Success Stories

Automate Your Way to Exponential Growth

Learn how our customers use Mortgage Automator to operate from a growth mindset and cut the time wasted on tedious, routine processes.
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5 stars

“User-friendly software interface and comprehensive features

The Mortgage Automator’s intuitive design makes navigating complex mortgage processes a breeze, even for users with limited technical expertise. Additionally, the robust reporting capabilities provide valuable insights into loan performance and operational efficiency, empowering lenders to make informed decisions.”

Jason Anbara
Founder & President, NorthLend Financial Inc.

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5 stars

Great tool for mortgage underwriting

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

Anonymous
Underwriter, Verified SourceForge Review
5 stars

Very pleased with our choice of Mortgage Automator

What we like most about Mortgage Automator is the ease of use along with the very responsive and helpful customer service. It is completely integrated and helps us in all phases of our business, from originating, to underwriting, to servicing, keeping our entire business under one software.

Chris A.
Chief Operating Officer, Yieldi
5 stars

Automator makes preparing loan commitments efficient

The Automator Team provided a thorough onboarding/training process. Customizing the dashboard to organize file progress based on our workflow. Generating lawyer instructions within the email communication saves a lot of time. Automator seems to be proactive with continuous development.

Stephanie W.
Mortgage Administrator, Three Point Capital Corp
5 stars

Easy to Implement

We are able to operate and administrate from multiple cities and countries without issues. This is a game-changer for our team. The software is a wholistic approach to Mortgage Portfolio management and administration and saves a ridiculous amount of staff time. The software continues to get better and better.

Dave M.
President, Shelter Lending Corporation
5 stars

Positive overall experience

Great tool for our business. It certainly makes it easer to review and document information with the volumes we deal with. 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.

Catherine B.
Decision Maker, Verified Capterra Review
5 stars

Amazing User-Friendly Software

Mortgage Automator has been the most user-friendly all-encompassing software we have ever used for our mortgage lending business. It requires little set up time and very simple, straightforward and easy to use. Highly recommended software for you to grow and scale your lending business.

Michael C.
Latitude Mortgage Services Inc.
5 stars

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

Mortgage Automator is so user-friendly; not much need for training, it is very intuitive to navigate. 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.

Katie F.
Manager, Operations, New Haven Mortgage Corporation
5 stars

Mortgage Automator has made our lives better

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. The MA people are incredibly helpful and adaptable to make changes as we see fit for our business. They are ROCKSTARS!

Lauren H
Senior Mortgage Underwriter, Magenta Capital Corporation

Trusted by 500+ Happy Clients

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Customer Success Stories

SUCCESS STORY
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NorthLend Financial
NorthLend Financial: Focus on Business, Not Paperwork
Discover how NorthLend Financial uses Mortgage Automator to improve workflows, boost efficiency, and support growth in private lending today at scale.
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Trophy Point Investment
Trophy Point Investment: Automating for Efficient Growth
Discover how Trophy Point Investment uses Mortgage Automator to streamline lending operations, improve efficiency, and support business growth today now.
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First Circle Financial
70% Growth in 3 Years Powered By Efficiency with Automation
See how First Circle Financial uses Mortgage Automator to streamline lending, improve efficiency, and support long-term business growth today at scale.
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