The Loan Office Pricing, Features, Reviews & Comparison of Alternatives

The Loan Office

Flexible loan servicing software for small lenders

4.81/5 (37 reviews)

The Loan Office overview

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.


Starting from
Pricing options
Value for money
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Business size



United States, Canada

Supported languages

The Loan Office screenshot: The Loan Office includes personal dashboards for users to view their tasks, loan aging, YTD revenues, and morePowerful Loan Servicing SoftwareThe Loan Office screenshot: Users can track late payments and schedule reminders in The Loan Office

The Loan Office reviews

Value for money
Ease of use
Customer support
Jerrel Armstrong

Small Business User

Used daily for 6-12 months
Reviewed 2016-09-13
Review Source: Capterra

The Loan Office has really helped to make us look more professional in the eyes of our borrowers, and it has saved me a lot of time. 1. interacts easily w/ QuickBooks 2. allows me to send borrower statements directly from TLO 3. much easier to produce payoff demands

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Bonny Conrad

Glad we made the switch!

Used daily for 6-12 months
Reviewed 2016-09-23
Review Source: Capterra

We have been very happy with our installation of TLO. The support from Wyatt Gilbert, Ramiro Ruiz and JoAnn was fantastic. They answered endless questions while we were making our decision, and supported us every step of the way during implementation. Our processes are much more efficient, our information on files is more consistent and easier for staff to access. Since bringing TLO online, we have been able to successfully expand our territory without any added staffing expense. Loan Office was easy for staff to learn to use, and the integration with Quick Books is nearly seamless. Ease of use, ability to store & organize attached files, multi user capability. The integration with Quick Books for exporting payment transactions is smooth.

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Gil Vega

I couldn't be happier with this software - it does everything I need

Used daily for 2+ years
Reviewed 2016-09-02
Review Source: Capterra

I'm really happy with the software. It's very easy to use, very easy to learn, and I really like the technical support people - they are always very fast, courteous, and friendly. No complaints at all. I would recommend this product highly.It's just very easy to use, and the reports and statements are very professional.

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Jorge Trevino

Great loan software

Used daily for 2+ years
Reviewed 2018-10-23
Review Source: Capterra

I really like that you can have separate databases for customers depending on what company you're using. The ability to edit the letters , the reports, and the price

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Tamara Sanders

The Loan Office software is awesome!!

Used daily for 1-2 years
Reviewed 2016-09-27
Review Source: Capterra

I have been using The Loan Office software for several months and very pleased with it. The customer support and tech team are excellent! They are great to listen and trouble shoot any questions that I have and they follow up to make sure that my questions were resolved and everything is running smoothly. It's awesome to have everything in one place from customer & property information to printing our loan packet for closing to insurance and funding! 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!!

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The Loan Office pricing

Starting from
Pricing options
One time license
View Pricing Plans

Pricing information is available on inquiry.

The Loan Office features

Automatic Reminders
Compliance Management
Electronic Payments

API (181 other apps)
Accounting Integration (125 other apps)
Accounting Management (122 other apps)
Activity Dashboard (124 other apps)
Automatic Notifications (111 other apps)
Billing & Invoicing (126 other apps)
Customizable Reporting (97 other apps)
Data Import/Export (106 other apps)
Expense Tracking (122 other apps)
Financial Analysis (85 other apps)
Invoice Management (174 other apps)
Invoice Processing (103 other apps)
Multi-Currency (106 other apps)
Real Time Data (109 other apps)
Receiving (94 other apps)
Reporting & Statistics (137 other apps)
Third Party Integration (115 other apps)

Additional information for The Loan Office

Key features of The Loan Office

  • Full escrow accounting
  • Payment receipt & coupon book printing
  • Loan template creation
  • Dodd-Frank compliant statements, receipts & coupons
  • QuickBooks integration
  • Loan charges & advances tracking
  • Reminder scheduling
  • Communications logs
  • Detailed payment records
  • Loan servicing fee definition
  • Notice and statement printing/emailing
  • Complete escrow administration of impounds & reserves
  • 1098, 1099 & Canadian T5 tax forms
  • Delinquency & general late notice tracking
  • Document imaging
  • Document management
  • Mailing label printing
  • NSF, reversal, writedown & payoff processing
  • Amortization schedule printing
  • Electronic payment collection
  • Administrative Reporting
  • Auditing
View All Features


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.