---
description: Discover the benefits and disadvantages of Mortgage Automator.  Learn the software price, see the description, and read the most helpful reviews for UK business users. 
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title: Mortgage Automator Pricing, Cost & Reviews - Capterra UK 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 | 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
- Amortisation Schedule
- Audit Trail
- Automated Decisioning/Underwriting
- Automatic Funds Distribution
- Borrower Management
- Cash Flow Management
- Client Database
- Client Portal
- Collateral Tracking
- Compliance Management
- Contact Management
- Customer Management
- Dashboard
- Data Import/Export
- Document Management
- Escrow Management
- Investor Management
- Lead Management
- Loan Portfolio Management
- Online Applications
- PCI Compliance
- Payment Collection
- Pipeline Management
- Pre-Qualification
- Reporting/Analytics
- Third-Party Integrations
- Workflow Management

## 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
- Phone Support
- Chat

## Category

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

## Related Categories

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

## Alternatives

1. [LendingWise](https://www.capterra.co.uk/software/166706/lendingwise) — 4.6/5 (72 reviews)
2. [BNTouch Mortgage CRM](https://www.capterra.co.uk/software/37032/bntouch) — 4.5/5 (98 reviews)
3. [The Mortgage Office](https://www.capterra.co.uk/software/9277/the-mortgage-office) — 4.8/5 (285 reviews)
4. [DigiFi](https://www.capterra.co.uk/software/184799/DigiFi) — 4.9/5 (7 reviews)
5. [Baseline](https://www.capterra.co.uk/software/1049444/baseline) — 4.9/5 (10 reviews)

## Reviews

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

> **Mark** | *6 January 2026* | Financial Services | 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).

-----

### "Transformational Lending Platform – The Backbone of Our Loan Operations" — 5.0/5

> **Ryan** | *3 July 2025* | Real Estate | Recommendation rating: 10.0/10
> 
> **Pros**: Mortgage Automator has completely revolutionized how we operate. The level of automation, customization, and end-to-end integration is unmatched. From origination to servicing, the platform is intuitive and robust. The document generation tools, borrower portals, and CRM functionality have dramatically improved our efficiency and accuracy. Most importantly, their customer support is phenomenal – fast, knowledgeable, and eager to help.
> 
> **Cons**: There’s a learning curve during the initial implementation, especially if you're migrating from a patchwork of systems. Customization is powerful but requires thoughtful planning and time upfront. However, once configured, the payoff is massive. Take the time to learn the system.
> 
> Mortgage Automator has become the backbone of our lending operations. It’s helped us scale while reducing errors, streamlining communication, and eliminating redundant manual work. We’ve seen tangible ROI from faster closings, improved investor reporting, and better compliance. The team continues to roll out features and improvements based on lender feedback, making the platform even more valuable over time.

-----

### "Great Tool\!" — 5.0/5

> **Kate** | *11 June 2026* | Financial Services | 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** | *15 June 2026* | Financial Services | 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** | *12 June 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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## Links

- [View on Capterra](https://www.capterra.co.uk/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> |

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