About The Mortgage Office











The Mortgage Office pricing
The Mortgage Office does not have a free version. The Mortgage Office paid version starts at US$650.00/month.
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The Mortgage Office Reviews
Feature rating

- Industry: Insurance
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Complete & Powerful Software Program with add on Modules giving you options to expand your...
Pros
The software handles all aspects of Loan Servicing within the program. The integration of the different modules makes using the program seamless. I have used several Forms Design programs in the past and the Custom Letters & Reports program is well designed and extremely east to use.
Cons
I have been involved in writing a custom Collection Program, integrating an Accounting Program with other Loan Servicing Software as well as using other Loan Servicing Software for 27+ years and by farm The Mortgage Office is the BEST. To answer your question what I like least about the program is that it is a Massive and covers every aspect of Loan Servicing; which makes it the BEST of programs.

- Industry: Banking
- Used Daily for 1+ year
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Review Source
Huge help for me to streamline my business
Pros
The ability it has given me to focus on making deals and not updating 100 different spreadsheets. I was working between spreadsheets daily, updating new loans, draws , and investor payments. Having this all in one place has been a game changer!
Cons
Not much to complain about, really like it a lot. We have found a few kinks in the system as far as reporting and payment but we generally have found a work around and most of it was probably user error and just getting to know the system!
- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Owned for over three years. Very complex, Updates routinely have major bugs. Understaffed...
We service a private loan portfolio and prepare 1098 forms for borrowers. This has worked well in the past, but current bugs are causing concern that the 1098 forms will need to be double checked during the very busy month of January.
Pros
The concept and theoretical flexibility of the software is really cool. The reports are generally well formatted. Borrower communication options are varied and allow easy email, but the calculations need to be correct.
Cons
Very complex, takes months to learn to use. Easily allows problem entries. Support is pleasant, but lacks everyday use knowledge. 4 to 6 steps required for tasks like simply advancing interest on a construction loan. Tracking of % complete and % disbursed on construction takes longer in The Mortgage Office than in a simple Excel spreadsheet. Over the last year the whiz bang modules that they are adding look great, but as updates occur with the main, modules of servicing, the lack of testing is clear as each update precipitates major bugs which cost my staff scores of hours. Customer service is helpless as they are not prepped for the updates and typically don't have the operating expertise to comprehend the full scope of the problem. , but they are nice people. Support calls are seldom answered within an hour. Typically it's about a 24 hour turnaround, with a call to us (Mountain Time) just about the time my staff is walking out the door.

- Industry: Financial Services
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
The Mortgage Office is very capable software.
Pros
I most value The Mortgage Office's versatility and capabilities. I service many thousands of loans very easily from the software.
Cons
I would say the most troublesome area of this software is related to certain custom reports, you must be familiar with SQL or Crystal Reports to accomplish certain things.
- Industry: Accounting
- Company size: 201–500 Employees
- Used Daily for 2+ years
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Review Source
Jean Taylor review
Very happy with The Mortgage Office and the support team are awesome!
Pros
Very user friendly and very easy to navigate.
Cons
Being able to email the statements to the clients.