---
description: Learn what are the benefits of Margill Loan Manager vs Mortgage Automator for the UK businesses. Our free platform provides a detailed side-by-side comparison that will help you learn more about each of these software.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Compare Margill Loan Manager vs Mortgage Automator | GetApp UK 2026
---

Breadcrumb: [Home](/) > [Loan Servicing Software](/directory/949/loan-servicing/software) > [Margill Loan Manager \<span\>vs\</span\> Mortgage Automator](https://www.getapp.co.uk/compare/120419/2045667/margill-loan-manager/vs/mortgage-automator)

# Compare Margill Loan Manager vs Mortgage Automator

Canonical: https://www.getapp.co.uk/compare/120419/2045667/margill-loan-manager/vs/mortgage-automator

> Detailed comparison between Margill Loan Manager and Mortgage Automator. Check ratings, reviews, pricing, and features to make the best decision for your business.

-----

## At a Glance

| Metric | Margill Loan Manager | Mortgage Automator |
| **Overall rating** | 4.8/5 | 4.9/5 |
| **Total Reviews** | 48 | 116 |
| **Starting Price** | US$325.00 | - |
| **Free Trial** | Yes | No |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based, Windows (On-Premise) | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop) |
| **Support** | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat |
| **Training** | In Person, Live Online, Webinars, Documentation, Videos | In Person, Live Online, Webinars, Documentation, Videos |

## Key features

### Margill Loan Manager

- ACH Payment Processing
- API
- Accounting
- Activity Tracking
- Amortisation Schedule
- CRM
- Cash Flow Management
- Collateral Tracking
- Customer Database
- Customisable Templates
- Dashboard
- Document Management
- Government Loans
- Investor Management
- Lead Management
- Loan Origination
- Multi-Channel Communication
- Multi-Currency
- Status Tracking
- Visual Presentation

### Mortgage Automator

- ACH Payment Processing
- API
- Accounting
- Activity Tracking
- Amortisation Schedule
- CRM
- Cash Flow Management
- Collateral Tracking
- Customer Database
- Customisable Templates
- Dashboard
- Document Management
- Government Loans
- Investor Management
- Lead Management
- Loan Origination
- Multi-Channel Communication
- Multi-Currency
- Status Tracking
- Visual Presentation

## Links

- [View Margill Loan Manager Profile](https://www.getapp.co.uk/software/120419/margill-loan-manager)
- [View Mortgage Automator Profile](https://www.getapp.co.uk/software/2045667/mortgage-automator)
- [View Original Comparison](https://www.getapp.co.uk/compare/120419/2045667/margill-loan-manager/vs/mortgage-automator)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Compare Margill Loan Manager vs Mortgage Automator | GetApp UK 2026","description":"Learn what are the benefits of Margill Loan Manager vs Mortgage Automator for the UK businesses. Our free platform provides a detailed side-by-side comparison that will help you learn more about each of these software.","url":"https://www.getapp.co.uk/compare/120419/2045667/margill-loan-manager/vs/mortgage-automator","about":[{"@id":"https://www.getapp.co.uk/software/120419/margill-loan-manager#software"},{"@id":"https://www.getapp.co.uk/software/2045667/mortgage-automator#software"}],"breadcrumb":{"@id":"https://www.getapp.co.uk/compare/120419/2045667/margill-loan-manager/vs/mortgage-automator#breadcrumblist"},"@type":["WebPage","CollectionPage"],"@id":"https://www.getapp.co.uk/compare/120419/2045667/margill-loan-manager/vs/mortgage-automator#webpage","isPartOf":{"@id":"https://www.getapp.co.uk/#website"},"inLanguage":"en-GB","publisher":{"@id":"https://www.getapp.co.uk/#organization"}},{"name":"Margill Loan Manager","description":"Margill Loan Manager is an Windows installed and Cloud-based loan servicing solution, which assists lenders with servicing multiple loan types whether these are simple or complex (see Instrument types at end). \n\nKey features include interest computation, complex repayment scenarios (P&amp;I, interest-only, fixed principal, mix of methods, lump sums, cash-flow adapted payment amounts), data import via Excel or JSON files, automatic rules-based fees, automatic reminders, fixed or variable interest rates, multi-currency, customizable reporting and revenue tracking.\n\nThe application lets users import borrower data, loan data and irregular payments from Excel sheets. Create custom fields and scroll menus. Its document merge tool helps teams produce contracts, letters, invoices, and statements, streamlining the loan origination process. Credit teams can automate the calculation of interest and fees, as well as post payments and fee details in bulk.\n\nMargill Loan Manager integrates with third-party solutions such as QuickBooks, Sage, Acomba, and Excel, facilitating the export of accounting data to the general ledger. \n\nIt allows administrators to provide role-based access to team members, and manage login details for multiple users. \n\nManagers can generate customizable reports with over 1000 fields: monthly (or other) activity, financial projections, transactions report, direct export to GL, Executive dashboard, payment schedules, Escrow reports and automatic reports.\n\nFor security, all activity is logged based on user, time, date, change. Logs are available for review by third-party systems for analysis.\n\nLoan Origination components:\n- Accept / Reject applications (bulk import via JSON file)\n- Create payment schedules\n- Create loan documents\n- Store documents\nPayment / Amortization schedules:\n- Create simple and complex schedules\n- Paid, unpaid, partial, late, extra, lump sum payments\n- Interest-only, principal, P&amp;I payments, mix\n - Multiple principal advances\n- Fixed or variable interest rates (and mass rate change)\n\nSophisticated math:\n- Compound and Simple interest\n- APR calculation\n- Multiple Day counts\n\nUser-defined Customization:\n- Unlimited custom fields and menus\n- Payment types (over 90 types)\n- User defines which data is displayed/hidden\n- Fees / Escrow\n- Multiple fee types\n- Automatic fees\n- Escrow (Tax and Insurance)\n\nWeb interaction:\n- Web portal for Borrowers / Investors\n- Mass import: borrower, loans and prospects/leads\n\nAutomation:\n- Reports generation\n- Email/SMS alerts to Borrowers\n- Alerts to users\n- Fees-based on rules set by administrator\n- Borrower data update via JSON or Excel file (real-time)\n- Salesforce CRM integration through API\n - Electronic payments (NACHA file USA / Perceptech Canada)\n\nReporting:\n- User-defined custom reports with over 1000 fields\n- Export to General Ledger: QuickBooks, Sage, Excel, CSV\n- Financial projections\n- Produce and email invoices, statements, letters, contracts\n- Investor statements\n- Reports produced automatically (overnight or as needed)\n\nLicensing:\n- On-premise license (Platform: Windows only)\n- Cloud (subscription)(SAAS)(Remote Apps Connection for any platform)\n\nOther features:\n- Electronic payments\n- Multi-creditor / Participation loans\n- Multi-currency\n- Attach / scan documents\n- Dashboard using widgets\n- Time-stamped Notes\n- Multiple activity logs\n\nFinancial Instrument Types:\n- Personal Loans\n- Installment Loans\n- Hard money / Asset-based Loans\n- Corporate Loans\n- Inter-company Loans\n- Economic development Loans\n- Employee Loans\n- Auto Loans\n- Irregular / Complex Loans\n- Mortgages\n- Litigation Loans\n- Lines of Credit\n- Judgments (Collection)\n- Garnishments\n- Leases\n- Bridge Loans\n- Energy efficiency / PACE Loans\n- Agricultural Loans\n- Bank loans (owed)","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/94c67cf9-97df-4764-8c48-4c489a8f48a8.jpeg","url":"https://www.getapp.co.uk/software/120419/margill-loan-manager","@type":"SoftwareApplication","@id":"https://www.getapp.co.uk/software/120419/margill-loan-manager#software","publisher":{"@id":"https://www.getapp.co.uk/#organization"},"applicationCategory":"BusinessApplication","aggregateRating":{"@type":"AggregateRating","bestRating":5,"ratingCount":48,"ratingValue":4.8},"offers":{"price":"325","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Windows on premise"},{"name":"Mortgage Automator","description":"Private and hard money lending runs on tight timelines, manual paperwork, and many moving parts; borrowers, brokers, investors, and internal teams all need updates at different points in the loan lifecycle. Mortgage Automator was built to handle that complexity in one system, giving lenders in the US and Canada a single platform for origination, underwriting, document generation, servicing, renewals, fund management, and reporting.\n\nLenders turn to Mortgage Automator when they've outgrown spreadsheets or general-purpose software that wasn't built for private lending. It supports residential, commercial, and construction loans, including fix-and-flip and rehab deals, and works for lean teams just as well as for high-volume shops, since the automation scales with loan volume rather than requiring more headcount.\n\nWhat the platform includes:\n\n- Servicing automation covering payment tracking, interest calculations, ACH/PAD payment processing, and NACHA-compliant file generation for bank uploads\n\n- Document automation for commitment letters, loan agreements, discharges, and other paperwork lenders would otherwise draft manually\n\n- A sales and deal pipeline built around configurable kanban workflows, task assignments, and a built-in CRM\n\n- Secure, branded portals where borrowers and investors can log in to view loan details, statements, tax documents, and payment history\n\n- Fund management functionality, including fixed or floating share pricing, flexible interest rate options, and NAV calculations on either a cash or accrual basis\n\n- Reporting and business intelligence dashboards that surface portfolio risk, capital deployment, and team performance in real time\n\n- Pre-built integrations with tools like QuickBooks, DocuSign, Zapier, and credit bureaus, plus an open API for teams that need custom connections\n\nThe platform is fully cloud-based and SOC 2 Type II certified, and its origins matter here: Mortgage Automator was started by people from the lending industry, not a general software background, which shows in how the product handles the specifics of trust accounting and US and Canadian compliance requirements.\n\nCustomers also point to support as a differentiator, citing hands-on onboarding, a responsive team, and product updates that reflect direct client feedback rather than a generic roadmap. For private and hard money lenders looking to reduce manual work, reduce errors, and manage their entire portfolio from one place, Mortgage Automator is built to be that system.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/3a34c683-0c7b-480c-8050-6a7c12f08140.png","url":"https://www.getapp.co.uk/software/2045667/mortgage-automator","@type":"SoftwareApplication","@id":"https://www.getapp.co.uk/software/2045667/mortgage-automator#software","publisher":{"@id":"https://www.getapp.co.uk/#organization"},"applicationCategory":"BusinessApplication","aggregateRating":{"@type":"AggregateRating","bestRating":5,"ratingCount":116,"ratingValue":4.9},"operatingSystem":"Cloud, Apple, Windows, Linux, Chrome"},{"@type":"BreadcrumbList","@id":"https://www.getapp.co.uk/compare/120419/2045667/margill-loan-manager/vs/mortgage-automator#breadcrumblist","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Loan Servicing Software","position":2,"item":"/directory/949/loan-servicing/software","@type":"ListItem"},{"name":"Margill Loan Manager vs Mortgage Automator","position":3,"item":"https://www.getapp.co.uk/compare/120419/2045667/margill-loan-manager/vs/mortgage-automator","@type":"ListItem"}]}]}
</script>