# The Loan Office Software Reviews, Demo & Pricing - 2026 > Review of The Loan Office Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/loan-origination/the-loan-office-profile --- [Home](https://www.softwareadvice.com/) / [Loan Servicing Software](https://www.softwareadvice.com/loan-servicing/) / The Loan 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/loan-origination/the-loan-office-profile/reviews/) # The Loan Office 2026: Benefits, Features & Pricing On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview The Loan Office 4.8 [(40)](https://www.softwareadvice.com/loan-origination/the-loan-office-profile/reviews/) Pricing Starting at $389.00 per month Top Alternatives ### About The Loan Office The Loan Office is a cloud-based and on-premise loan servicing solution for enterprises of all sizes. It’s suitable for lending, mortgage and financial service companies. Primary features include loan management, accounting management, automated clearing house (ACH)/EFT debiting, financial calculator, reporting and forecasting. Other features include federal and local compliance, conversation logs, document management and payoff processing. The Loan Office allows users to print, manage and file their tax forms such as 1098s, 1099s and Canadian T5 from within the solution. It offers integration with QuickBooks, Microsoft Excel and Microsoft Word. Subscription pricing and perpetual licenses are available. The solution is compatible with Windows and Mac OS. Support is offered via phone and email. Other help options are offered through online newsgroups, online training and a knowledge base. ## The Loan Office User Interface ## Popular The Loan Office Alternatives Main Product The Loan Office 4.8 [(40)](https://www.softwareadvice.com/loan-origination/the-loan-office-profile/reviews/) Ratings Breakdown - 4.69Ease of use - 4.78Value for money - 4.84Customer support - 4.54Functionality Pricing Starting at $389.00 per month Alternative Product [The Mortgage Office](https://www.softwareadvice.com/crm/the-mortgage-office-profile/) 4.8 [(285)](https://www.softwareadvice.com/crm/the-mortgage-office-profile/reviews/) Ratings Breakdown - 4.73Ease of use - 4.70Value for money - 4.78Customer support - 4.73Functionality Pricing Available upon request Alternative Product [Financial Services Cloud](https://www.softwareadvice.com/insurance/salesforce-fin-serv-cloud-profile/) 4.8 [(5)](https://www.softwareadvice.com/insurance/salesforce-fin-serv-cloud-profile/#reviews) Ratings Breakdown - 4.20Ease of use - 4.50Value for money - 4.75Customer support - 4.40Functionality Pricing Starting at $325.00 per month 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 Alternative Product [LOAN SERVICING SOFT](https://www.softwareadvice.com/loan-origination/loan-servicing-soft-profile/) 5.0 [(14)](https://www.softwareadvice.com/loan-origination/loan-servicing-soft-profile/reviews/) Ratings Breakdown - 4.92Ease of use - 5.0Value for money - 5.0Customer support - 5.0Functionality Pricing Starting at $500.00 per month Alternative Product [Centrex](https://www.softwareadvice.com/loan-origination/centrex-profile/) 4.9 [(8)](https://www.softwareadvice.com/loan-origination/centrex-profile/reviews/) Ratings Breakdown - 5.0Ease of use - 4.75Value for money - 4.50Customer support - 4.75Functionality Pricing Available upon request ## The Loan Office Pricing and Plans Starting price: $389.00 per month Free Trial Free Version Basic $389.00 per month No plan information available ## The Loan Office Features - Popular features found in Loan Servicing Accounting Amortization Schedule Automatic Funds Distribution Collateral Tracking Compliance Management Contact Management Document Management Loan Portfolio Management Payment Collection Reporting/Analytics - More features of The Loan Office ACH Payment Processing Activity Dashboard Activity Tracking Alerts/Notifications API Approval Process Control Audit Trail Auto Loans Automated Decisioning/Underwriting Borrower Management Business Loans Client Database Client Management Client Portal Commercial Mortgages Communication Management Configurable Workflow Construction Loans Credit Reporting CRM Customer Database Customer Management Customer Statements Customizable Branding Customizable Reports Customizable Templates Data Import/Export Digital Signature Document Storage Document Templates Electronic Applications Electronic Payments Electronic Signature Escrow Management Financial Analysis Financial Management For Borrowers For Brokers Government Loans HUD Settlement Statements Investor Management Lead Management Lender Search Loan Management Loan Origination Loan Processing Loan Servicing Marketing Automation Mortgages Multi-Branch Multi-Channel Communication Multi-Company Multi-Currency Online Applications Outsource Processing Payment Reminders Payment Tracking Pipeline Management Pre-Qualification Pricing Management Promissory Notes Property Tax Management Real-Time Reporting Refinance Management Reminders Reporting & Statistics Residential Mortgages Role-Based Permissions Rules-Based Workflow 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 Loan Office Integrations QuickBooks Online Advanced Integration rated undefined from -1 review ## The Loan Office User Reviews Overall Rating 4.8 Ratings Breakdown 5 83% 4 15% 3 3% 2 0% 1 0% Secondary Ratings Ease of Use 4.7 Value for money 4.8 Customer support 4.8 Functionality 4.5 BS Beth S. Verified reviewer Insurance 201-500 employees Used unspecified for more than 2 years Review source Reviewed October 2018 Easy to use and affordable 5 We only have a small number of mortgage loans that we service and this software was extremely affordable and a lot easier to use than our previous software or others that we found in our research. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: This software is very easy to use and intuitive. If help is needed The Loan Office Users Guide is very helpful. Cons: There is no easy to use custom reporting feature, however we were told that up-front. Read More JB Jeffrey B. Verified reviewer Financial Services 2-10 employees Used daily for more than 2 years Review source Reviewed October 2018 Supports my loan servicing very well 5 Ratings Breakdown 5 Ease of use 5 Functionality Pros: Learning curve was reasonable and it supports what I need done. Cons: Happy with its functionality so I have no cons Read More KM Kelly M. Used unspecified for unspecified Review source Reviewed January 2015 Great flexibility 4 I love the flexibility the Loan Office gives me. I make community development micro business loans. I can configure a loan with multiple payback features - initial term of interest only, fixed payments, remainder amortized, balloon payments, etc... and be able to produce an accurate repayment schedule for the closing. I can email statements from right inside the program, which is handy. The reports and notices are a pain to customize (in MS Word), but that is my only complaint. My portfolio is very small, so I generally do personalized collections notices anyway. The ability to only have one funder per loan is not a problem since LLC all investments are pooled and member returns are figured on the entire portfolio, not per loan. We could also service a specific loan for an LLC member if they wished to invest outside of the pool, but we haven't done this yet. The customer service/ tech support guys are very helpful and have promptly addressed any difficulties I've sent their way. I used another, less expensive program, for about ten years, but the flexibility to create loan terms that work for my borrowers makes the additional cost very worthwhile. Ratings Breakdown 5 Ease of use 5 Customer support Read More RH Rhonda H. Financial Services 2-10 employees Used daily for less than 2 years Review source Reviewed September 2016 Our small portfolio! 5 We are an Asset Management firm that is currently servicing ~140 loans. This program has been great for our needs. It was easy to load all the loans and the day-to-day management/operation is very simple. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 4 Functionality Pros: The program is very user friendly and simple to use. Cons: There is not really anything I don't like. It serves our needs. Read More MH Marjorie H. Financial Services 2-10 employees Used daily for less than 6 months Review source Reviewed September 2016 First Caribbean based user 4 We are a small company based in the Caribbean that gives personal micro loans. The Loan Office is very cost effective and with the link to QB it's the perfect software for us. Whenever we have a problem we just e-mail our questions and our friendly and always helpful customer supporter will either call us or email us in the stipulated time frame. We love how we can process the payments and keep track of the delinquent borrowers. We are very pleased with the software and it helps us achieve our business goals. Ratings Breakdown 4 Ease of use 5 Value for money 4 Customer support 4 Functionality Pros: When you have a company that gives loans the most important part in the whole process is the collection. We are pleased with the borrower late report. It gives us an update daily, so we know exactly who is late with its payment. Cons: We haven't been using the software that long so we exactly know what does not please us. Read More PR Pam R. Banking 2-10 employees Used daily for less than 2 years Reviewed October 2018 Loan Office Review 5 Overall I have really enjoyed using the Loan Office. This is the first time I have ever used a program like this. It is fun! Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 4 Functionality Pros: Ease of use. User friendly. It seems to do the work for you. Cons: Not being able to process a report that I needed. Read More CS Carlos S. Financial Services 2-10 employees Used daily for less than 2 years Review source Reviewed October 2018 Best option in the market. 5 Before using Loan Office we tried 2 diferent softwares. Loan Office makes our operation better. Ratings Breakdown 4 Ease of use 5 Value for money 4 Customer support 5 Functionality Pros: It is a very complete and easy to use software. The platform is very friendly. Cons: No comments. Our team feels comfortable using it. Read More TR Tari R. Government Administration 51-200 employees Used daily for less than 12 months Reviewed October 2018 The Loan Office Review 4 The benefits for me is having the ability to track insurance, property taxes, and occupancy requirements. I can easily keep on top of who I need to contact by running a report. Ratings Breakdown 4 Ease of use 4 Value for money 5 Customer support 4 Functionality Pros: The loan monitoring tools, payment statements, reports and the techs who contact me from support have been very knowledgeable and helpful. Cons: I need to call and leave a message for support and wait for a call back. Read More MS Michelle S. Non-Profit Organization Management 2-10 employees Used weekly for less than 2 years Review source Reviewed September 2016 The Loan Office, User Friendly 5 We were in the market to change our loan software. We did internet searches and found The Loan Office. We received great service from the start with the webinar introducing the product. Everything was very clear, and there was a time devoted to answer our questions. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: It is very user friendly, and we can now access reports better than the previous software. Cons: Thus far I do not have any negative responses. Read More BE Brenda E. Used unspecified for unspecified Review source Reviewed July 2015 Excellent product and well worth the money 5 I just want to let you know how much this program has improved my bookkeeping. I have been managing approximately 15 owner financed homes for the last 4 years. The company was losing on so much interest and late fees by keeping it manually. When I previewed this program, I knew that this would help a bunch. It not only keeps my records but it also shows the Lender his investment and his monthly interest that he is making on each note. Wyatt Gilbert was so nice and helpful with the purchase of the program and all the way up to, "OMG.Wyatt I crashed my whole system, please help!!! He was always willing to help me, even while he was out of town and on weekends. Overall, I am very pleased and would definitely recommend this program to anyone who carries and services notes. Excellent product and well worth the money. Ratings Breakdown 5 Ease of use 5 Customer support Read More Showing 1 - 10 of 40 Reviews [See All Reviews](https://www.softwareadvice.com/loan-origination/the-loan-office-profile/reviews/) ## The Loan Office Popular Comparisons [Mortgage Automator vs The Loan Office](https://www.softwareadvice.com/loan-origination/mortgage-automator-profile/vs/the-loan-office/)[BNTouch Mortgage CRM vs The Loan Office](https://www.softwareadvice.com/crm/bntouch-profile/vs/the-loan-office/)[Encompass vs The Loan Office](https://www.softwareadvice.com/compare/37679-the-loan-office/vs/133471-Encompass360/)[LendingWise vs The Loan Office](https://www.softwareadvice.com/loan-origination/lendingwise-profile/vs/the-loan-office/)[MortgageHalo vs The Loan Office](https://www.softwareadvice.com/compare/37679-the-loan-office/vs/54657-MortgageHalo/)[The Mortgage Office vs The Loan Office](https://www.softwareadvice.com/loan-origination/the-loan-office-profile/vs/the-mortgage-office/) ## See what companies are saying about Software Advice