The Mortgage Office

The Mortgage Office

von Applied Business Software

Wer verwendet The Mortgage Office?

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

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.

The Mortgage Office – Details

Applied Business Software

http://www.themortgageoffice.com

Gegründet 1978

The Mortgage Office – Preisübersicht

The Mortgage Office bietet keine Gratisversion und keine kostenlose Testversion. Weitere Preisinformationen für The Mortgage Office findest du unten.

Kostenlose Version

Nein

Gratis Testen

Nein

Einsatz

Installiert - Mac

Cloud, SaaS, Web

Installiert - Windows

Mobile - iOS Native

Training

Persönlich

Live Online

Webinare

Dokumentation

Kundenbetreuung

Support während der Geschäftszeiten

Online

The Mortgage Office Funktionen

Hypotheken und Darlehensverwaltung Software
Darlehen-Entstehung
Dokumentenmanagement
Elektronische Applikationen
Gewerbliche Hypotheken
Kontaktmanagement
Kredit-Berichterstattung
Kredit-Serviceabwicklung
Kundenaussagen
Kundendatenbank
Pipeline-Management
Schließen von Dokumenten
Staatliche Kredite
Tilgungsplan
Umfinanzierungs-Management
Vorab-Qualifizierung
Wohn-Hypotheken
Autokredite
Automatische Fonds-Verteilung
Baudarlehen
Bearbeitung von Krediten
Compliance Management
Dokumentenmanagement
Geschäftskredite
Inkasso-Management
Investor-Management
Kreditnehmer-Management
Rechnungsführung
Sicherheiten-Tracking
Studiendarlehen
Tilgungsplan

The Mortgage Office – Nutzerbewertungen

Zeigt 5 von 172 Nutzerbewertungen

Gesamt
4.8/5
Benutzerfreundlichkeit
4.7/5
Kundenservice
4.8/5
Funktionen
4.7/5
Preis-Leistungs-Verhältnis
4.7/5

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

Bewertet am 29.3.2018
Anisa L.
Dealing Representative and Chief Compliance Officer
Finanzdienstleistungen
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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.

Thank you [SENSITIVE CONTENT HIDDEN]

Bewertet am 18.1.2020
Michelle C.
VP Administration
Immobilien, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: The software can be tricky at moments, but having [SENSITIVE CONTENT HIDDEN] to help was extremely convenient. He went above and beyond to get our insurance certificates implemented in the software, and we are extremely greatful for his determination! Other than just this task, [SENSITIVE CONTENT HIDDEN] has shown he is very determined and works diligently to help us with all our questions, since we have just hired new employees and switched locations. We appreciate his time and consideration for our company very much.

Nachteile: The thing we like least about the software is the common glitching, and having to close out and re open for it to show the correct information

The Mortgage Office is AMAZING!

Bewertet am 10.12.2019
Genevie M.
Loan Servicing Manager
Immobilien, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: The Mortgage Office handles all aspects of our loans, from origination to issuing checks and performing monthly reconciliations.

Vorteile: I have been using this software for 10+ years and I love it. This software makes servicing easy. Anyone can use it! And if you ever have any questions, you can always call customer support and they get back to you fast with how to resolve anything. I love that this software is easy to customize to your preference. I highly recommend this software!

Nachteile: No cons to using this program. Everything is easy to fix.

Great Product / Weak Service

Bewertet am 25.7.2016
Joshua A.
Immobilien, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
3/5
Gesamt
3/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
2/5
Kundenbetreuung
3/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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.

Tech support from TMO is the gold standard

Bewertet am 31.12.2019
Tommy L.
Director
Immobilien, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: We had an issue with an update and [SENSITIVE CONTENT HIDDEN] made sure that we were back up and running without losing any data.

Vorteile: [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!

Nachteile: Would like to see more options with hiding paid out accounts on the system.