The Mortgage Office Reviews

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!

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!

Setting up was fairly easy. The customer support team has my back on a daily basis on varied topics as I continue to build out the Loan Servicing system. They get back to me quickly and with great guidance and expertise.

Some of my uploads were not accepted; however, I'm sure there was a share of user error as part of the reason 😊

Lots of data that can be sorted how you like

It is sometimes a pain to have to delete/back out entries because things need to be in sequential order

Easy to use and TMO is very supportive. The facility was very nice and the presentation was informative.

I have no cons at this time, all looking good

TMO takes away a lot of the manual work required with our previous software. Productivity is important to us. This automates, simplifies, and clarifies borrower payments, lender disbursements, escrow management. It's incredible.

Integration was definitely a project but only because of our starting point. We were operating so chaotically to just get by. The support team was incredibly helpful and still is incredibly helpful. If I could only list one reason why I'm happy with TMO, it would be support. So responsive, so knowledgeable, and friendly.

Integration was definitely the most difficult part. The software we used before was absolutely the reason it was difficult.

We have been using The Mortgage Office for several months and been very pleased with our experience. The software does everything we initially set out to accomplish and then some. The Mortgage Office has best in class reporting features which are a huge selling point for our clients. We have had several clients switch from other servicers primarily for the software's ability to generate adhoc reports online. Their support is second to none. Always responsive and very helpful. Our initial learning curve was made easy just because of the tremendous amount of support we received.

The software is hosted on a virtual computer and I wish it was web based. This is not really con. More so a personal preference.

We have been working as the payment provider for over 9 years. They are a great partner and we love that they, like Usio strive for excellence and to delight their customers.

We have not heard any complaints from our merchants about the software.

Works efficiently and the team is very knowledgable. Theyn have a great support staff as well.

I did not find anything that did not work well.

Ease and smoothness and important advantages for the user and benefit in performing the work quickly

technical supportTechnical support does not respond quickly to complaintsSome ads are false

I could not do my job without The Mortgage Office. I work with TMO as a Lender Service Provider to service approximately 30-40 credit unions. Our customers rely on a software that is reliable, accurate, and can handle many different loan types. TMO provides my company with all the tools we need to service a variety of needs. TMO also provides a number of different reports that help us work with accounting teams. Our company services participation loans and TMO makes the process simple. The software is easy to use and the help file is there for any questions you may have. They also have a great support team and always have a quick response time.

No complaints here with The Mortgage Office

The Mortgage Office is easy to use. The training provided by the company was top notch and support is easy and quick. It helps us service our loans and stay on top of important deadlines.

It can feel daunting at first to learn the new processes.

Mortgage Office is a great tool for loan servicing that can be customized and queried in many ways. The audit and reporting functions also work great as well the customer support group. It’s very accurate and updated routinely to ensure compatibility. Overall easy to use loan management software, would highly recommend!

It can be costly depending on how much of the software is installed. Also the reporting could be more robust in certain areas but does cover most data.

After nearly 18 years as a user on dedicated local server, we made the switch to the cloud-based AWS version and couldn’t be happier. Timing was excellent as the pandemic followed soon after installation.

A key benefit is this platforms now works on most all systems, including iOS. That’s great news for small operators like myself.

We struggled initially with a few features but utilized the vendor’s excellent tech support to resolve.
Maintenance support is pricey but is top of the line.

It's easy to use, helps me create a positive impression with borrowers and makes running my business easy.

Id love a plugin that helped more with escrow management, calendering and managing tax and ins payments. I use TLO and it is not available. Id also like to transfer my several loan files to the online system, but my setup makes this impractical.

I most value The Mortgage Office's versatility and capabilities. I service many thousands of loans very easily from the software.

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.

TMO has culminated over decades of work in loan servicing software. Rep has lot of in-depth knowledge that he passes on in the Seminar. Wish we had done this seminar when we purchased the software. We are very keen in trying the easy methods. Also the Support team help is great. We are not utilizing all the modules. But their integration of ACH, emails, Text messages are very helpful. All the staff is eager to help. Sales & Marketing team was awesome. PLEASE ATTEND THE SEMINAR AFTER YOU DIVE INTO THIS SOFTWARE. Earlier the better.

For odd loans/transactions it may be customized but the cost can be high. For those we are still using Excel spreadsheets

The accessibility to navigate through the loans is easy. It's simple to understand and learn from.

Every time there is an update, they come with many glitches that impedes us to proceed with our normal workday. We spend several hours with the stupendous IT team.