---
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.
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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
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> Top-rated software for private lenders. Streamline everything from loan origination to servicing, compliance, and investor payouts.
>
> Verdict: Rated **4.9/5** by 116 users. Top-rated for **Likelihood to recommend**.
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## 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** | 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
- 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
- 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
- [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. [BNTouch Mortgage CRM](https://www.capterra.ca/software/37032/bntouch) — 4.5/5 (98 reviews)
4. [DigiFi](https://www.capterra.ca/software/184799/DigiFi) — 4.9/5 (7 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).
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### "Great Tool\!" — 5.0/5
> **Kate** | *June 11, 2026* | Financial Services Software | Recommendation rating: 10.0/10
>
> **Pros**: We love how we have the ability to customize the platform to suit our needs. I also love how everything is separated (borrower profile, etc)
>
> **Cons**: I don't like that the applications aren't locked and it keeps the client income on one file. This is annoying when you have multiple files for the clients.
Also wish the notes section would support bullet points
>
> It was really been great for underwriting and has been a pretty seamless experience. It calculates TDS/GDS efficiently and allows us to have all of the information that we require in one spot.
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### "Smooth System" — 4.0/5
> **Kelsey** | *June 15, 2026* | Financial Services Software | Recommendation rating: 3.0/10
>
> **Pros**: Love how easy it is for work flow. Great platform for what we do in Underwriting. Client intake is a breeze with MA. Love that it stores client profiles.
>
> **Cons**: Downfall in storing client profiles is that they are locked, so all debts and income are auto generated onto a new app and can’t be removed or edited.
>
> Overall a great system that flows pretty well. Makes our job very smooth and hassle free ( most of the time )
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### "Senior Mortgage Underwriter Decision Maker" — 5.0/5
> **Catherine** | *June 12, 2026* | Banking | Recommendation rating: 10.0/10
>
> **Pros**: We have been using the platform for over 5 years now.
It has made my life so much easier, all items in one place. Beautiful upload portal for documents. The ultimate time management tool for our business.
>
> **Cons**: The differences between what data enters the system from each of the different submission platforms used.
>
> I have had a positive overall experience. Great tool for our business, it certainly makes it easer to review and document information with the volumes we deal with.
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### "easy to learn the basics of" — 5.0/5
> **Heather** | *June 12, 2026* | Financial Services Software | Recommendation rating: 7.0/10
>
> **Pros**: I am new to the credit analyst role and have found mortgage Automator quite easy to become accustomed to. It has an easy to follow methodology
>
> **Cons**: I worry that when changing info on a borrower or guarantor for a new file that I may accidentally change something in the old one that is already a completed deal
>
> Overall it has been positive with a few things I need to reach out to more experienced users for assistance with.
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## Links
- [View on Capterra](https://www.capterra.ca/software/191761/mortgage-automator)
## This page is available in the following languages
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## Structured Data