The Mortgage Office 2026: Benefits, Features & Pricing

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.

I love that everything is cloud-based and all loans are kept in one place. It’s a huge benefit—I can access loan information from my home computer after hours, my iPad, or even my phone. I’ve literally done payoffs while on vacation! No matter where I am, my customers always get the information they need, exactly when they need it.

I purchased The Mortgage Office last year and abandoned it quite soon afterwards. Dealing with them was like pounding a square peg into a round hole. I found the system very inflexible and rather than tackle issues directly they devised wild work arounds. They claim to have been selling TMO for forty years, but I find this difficult to believe as some of their glitches were simple basic elementary mistakes. If you do engage with them, I strongly suggest that you base your contract on a trial basis and not prepurchase the entire year or get too deep into the transition. I purchased the full year and just wrote it off when I realized what I got myself into. I am lucky that I used my old system on a parallel basis. It is my experience that TMO gives no refunds no matter how badly they performed. TMO is a prime example of a business working around a program and not the other way around. They will make no small change for your personal needs unless it services the greater good of all their users. TMO also will control all your data, and you are then at their mercy. Better to have a program held on your server that you control and have desired custom work done.

I been with mortgage office for close to 8 years and have been very satisfied with the product and their customer service.

My overall experience has been very positive. The support from the staff is excellent; they are knowledgeable, responsive, and genuinely helpful. I also really appreciate that the product team listens to user feedback and actively considers feature requests. It’s clear they care about improving the platform based on real user needs. The platform is robust and dependable, and the strong support from the whole TMO team makes a big difference. With more automation, it would be even stronger.

The overall experience with the software has been great. The system is very user-friendly, and the wide range of resources available helps us run our business as efficiently as possible.

Overall, The Mortgage Office has been great to use. It makes managing loans, payments, and reporting way easier, and once you get the hang of it, everything runs smoothly. The quick, helpful support really makes a difference, so you never feel stuck. Definitely a solid tool for keeping everything organized and running efficiently.

Great experience overall! Staff is more than helpful. I am able to get help as needed. The end of year tax option is amazing!

This system is resolving purpose of our mortgage finance. Loans can be processed, very secured in terms of data breeching.