---
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
---

Breadcrumb: [Home](/) > [Mortgage Software](/directory/180/mortgage-loans/software) > [Mortgage Automator](/software/2045667/mortgage-automator)

# 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. [BNTouch Mortgage CRM](https://www.getapp.co.nz/software/127343/bntouch) — 4.5/5 (98 reviews)
2. [MortgageHalo](https://www.getapp.co.nz/software/2067153/mortgagehalo) — 4.4/5 (49 reviews)
3. [The Mortgage Office](https://www.getapp.co.nz/software/103191/the-mortgage-office) — 4.8/5 (288 reviews)
4. [Encompass](https://www.getapp.co.nz/software/2052232/encompass-1) — 4.0/5 (42 reviews)
5. [LendingWise](https://www.getapp.co.nz/software/2058210/lendingwise) — 4.6/5 (72 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.

-----

### "MA review of loan processes" — 5.0/5

> **DENIS** | *14 May 2024* | Financial Services | Recommendation rating: 9.0/10
> 
> **Pros**: Ability to identify loan origination breakdowns, i.e. 1st, 2nds, blankets, etc. as well as handling of individual investors per deal.
> 
> **Cons**: difficulty in dealing with annual statements and amortisation calculations for administration purposes. I like simplicity for the reader to understand what they are looking at, however i find i have to manually modify payout statements that are overly detailed rather than consolidated.
> 
> excellent relations with their top team who obviously know what they are doing and quick to respond to any issues that may arise.

-----

### "Streamlined Lending with Powerful Automation" — 5.0/5

> **Aidan** | *6 June 2025* | Financial Services | Recommendation rating: 7.0/10
> 
> **Pros**: User-friendly interface combined with great tech. It’s intuitive and saves time on day-to-day operations. The system is streamlined and helps automate workflows efficiently, making the loan process smooth and less prone to human error.
> 
> **Cons**: Occasional limitations with custom reporting and dashboard flexibility. While the core features are excellent, there’s room for improvement in customization options for lenders with more complex or niche workflows.
> 
> Overall, Mortgage Automator has significantly improved our operational efficiency. The software is robust and reliable, with consistent support from the team. It’s particularly helpful for automating repetitive tasks and ensuring compliance. Despite some minor limitations, the benefits far outweigh the drawbacks.

-----

### "Amazing Product with even better Customer Service" — 5.0/5

> **Davis** | *12 June 2024* | Financial Services | Recommendation rating: 10.0/10
> 
> **Pros**: The reporting features of Mortgage Automator have taken our efficiency and data use to the next level. Through the Report Builder module, I am able to customize reports to best fit our users needs. Integrating excel formulas in our reports has also greatly increased productivity in our organization.

All members of the Data Migration/Onboarding team have been absolutely amazing to work with, with very quick and efficient response times.
> 
> **Cons**: Currently, there is not an accounting function/integration within Mortgage Automator, however I know this is something that is in the works. Looking forward to this feature\!

-----

### "Great Product" — 5.0/5

> **Tyler** | *19 June 2024* | Real Estate | Recommendation rating: 10.0/10
> 
> **Pros**: I thought it was an all encompassing software for any lender.  I was able to run my entire business with one software with the exception of marketing.
> 
> **Cons**: It took a little while to get setup but that is because the software is so robust.
> 
> Our experience was great overall. I have nothing but great things to say about the Mortgage Automator team.

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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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