En savoir plus sur 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 Logiciel - 1
The Mortgage Office Logiciel - 2
The Mortgage Office Logiciel - 1 - aperçu
The Mortgage Office Logiciel - 2 - aperçu

The Mortgage Office - Prix

The Mortgage Office n'est pas disponible en version gratuite. La version payante de The Mortgage Office est disponible à partir de 595,00 $US/mois.

À partir de :
595,00 $US/mois
Version gratuite :
Non
Version d'essai gratuite :
Non

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The Mortgage Office - Avis

Évaluation des fonctionnalités

Rapport qualité-prix
4,7
Fonctionnalités
4,8
Simplicité
4,7
Support client
4,8
Anisa
  • Secteur d'activité : Services financiers
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5
Publié le 29/03/2018

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

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.

Avantages

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.

Inconvénients

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.

Emily
  • Secteur d'activité : Gestion d'organisme à but non lucratif
  • Taille de l'entreprise : 2-10 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5
Publié le 01/11/2022

Great Product for what is was designed for!

Avantages

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.

Inconvénients

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.

Adam
  • Secteur d'activité : Immobilier
  • Taille de l'entreprise : 51-200 employés
  • Logiciel utilisé tous les jours pendant 1 à 5 mois
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5
Publié le 01/11/2022

Professional software

We need an all in 1 servicing software for 10,000 unique accounts, this software can help automate and streamline the servicing process.

Avantages

This software has all the functionality you will need.

Inconvénients

We have a complex migration from various old systems to TMO, it is a process to get the data converted.

Murphy
  • Secteur d'activité : Services financiers
  • Taille de l'entreprise : 11-50 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5
Publié le 31/10/2022

Amazing product

Avantages

This product is easy to use, and has an amazing support staff behind the product who will help every step of the way.

Inconvénients

I cannot think of anything that I do not like.

Kelley
  • Secteur d'activité : Services financiers
  • Taille de l'entreprise : 11-50 employés
  • Logiciel utilisé toutes les semaines pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5
Publié le 31/10/2022

New User

Avantages

As a new user of TMO, I find the training and support to be top notch.

Inconvénients

As a new user, I do not have any feedback in this category at this time.

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