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Microsoft Power BI vs The Mortgage Office Comparison
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Overview
Microsoft Power BI converts data into rich interactive visualizations, utilizing business analytics tools to share dashboard-based...
The Mortgage Office is a web based loan servicing software which helps to streamline, manage and automate current loan servicing tasks
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
Starting from
$
9.99
/momonth- Free trial available
- No credit card required
- Free account
- Subscription based
Starting from
$
595
/momonth- Free trial available
- No credit card required
- Free account
- Subscription based
User reviews
4.5
5
4
3
2
1
510
328
46
7
2
- Value for money
- Ease of use
- Features
- Customer support
98%
would recommend this appPros
I find the PowerBi amazing to have an easy to navigate and attractive interface, simple to create a new panel, easy to learn, not to mention the integrations he already has.
Magno B.
It is a good data analytics and visualization software and its ability to import data from multiples sources is a great feature.
AR
Anonymous Reviewer
A great reporting tool with great visuals and user friendly graphical user interface.A wonderful application for running day to day activities.
CM
Clive M.
Pros
Overall, I am impressed, especially by the ability to customize fields and save in formats that are ready for presentations to the board, or management.
AR
Anonymous Reviewer
TMO will make that growth painless and fluid as we keep our Veteran communities happy with great costumer service that TMO helps up provide.
CV
Cesar V.
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.
GM
Genevie M.
Cons
Could be frustrating to use when first starting as it would give you an error message but provide no specifics on what is wrong or directions to fix it.
YZ
Yang Z.
I find it a bit frustrating when presented with a visualisation that doesn't represent the particular angle on the data I am looking for.
DS
Daniel S.
Had to take some training courses and even at that it was still confusing.
KJ
Kyle J.
Cons
Customer service is helpless as they are not prepped for the updates and typically don't have the operating expertise to comprehend the full scope of the problem.
RK
Robert K.
I don't like that if you noticed a mistake from last month and you have entered 5 entries since then that you have to delete all the entries after and then re-enter everything.
QR
Qiana R.
We used it for about 1.5 years, and the final straw was when we felt coerced to pay more money or they would disable our access to our data under threat from their lawyers that we breached contract.
JG
James G.
Key features
- Total features32
- 360 Degree Feedback
- ACH Payment Processing
- API
- Access Controls/Permissions
- Accounting
- Activity Dashboard
- Activity Tracking
- Ad hoc Analysis
- Ad hoc Query
- Ad hoc Reporting
- Alerts/Notifications
- Amortization Schedule
- Application Management
- Approval Process Control
- Asset Management
- Audit Trail
- Auto Loans
- Automatic Funds Distribution
- Billing & Invoicing
- Borrower Management
- Business Loans
- Check Processing
- Client Database
- Closing Documents
- Collaboration Tools
- Collateral Tracking
- Collections Management
- Commercial Mortgages
- Compliance Management
- Construction Loans
- Contact Database
- Contact Management
- Credit Reporting
- Customer Accounts
- Customer Database
- Customer Statements
- Customizable Dashboard
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Blending
- Data Connectors
- Data Discovery
- Data Import/Export
- Data Management
- Data Synchronization
- Data Transformation
- Data Visualization
- Digital Signature
- Direct Mail Management
- Distribution Management
- Document Management
- Document Storage
- Electronic Applications
- Electronic Funds Transfer
- Electronic Payments
- Email Distribution
- Email Marketing
- Escrow Management
- Flyer Printing
- For Borrowers
- Geographic Maps
- Government Loans
- HUD Settlement Statements
- Historical Reporting
- Integrated Vendor Services
- Integration into Third Party Applications
- Interactive Reports
- Investor Management
- Lead Management
- Lender Search
- Loan Management
- Loan Origination
- Loan Processing
- Loan Servicing
- Marketing Automation
- Mobile Access
- Mobile Alerts
- Mortgages
- Multi-Branch
- Multi-Channel Communication
- Multi-Company
- Multi-Currency
- Natural Language Search
- Outsource Processing
- Partial Payments
- Payment Options
- Payment Tracking
- Pipeline Management
- Pre-Qualification
- Pricing Management
- Promissory Notes
- Property Tax Management
- Real Time Analytics
- Real Time Reporting
- Real-time Updates
- Refinance Management
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Residential Mortgages
- Role-Based Permissions
- Rules-Based Workflow
- Search/Filter
- Self-service Analytics
- Status Tracking
- Student Loans
- Task Management
- Third Party Integrations
- Third Party Loan Origination
- Transaction History
- Visual Analytics
- Visual Presentation
- Workflow Management
- Total features89
- 360 Degree Feedback
- ACH Payment Processing
- API
- Access Controls/Permissions
- Accounting
- Activity Dashboard
- Activity Tracking
- Ad hoc Analysis
- Ad hoc Query
- Ad hoc Reporting
- Alerts/Notifications
- Amortization Schedule
- Application Management
- Approval Process Control
- Asset Management
- Audit Trail
- Auto Loans
- Automatic Funds Distribution
- Billing & Invoicing
- Borrower Management
- Business Loans
- Check Processing
- Client Database
- Closing Documents
- Collaboration Tools
- Collateral Tracking
- Collections Management
- Commercial Mortgages
- Compliance Management
- Construction Loans
- Contact Database
- Contact Management
- Credit Reporting
- Customer Accounts
- Customer Database
- Customer Statements
- Customizable Dashboard
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Blending
- Data Connectors
- Data Discovery
- Data Import/Export
- Data Management
- Data Synchronization
- Data Transformation
- Data Visualization
- Digital Signature
- Direct Mail Management
- Distribution Management
- Document Management
- Document Storage
- Electronic Applications
- Electronic Funds Transfer
- Electronic Payments
- Email Distribution
- Email Marketing
- Escrow Management
- Flyer Printing
- For Borrowers
- Geographic Maps
- Government Loans
- HUD Settlement Statements
- Historical Reporting
- Integrated Vendor Services
- Integration into Third Party Applications
- Interactive Reports
- Investor Management
- Lead Management
- Lender Search
- Loan Management
- Loan Origination
- Loan Processing
- Loan Servicing
- Marketing Automation
- Mobile Access
- Mobile Alerts
- Mortgages
- Multi-Branch
- Multi-Channel Communication
- Multi-Company
- Multi-Currency
- Natural Language Search
- Outsource Processing
- Partial Payments
- Payment Options
- Payment Tracking
- Pipeline Management
- Pre-Qualification
- Pricing Management
- Promissory Notes
- Property Tax Management
- Real Time Analytics
- Real Time Reporting
- Real-time Updates
- Refinance Management
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Residential Mortgages
- Role-Based Permissions
- Rules-Based Workflow
- Search/Filter
- Self-service Analytics
- Status Tracking
- Student Loans
- Task Management
- Third Party Integrations
- Third Party Loan Origination
- Transaction History
- Visual Analytics
- Visual Presentation
- Workflow Management
Integrations
- Total integrations220
- Dropbox Business
- Google AdWords
- Google Analytics
- HubSpot CRM
- Mailchimp
- Marketo Engage
- Microsoft Excel
- Salesforce Sales Cloud
- Segment
- Shopify
- Slack
- Stripe
- Tableau
- Wordpress
- Xero
- Zapier
- Zendesk
- Total integrations1
- Dropbox Business
- Google AdWords
- Google Analytics
- HubSpot CRM
- Mailchimp
- Marketo Engage
- Microsoft Excel
- Salesforce Sales Cloud
- Segment
- Shopify
- Slack
- Stripe
- Tableau
- Wordpress
- Xero
- Zapier
- Zendesk
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