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Creatio AI CRM vs The Mortgage Office Comparison (2026)
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4.5
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Good recommendations?
Creatio AI CRM
4.7
(151)5
121
4
24
3
2
2
1
1
3
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The Mortgage Office
4.8
(289)5
251
4
28
3
7
2
0
1
3
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
Creatio is an AI CRM and workflow platform where people and AI agents work together with no limits on users, agents, or workflows. Built for midsize and large organizations.
Trusted for 45+ years, The Mortgage Office is the leading loan servicing platform. Automate payments, escrow analysis, ACH, investor accounting, 1098 and 1099 reporting, and delinquency tracking. Give borrowers and investors 24/7 self-service through fully branded portals on one secure platform.
- 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
User reviews
4.7
151
5
4
3
2
1
121
24
2
1
3
- Value for money
- Ease of use
- Features
- Customer support
85%
would recommend this app4.8
289
5
4
3
2
1
251
28
7
0
3
- Value for money
- Ease of use
- Features
- Customer support
94%
would recommend this appPros
“We enabled plenty of business users and they are capable of creating new elements and adding their new ideas to the platform”
FV
Fernando V.
Data Architect
“You can easily develop, adjust and create new pages from scratch super fast”
FV
Fernando V.
Data Architect
“Companies can innovate faster while maintaining the governance and security required in enterprise environments.”
EC
Eduardo C.
CRO
Pros
“We can pull accurate payout statements and mortgage statements with just a few clicks, and even email them directly to the customer from within the program.”
Joanne Q.
General Manager
“It has provided the tools needed to efficiently manage our loan portfolio, generate detailed reports, and streamline our servicing processes. While there is a learning curve, the software is reliable, highly customizable, and well suited for private and hard money lending.”
AV
April V.
Loan Originator and Processor
“Regular updates keep everything running smoothly, and the ongoing support from the account managers and support team help resolve any questions or issues quickly, so we can keep operating with minimal downtime.”
JC
Jessica C.
Assistant Manager
Cons
“Also, it is hard for multiple people to develop on the platform.”
VS
Vine S.
Software Engineer
“There is not really anything that stand out. If I could name something, it would be the lack of self paced training.”
FV
Fernando V.
Data Architect
“I also dislike that you cannot create landing pages to include in emails through Creatio.”
NR
Nicole R.
Marketing Specialist
Cons
“One of the biggest challenges with The Mortgage Office is the learning curve. Because it's such a powerful and feature-rich platform, it can feel overwhelming for new users, and some workflows are not as intuitive as more modern software.”
AV
April V.
Loan Originator and Processor
“The help centre and AI assistant still seem to be in development, so finding answers without contacting support can be frustrating at times.”
Joanne Q.
General Manager
“The way to view certain reports and some transitional issues is my only complaint.”
AV
April V.
Loan Processor
- Vendor responds to reviews
- Last reviewa month ago
- Vendor responds to reviews
- Last review22 days ago
Key features
- Total features180
- A/B Testing
- ACH Payment Processing
- AI Predictive Insights
- AI Predictive Maintenance
- AI Summarization
- AI Text Generation
- AI Text Summarization
- AI Text-to-Speech
- AI Writing Assistant
- AI and Automation
- AI-Based Risk Scoring
- AI-Based Talent Matching
- AI-Chatbot for Citizen Support
- AI-Driven Fraud Detection
- AI-Powered Tender Analysis
- AI/Machine Learning
- API
- APIs
- ATM Management
- Access Controls/Permissions
- Account-Based Engagement
- Accounting
- Accounting Integration
- Accounts Payable
- Accounts Receivable
- Accrual Accounting
- Activity Dashboard
- Activity Tracking
- Activity/News Feed
- Adaptive Learning
- Administrator Access
- Advanced Search
- Agent Interface
- Agent Scheduling and Assignment
- Alerts
- Alerts/Escalation
- Alerts/Notifications
- Amortization Schedule
- Analysis
- Appointment Management
- Appointment Scheduling
- Approval Process Control
- Artificial Intelligence
- Asset Lifecycle Management
- Asset Tracking
- Assignment Management
- At Risk Customers
- Attachments/Screencasts
- Audience Targeting
- Audio File Management
- Audit Management
- Audit Trail
- Authentication
- Auto Loans
- Auto-Dialer
- Automated Alerts and Tasks
- Automated Decisioning/Underwriting
- Automated Email Responses
- Automated Emails
- Automated Follow-Ups
- Automated Note Taking
- Automated Notices
- Automated Responses
- Automated Routing
- Automated Scheduling
- Automated Voicemails
- Automated response
- Automatic Call Distribution
- Automatic Funds Distribution
- Automation
- Autonomous Task Execution
- Autoresponders
- Bank Reconciliation
- Barcode/Ticket Scanning
- Basic Reporting
- Batch Processing
- Behavior Analytics
- Behavior Tracking
- Benchmarking
- Bid Management
- Billing & Invoicing
- Billing Rate Management
- Bills of Material
- Bonds/Stocks
- Booking Management
- Borrower Management
- Brand Tracking
- Breadth of Partner Applications
- Broker/Agent Portal
- Browser Extension
- Budget Planning & Allocation
- Budgeting
- Budgeting/Forecasting
- Building and Personalizing Emails
- Business Card/Badge Scanning
- Business Loans
- Business Process Automation
- Buyer Management
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Calendaring
- Call Center Features
- Call Center Management
- Call List Management
- Call Logging
- Call Management
- Call Monitoring
- Call Recording
- Call Reporting
- Call Routing
- Call Scripting
- Call Tracking
- Call Transfer
- Call Types
- Callback Scheduling
- Caller ID
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Scheduling
- Campaign Segmentation
- Capacity Planning
- Case Management
- Cash Application
- Cash Flow Management
- Cash Management
- Catalog Management
- Categorization/Grouping
- Change Management
- Change Order Management
- Channel Management
- Charting
- Chat/Messaging
- Chatbot
- Churn Management
- Claims Management
- Click-to-Call
- Client Communication Tools
- Client Database
- Client Management
- Client Portal
- Client Tracking
- Clock In/Out
- Cloud
- Coaching
- Code Enforcement
- Collaboration Tools
- Collateral Tracking
- Collection Agencies
- Collections Effectiveness
- Commenting/Notes
- Commercial
- Commercial Mortgages
- Commission Calculations
- Commission Management
- Commissions
- Commodity Futures
- Communication History
- Communication Management
- Competitive Analysis
- Compliance
- Compliance Control
- Compliance Management
- Compliance Tracking
- Computer Telephony Integration
- Concurrent Calling
- Configurable Workflow
- Consolidation/Roll-Up
- Construction Loans
- Contact Database
- Contact Management
- Content Creation
- Content Delivery
- Content Library
- Content Management
- Content Sharing
- Content Utilization
- Contract Management
- Contract Performance
- Contract/License Management
- Conversation Intelligence
- Credit Reporting
- Customer Database
- Customer Management
- Customer Statements
- Customizable Branding
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Digital Signature
- Document Management
- Document Storage
- Electronic Applications
- Electronic Payments
- Electronic Signature
- Email Marketing
- Escrow Management
- Financial Analysis
- Financial Management
- For AEC Industry
- For Borrowers
- Government Loans
- HUD Settlement Statements
- Investor Management
- Lead Management
- Lender Search
- Loan Management
- Loan Origination
- Loan Portfolio Management
- Loan Processing
- Loan Servicing
- Marketing Automation
- Mortgages
- Multi-Branch
- Multi-Channel Communication
- Multi-Company
- Multi-Currency
- Online Applications
- Outsource Processing
- Payment Collection
- Payment Tracking
- Pipeline Management
- Pre-Qualification
- Pricing Management
- Promissory Notes
- Property Tax Management
- Real-Time Reporting
- Refinance Management
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Residential Mortgages
- Risk Assessment
- Risk Management
- Role-Based Permissions
- Rules-Based Workflow
- Scheduling
- Search/Filter
- Secure Data Storage
- Self Service Portal
- Status Tracking
- Student Loans
- Task Management
- Task Scheduling
- Template Management
- Third Party Loan Origination
- Third-Party Integrations
- Transaction History
- Visual Presentation
- Workflow Management
- Total features102
- A/B Testing
- ACH Payment Processing
- AI Predictive Insights
- AI Predictive Maintenance
- AI Summarization
- AI Text Generation
- AI Text Summarization
- AI Text-to-Speech
- AI Writing Assistant
- AI and Automation
- AI-Based Risk Scoring
- AI-Based Talent Matching
- AI-Chatbot for Citizen Support
- AI-Driven Fraud Detection
- AI-Powered Tender Analysis
- AI/Machine Learning
- API
- APIs
- ATM Management
- Access Controls/Permissions
- Account-Based Engagement
- Accounting
- Accounting Integration
- Accounts Payable
- Accounts Receivable
- Accrual Accounting
- Activity Dashboard
- Activity Tracking
- Activity/News Feed
- Adaptive Learning
- Administrator Access
- Advanced Search
- Agent Interface
- Agent Scheduling and Assignment
- Alerts
- Alerts/Escalation
- Alerts/Notifications
- Amortization Schedule
- Analysis
- Appointment Management
- Appointment Scheduling
- Approval Process Control
- Artificial Intelligence
- Asset Lifecycle Management
- Asset Tracking
- Assignment Management
- At Risk Customers
- Attachments/Screencasts
- Audience Targeting
- Audio File Management
- Audit Management
- Audit Trail
- Authentication
- Auto Loans
- Auto-Dialer
- Automated Alerts and Tasks
- Automated Decisioning/Underwriting
- Automated Email Responses
- Automated Emails
- Automated Follow-Ups
- Automated Note Taking
- Automated Notices
- Automated Responses
- Automated Routing
- Automated Scheduling
- Automated Voicemails
- Automated response
- Automatic Call Distribution
- Automatic Funds Distribution
- Automation
- Autonomous Task Execution
- Autoresponders
- Bank Reconciliation
- Barcode/Ticket Scanning
- Basic Reporting
- Batch Processing
- Behavior Analytics
- Behavior Tracking
- Benchmarking
- Bid Management
- Billing & Invoicing
- Billing Rate Management
- Bills of Material
- Bonds/Stocks
- Booking Management
- Borrower Management
- Brand Tracking
- Breadth of Partner Applications
- Broker/Agent Portal
- Browser Extension
- Budget Planning & Allocation
- Budgeting
- Budgeting/Forecasting
- Building and Personalizing Emails
- Business Card/Badge Scanning
- Business Loans
- Business Process Automation
- Buyer Management
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Calendaring
- Call Center Features
- Call Center Management
- Call List Management
- Call Logging
- Call Management
- Call Monitoring
- Call Recording
- Call Reporting
- Call Routing
- Call Scripting
- Call Tracking
- Call Transfer
- Call Types
- Callback Scheduling
- Caller ID
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Scheduling
- Campaign Segmentation
- Capacity Planning
- Case Management
- Cash Application
- Cash Flow Management
- Cash Management
- Catalog Management
- Categorization/Grouping
- Change Management
- Change Order Management
- Channel Management
- Charting
- Chat/Messaging
- Chatbot
- Churn Management
- Claims Management
- Click-to-Call
- Client Communication Tools
- Client Database
- Client Management
- Client Portal
- Client Tracking
- Clock In/Out
- Cloud
- Coaching
- Code Enforcement
- Collaboration Tools
- Collateral Tracking
- Collection Agencies
- Collections Effectiveness
- Commenting/Notes
- Commercial
- Commercial Mortgages
- Commission Calculations
- Commission Management
- Commissions
- Commodity Futures
- Communication History
- Communication Management
- Competitive Analysis
- Compliance
- Compliance Control
- Compliance Management
- Compliance Tracking
- Computer Telephony Integration
- Concurrent Calling
- Configurable Workflow
- Consolidation/Roll-Up
- Construction Loans
- Contact Database
- Contact Management
- Content Creation
- Content Delivery
- Content Library
- Content Management
- Content Sharing
- Content Utilization
- Contract Management
- Contract Performance
- Contract/License Management
- Conversation Intelligence
- Credit Reporting
- Customer Database
- Customer Management
- Customer Statements
- Customizable Branding
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Digital Signature
- Document Management
- Document Storage
- Electronic Applications
- Electronic Payments
- Electronic Signature
- Email Marketing
- Escrow Management
- Financial Analysis
- Financial Management
- For AEC Industry
- For Borrowers
- Government Loans
- HUD Settlement Statements
- Investor Management
- Lead Management
- Lender Search
- Loan Management
- Loan Origination
- Loan Portfolio Management
- Loan Processing
- Loan Servicing
- Marketing Automation
- Mortgages
- Multi-Branch
- Multi-Channel Communication
- Multi-Company
- Multi-Currency
- Online Applications
- Outsource Processing
- Payment Collection
- Payment Tracking
- Pipeline Management
- Pre-Qualification
- Pricing Management
- Promissory Notes
- Property Tax Management
- Real-Time Reporting
- Refinance Management
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Residential Mortgages
- Risk Assessment
- Risk Management
- Role-Based Permissions
- Rules-Based Workflow
- Scheduling
- Search/Filter
- Secure Data Storage
- Self Service Portal
- Status Tracking
- Student Loans
- Task Management
- Task Scheduling
- Template Management
- Third Party Loan Origination
- Third-Party Integrations
- Transaction History
- Visual Presentation
- Workflow Management
Integrations
- Total integrations18
- Asterisk
- Avaya Experience Platform
- Brandwatch
- Gmail
- GoTo Meeting
- Google Calendar
- Google Contacts
- Infobip
- Meta for Business
- Microsoft Excel
- Microsoft Outlook
- Microsoft Power BI
- Microsoft Teams
- Microsoft Word
- Pentaho
- QuickBooks Enterprise
- QuickBooks Online
- Tableau
- Twitter/X
- Zoom Workplace
- Total integrations3
- Asterisk
- Avaya Experience Platform
- Brandwatch
- Gmail
- GoTo Meeting
- Google Calendar
- Google Contacts
- Infobip
- Meta for Business
- Microsoft Excel
- Microsoft Outlook
- Microsoft Power BI
- Microsoft Teams
- Microsoft Word
- Pentaho
- QuickBooks Enterprise
- QuickBooks Online
- Tableau
- Twitter/X
- Zoom Workplace
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