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The Loan Office

Flexible loan servicing software for small lenders

see alternatives

Table of Contents

The Loan Office - 2026 Pricing, Features, Reviews & Alternatives

All user reviews are verified by in-house moderators and provider data by our software research team. Learn more

The Loan Office overview

What is The Loan Office?

The Loan Office is a loan servicing solution designed for use by small lenders, including consumer finance lenders, mortgage lenders, hard-money lenders, and note servicers. All types of loans can be services with The Loan Office, from interest-only loans to complex loans, and users can create loan templates to simplify data entry and ensure consistency in loan records.

With The Loan Office, users can service their own loans, or service loans on behalf of others. Reversals, writedowns, NSFs (non-sufficient funds), and payoffs can all be processed, and payment receipts and coupon books can be printed with a single click. Borrower statements, amortization schedules, and mailing labels can also be printed. Loan charges and advances can be tracked, and detailed records of payments made by borrowers can be documented. Payments can be collected electronically from borrower accounts via ACH, late notices and delinquencies can also be tracked, and multiple payment reminders scheduled - one-off, recurring, or event-driven.

Statements, coupons, and receipts generated in The Loan Office are Dodd-Frank compliant, and users can manage, print, and e-file various tax forms, including 1098s, 1099s, and Canadian T5 forms. Full escrow accounting is included, with complete administration of reserves and impounds. The Loan Office also integrates with QuickBooks, allowing users to sync data with their accounting system.

Key benefits of using The Loan Office

Daily, weekly, and monthly reports are built in to the system, and users can also create their own reports.

Delinquencies and general late notices can be tracked, and users can schedule event-driven, one-time, or recurring reminders.

Detailed logs of all borrower payments made, and communications with lenders and borrowers can be kept.

Loan templates can be created for consistent record keeping and simplified data entry, and physical documents can be scanned and managed in the system.

Compliance with local and federal regulations can be managed with Dodd-Frank compliant receipts, statements, and coupons, and users can print and e-file 1098, 1099, and Canadian T5 tax forms.

Starting price

389 /
per month

Alternatives

with better value for money

The Loan Office’s user interface

Ease of use rating:

4.8

(40)

The Loan Office reviews

Overall rating

4.8

Positive reviews

Rating breakdown

Value for money
Ease of use
Features
Customer support
Likelihood to recommend9.45/10

Rating distribution

Pros

“With only 25 loans in our portfolio we were thrilled to find this cost effective solution.”

Beth S.

Investment Accountant

“Overall, I am very pleased and would definitely recommend this program to anyone who carries and services notes. Excellent product and well worth the money.”

Brenda E.

Portfolio Manager

“Its very user friendly and again the tech support is fantastic. This program for our company has been a great assist in growing our company.”

Tamara S.

Loan Processor

Cons

“We used to spend many hours monitoring all activity and then hours getting them to correct mistakes. The mistakes became so painful that we decided to take the chance to do it ourselves.”

Bruce B.

Owner

“The reports and notices are a pain to customize (in MS Word), but that is my only complaint. My portfolio is very small, so I generally do personalized collections notices anyway.”

Kelly M.

Member

“As it turns out, it takes no more time for us to enter the data ourselves into The Loan Office than it took to monitor and correct the outside service.”

Bruce B.

Owner

Who uses The Loan Office?

Based on 40 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Banking

Financial Services

Real Estate

Food & Beverages

Others

Use cases

- Not enough reviews

The Loan Office's features

Features rating:

4.5

(40)

Accounting

(0)

ACH payment processing

(0)

Activity dashboard

(0)

Activity tracking

(0)

Alerts/Notifications

(0)

Amortization schedule

(0)

API

(0)

Approval process control

(0)

Audit trail

(0)

Auto loans

(0)

Automated decisioning/underwriting

(0)

Automatic funds distribution

(0)

Borrower management

(0)

Business loans

(0)

Client database

(0)

Client management

(0)

Client portal

(0)

Collateral tracking

(0)

Commercial Mortgages

(0)

Communication management

(0)

Compliance management

(0)

Configurable workflow

(0)

Construction loans

(0)

Contact management

(0)

Credit reporting

(0)

CRM

(0)

Customer database

(0)

Customer management

(0)

Customer statements

(0)

Customizable branding

(0)

Customizable reports

(0)

Customizable templates

(0)

Data import/export

(0)

Digital signature

(0)

Document management

(0)

Document storage

(0)

Document templates

(0)

Electronic Applications

(0)

Electronic payments

(0)

Electronic signature

(0)

Escrow management

(0)

Financial analysis

(0)

Financial management

(0)

For Borrowers

(0)

For brokers

(0)

Government Loans

(0)

HUD Settlement Statements

(0)

Investor management

(0)

Lead management

(0)

Lender Search

(0)

Loan management

(0)

Loan origination

(0)

Loan portfolio management

(0)

Loan processing

(0)

Loan servicing

(0)

Marketing automation

(0)

Mortgages

(0)

Multi-Branch

(0)

Multi-Channel communication

(0)

Multi-Company

(0)

Multi-Currency

(0)

Online applications

(0)

Outsource Processing

(0)

Payment collection

(0)

Payment reminders

(0)

Payment tracking

(0)

Pipeline management

(0)

Pre-Qualification

(0)

Pricing management

(0)

Promissory Notes

(0)

Property tax management

(0)

Real-Time reporting

(0)

Refinance Management

(0)

Reminders

(0)

Reporting & statistics

(0)

Reporting/Analytics

(0)

Residential Mortgages

(0)

Role-Based permissions

(0)

Rules-Based workflow

(0)

Search/Filter

(0)

Secure data storage

(0)

Self service portal

(0)

Status tracking

(0)

Student loans

(0)

Task management

(0)

Task scheduling

(0)

Template management

(0)

Third Party Loan Origination

(0)

Third-Party integrations

(0)

Transaction history

(0)

Visual Presentation

(0)

Workflow management

(0)

The Loan Office alternatives

The Loan Office

4.8

(40)

Starting from

389

Per month

Free trial

Free version

Ease of Use

4.7

Features

4.5

Value for Money

4.8

Customer Support

4.8

The Mortgage Office

4.8

(285)

visit website

Starting from

No pricing info

Free trial

Free version

Ease of Use

4.7

Features

4.7

Value for Money

4.7

Customer Support

4.8

Margill Loan Manager

4.8

(48)

visit website

Starting from

3995

One-time payment

Free trial

Free version

Ease of Use

4.7

Features

4.6

Value for Money

4.8

Customer Support

4.9

Creatio CRM

4.7

(133)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.7

Features

4.7

Value for Money

4.7

Customer Support

4.7

The Loan Office pricing

Value for money rating:

4.8

(40)

Starting from

389

Per month

Pricing details

Subscription

Free trial

Free plan

Pricing range

User opinions about The Loan Office price and value

Value for money rating:

4.8

(40)

To see what individual users think of The Loan Office's price and value, check out the review snippets below.

“With only 25 loans in our portfolio we were thrilled to find this cost effective solution.”

Beth S.

Investment Accountant

“Overall, I am very pleased and would definitely recommend this program to anyone who carries and services notes. Excellent product and well worth the money.”

Brenda E.

Portfolio Manager