# The Mortgage Office Software Reviews, Demo & Pricing - 2026 > Review of The Mortgage Office Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/crm/the-mortgage-office-profile/ --- [Home](https://www.softwareadvice.com/) / [Construction Accounting Software](https://www.softwareadvice.com/construction/accounting-job-costing-software-comparison/) / The Mortgage Office Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/crm/the-mortgage-office-profile/reviews/)[Alternatives](https://www.softwareadvice.com/crm/the-mortgage-office-profile/alternatives/) # The Mortgage Office Review Custom quote 1 plan Wondering if The Mortgage Office is right for your organization? Our Construction Accounting Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview The Mortgage Office 4.8 [(288)](https://www.softwareadvice.com/crm/the-mortgage-office-profile/reviews/) Pricing Pricing available upon request ### 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. Wondering if The Mortgage Office is right for your organization? Our Construction Accounting Software selection experts can help you in 15 minutes or less. ## The Mortgage Office User Interface ## Popular The Mortgage Office Alternatives Main Product The Mortgage Office 4.8 [(288)](https://www.softwareadvice.com/crm/the-mortgage-office-profile/reviews/) Ratings Breakdown - 4.72Ease of use - 4.69Value for money - 4.78Customer support - 4.73Functionality Pricing Available upon request Get Price Alternative Product [HES LoanBox](https://www.softwareadvice.com/debt-collection/hes-loanbox-profile/) 4.9 [(35)](https://www.softwareadvice.com/debt-collection/hes-loanbox-profile/#reviews) Ratings Breakdown - 4.91Ease of use - 4.88Value for money - 4.97Customer support - 4.91Functionality Pricing Starting at $75000.00 per year Get Price Alternative Product [Mortgage Automator](https://www.softwareadvice.com/loan-origination/mortgage-automator-profile/) 4.9 [(116)](https://www.softwareadvice.com/loan-origination/mortgage-automator-profile/reviews/) Ratings Breakdown - 4.90Ease of use - 4.86Value for money - 4.90Customer support - 4.82Functionality Pricing Available upon request Get Price Alternative Product [Baseline](https://www.softwareadvice.com/loan-servicing/baseline-profile/) 4.9 [(10)](https://www.softwareadvice.com/loan-servicing/baseline-profile/#reviews) Ratings Breakdown - 4.90Ease of use - 4.80Value for money - 5.0Customer support - 4.80Functionality Pricing Starting at $995.00 per month Get Price Alternative Product [Fintech Market Core System](https://www.softwareadvice.com/loan-origination/fintech-market-core-system-profile/) 5.0 [(8)](https://www.softwareadvice.com/loan-origination/fintech-market-core-system-profile/#reviews) Ratings Breakdown - 4.63Ease of use - 4.88Value for money - 5.0Customer support - 4.88Functionality Pricing Starting at €4000.00 per month Get Price Alternative Product [timveroOS](https://www.softwareadvice.com/loan-servicing/timvero-core-profile/) 5.0 [(10)](https://www.softwareadvice.com/loan-servicing/timvero-core-profile/#reviews) Ratings Breakdown - 5.0Ease of use - 4.89Value for money - 5.0Customer support - 4.90Functionality Pricing Starting at $3900.00 per month Get Price ## The Mortgage Office Pricing and Plans Starting price: Connect with an advisor for pricing Free Trial Free Version Pricing available upon request No plan information available Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## The Mortgage Office Features - Popular features found in Construction Accounting Billing & Invoicing Document Management General Ledger Job Costing Mobile Access Multiple Projects Payroll Management Project Tracking Purchase Order Management Time & Expense Tracking - More features of The Mortgage Office Access Controls/Permissions Accounting Accounting Integration Accounts Payable Accounts Receivable ACH Payment Processing Activity Dashboard Activity Tracking Alerts/Notifications Amortization Schedule API Approval Process Control Asset Lifecycle Management Audit Trail Auto Loans Automated Decisioning/Underwriting Automatic Funds Distribution Borrower Management Business Loans Cash Flow Management Client Database Client Management Client Portal Collateral Tracking Commercial Mortgages Communication Management Compliance Management Configurable Workflow Construction Loans Contact Database Contact Management Credit Reporting CRM Customer Database Customer Management Customer Statements Customizable Branding Customizable Reports Customizable Templates Dashboard Data Import/Export Digital Signature Document Storage Electronic Applications Electronic Payments Electronic Signature Email Marketing Escrow Management Financial Analysis Financial Management For AEC Industry For Borrowers Government Loans HUD Settlement Statements Investor Management Lead Management Lender Search Loan Management Loan Origination Loan Portfolio Management Loan Processing Loan Servicing Marketing Automation Mortgages Multi-Branch Multi-Channel Communication Multi-Company Multi-Currency Online Applications Outsource Processing Payment Collection Payment Tracking Pipeline Management Pre-Qualification Pricing Management Promissory Notes Property Tax Management Real-Time Reporting Refinance Management Reminders Reporting/Analytics Reporting & Statistics Residential Mortgages Risk Assessment Risk Management Role-Based Permissions Rules-Based Workflow Scheduling Search/Filter Secure Data Storage Self Service Portal Status Tracking Student Loans Task Management Task Scheduling Template Management Third-Party Integrations Third Party Loan Origination Transaction History Visual Presentation Workflow Management ## The Mortgage Office Integrations Microsoft Word Integration rated undefined from -1 review QuickBooks Desktop Integration rated undefined from -1 review QuickBooks Enterprise Integration rated undefined from -1 review QuickBooks Online Integration rated undefined from -1 review ## The Mortgage Office User Reviews Overall Rating 4.8 Ratings Breakdown 5 87% 4 10% 3 2% 2 0% 1 1% Secondary Ratings Ease of Use 4.7 Value for money 4.7 Customer support 4.8 Functionality 4.7 Anisa L. Verified reviewer Financial Services Used daily for more than 2 years Review source Reviewed March 2018 Long time user, first time reviewer. Stable, reliable tool. Strong support. Clean audits. 5 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. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: 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. Cons: 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. Read More NB Nick B. Verified reviewer Oil & Energy 51-200 employees Used weekly for more than 2 years Review source Reviewed October 2024 TMO is wonderful 5 It is a good company, and even more important (at least to me) the staff are friendly and easy to deal with. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: It is so robust, but yet once you learn it so easy. Cons: We are in Indiana and TMO is in California, I do not like the 3 hour difference when dealing with the help Desk. However, that being said TMO does a wonderful job getting back with me as soon as possible. Sometimes they send corrective emails before I even get into the office. Reasons for switching to The Mortgage Office The spreadsheets were getting way to lengthy and it was an extremely manual process Read More JA Joshua A. Real Estate 2-10 employees Used weekly for less than 12 months Review source Reviewed July 2016 Great Product / Weak Service 3 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. Ratings Breakdown 3 Ease of use 3 Value for money 2 Customer support 5 Functionality Pros: 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. Cons: 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. Read More JA Jacqueline A. Verified reviewer Financial Services 11-50 employees Used daily for less than 6 months Review source Reviewed August 2024 Capterra Review 5 The overall experience has been excellent. TMO goes above and beyond to assist their clients with any questions they have. In addition, the staff is immensely knowledgeable and friendly, and they are always available and willing to help. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: I was especially impressed with the quality of the product. The Customer Service has been outstanding as they are extremely accommodating and helpful. Cons: N/A - I can't say there are any Cons about TMO. All of the Reasons for switching to The Mortgage Office We needed a system that was live on the web so we can do everything in real time. We were also looking for a system that allowed us to have the ability to be capable of adding more information into the software to track our loans once they are closed. Read More ET Erika T. Verified reviewer Real Estate 2-10 employees Used daily for less than 6 months Review source Reviewed July 2021 Extraordinary 5 Five star experience. TMO is like staying at a nice hotel. Your expectations are exceeded, you're met with exceptional customer service, and you're confident and comfortable. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: 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. Cons: Integration was definitely the most difficult part. The software we used before was absolutely the reason it was difficult. Reasons for choosing The Mortgage Office Eric, our salesman, was very knowledgeable and approachable (we ask A LOT of questions). We enjoyed the demo, the promises of support (this promise is being upheld greatly), and the professionalism of each team member we met. I really cannot say enough about the support team. They are wonderful. Each day that goes by, we look up and realize that we love TMO more and more. So many times we've said "how did we do this before?" It's astounding. Choose The Mortgage Office. It's so worth it. Reasons for switching to The Mortgage Office NoteSmith was great and cost effective when we were servicing a few notes, but as we've grown, we've needed more consistency and user-friendliness. Read More NS Nora S. Verified reviewer Real Estate 2-10 employees Used daily for less than 2 years Reviewed January 2026 Great Software with Fast Support 5 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. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: The software is really well-made, fast, and easy to navigate. The quality of the software is great and everything is well organized. The support team is also excellent — they respond quickly and are very helpful whenever you have questions or need help figuring something out. It’s also very affordable compared to other loan servicing software I looked into. Cons: Some features can take a little time to learn at first, especially if you’re new to loan servicing software. Read More MR Marisol R. Verified reviewer Real Estate 2-10 employees Used daily for more than 2 years Reviewed October 2025 TMO, all in one!!! 5 Very satisfied with the program regarding loan servicing, reports, payments and more. TMO has been a very useful program. Ratings Breakdown 5 Ease of use 4 Value for money 5 Customer support 5 Functionality Pros: TMO is super helpful with what we use it for, Loan Servicing! We use the online version which is very fast. If I ever get stuck in any way their customer support is always very helpful including the zoom video calls. It gets better as time passes since they update the program with new features. Cons: it will be helpful if there is way to automatically count how many times a loan has been late. Also, the time on the reports is different as our central time, maybe there is a way of changing it. Read More HM Heather M. Verified reviewer Real Estate 2-10 employees Used daily for less than 2 years Reviewed December 2025 TMO experience 5 Great experience overall! Staff is more than helpful. I am able to get help as needed. The end of year tax option is amazing! Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Easy process and helpful team. The training was good once I had a good understanding of what my company was looking for in the platform. Cons: Would like to see a draw option for conventional loan product. Our loans do not fully fit in the construction product. Read More LB Lee B. Verified reviewer Banking 2-10 employees Used daily for more than 2 years Review source Reviewed January 2025 The Mortage Office gets it done! 5 I went to their office in 2014 for training after working with the program for a few weeks, asking LOTS of questions. Everyone has been wonderful ever since. 90% of the time any questions are answered in less than 24 hours (TMO is west coast, I am east) and often in less time. When I put in subject line it's urgent, they get back to me even quicker. It was only an hour today!! Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: It's a good program and works well for all we need from it. Cons: It's not always intuitive . . . but hey, that may just be me! But once I know, I know! Read More NA Nasreen A. Verified reviewer Construction 51-200 employees Used monthly for less than 2 years Reviewed December 2025 Excellent System 5 This system is resolving purpose of our mortgage finance. Loans can be processed, very secured in terms of data breeching. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: User Friendly system and easy to access in terms of features and functionality, tope of that excellent customer support. Cons: None from our end. The only part is customization which is required most of the time. Reports are not easy to build. Read More Showing 1 - 10 of 288 Reviews [See All Reviews](https://www.softwareadvice.com/crm/the-mortgage-office-profile/reviews/) ## The Mortgage Office Popular Comparisons [HES LoanBox vs The Mortgage Office](https://www.softwareadvice.com/debt-collection/hes-loanbox-profile/vs/the-mortgage-office/)[Mortgage Automator vs The Mortgage Office](https://www.softwareadvice.com/loan-origination/mortgage-automator-profile/vs/the-mortgage-office/) [Compare All Alternatives](https://www.softwareadvice.com/crm/the-mortgage-office-profile/alternatives/) ## Other Top Recommended Construction Accounting Software [Autodesk Forma](https://www.softwareadvice.com/construction/autodesk-construction-cloud-profile/) **4.3** (2208) Recently recommended **425** times [Sage Construction Suite](https://www.softwareadvice.com/product/185440-Sage-Construction-Suite/) **4.0** (1060) Recently recommended **398** times [Procore](https://www.softwareadvice.com/construction/procore-profile/) **4.5** (2667) Recently recommended **351** times [ComputerEase](https://www.softwareadvice.com/construction/computerease-profile/) **4.2** (133) Recently recommended **279** times Stuck Between Options? 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