The Mortgage Office

Zendesk Sell

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Ratings & Reviews

Overall Rating

4.83 / 5 (171)

4.34 / 5 (119)

Ease-of-Use

4.5 / 5

4.5 / 5

Value for Money

4.5 / 5

4.0 / 5

Customer Support

5.0 / 5

4.0 / 5

Functionality

4.5 / 5

4.0 / 5

Last Reviewed

February 18, 2020

January 27, 2020

Pros/Cons

  • Pros

  • [SENSITIVE CONTENT HIDDEN] in the tech support department was a great help and will be my go to when I need help with TMO. Friendly, professional and fast. It is greatly appreciated!

  • Daily Workflow is user friendly. Awesome reports!

  • Cons

  • the cost is a little high as there is little to no competition in at this level. It would be nice if the system could be web based or apple compatible.

  • not 100% catered in Canadian settings. it would be very nice in the future to be fully outfitted in Canada.

  • Pros

  • We love the app and the ease of use. It has been great for tracking sales and tasks associated with closing deals. It's also been great for ensuring collaboration and keeping everyone in the loop.

  • The sales process is great - you'll feel very welcomed. Their follow-up is consistent and they do a great job showcasing the full-featured product.

  • Cons

  • It's a young company so there are some glitches/kinks still being worked out which is understandable

  • - Sometimes too easy to change things that have been set by others - Contact uploading/downloading in .csv files is a bit of a pain at first, but not terrible to get used to.

Product Demo & Pricing

Demo

Pricing Range

What does it cost?

Software pricing is complicated and highly customizable. Let us help you figure out which products are really in your budget.

Advisor Recommendations & User Awards

FrontRunners

N/A

FrontRunners

2019

Number of times our advisors have recommended this product

(in the last 30 days)

N/A

214 Recommendations

Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

Screenshots