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Avaliações do The Mortgage Office

Sobre The Mortgage Office

Software de serviço de empréstimo robusto, flexível e fácil de usar.

Saiba mais sobre o The Mortgage Office

Vantagens:

Reports and customization options gives you a quick way to find what you need to find rapidly and present those findings in a coherent manner. It does what it is supposed to do flawlessly.

Desvantagens:

The learning process was very complex and difficult to understand in the beginning.

Notas do The Mortgage Office

Pontuação média

Praticidade
4,7
Atendimento ao cliente
4,8
Recursos
4,7
Relação qualidade/preço
4,7

Probabilidade de recomendação

9,4/ 10

O The Mortgage Office tem uma classificação geral de 4,8 em 5 estrelas com base em 278 avaliações de usuários no Capterra.

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Filtrar avaliações (278)

Sandra
Sandra
Office Manager, EUA
Usuário do LinkedIn Verificado
Seguros, 51–200 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Complete & Powerful Software Program with add on Modules giving you options to expand your services.

5,0 há 7 anos

Vantagens:

The software handles all aspects of Loan Servicing within the program. The integration of the different modules makes using the program seamless. I have used several Forms Design programs in the past and the Custom Letters & Reports program is well designed and extremely east to use.

Desvantagens:

I have been involved in writing a custom Collection Program, integrating an Accounting Program with other Loan Servicing Software as well as using other Loan Servicing Software for 27+ years and by farm The Mortgage Office is the BEST. To answer your question what I like least about the program is that it is a Massive and covers every aspect of Loan Servicing; which makes it the BEST of programs.

Marisol
Manager, EUA
Imobiliárias, 2–10 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Way to go TMO!!!!!!

5,0 há 5 meses

Comentários: I highly recommend The Mortgage Company software, switching from the desktop version to the online has been the best option. I highly recommend this software!

Vantagens:

Using The Mortgage Office software makes our job easier and efficient in many ways. The software helps us keep track on everything we do. The support team goes above and beyond offering so much support to help us solve any issue we have.

Desvantagens:

As of now I don't have any cons to say, TMO is works hard every day to make customers happy with better upgrades and helpful updates.

Joshua
EUA
Imobiliárias, 2–10 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

Great Product / Weak Service

3,0 há 9 anos

Comentários: 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.

Vantagens:

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.

Desvantagens:

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.

Michelle
Loan Processor, EUA
Bancos, 2–10 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

The Mortgage Office Seminar Review

5,0 há 4 meses

Comentários: Overall, The Mortgage Office was a great experience and I'm glad I made the trip over to learn more about the program.

Vantagens:

Easy seminar to follow along with and having it be interactive was very helpful.

Desvantagens:

Everyone uses TMO for different reasons so not all the information given was valuable to me.

AMBER
Investment Coordinator, EUA
Imobiliárias, 2–10 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

The Mortgage Office Review

5,0 há 7 meses

Comentários: I have been very pleased with the upgrade to TMO Pro. Wish we upgraded sooner! It's so much faster!

Vantagens:

TMO is easy to use and easy to understand. I like that you can create your own customized documents. If you run into an issue, you can simply email the support team who is always quick to respond and solve your problems. The TMO support team is amazing, they are very professional and are always available to help.

Desvantagens:

I don't have any cons about this software.

Ashlee
Accounting Specialist, EUA
Gestão de investimentos, 11–50 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

One Stop Shop

5,0 há 8 meses

Vantagens:

TMO is easy to use and easy to understand. It is a very complex system that allows us to do many things like take payments, manage our bank loans, cut checks and plenty of more tasks that are useful in our workplace. If we run into an issue, we simply email the support team who is always quick to respond and solve our problems. The TMO support team is amazing, they are very professional and are problem solvers!

Desvantagens:

Like any new system, it took time to understand TMO and be able to use it to its full capability, but once I got the hang of it, I could not be happier with this software. When I have spare time, I like to look around in the different tabs of TMO to find different reports or functions that could be helpful to the company; there are so many ways to utilize TMO, the possibilities are endless.

Jill
Contract Servicing Specialist, EUA
Serviços ao consumidor, 11–50 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

TMO Review

5,0 há 9 meses

Comentários: Good, have had great support from ABS Customer Support when needed. Most often hear back within the same day to help trouble shoot. Screen shots are often sent for easier review and answering our processing questions.

Vantagens:

Ease of payoff and payment processing.

Desvantagens:

Impound Analysis has been the most challenging, as tax payments were due same time as our files have been moved over into TMO. New and updated instructions have been received along with online training.

Nicole
Director of Operations, EUA
Imóveis comerciais, 2–10 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Great company

5,0 há 5 meses

Comentários: Their software makes my job alot easier! They are fantastic.

Vantagens:

The product is very user friendly, the customer service has always been great. they work to get any issues resolved right away and their staff is super friendly.

Desvantagens:

I have nothing negative to say about them.

Annpriya T
Controller, EUA
Bancos, 2–10 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Awesome software very useful

5,0 há 8 meses

Comentários: Good software. Will highly recommend this software for any data management needs. Thank you!

Vantagens:

Very user friendly and good to use. Can keep track of all needed information in one place.

Desvantagens:

Needs a little adjustments. Overall a good tool.

Lura
Bookkeeper, EUA
Serviços financeiros, 11–50 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

TMO review

5,0 há 4 meses

Comentários: overall, everyone I have had to deal with is professional and helpful.

Vantagens:

The software is easy to use, and the customer service is outstanding. I can always reach our support team when needed.

Desvantagens:

I have not had anything worth noting here.

Renee
Underwriter, EUA
Gestão de investimentos, 2–10 funcionários
Usou o software para: 1 a 5 meses
Fonte da avaliação

Origination Review

4,0 há 7 meses

Comentários: TMO is easy to use and they offer great support. They are knowledgeable and friendly. Response time is great when reaching out to someone in the company. They really want to help their clients.

Vantagens:

The ease of use and be able to set up reminders and follow ups. TMO makes it easy to stay organized which gives more time to work on the pipeline.

Desvantagens:

I would like my customizable documents to be more streamline.

Joseph
VP, Sales, EUA
Serviços financeiros, 51–200 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

TMO is a great partner

5,0 ano passado

Vantagens:

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.

Desvantagens:

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

Brenda
Director, Lending Operations, Canadá
Serviços financeiros, 2–10 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Exceptional!!

5,0 há 9 meses

Comentários: We have been a client of Applied Business Software for over 18 years and even though there are alternate products available, we have found that the TMO speaks to the versatile and flexibility it provides our company and technician support services .... simply does not compare!!! Therefore .... exceptional!!! I would recommend this program serviced by ABS to anyone.

Vantagens:

Simple and easy management of our loans.

Desvantagens:

Not being able to process yearly Canadian T5 forms.

Julie
Vice President of Payment Acceptance, EUA
Serviços e tecnologia da informação, 51–200 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

TMO Review

5,0 ano passado

Comentários: I would stay with this software for as long as I have my business.

Vantagens:

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

Desvantagens:

I did not find anything that did not work well.

Avaliador Verificado
Usuário do LinkedIn Verificado
Construção, 2–10 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Alternativas consideradas anteriormente:

Product review and evaluation

4,0 há 2 anos

Comentários: ...

Vantagens:

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

Desvantagens:

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

Heather
Loan Servicing Admin, EUA
Bancos, 11–50 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Multiuse, Multilevel Software

5,0 há 2 anos

Comentários: The Mortgage Office is such a great software backed by a great experienced team. The software is innovative and always makes your process easier and quicker. This also happens with the team behind the scenes. When any issues arise, the support team is on top of it. As our company grows, so do our software needs and this is a cause for continuous training. [SENSITIVE CONTENT] and her crew are amazing! The in person training is totally worth the trip! You are able to customize the training to really dive deep into the topics that interest your company. Ramiro has all the tips and tricks to save time and being able to pick his brain about TMO is a real treat! The hospitality here is unmatched !

Vantagens:

This software allows you to customize to fit your own needs. It is capable of tackling complex setups with the different tools available. Very user friendly. Where we would spend hours in just creating and sending letters and notices, the mortgage office fast tracks this and many other tasks by using its custom letters capability. Time saver!

Desvantagens:

At this time, Lucro is fully satisfied with this software

Amy
Managing Principal, EUA
Imobiliárias, 11–50 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Ease of Use for Servicing Residential Loans

5,0 há 4 anos

Comentários: Over the last 13years we have grown our business with The Mortgage Office. I appreciate the support team when we have questions or issues. We enjoy the Print & Mail service for 1099/1098s. The Custom Letters and Reports feature which utilizes Word's mail merge features.

Vantagens:

From setting up a loan to applying payments and running escrow analysis. The software is full of features- Adjustable Interest Rates connected to WSJ - Not a Problem! End of Year Statements and 1099/1098s - Not a Problem! One of the Best Features is the Portal for both lenders and homeowners. Homeowners can make their payments on-line too!

Desvantagens:

It would like to be able to add the insurance information on the portal. The portal has continued to expand over the past years. I really like the 1099 and 1098 information being available on the portal.

Christie
VP of Servicing, EUA
Serviços financeiros, 11–50 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Daily user of TMO here

5,0 há 2 anos

Comentários: The Mortgage Office has made my job efficient in ways other programs could not.

Vantagens:

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.

Desvantagens:

No complaints here with The Mortgage Office

Laura
VP, EUA
Imobiliárias, 2–10 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Amazing Loan Servicing Software

5,0 há 2 anos

Comentários: We serviced our entire loan portfolio with TMO for the past 3 years and have the best things to say about the user experience. Our borrowers love the reports we provide for them.

Vantagens:

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.

Desvantagens:

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

Avaliador Verificado
Usuário do LinkedIn Verificado
Bancos, 201–500 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Great loan servicing software

4,0 há 6 anos

Vantagens:

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!

Desvantagens:

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.

Rick
Founder/CEO, EUA
Serviços financeiros, Profissional autônomo
Usou o software para: Mais de dois anos
Fonte da avaliação

Great Loan origination for small private money lender

5,0 há 4 anos

Comentários: Wouldn’t be such a long-time customer if we weren’t so happy with the overall product features, benefits and support.

Vantagens:

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.

Desvantagens:

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.

Jerrel
Managing Partner, EUA
Serviços financeiros, 51–200 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Big Fan

5,0 há 3 anos

Comentários: very good experience

Vantagens:

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

Desvantagens:

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.

Eric
Eric
Founder and CEO, EUA
Usuário do LinkedIn Verificado
Serviços financeiros, 11–50 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

The Mortgage Office is very capable software.

5,0 há 7 anos

Vantagens:

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

Desvantagens:

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.

Rohit
Managing Member, EUA
Serviços financeiros, 2–10 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Great working Modules with support at hand.

5,0 há 5 anos

Comentários: Having friendly and professional statements for Loans, Investors which can be e-mailed & printed.

Vantagens:

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.

Desvantagens:

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

Lynnora
Accountant, EUA
Contabilidade, 2–10 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

TMO Review

5,0 há 2 anos

Comentários: TMO is the first program that I have used for loan services and feel this is the best there is. The TMO team is very helpful and will work with you when you are in need of assistance, without complaint ;-)

Vantagens:

The software is very user friendly. The TMO staff is always willing to help with a smile on their faces.

Desvantagens:

There is no way to remove closed loans from the listings and from web listing (USIO).