---
description: Learn how Mortgage Automator can help your business. GetApp provides users in New Zealand with the most detailed information on software reviews, prices and features.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Mortgage Automator Reviews, Pricing & Ratings | GetApp NZ 2026
---

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# Mortgage Automator

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> Mortgage Automator is a purpose-built loan origination and servicing platform for private and hard money lenders in the US and Canada. It manages the entire loan lifecycle, from application and underwriting through servicing, renewals, and fund management, in one centralized system.
> 
> Verdict: Rated **4.9/5** by 116 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Key benefits of Mortgage Automator

Flexible fund management:
Support for fixed or floating share prices, adaptable interest rate options, and pre- or post-DRIP NAV calculations means the platform adapts to how your fund is structured, not the other way around. Cash or accrual-based recognition supports accurate, compliant reporting.

Built for growth:
As loan volume increases, the platform scales with it. Automation reduces the added headcount typically needed to manage a growing portfolio, and centralized data makes it easier to bring on new team members without a steep learning curve.

Purpose-built compliance support:
Because the platform is built specifically for private lending, it reflects the compliance and reporting needs unique to the industry, including US and Canadian requirements, rather than requiring workarounds built for conventional mortgage lenders.

Connects with the tools you already use:
Native integrations with accounting software, payment processors, credit bureaus, and CRM platforms mean data flows automatically instead of requiring manual re-entry across systems. For custom needs, an open API lets your team connect Mortgage Automator to internal tools or build workflows specific to your business, so the platform fits into your existing tech stack instead of forcing you to replace it.

## 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

- ACH Payment Processing
- API
- Accounting
- Activity Tracking
- Alerts/Notifications
- Amortisation Schedule
- Approval Process Control
- Audit Trail
- Auto Loans
- Automated Decisioning/Underwriting
- Automatic Funds Distribution
- Borrower Management
- Business Loans
- CRM
- Cash Flow Management
- Client Database
- Client Management
- Client Portal
- Collateral Tracking
- Commercial Mortgages

## 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

- [Mortgage Software](https://www.getapp.co.nz/directory/180/mortgage-loans/software)

## Related Categories

- [Mortgage Software](https://www.getapp.co.nz/directory/180/mortgage-loans/software)
- [Loan Servicing Software](https://www.getapp.co.nz/directory/949/loan-servicing/software)
- [Loan Origination Software](https://www.getapp.co.nz/directory/899/loan-origination/software)
- [Commercial Loan Software](https://www.getapp.co.nz/directory/1167/commercial-loan/software)

## Alternatives

1. [The Mortgage Office](https://www.getapp.co.nz/software/103191/the-mortgage-office) — 4.8/5 (285 reviews)
2. [LendingWise](https://www.getapp.co.nz/software/2058210/lendingwise) — 4.6/5 (72 reviews)
3. [BNTouch Mortgage CRM](https://www.getapp.co.nz/software/127343/bntouch) — 4.5/5 (98 reviews)
4. [DigiFi](https://www.getapp.co.nz/software/2068471/digifi) — 4.9/5 (7 reviews)
5. [Baseline](https://www.getapp.co.nz/software/2074576/baseline) — 4.9/5 (10 reviews)

## Reviews

### "Simplicity of mortgage platform" — 5.0/5

> **Massimo** | *3 May 2024* | Financial Services | Recommendation rating: 9.0/10
> 
> **Pros**: The visual platform outlining the various stages of a life cycle of a deal and how easy it is to move the file from stage to stage
> 
> **Cons**: Would like to see more reporting functions from a sales standpoint
> 
> Very easy to use and navigate. Provides a clear visual of the life cycle of the deal.

-----

### "Early Adopters--and Happy\!" — 5.0/5

> **Trevor** | *6 February 2023* | Financial Services | Recommendation rating: 10.0/10
> 
> **Pros**: Ease of useFeatures that no other software hasBroker portalAutomated Communications
> 
> **Cons**: N/A, we love everything about Automator\!
> 
> We were early adopters of Mortgage Automator and are so glad we came on board. Throughout the years, \[sensitive content hidden\] have worked to listen to their customers' concerns and needs and have basically fully customized their product to fit most if not all of their lenders' needs. Technical support is always bar-none and we have saved likely thousands of hours of administration headaches with the Mortgage Automator platform. Most recently, we have began utilizing the fund capabilities on the system with our new MIC that has proven to be simple and easy to understand and manage for not only us, but our investors as well when it comes to their statements and returns. We are extremely happy that we were able to continue our administration business as well as our MIC on one account through one platform. We get comments all the time about our broker portal from our submitting brokers who LOVE the ease of use with no more emailed docs. Highly recommend\!

-----

### "Experience with the Automator" — 4.0/5

> **Mark** | *6 June 2024* | Financial Services | Recommendation rating: 8.0/10
> 
> **Pros**: Relatively user friendly. Availability of different reports in excel format. Online support is very helpful and responsive.
> 
> **Cons**: Lack of control, such as who is able to alter information entered. 
Information such as early term penalty do not get update in discharge statement when the terms are renewed/amended.

-----

### "Constantly Improving" — 4.0/5

> **Nick** | *26 January 2022* | Financial Services | Recommendation rating: 10.0/10
> 
> **Pros**: I love how responsive customer support is. They have technical experts ready to answer all of my questions all day every day. I can chat or email with anyone from the CS team and they get back to me promptly with solutions to all of my problems
> 
> **Cons**: The borrower application, while customizable is the clunkiest feature of the product. I've had a lot of problems with it, but the team does recognize this is an issue and is working to make improvements on it.

-----

### "Work Life Made Easier\!\!" — 5.0/5

> **Cindy** | *18 January 2023* | Banking | Recommendation rating: 10.0/10
> 
> **Pros**: I have used this software for two companies.  It is very easy to convert your information from one platform to another and the help offered by the company is above par.  Any time you have a question, someone is available and quickly helps.  The program is easy to use and you can figure most things out yourself.
> 
> **Cons**: New features are added without much info on how it affects things.
> 
> Morgage Automator has made my job easier\!  Everything is in one place - brokers, lawyers, clients, appraisers, etc .Report capabilities with Report Manager are excellent and things I used to have to enter in excel can now be generated with the Report Manager - saves time.

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## Links

- [View on GetApp](https://www.getapp.co.nz/software/2045667/mortgage-automator)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/finance-accounting-software/a/mortgage-automator/> |
| en-AE | <https://www.getapp.ae/software/2045667/mortgage-automator> |
| en-AU | <https://www.getapp.com.au/software/2045667/mortgage-automator> |
| en-CA | <https://www.getapp.ca/software/2045667/mortgage-automator> |
| en-GB | <https://www.getapp.co.uk/software/2045667/mortgage-automator> |
| en-IE | <https://www.getapp.ie/software/2045667/mortgage-automator> |
| en-NZ | <https://www.getapp.co.nz/software/2045667/mortgage-automator> |
| en-SG | <https://www.getapp.sg/software/2045667/mortgage-automator> |
| en-ZA | <https://www.getapp.za.com/software/2045667/mortgage-automator> |
| fr | <https://www.getapp.fr/software/2045667/mortgage-automator> |
| fr-BE | <https://fr.getapp.be/software/2045667/mortgage-automator> |
| fr-CA | <https://fr.getapp.ca/software/2045667/mortgage-automator> |

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