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The Mortgage Office
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.
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Bewertungen über The Mortgage Office
Long time user, first time reviewer. Stable, reliable tool. Strong support. Clean audits.
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.
Very happy with our new loan servicing software!!
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 😊
Capterra Review
Kommentare: 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.
Vorteile:
I was especially impressed with the quality of the product. The Customer Service has been outstanding as they are extremely accommodating and helpful.
Nachteile:
N/A - I can't say there are any Cons about TMO. All of the
One Big Mistake
Kommentare: I purchased The Mortgage Office last year and abandoned it quite soon afterwards. Dealing with them was like pounding a square peg into a round hole. I found the system very inflexible and rather than tackle issues directly they devised wild work arounds. They claim to have been selling TMO for forty years, but I find this difficult to believe as some of their glitches were simple basic elementary mistakes. If you do engage with them, I strongly suggest that you base your contract on a trial basis and not prepurchase the entire year or get too deep into the transition. I purchased the full year and just wrote it off when I realized what I got myself into. I am lucky that I used my old system on a parallel basis. It is my experience that TMO gives no refunds no matter how badly they performed. TMO is a prime example of a business working around a program and not the other way around. They will make no small change for your personal needs unless it services the greater good of all their users. TMO also will control all your data, and you are then at their mercy. Better to have a program held on your server that you control and have desired custom work done.
Vorteile:
I can think of none. What i though would be an exciting new venture turned into a nightmare.
Nachteile:
To start with they are on the west coast, being three hours behind the east coast. They do not appear to take this into account and when they do reply to an issue it was always after closing time on the east coast. You then return their call, and they reply again after the close of business hours, etc. The integration of historic data was a nightmare, and I found it easier to manually enter the historic than use their tools. Their integration just did not work. For the customer contact page, they have all sorts of unused spaces, but yet have no field to put in extension numbers and notes next to a phone number. I was told to record this on another page and refer to this if need be. There is no way to integrate returned payments. When payments were returned NSF the program did strange things with the interest earned and could not balance. When I asked for an explanation, I was told to “plug” the number. No logical way to track critical dates. If a customer wants a payment to be held or a different amount taken, the program will only work if the payment dates and amounts are changed for all future payments. Then you must go through the whole process again to go back to the original dates and amounts. It does not allow for one time changes. I am the business owner and they were reluctant to deal with me for the onboarding, but instead requested that I hire someone to figure it out and teach me later. I found then very arrogant and so proud of their program that they did not accept shortfalls pointed out to them. They constantly alluded to the fact that they have been around for forty years. Was told that I purchased multiple users, but then found out it was only one. The cost for additional users was not cheap. Luckily, I found out how bad TMO was before I got too deep into the transition, so managed to bail out with only the loss of the year I paid for upfront.
TMO- the way to go in Mortgage Software
Kommentare: Great, the staff was very welcoming and helpful
Vorteile:
Easy to use and TMO is very supportive. The facility was very nice and the presentation was informative.
Nachteile:
I have no cons at this time, all looking good
