The Mortgage Office

The Mortgage Office

door Applied Business Software

Wie gebruikt The Mortgage Office?

Hard-Money Lenders, Loan Servicers, Note Servicers, Cities, Municipalities, Banks, Credit Unions, Indian Tribes, Private Lenders and more.

Wat is The Mortgage Office?

The Mortgage Office is the most popular and highest ranked lending platform in the US and Canada. Popular features include borrower/lender portals, online payments, text alerts, document scanning, Quickbooks interface, one click imports/exports, ACH/EFT, complete investor management including fractionalized loans, three different mortgage pool modules, gorgeous reports and so much more. Desktop or in the Cloud; the preferred system for Private lenders, non-profits, and municipalities.

The Mortgage Office - Details

Applied Business Software

http://www.themortgageoffice.com

Opgericht in 1978

The Mortgage Office - Prijsoverzicht

The Mortgage Office heeft geen gratis versie en biedt geen gratis proefperiode. Hieronder vindt u extra prijsinformatie voor The Mortgage Office.

Gratis versie

Nee

Gratis proef

Nee

Implementatie

Geïnstalleerd - Mac

Cloud, SaaS, Web

Geïnstalleerd - Windows

Mobiel - iOS native

Training

Persoonlijk

Live online

Webinars

Documentatie

Ondersteuning

Kantooruren

Online

Functies van The Mortgage Office

Hypotheek software
Aflossingsschema
Afsluitingsdocumenten
Contactenbeheer
Documentbeheer
Elektronische toepassingen
Herfinancieringsbeheer
Klantendatabase
Klantenverhalen
Kredietrapportage
Kredietservices
Kredietverlening
Kwalificatie vooraf
Pipelinebeheer
Staatsleningen
Woonhypotheken
Zakelijke hypotheken
Administratiebeheer
Aflossingsschema
Autoleningen
Automatische fondsdistributie
Beleggersbeheer
Bouwleningen
Compliancebeheer
Documentbeheer
Garanties bijhouden
Kredietverwerking
Lenersbeheer
Studieleningen
Verzamelingenbeheer
Zakelijke leningen

Reviews van The Mortgage Office

5 van 172 reviews worden weergegeven

In totaal
4.8/5
Gebruiksgemak
4.7/5
Klantenservice
4.8/5
Functies
4.7/5
Waar voor je geld
4.7/5
Anisa L.
Dealing Representative and Chief Compliance Officer
Financiële dienstverlening
Heeft de software gebruikt voor: 2+ jaar
  • Totaalscore
    5/5
  • Gebruiksgemak
    5/5
  • Functies en functionaliteit
    5/5
  • Klantenondersteuning
    5/5
  • Waar voor je geld
    5/5
  • Waarschijnlijkheid van aanbeveling
    10/10
  • Bron van de reviewer 
  • Beoordeeld op 29-3-2018

"Long time user, first time reviewer. Stable, reliable tool. Strong support. Clean audits."

Opmerkingen: For what's out there, this tool works well. As far as I can see there is no holistic product that manages the lending side of a MIC, the capital side of a MIC, robust and standard accounting tasks (financial statement generation) and exempt market issuance. But this one works really well at getting me data that can be imported into the accounting system with minimal fuss and high accuracy. The more we use it and learn about it, the more time this tool creates for our MIC team.

Pluspunten: Really like the ability to save customize fields and save query views as spreadsheets. Really like the ability to save reports and letters as spreadsheets (or .pdfs through the platform vs. via print to .pdf menus). Good audit trails for reports, changes, statements, etc. We're now learning how to better manage dates to result in reports that balance to our accounting program -- pretty good. Would have loved to have known that sooner. Support team are on site with the company and are well informed as to how the platform works -- pretty decent turnaround time for a company on the other side of the continent. I have a healthy respect for the support team's skills and knowledge.

Minpunten: Would love to have a hosted customer wiki or bulletin board where users could share tips and tricks. Would love to receive an email weekly with tips and tricks, did-you-know, or other implementation hints. Would love more information about stuff like how custom fields are added to the merge field list in custom letters -- using for years and just learned this. Tell us more about the nuances for customization and let us talk to each other and I think you'll have users for life.

  • Bron van de reviewer 
  • Beoordeeld op 29-3-2018
Audrey M.
Executive Director
Financiële dienstverlening, 2-10 werknemers
Heeft de software gebruikt voor: 2+ jaar
  • Totaalscore
    5/5
  • Gebruiksgemak
    5/5
  • Functies en functionaliteit
    5/5
  • Klantenondersteuning
    5/5
  • Waar voor je geld
    5/5
  • Waarschijnlijkheid van aanbeveling
    10/10
  • Bron van de reviewer 
  • Beoordeeld op 8-10-2019

"Thank goodness the software is user friendly!"

Opmerkingen: Payment processing is simple and straight forward. New loan input can sometimes be a little tricky, but instructions are available at every point. We chose to create a manual for new loan input so nothing is overlooked and all our loans are consistent. Preparation of payoff letters is very easy. Monthly report processing typically goes smoothly. We are very satisfied with this software. Customer Support is much improved! We use to cringe if we had to call in with a question, but I believe there has been some changes in that area. Everyone we have had the opportunity to e-mail with or call in the recent past has been very nice and helpful. Thank you!

Pluspunten: My previous assistant worked daily with this software and was very comfortable with how it worked. This presented a problem when she left unexpectedly and I had to hire someone new. Not having a ton of experience with the software myself, I was thrilled that I was able to figure it out and then eventually train my new hire in a very short time. The best function for us is the creation of a NACHA file which we can very easily upload to our bank and make monthly payments to our lenders. The reports this software generates is simple to understand, which also makes our job much easier.

Minpunten: There are some functions that are not consistent, for example the word "Apply" needs to be clicked before a change made in some areas while in other areas that is not the case. It makes it seem like a number of programmers worked to create the software, each with their own little twist. When we prepare something to be printed, after printing and we want to close, it often times requires us to hit "close" more than once. This issue is not consistent and depends on the report being run. Again, probably something done by whoever programmed that particular function. These are all very basic "problems" that don't impact the final outcome of anything that is generated. Just a "pet peeve" when things aren't consistent across the board.

  • Bron van de reviewer 
  • Beoordeeld op 8-10-2019
Eric S.
Chief Operating Officer
Financiële dienstverlening, 2-10 werknemers
Heeft de software gebruikt voor: 1-5 maanden
  • Totaalscore
    5/5
  • Gebruiksgemak
    5/5
  • Functies en functionaliteit
    5/5
  • Klantenondersteuning
    5/5
  • Waar voor je geld
    5/5
  • Waarschijnlijkheid van aanbeveling
    10/10
  • Bron van de reviewer 
  • Beoordeeld op 12-2-2020

"TMO Staff - 40+ years in business and knowledge that shows it!"

Opmerkingen: We are a short-term, high leverage construction and bridge lender. We searched out loan servicing software and construction solutions. TMO has both built upon a loan servicing backbone which in the end was the area of functionality we looked for to have the more robust capabilities.

Pluspunten: There are a number of loan servicing solutions in the market. The selling point for us was The Mortgage Office people. There was not a question asked or functionality inquired upon that was not immediately known or answered from their "experts". Simply put, the knowledge gained from 40+ years in business matters. From our first call, we realized we were in great hands with [SENSITIVE CONTENT HIDDEN] our sales rep. [SENSITIVE CONTENT HIDDEN] is an incredible encyclopedia of TMO knowledge. Frankly, everyone we have encountered from initial demo through set-up and installation have been great. We look forward to continuing to leverage the program's capabilities and the staff at TMO understand that our success and experience as a user is their success. And they are there to help every step of the way.

Minpunten: NA. The total functionality within the solution is overwhelming. If there is something you are looking for the solution to do - it likes does. Just ask their staff.

  • Bron van de reviewer 
  • Beoordeeld op 12-2-2020
Michelle C.
VP Administration
Vastgoed, 2-10 werknemers
Heeft de software gebruikt voor: 2+ jaar
  • Totaalscore
    5/5
  • Gebruiksgemak
    5/5
  • Functies en functionaliteit
    4/5
  • Klantenondersteuning
    5/5
  • Waar voor je geld
    5/5
  • Waarschijnlijkheid van aanbeveling
    10/10
  • Bron van de reviewer 
  • Beoordeeld op 18-1-2020

"Thank you [SENSITIVE CONTENT HIDDEN]"

Pluspunten: The software can be tricky at moments, but having [SENSITIVE CONTENT HIDDEN] to help was extremely convenient. He went above and beyond to get our insurance certificates implemented in the software, and we are extremely greatful for his determination! Other than just this task, [SENSITIVE CONTENT HIDDEN] has shown he is very determined and works diligently to help us with all our questions, since we have just hired new employees and switched locations. We appreciate his time and consideration for our company very much.

Minpunten: The thing we like least about the software is the common glitching, and having to close out and re open for it to show the correct information

  • Bron van de reviewer 
  • Beoordeeld op 18-1-2020
Joshua A.
Vastgoed, 2-10 werknemers
Heeft de software gebruikt voor: 6-12 maanden
  • Totaalscore
    3/5
  • Gebruiksgemak
    3/5
  • Functies en functionaliteit
    5/5
  • Klantenondersteuning
    2/5
  • Waar voor je geld
    3/5
  • Waarschijnlijkheid van aanbeveling
    4/10
  • Bron van de reviewer 
  • Beoordeeld op 25-7-2016

"Great Product / Weak Service"

Opmerkingen: The sales pitch was outstanding. If you want to get someone on the phone from the sales team, boom - they're on. The software itself has been a godsend. We were doing all of our statements on Word and Excel, and we would spend ours getting everything right. As we've grown in size (we have over $150 million in loans outstanding now), we almost had no choice to buy software to help manage the behemoth we've become. We sampled some other cheaper software, but The Mortgage Office is clearly the best one out there. That doesn't mean it's perfect - I am not a big fan of the statements the software generates. For example, on an investor statement, the "interest paid in 2016" box at the top right of the statement shows the gross interest paid. I essentially want it to show the net interest paid (interest less servicing fees). There is an option to do that, but then the statement hides the servicing fees we charge our investors. I like to be transparent and show our investor what they are getting net, but also show them the servicing fees. To get this done The Mortgage Office wanted to charge huge sums of money to customize. I am also not a big fan of the investor statements in general, there are a lot of aesthetic issues that need to be fixed, but they refuse to do it unless I pay them. Regardless of the minor issues described above, the software is good and worth the money. My biggest gripe is with customer support. When you get the support team on the phone, they are incredibly polite and knowledgeable, and always solve my problems. I would give the 5 stars if I could. The reason I am giving them 2 stars is not because of them, they are great. They are just incredibly understaffed, and I've never gotten one of them on the phone. I have to leave a message, and they rarely get back to you same day. It usually takes 24-48 hours, which is just absurd in our business. I even told one of the owners that I am willing to pay a much higher monthly fee (it's about $175 per month for service) if they could staff properly and have people pick up the phone when you call. I would seriously pay about $500/month to make this possible. I am running a $150 million business, and I need to know that I can reach someone within minutes when I have a time sensitive question. This is the reason I would most likely not recommend this product. If they can resolve this issue I would give the company all 5 stars.

Pluspunten: Great tool to track loans, monitor loans, produce useful reports, produce borrower statements that are accurate, produces decent lender statements, the customer service reps are very helpful and knowledgeable, the software is relatively easy to use once you really study it.

Minpunten: IMPOSSIBLE TO GET CUSTOMER SUPPORT ON THE PHONE - PLEASE RAISE MONTHLY SERVICING FEE IN ORDER TO HIRE MORE STAFF. I WILL GLADLY PAY MORE IF I KNOW I CAN GET SOMEONE ON THE PHONE RIGHT AWAY TO ANSWER A TIME SENSITIVE QUESTION, AS OPPOSED TO WAITING 24-48 HOURS FOR A RESPONSE.

  • Bron van de reviewer 
  • Beoordeeld op 25-7-2016