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En savoir plus sur Mortgage Automator

Mortgage Automator est un logiciel pour la création et le suivi de prêts de bout en bout pour les organismes de financement privés.

En savoir plus sur Mortgage Automator

Avantages :

The system has great tools to show reports for our investors.

Inconvénients :

Everything that frustrated me about this software has been addressed and resolved at this time.

Mortgage Automator - Notes

Note moyenne

Facilité d'utilisation
4,9
Service client
5,0
Fonctionnalités
4,9
Rapport qualité-prix
4,9

Probabilité de recommander le produit

9,8/10

Mortgage Automator a reçu une note globale de 4,9 étoiles sur 5 d'après 69 avis d'utilisateurs publiés sur Capterra.

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Jake
Jake
Underwriter (Canada)
Utilisateur LinkedIn vérifié
Gestion des investissements, 2-10 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Great Software - Greater Team!

5,0 il y a 3 ans

Commentaires : The visually appealing and easily utilized interface combined with well designed back end processes has greatly decreased our processing time of new mortgages and provided a much more simple way to track and administer them all from work, home, or even our cell phones.

Avantages :

Rapidly expanding its product offerings and ease of use, all the while maintaining excellent customer service and consistently providing helpful and speedy responses to any and all concerns.

Inconvénients :

Doesn't upload and store documents or currently offer the option to pull credit reports.

Réponse de l'équipe de Mortgage Automator

il y a 3 ans

Thank you for the feedback, Jake. Document storage is scheduled to be released on March 15, 2020. And Equifax integration is coming in Q2 :)

Lauren
Senior Mortgage Underwriter (Mexique)
Services financiers, 2-10 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Alternatives envisagées :

Mortgage Automator and how it has made our lives better at Cedar Peaks

5,0 il y a 2 ans

Commentaires : 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. PRODUCTIVITY!
Another fabulous feature is the tracking. At a glance, we can track pretty much anything.

Avantages :

We cannot say enough about the support and help along the way from MA both at the start of the integration and right up to today whenever any of us need assistance with something in the system. The ability to receive applications directly into the MA system from the various broker platforms saves us so much time. Along with the above, from start to finish, we are able to enter everything necessary for a file, store documents, issue commitments etc., our administration and accounting departments can continue with the lawyer instructions, payments received and sent - what can I say. For mortgage renewals, where we used to have to create a new file - we now no longer have to reinvent the wheel! All of the info is already there and we simply push the renewal button and carry on with any new and relevant info. It really does PERFORM. The MA people are incredibly helpful and adaptable to make changes as we see fit for our business and customize documents and screens to make life easier for all. They are ROCKSTARS!

Inconvénients :

Cons? wow, now I am stumped. If I had to find a negative; it is that we have a unique business and there was a little pain in the beginning when getting our customized construction commitment created. Having said that, we were one of the first to sign up for MA and there wasn't even a construction module yet! It wasn't long before [SENSITIVE CONTENT HIDDEN] and his amazing team got that done and we have never looked back.

Réponse de l'équipe de Mortgage Automator

il y a 2 ans

Thank you, Lauren! We are happy to hear that you see so many benefits in our software!

Cindy
Client Services (Canada)
Banque, 2-10 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Work Life Made Easier!!

5,0 il y a 3 semaines Nouveau

Commentaires : 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.

Avantages :

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.

Inconvénients :

New features are added without much info on how it affects things.

Réponse de l'équipe de Mortgage Automator

il y a 3 semaines

Thank you for the kind words, Cindy!

Max
Associate (Canada)
Services financiers, 11-50 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Solid service

4,0 il y a 2 ans

Avantages :

Easy to use and flexible in adding additional features

Inconvénients :

Hard to identify certain features that might be beneficial

Zack
Underwriter (Canada)
Services financiers, 2-10 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

5 Stars, amazing product, excellent service, a must have.

5,0 il y a 3 semaines Nouveau

Avantages :

Mortgage Automator has been critical to our growth and success as a private lender. The software has allowed us to streamline our business processes, manage our client database and save an incredible amount of time that would be required if processing manually. The software works seamlessly with all major lending submission platforms and is extremely user friendly. The Mortgage Automator team is always available if we need anything and is continuously upgrading the software as needed. We have received lots of positive feedback from our broker channel commenting on our quick turn around times and on how easy it is to send us business. Thank you Mortgage Automator!

Inconvénients :

I don't see any cons with this software.

Réponse de l'équipe de Mortgage Automator

il y a 3 semaines

Thank you for the kind words, Zack!

Ryan
Director, Alternative Lending (Canada)
Immobilier, 2-10 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Alternatives envisagées :

Automator is a game changer!

5,0 il y a 2 ans

Commentaires : The Automator team has been amazing in providing Graysbrook Capital with custom solutions that has increased our business efficiency substantially. On top of that, the support team is outstanding and has very fast turnaround times. Highly recommend this product.

Avantages :

Mortgage Automator is incredibly easy to use. Being able to log in from anywhere is great, and makes things easy when discussing files over the phone with colleagues. The software has helped reduce complexity and increase efficiency in our business!

Inconvénients :

Some of the 'pre-canned' reports were not exactly what we were looking for, but the support staff is always available to help us create custom reports

Réponse de l'équipe de Mortgage Automator

il y a 2 ans

Thank you for the great review, Ryan! Happy to hear that our team has been taking good care of you! :) We always want to ensure that our customers get the most out of Mortgage Automator.

Reid
Reid
Director, Business Development & Real Estate (É.-U.)
Utilisateur LinkedIn vérifié
Immobilier, 2-10 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Alternatives envisagées :

Mortgage Automator Has Helped Change Our Operation

5,0 il y a 10 mois

Commentaires : It has been very positive overall. Any time our team had questions, the MA team was immediately there to help answer them. The system is always reliable and the many reporting and integration features took our business to the next level. Our staff really enjoys how simple and easy to use MA is from day one.

Avantages :

I liked that the software is scalable and dynamic. It allows operations both big and small to effectively accomplish their goals. Specifically, the API, Customer Service, the amount of options available, the monthly webinars and the constant new launches available really stood out to me.

Inconvénients :

Not much. It more than covers our basis and is powerful on many fronts. I don't have any real criticism for the software.

Réponse de l'équipe de Mortgage Automator

il y a 10 mois

Reid, thank you so much for this great review and for your continuous support!

Netali
Manager (Canada)
Services financiers, 2-10 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Save hundreds of hours with automation

5,0 il y a 3 semaines Nouveau

Avantages :

Mortgage Automator helped us fully streamline our lending business. Any tedious processes that used to take a long time are now implemented with a click of a button. Our communications and alerts go out at the right time when needed, our investors love getting professionally designed statements, payments are fully automated, and that's just the tip of the iceberg. Mortgage Automator can easily count for 2 more people on our staff.

Inconvénients :

There is nothing I don't like, but it's important to notice that the software will only work for you if you learn how to use it and actually use it.

Réponse de l'équipe de Mortgage Automator

il y a 3 semaines

Thank you Netali, we love working with you.

Danny
Mortgage Agent (Canada)
Services financiers, 2-10 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Great software for private lending

5,0 la semaine dernière Nouveau

Avantages :

We really streamlined our operations with Mortgage Automator. It is connected to all the broker platforms and we get all the applications directly. Automation reduced our workload and regularly saves us a lot of valuable time. The whole system was built specifically for lending purposes and it's great to deal with people who understand your business. Customer support is easily accessible and always very helpful.

Inconvénients :

There is nothing in particular that I don't like. I know the new features are added all the time, so if anything is missing, I know it's coming.

Réponse de l'équipe de Mortgage Automator

la semaine dernière

Thank you for the kind words, Danny! We appreciate your support.

Arryn
President (Canada)
Services financiers, 2-10 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Great mortgage software.

5,0 il y a 2 semaines Nouveau

Avantages :

Its robust and allows the origination process to go smoothly with document generation.

Inconvénients :

Screens can be busy at times, more defined tabs/shortcuts/sections within a loan would be helpful as opposed to one long scrolling page.

Réponse de l'équipe de Mortgage Automator

la semaine dernière

Thank you for your support, Arryn. We're always trying to develop new ways to improve navigation while ensuring nothing is hidden unintentionally. We would love to hear more about the specific issues you are experiencing; please do not hesitate to reach out to our Support team!

Trevor
President (Canada)
Services financiers, 2-10 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Alternatives envisagées :

Early Adopters--and Happy!

5,0 il y a 2 jours Nouveau

Commentaires : 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!

Avantages :

Ease of useFeatures that no other software hasBroker portalAutomated Communications

Inconvénients :

N/A, we love everything about Automator!

Réponse de l'équipe de Mortgage Automator

hier

Thank you so much, Trevor, we appreciate the support you've given to Mortgage Automator!

Suzanne
CEO (É.-U.)
Banque, 2-10 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Mortgage Automator Review

5,0 il y a 10 mois

Commentaires : Our company went from using mail merge to put together loan documents that was constantly having formulas broken and spending a ton of time servicing loans and needing to go into 5 different softwares to answer a borrower question to being able to handle everything seamlessly in one system. Mortgage Automator has freed up at least 5-10 hours per week of our loan processors time by the automation of documents, connecting our repeat borrowers to loans/ having that information specific to that borrower there in the system and remembering our investor and title company information which is incredible! She is currently managing 25 loans that are funding in the next 25 days and she was able to leave early today. From a servicing perspective, we can quickly generate payoff letters to immediately get it to a title company, automatically prepare our releases so we can record them right away and quickly pull up a report to see what extensions are coming up and who hasn't paid for the month without needing to go into multiple softwares to find this information. Plus it automatically generates our loan extension document so we can get that sent out right away.

Avantages :

Our team loves that it is a one stop shop for everything loan processing related to loan servicing related. The generation of loan documents, payoff letters and releases has been a massive benefit to our team. We truly feel that Mortgage Automator acts as a virtual assistant for us.

Inconvénients :

Our biggest issue is in terms of the accounting features of it which I know they are working on. It works in a 'perfect world' type of setting where it assumes all borrowers pay on their exact due date and pay their exact amount. This works great when this happens but we frequently have borrowers pay late, go over their maturity date and/ or pay incorrect amounts so it takes a little bit of work to get that corrected in Mortgage Automator. Honestly this is a pretty small complaint for everything else it does for our team.

Réponse de l'équipe de Mortgage Automator

il y a 10 mois

Suzanne, thank you so much for your amazingly detailed review. We are very grateful for your support and want you to know that we are focusing on having improved accounting functionality released shorty. Thank you!

Megan
Operations Coordinator (É.-U.)
Immobilier, 2-10 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Detailed and Easy to Use System, Excellent Customer Service and Team!

5,0 il y a 2 ans

Commentaires : Mortgage Automator has changed our company for the better. Our processes continued to be streamlined as more features and automation are added to the software. As a team we are thrilled by the amount of new features and progress that the software has provided us. When we decided to commit to Mortgage Automator a year ago, we knew that there would be some frustrations along the way as the software developed and new features would be added over time, but we can confidently say we have no regrets making the commitment and sticking with MA through those challenges!

As we continue to use the software and identify gaps or errors, the Mortgage Automator team addresses our concerns and escalates issues to developers or simply fixes the problem by a quick look of the issue on their end. Overall, Mortgage Automator continues to provide excellent customer service and continues to save us time and effort as the software can be adjusted to fit our needs.

Avantages :

We started using Mortgage Automator after reviewing several other loan management systems and decided that Mortgage Automator was the best long-run choice.. At the time, there were a number of missing features, but we took the leap and trusted that the team and system would deliver in the future. The leadership team at Mortgage Automator has definitely kept their promises! Over the past several months they have released features that have been crucial to our business. It is fast, easy to use, and reliable. A short list of the things we love: • The Kanban tile view for our in progress loans • Ability to accept fee payments via credit card • Customization specific to our company • Customization of documents created in the system • The communications module which allows us to set up rules and templates that can be triggered to send emails and/or text messages • Auto-draft monthly payments, outstanding fees and charges via NACHA file • Suggest a feature board • The support team responsiveness! They do a great job answering questions and solving problems via chat feature or email

Inconvénients :

There are a lot of new features released or changes being made to improve the software, sometimes it is hard to keep up and learn how the new features change or affect our current loans. The knowledge based articles are helpful, but our hope is that there will be demonstration videos and best practices shared so that we can continue to use the software to it's fullest extent.

Réponse de l'équipe de Mortgage Automator

il y a 2 ans

Thank you for such a great review, Megan. We are working on releasing more video tutorials and best practices soon :)

James
Director of Lending (Canada)
Immobilier, 11-50 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Alternatives envisagées :

Mortgage Automator... Automates!

5,0 il y a 3 ans

Commentaires : We have retired some of our legacy excel spreadsheets and trackers, we have consolidated all our loan management into this tool.

Avantages :

The Mortgage Automator Platform is relied on as our core loan management database / software. All major features were considered and work as needed, and some custom features have even been developed and implemented based on our companies suggestions. This software automates a lot of document preparation and payment processing which was previously done manually. This software is easily equivalent to 2-3 (or more) additional staff.

Inconvénients :

Takes a bit of time to get used to the platform as there are many features. Similar with reporting, so many reports can be generated it took a bit of time to understand each report. However, the platform is generally intuitive and once we got the hang of it, it was paying instant dividends.

Réponse de l'équipe de Mortgage Automator

il y a 3 ans

Thank you so much for your review, James. We are happy to know you enjoy the software and will keep on pushing to deliver the best service for you and Hosper. Cheers!

Parm
Principal Broker (Allemagne)
Services financiers, 2-10 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Best software for anyone managing Mortgage Capital

5,0 il y a 2 ans

Commentaires : Deal management & tracking have become very simple. The best part is managing progress throughout the deal with all the documents being auto generated; commitments, instructions to the solicitor etc, payouts etc. A lot of the manual work has been eliminated.

Avantages :

I have used this software for a little more than a year now and I can easily say its the best software out there. It comes with abundance amount of options and beauty is you can customize it to an extent that you only see the options you plan on using. We were spending hours on manual templates and tracking process of each loan; automator has automated all the steps. All the documents can be easily generated with the push of the button. Some of the features such as complex loans(multiple investors, rate scaling, managing broker/investor profiles to easily track deals and Year end reporting) can't be found elsewhere. I'd highly recommend this for anyone investing in mortgages or anyone managing mortgage capital.

Inconvénients :

I don't think there is not a whole lot to dislike.

Réponse de l'équipe de Mortgage Automator

il y a 2 ans

Parm, thank you for the positive review, we appreciate it a lot and look forward to delivering even more useful features.

Dave
President (Canada)
Services financiers, 2-10 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Easy to implement

5,0 il y a 6 mois

Commentaires : We are able to operate and administrate from multiple cities and countries without issues. This is a game-changer for our team.

Avantages :

Our team implemented the software over the course of a month and we had a very successful experience. The team at MA was always supportive and responsive on our questions and issues. The software is a wholistic approach to Mortgage Portfolio management and administration and saves a ridiculous amount of staff time. A big reason that the software is excellent is that it is developed by individuals that ARE private lenders and fully understand our business and related challenges.

Inconvénients :

From a senior manager's point of view, there could be more reporting features and options to analyze the fund.

Réponse de l'équipe de Mortgage Automator

il y a 5 mois

Thank you for the great review, Dave! We hear you about the reporting and currently prioritize building out additional fund variables to be included in any report of your choice.

Denis
Senior mortgage planner (Canada)
Services financiers, 11-50 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Mortgage Automator program and staff ROCK!!!

5,0 il y a 2 ans

Commentaires : Absolutely phenomenal. Staff and developers are great and reliable. They take pride in their product and are constantly looking to improve the growth of their system in the servicing industry.

Avantages :

For our province of Manitoba specifically, I required certain docs and programs that would allow for me to transition smoothly from Excel sheets to accessible technology from any location. Initial interview I peppered them with questions and processes and they had most answers and processes in place. What they didn't know they got back with answers very quickly. Since that time, almost 2 years now, they have been very diligent to ensure their program works as flawlessly as possible.

Inconvénients :

All initial documentation reflected Ontario rules and systems. I did recognize they were still in their early launch stages.

Réponse de l'équipe de Mortgage Automator

il y a 2 ans

Denis, thank you for your support and for believing in us!

Grant
Vice President - Mortgage Origination & Underwriting (Canada)
Services financiers, 2-10 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Mortgage Automator is a game changer!

5,0 il y a 2 ans

Commentaires : The whole team at Automator is top notch. When we've had questions, the support desk was amazingly fast at responding. I also appreciate the 'suggestion box' and that the company listens to user input to make the product even better. You know you're dealing with a company that cares when you get a random phone call from the lead software developer and then another call from the president, just to see if Automator and the team are meeting your needs!

Avantages :

There are so many features that are great, but the ability to produce so many of our custom documents so quickly has made us super efficient and lifted our game considerably. We can literally turn around a straightforward application in 10 minutes and have a commitment letter sent out. Instructing our solicitor with a file is ultra easy too, as is producing renewal agreements and discharge/payout statements. I really like the visual representation of files on the dashboard as I can see all our active files at a glance and see where my attention needs to be at any given moment.

Inconvénients :

I can't say there is anything I dislike about Automator. The current features are great and I know the next update or two that are planned will have even more amazing features that will make life easier for our underwriters and fulfilment officers.

Réponse de l'équipe de Mortgage Automator

il y a 2 ans

Grant, thank you for such a comprehensive review! We continue to work hard and deliver more powerful features to help you level up your efficiency even more!

Sajhan
Director (Canada)
Immobilier, 2-10 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Alternatives envisagées :

11/10 Best product for our company

5,0 il y a 2 ans

Commentaires : Not a 10/10 experience but 11/10. Mortgage Automator has saved us so much time. Also the team members and the customer service has been phenomenal. Their staff is always ready to help and I am very happy with Mortgage Automator all in all. And just the amount of time the program saves us is worth every penny in itself.

Avantages :

The loan origination and servicing. The program is truly an all in one mortgage management system from managing investors to loans and borrowers, this system really does it all. I could not be more happy with this program. Even though it costs a couple of grand a month, it saves us thousands by not requiring more physical staff. And the best part is, they keep improving the system and adding more features.

Inconvénients :

The only part I dislike about this software is that I didn't get it earlier.

Réponse de l'équipe de Mortgage Automator

l’année dernière

Thank you for your support, Sajhan! We appreciate having you as a customer!

Gary
Director (Canada)
Services financiers, 11-50 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Alternatives envisagées :

Best Solution for the Lowest Price

5,0 il y a 3 ans

Commentaires : We looked at most of the industry leading software providers for managing our Mortgage Administration business before selecting Mortgage Automator (MA). MA provided us with the majority of the features that we needed to run a successful business at a fraction of the cost of the competitors. The cloud based service was another VERY important factor in our decision as other competitors did not provide a cloud based solution

Avantages :

It is extremely easy to use. It allows my entire organization to be in sync with every file we collaborate on. The continuous roll out of new features continues to help us save time and become more efficient in our daily workflows

Inconvénients :

Truthfully, there isn't anything that I do "not" like. The MA team is constantly open to our suggestions to add features to accommodate our needs

Réponse de l'équipe de Mortgage Automator

il y a 3 ans

Thank you for your support, Gary!

Nick
Managing Member (É.-U.)
Services financiers, 2-10 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Alternatives envisagées :

Constantly Improving

4,0 l’année dernière

Avantages :

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

Inconvénients :

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.

Réponse de l'équipe de Mortgage Automator

l’année dernière

Thank you for a great review, Nick! The borrower application is currently in beta and a new version is going to be released shortly.

Mike
VP, Underwrting (Canada)
Services financiers, 11-50 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Mortgage Automator Review

5,0 il y a 3 ans

Commentaires : So far so good. I have already recommended this product to colleagues who in fact have signed up as users.

Avantages :

The software is easy to use. Very user friendly. Even if you have not been formally trained on the software, you can pretty much figure out how to use it on your own. Drag and drop functionality which auto populates informing into the software from an existing Filogix application.

Inconvénients :

At the present time, there has not been any features that are a problem.

Réponse de l'équipe de Mortgage Automator

il y a 3 ans

Thank you for your review, Mike! We really appreciate it and will strive to release more and more useful features.

Jason
President (É.-U.)
Banque, 2-10 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Best product on the market.

5,0 il y a 2 ans

Commentaires : Using Mortgage Automator as the end to end platform for my hard money lending business.

Avantages :

The team behind Mortgage Automator is the best. From the [SENSITIVE CONTENT HIDDEN] to the support staff they are super responsive to all the customers needs. The software is super easy to learn and use and has a wide range of integrations and capabilities

Inconvénients :

Integration with document automation has a steep learning curve but once in place works very well.

Réponse de l'équipe de Mortgage Automator

il y a 2 ans

Thank you for the review and for believing in us, Jason!

Jordan
Mortgage Administrator (Canada)
Services financiers, 2-10 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

The BEST way to automate your private lending business

5,0 il y a 3 ans

Commentaires : The guys are amazing to work with! Quick service, friendly, and always willing to lend a hand to help!

Avantages :

I love love LOVE this program. It has made my tracking headache free and comes with every option I need. The best part? Every time I think of a new option I might need, the developers at MA are somehow ALREADY ON IT! Can you say innovative? Would recommend to anyone who runs a MIC/ Private Mortgage company

Inconvénients :

The only downfall I can see is the price. However that being said, we feel it is worth every penny. It does come in higher than other software however it takes the headache away from funding deals, issuing documents, and keeping track of funds!

Réponse de l'équipe de Mortgage Automator

il y a 3 ans

Thank you Jordan, we appreciate your kind words so much! We love working with you and will keep on eliminating those headaches for you!

Bob
Chief Operating Officer & Managing Director (Canada)
Gestion des investissements, 2-10 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Mortgage Automator

5,0 il y a 2 ans

Avantages :

The Mortgage Automator system can be tailored quite easily to your company needs. We found that we saved time and provided better accuracy on items like discharge statements and instructions to solicitor. Implementation was quick and easy. Multi-user and remote access is great. Customer support is strong and timely/responsive as well.

Inconvénients :

Mortgage Automator has launched a lot of features since our implementation which I understand all are pointed to meet client needs/requests, however, more detailed training or written documentation would help the end user better understand how to use and take advantage of. Also, more detailed reporting functionality to provide better insight into our mortgage portfolio data points would be beneficial. Investor statements could also be improved via end user design capabilities.

Réponse de l'équipe de Mortgage Automator

il y a 2 ans

Thank you for the feedback, Bob. We have added four additional customer success people who will provide further training and documentation for all new features moving forward.