Wir helfen Unternehmen in Deutschland
seit 15 Jahren bei der Softwareauswahl

Was ist The Mortgage Office?

The Mortgage Office ist eine beliebte und hochbewertete Kreditplattform in den USA und Kanada. Zu den beliebtesten Funktionen gehören Kreditnehmer-/Kreditgeberportale, Online-Zahlungen, SMS-Benachrichtigungen, Scannen von Dokumenten, QuickBooks-Schnittstelle, One-Click-Importe/-Exporte, ACH/EFT, vollständiges Anlegermanagement, einschließlich fraktionalisierter Darlehen, drei verschiedener Hypothekenpool-Module, Berichterstattung und vieles mehr. Desktop oder in der Cloud; das bevorzugte System für private Kreditgeber*innen, gemeinnützige Organisationen und Gemeinden.

Wer verwendet The Mortgage Office?

Geldgeber*innen, Kreditdienstleister*innen, Notizdienstleister*innen, Städte, Kommunen, Banken, Kreditgenossenschaften, Indianerstämme, private Kreditgeber*innen und mehr.

The Mortgage Office Software - 1

Du bist nicht sicher, ob The Mortgage Office das Richtige ist? Mit einer beliebten Alternative vergleichen

The Mortgage Office

The Mortgage Office

4,8 (262)
Keine Preise gefunden
Kostenlose Version
Kostenlose Testversion
99
1
4,7 (262)
4,7 (262)
4,8 (262)
VS.
Startpreis
Preisoptionen
Funktionen
Integrationen
Benutzerfreundlichkeit
Preis-Leistungs-Verhältnis
Kundenservice
25,00 €
Monat
Kostenlose Version
Kostenlose Testversion
194
26
4,0 (18.388)
4,0 (18.388)
4,1 (18.388)
Die grünen Bewertungsbalken geben an, welches Produkt gemessen an der Durchschnittsbewertung und der Zahl der Bewertungen am besten abschneidet.

Weitere gute Alternativen zu The Mortgage Office

Salesforce Sales Cloud
Am besten bewertete Funktionen
Für Vertriebsteams/ -organisationen
Gemeinsame Kontakte
Kundennachverfolgung
N-central
Am besten bewertete Funktionen
Dashboard
Korrektur-Management
Remote-Zugriff/-Kontrolle
The Nortridge Loan System
Am besten bewertete Funktionen
API
Dokumentenspeicher
Pipeline-Management
MortgageHalo
Am besten bewertete Funktionen
Für dieses Produkt wurden noch keine Funktionen durch Nutzer bewertet.
LOAN SERVICING SOFT
Am besten bewertete Funktionen
Für dieses Produkt wurden noch keine Funktionen durch Nutzer bewertet.
LoanPro
Am besten bewertete Funktionen
Bearbeitung von Krediten
Berichterstattung / Analyse
Tilgungsplan
LA Pro
Am besten bewertete Funktionen
Für dieses Produkt wurden noch keine Funktionen durch Nutzer bewertet.
Margill Loan Manager
Am besten bewertete Funktionen
Bearbeitung von Krediten
Berichterstattung / Analyse
Kreditnehmer-Management
Zendesk Suite
Am besten bewertete Funktionen
Echtzeit-Chat für Kunden
Supportticket-Management
Ticket-Management

Bewertungen über The Mortgage Office

Durchschnittliche Bewertung

Gesamt
4,8
Benutzerfreundlichkeit
4,7
Kundenservice
4,8
Funktionen
4,7
Preis-Leistungs-Verhältnis
4,7

Nutzerbewertungen nach Unternehmensgröße (Angestellte)

  • <50
  • 51-200
  • 201-1.000
  • >1.001

Bewertungen nach Punktzahl finden

5
87%
4
10%
3
3%
1
0%
Anisa
Anisa
Dealing Representative and Chief Compliance Officer in Kanada
Verifizierter Nutzer auf LinkedIn
Finanzdienstleistungen
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Long time user, first time reviewer. Stable, reliable tool. Strong support. Clean audits.

5,0 vor 6 Jahren

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Veniece
Office Manager in USA
Non-Profit-Organisation Management, 2–10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Very happy with our new loan servicing software!!

5,0 vor 6 Monaten

Kommentare: HomesFund is very happy with the overall use, speed, and functionality of the software - and - it's in the cloud!

Vorteile:

Setting up was fairly easy. The customer support team has my back on a daily basis on varied topics as I continue to build out the Loan Servicing system. They get back to me quickly and with great guidance and expertise.

Nachteile:

Some of my uploads were not accepted; however, I'm sure there was a share of user error as part of the reason 😊

Ashlee
Accounting Specialist in USA
Vermögensverwaltung, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

One Stop Shop

5,0 vor 2 Wochen Neu

Vorteile:

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!

Nachteile:

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.

Joshua
USA
Immobilien, 2–10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Great Product / Weak Service

3,0 vor 8 Jahren

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Johanna
Loan Services Manager in USA
Vermögensverwaltung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Great Software

4,0 vor 3 Monaten

Kommentare: It has been good! Technical support has been wonderful.

Vorteile:

It's easy to navigate and they are always open for implementations.

Nachteile:

Does not have reports that can be customized.