---
description: Learn more about Mortgage Automator price, benefits, and disadvantages for businesses in South Africa. Read reviews from verified users and discover similar tools.
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title: Mortgage Automator Price, Reviews & Features - Capterra South Africa 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 112 users. Top-rated for **Likelihood to recommend**.

-----

## 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** | 112 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
- 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
- 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
- HubSpot CRM
- HubSpot Sales Hub
- Jira
- Lendesk
- 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.za/directory/30088/loan-servicing/software)

## Related Categories

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

## Alternatives

1. [LendingWise](https://www.capterra.co.za/software/166706/lendingwise) — 4.6/5 (72 reviews)
2. [nCino’s Mortgage Suite](https://www.capterra.co.za/software/169464/the-nexus) — 4.8/5 (126 reviews)
3. [The Mortgage Office](https://www.capterra.co.za/software/9277/the-mortgage-office) — 4.8/5 (285 reviews)
4. [BNTouch Mortgage CRM](https://www.capterra.co.za/software/37032/bntouch) — 4.5/5 (95 reviews)
5. [Baseline](https://www.capterra.co.za/software/1049444/baseline) — 4.9/5 (10 reviews)

## Reviews

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

> **Mark** | *06 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** | *03 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.

-----

### "Software designed for Private Lending Originations & Mortgage Administration" — 5.0/5

> **Sanjay** | *26 July 2024* | Financial Services | Recommendation rating: 10.0/10
> 
> **Pros**: Great customer service; ease of use and clean interface;
> 
> **Cons**: lacking integration with Quickbooks however MA is regularly coming out with enhancements which hopefully provides for such integration.
> 
> Experience has been great. Very user friendly and ability to customize platform to our needs.

-----

### "Mortgage Automator Review" — 5.0/5

> **Mike** | *29 August 2024* | Real Estate | Recommendation rating: 10.0/10
> 
> **Pros**: Easy to use, intuitive and the onboarding is exceptional\!
> 
> **Cons**: A bit pricey.  Other than that, the system is great.
> 
> Excellent onboarding experience.  Customer service is outstanding.

-----

### "Loan Ledger in MA" — 5.0/5

> **Ali** | *17 July 2024* | Financial Services | Recommendation rating: 10.0/10
> 
> **Pros**: The loan ledger in MA gives us a better breakdown of the outstanding balance in each account, whereas our legacy system only provided one lump sum outstanding balance that included interest and fees. Additionally, the process to enter new purchases, top up an existing position, process redemptions and process/pay dividends is all a very simple process through MA. Reporting through the fund dashboard is very efficient as well.
> 
> **Cons**: Needs to be integrated with an accounting system.
> 
> Very easy to use and efficient for loan origination and servicing and creating new reports was very easy.

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## Links

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