Avis clients sur Mortgage Automator

Mortgage Automator Has Helped Change Our Operation

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.

My New Best Friend

Commentaires : I was nervous about switching from The Mortgage Office to the Mortgage Automator. Once I went through the intense training, I knew I made the right choice. The customer service team answers my questions/problems within a day at most.

Avantages :

They're constantly improving the software, listening to their clients, and modifying regularly.

Inconvénients :

That I didn't find it sooner, I went through a lot of stuff with my old servicing company. So far, there's nothing I would put as a "con."

Solid service

Avantages :

Easy to use and flexible in adding additional features

Inconvénients :

Hard to identify certain features that might be beneficial

Early Adopters--and Happy!

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!

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

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.

Automator is a game changer!

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

Mortgage Automator... Automates!

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.

Work Life Made Easier!!

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.

Mortgage Automator program and staff ROCK!!!

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.

11/10 Best product for our company

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.

Mortgage Automator Review

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.

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

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.

Best software for anyone managing Mortgage Capital

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.

Easy to implement

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.

Mortgage Automator is a game changer!

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.

Best Solution for the Lowest Price

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

Best product on the market.

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.

The BEST way to automate your private lending business

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!

Mortgage Automator Review

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.

Constantly Improving

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.

Cut our manual process over 60%

Commentaires : I have sat down and talked to many developers in the space. This was the only company that delivered what it said and has the upmost professional team

Avantages :

It is custom tailored for our individual needs not only in front and operations but in back and servicing. This software has allowed us to become paper free

Inconvénients :

I will put something but it is with any development process. There’s a lot of collaboration and time spent in development. This is not out of the box but it should not be when you get something that’s customized. Not really a con.

Mortgage Automator

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.

Great Software

Commentaires : Overall, the experience has been great. We have been able to streamline our business and make our processes simpler, faster, and easier, saving us time and money.

Avantages :

The software is easy to use and integrates well with our current practices. Regular updates to the software increases functionality. Also, like the ability to customize certain features for our use.

Inconvénients :

Initially, there were some issues relating to certain functions that were not available for our specific needs, however, with a call in to the MA team, they were more than willing to help solve the problem and work with us to figure out exactly what we needed.

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

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.

Outstanding

Commentaires : Automator has made management of our Trust very smooth. It's functionality serves our purpose 100% and when at times it doesn't the Automator Team is very open and quick to make sure it stays at 100%. Customization is always welcome and we have never been denied of a need. Must say that [SENSITIVE CONTENT HIDDEN] is nothing but great when it comes to support.

Avantages :

The software is VERY user friendly and the ability to customize to our needs is seemless

Inconvénients :

There has been nothing to dislike about the software. I have no negative comments/experience thus far