John** | *June 8, 2024* | Financial Services Software | Recommendation rating: 8.0/10
> 
> **Pros**: Mortgage Automator is an end-to-end solution for mortgage underwriting, issuing commitment letters, ongoing administration to discharge. The system is continuously updated with new features. Many of the features are customizable such as the ability to add custom fields and documents. The system has built in reports and a Report Builder feature which is very useful in helping to manage the portfolio. The system is used on a daily basis with mortgage applications downloaded directly into the system.  The system is well suited for our business model. From a cost benefit perspective Mortgage Automator is a great value proposition.
> 
> **Cons**: Online user documentation does not have enough depth and instruction in terms of how to use the various features of the system. Support is generally good however can be lacking in responses. Returning to ongoing webinars would be very useful. Custom documents can be created however the feature is not user friendly.
> 
> The overall experience has been positive as the system has many good features, is continuously being updated with new features and is user friendly.

-----

### "Great improvement from our previous system" — 5.0/5

> **Anthony** | *June 10, 2024* | Financial Services Software | Recommendation rating: 10.0/10
> 
> **Pros**: Easy to use and has reduced time to underwrite files.  The system is slick and performs all of the tasks we had hoped it would.
> 
> **Cons**: We haven't run into any issues with the system as of yet.
> 
> The Mortgage Automator team was great throughout the entire transition.  From on boarding to training and ongoing support.  They are always  there when we need them.

-----

Page: 1 / 6\
Next: [Next page](https://www.capterra.ca/software/191761/mortgage-automator?page=2)

## Links

- [View on Capterra](https://www.capterra.ca/software/191761/mortgage-automator)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/191761/Mortgage-Automator/> |
| en-AE | <https://www.capterra.ae/software/191761/mortgage-automator> |
| en-AU | <https://www.capterra.com.au/software/191761/mortgage-automator> |
| en-CA | <https://www.capterra.ca/software/191761/mortgage-automator> |
| en-GB | <https://www.capterra.co.uk/software/191761/mortgage-automator> |
| en-IE | <https://www.capterra.ie/software/191761/mortgage-automator> |
| en-IL | <https://www.capterra.co.il/software/191761/mortgage-automator> |
| en-IN | <https://www.capterra.in/software/191761/mortgage-automator> |
| en-NZ | <https://www.capterra.co.nz/software/191761/mortgage-automator> |
| en-SG | <https://www.capterra.com.sg/software/191761/mortgage-automator> |
| en-ZA | <https://www.capterra.co.za/software/191761/mortgage-automator> |
| fr | <https://www.capterra.fr/software/191761/mortgage-automator> |
| fr-BE | <https://fr.capterra.be/software/191761/mortgage-automator> |
| fr-CA | <https://fr.capterra.ca/software/191761/mortgage-automator> |
| fr-LU | <https://www.capterra.lu/software/191761/mortgage-automator> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Capterra Canada","address":{"@type":"PostalAddress","addressLocality":"Toronto","addressRegion":"ON","postalCode":"M2N 7E9","streetAddress":"5000 Yonge Street 14th Floor, Suite 1402 Toronto ON M2N 7E9"},"description":"Capterra Canada helps millions of people find the best business software. With software reviews, ratings, infographics and a comprehensive list of business software.","email":"info@capterra.ca","url":"https://www.capterra.ca/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@id":"https://www.capterra.ca/#organization","@type":"Organization","parentOrganization":"Gartner, Inc.","sameAs":["https://twitter.com/Capterra","https://www.facebook.com/Capterra/","https://www.linkedin.com/company/capterra/","https://www.instagram.com/capterra/","https://www.youtube.com/channel/UCyUw9-HIkKiYcTqcFDUcxPA"]},{"name":"Mortgage Automator","description":"Mortgage Automator is the #1 end-to-end loan origination and servicing platform built for private and hard money lenders. Originally developed by lenders to manage a $150M portfolio with just two staff, it's now trusted by 400+ lenders across North America. \n\nThe platform supports every stage of the loan lifecycle—from origination and underwriting to servicing, fund management, and investor relations—on one powerful system. Lenders scale from 10 loans to 10,000 without adding headcount. Automate document generation, investor payments, custom reporting, and compliance workflows. Gain full operational visibility through Kanban dashboards, CRM integrations, and API-enabled data sharing. Designed for growth, Mortgage Automator helps lean teams stay efficient while delivering exceptional borrower and investor experiences.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/7241f588-ca40-4e6d-b5c8-1d48f3051bd1.png","url":"https://www.capterra.ca/software/191761/mortgage-automator","@id":"https://www.capterra.ca/software/191761/mortgage-automator#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.capterra.ca/#organization"},"applicationCategory":"BusinessApplication","aggregateRating":{"@type":"AggregateRating","ratingValue":4.9,"bestRating":5,"ratingCount":112},"operatingSystem":"Cloud, Apple, Windows, Linux, Chrome"},{"@id":"https://www.capterra.ca/software/191761/mortgage-automator#faqs","@type":"FAQPage","mainEntity":[{"name":"What Is Mortgage Automator?","@type":"Question","acceptedAnswer":{"text":"Mortgage Automator is the #1 end-to-end loan origination and servicing platform built for private and hard money lenders. Originally developed by lenders to manage a $150M portfolio with just two staff, it's now trusted by 400+ lenders across North America. The platform supports every stage of the loan lifecycle—from origination and underwriting to servicing, fund management, and investor relations—on one powerful system. Lenders scale from 10 loans to 10,000 without adding headcount. Automate document generation, investor payments, custom reporting, and compliance workflows. Gain full operational visibility through Kanban dashboards, CRM integrations, and API-enabled data sharing. Designed for growth, Mortgage Automator helps lean teams stay efficient while delivering exceptional borrower and investor experiences.","@type":"Answer"}},{"name":"Who Uses Mortgage Automator?","@type":"Question","acceptedAnswer":{"text":"Private lenders, hard money lenders of all sizes: individual/family funds, administrators, GP LPs, mutual fund trusts, MICs, private equity funds.","@type":"Answer"}}]},{"@id":"https://www.capterra.ca/software/191761/mortgage-automator#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Loan Servicing Software","position":2,"item":"/directory/30088/loan-servicing/software","@type":"ListItem"},{"name":"Mortgage Automator","position":3,"item":"/software/191761/mortgage-automator","@type":"ListItem"}]}]}
</script>