About The Mortgage Office

The Mortgage Office is a loan servicing solution designed for companies of all sizes. It offers loan tracking, payment processing, document storage, workflow automation and reporting functionalities within a suite. The product is available both in cloud-based and on-premise deployment options and caters to hard-money lenders, loan servicers, note servicers, cities, municipalities, banks, credit unions and private lenders. The Mortgage Office features loan tracking, which allows users to track loan charges, interests and advances. Users can also assign multiple funding sources for loans and send automated emails for borrower bills and statements. The Mortgage Office features adjustable rate mortgage (ARM) tools, complies with the Real Estate Settlement Procedures Act (RESPA) and offers QuickBooks integration. This integration allows users to automatically export data and prepare accounting reports such as accounts payable, accounts receivable and bank reconciliation.
The Mortgage Office Software - Service many types of loans: Conventional, Commercial, Construction, ARMs, HELOCs, GTM, Rehab, Auto, Equipment, and more...
The Mortgage Office Software - The Loan Origination module is designed to let you close more loans, in less time, with fewer staff.
The Mortgage Office Software - Automate the servicing of various types of mortgage pools and MICs.
The Mortgage Office Software - Provide instant access to borrower, lender, and partner information 24 hours a day, 7 days a week.
The Mortgage Office Software - Electronically collect borrower payments and directly deposit funds to your lenders.
The Mortgage Office video
The Mortgage Office Software - Service many types of loans: Conventional, Commercial, Construction, ARMs, HELOCs, GTM, Rehab, Auto, Equipment, and more... - thumbnail
The Mortgage Office Software - The Loan Origination module is designed to let you close more loans, in less time, with fewer staff. - thumbnail
The Mortgage Office Software - Automate the servicing of various types of mortgage pools and MICs. - thumbnail
The Mortgage Office Software - Provide instant access to borrower, lender, and partner information 24 hours a day, 7 days a week. - thumbnail
The Mortgage Office Software - Electronically collect borrower payments and directly deposit funds to your lenders. - thumbnail

The Mortgage Office pricing

The Mortgage Office does not have a free version. The Mortgage Office paid version starts at US$595.00/month.

Starting Price:
US$595.00/month
Free Version:
No
Free trial:
No

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The Mortgage Office Reviews

Feature rating

Value for Money
4.7
Functionality
4.8
Ease of Use
4.7
Customer Support
4.8
5 reviews of 244 View all reviews
Sandra
  • Industry: Insurance
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 14/12/2017

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.

Colette
  • Industry: Real Estate
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 20/7/2022

Mortgage office review

Pros

OVERALL EASE OF USE. So many features.

Cons

unfortunately, we were sold the origination module and were not aware that it won't work for us. we tried to get a refund but were told we signed a contract. was a very expensive mistake.

Robert
  • Industry: Financial Services
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
1
Features
1
Ease of Use
1
Customer Support
1

1
Reviewed on 3/8/2017

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.

Emily
  • Industry: Nonprofit Organisation Management
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 1/11/2022

Great Product for what is was designed for!

Pros

Once you get a handle on the product, it is very easy to use and navigate. Lots of helpful reports and tips and tricks to making loan servicing a lot simpler.

Cons

I do feel as though it takes a little time to get a handle on how to use and navigate the program. Especially if you're just getting your feet wet in this type of programming or industry.

Maria
  • Industry: Nonprofit Organisation Management
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 24/5/2022

Director Of Community Development Liaison

I love tmo the portal its easy to use with making payment with ach. debit or credit, Everything is needed in the portal with history, messages, servicing, tax forms if needed if not you can email the servicer you're with if needed help. Its very easy to use and a great software.

Pros

Its very easy to use, If help is needed there's videos if you need to learn about anything, Its easy to make a payment or view clients information, If you need to reach out there's an email contact them and will help you fast.

Cons

i wish the portal has a way to show the exact payoff amount because clients always payoff what ever number they see in the portal and expect its that.

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