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The Loan Office

Flexible loan servicing software for small lenders

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Top 74 Alternatives & Competitors to The Loan Office

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Only pricing information
Just details about features

Turnkey Lender

4.5
(16)

Unified Lending Management Software

Features

Total

47

165

53

features in common

47

features in common

Turnkey Lender's unique features

  • Agency Management

  • Secure Data Storage

  • Retail Banking

  • Fraud Detection

The Loan Office's unique features

  • Label Printing

  • Document Imaging

  • Receipt Management

  • QuickBooks Integration

Value for money

4.0

0.8

4.8

What users say about Turnkey Lender's value for money

This site won 20 awards worldwide, this is A easy solution for borrowing a loan online...you should try it then thank me later.

KC

Kymahn C.

The management completely ignores you when you complain, they point the fingers on you and they say it´s your fault, no matter how often you document that, it´s not our fault.

CO

Christer O.

FileInvite

4.7
(68)

Automated cloud-based document collection system for clients

Features

Total

30

124

53

features in common

30

features in common

FileInvite's unique features

  • Action Item Tracking

  • Multi-Branch

  • Employee Handbook

  • User Management

The Loan Office's unique features

  • Escrow Management

  • Multi-Currency

  • Reporting & Statistics

  • Electronic Payments

Starting from

$12/month

Value for money

4.6

0.2

4.8

What users say about FileInvite's value for money

You get regular updates as to the progress. Clients are happy knowing that their information is being uploaded in a secure environment.

GE

Gary E.

Love it - team are helpful and we use it every day and clients also love it as we look more professional than the average.

LL

Louise L.

Plaid

4.5
(12)

Platform that enables apps to connect with bank accounts

Features

Total

7

49

53

features in common

7

features in common

Plaid's unique features

  • Multiple Format Support

  • Rules-Based Workflow

  • Loan Origination

  • Web Forms

The Loan Office's unique features

  • Electronic Payments

  • Historical Reporting

  • Reporting/Analytics

  • Customer Database

Value for money

4.8
4.8

What users say about Plaid's value for money

More recently I had a chance to integrate a large-scale software with Plaid for fraud detection and onboarding, and it was a very pleasant experience, with modern APIs and good support.

AR

Anonymous Reviewer

WaveApps.com reliance on Plaid a horrible decision.

DR

DJ R.

Bryt

4.8
(9)

FULL FEATURED LOAN MANAGEMENT SOFTWARE

Features

Total

43

97

53

features in common

43

features in common

Bryt's unique features

  • Dashboard

  • Payment Tracking

  • Complex Debt Structures

  • Financial Analysis

The Loan Office's unique features

  • Access Controls/Permissions

  • Document Imaging

  • Receipt Management

  • Reminders

Crowdsofts

4.5
(2)

Crowdfunding and investment management

Features

Total

21

59

53

features in common

21

features in common

Crowdsofts' unique features

  • Loan Origination

  • Performance Metrics

  • Client Portal

  • API

The Loan Office's unique features

  • Receipt Management

  • Compliance Management

  • Asset Management

  • Pipeline Management

HES Lending Platform

5.0
(5)

Web-based full-cycle loan management software.

Features

Total

42

127

53

features in common

42

features in common

HES Lending Platform's unique features

  • Search/Filter

  • Electronic Applications

  • Data Import/Export

  • Customizable Branding

The Loan Office's unique features

  • Asset Management

  • Access Controls/Permissions

  • Document Imaging

  • Audit Management

Mortgage+Care

4.4
(7)

Loan origination and servicing for credit unions and banks

Features

Total

27

60

53

features in common

27

features in common

Mortgage+Care's unique features

  • Policy Management

  • HUD Settlement Statements

  • Multi-Branch

  • Online Applications

The Loan Office's unique features

  • Multi-Channel Communication

  • Customizable Templates

  • Multi-Currency

  • Reporting & Statistics

Centrex

5.0
(4)

Cloud-based CRM software for finance sector

Features

Total

25

50

53

features in common

25

features in common

Centrex's unique features

  • Configurable Workflow

  • Relationship Tracking

  • Risk Management

  • Loan Management

The Loan Office's unique features

  • Audit Trail

  • Compliance Management

  • Collateral Tracking

  • Customizable Templates

LoanCirrus

4.8
(10)

Loan origination & servicing platform

Features

Total

21

36

53

features in common

21

features in common

LoanCirrus' unique features

  • Distribution Management

  • Billing Rate Management

  • Electronic Submission

  • Risk Assessment

The Loan Office's unique features

  • Payment Options

  • Historical Reporting

  • Asset Management

  • Pipeline Management

Starting from

$99.99/month

Value for money

5.0

0.2

4.8

What users say about LoanCirrus' value for money

LoanCirrus is very easy to use, the interface is very inviting and the pricing model is excellent for a growing business.

MJ

Max J.

User interface is awesome. Ease of use is the best I've seen in the market.

CC

Christopher C.

Margill Loan Manager

4.8
(41)

Loan servicing and management solution for lending firms

Features

Total

26

64

53

features in common

26

features in common

Margill Loan Manager's unique features

  • For Borrowers

  • Customizable Branding

  • Multiple User Accounts

  • Payment Tracking

The Loan Office's unique features

  • Audit Trail

  • Asset Management

  • Pipeline Management

  • Customizable Templates

Value for money

4.8
4.8

What users say about Margill Loan Manager's value for money

We have been very happy with the software and the excellent support service and will continue to expand our licence as our business grows.

SC

Steve C.

I like the ease of use and accuracy in computing interest and terms. The reporting aspect is great and provides all the information I need to close the accounting period.

EC

Elenor C.

AutoPal Software

4.8
(53)

Cloud-based loan servicing software

Features

Total

27

43

53

features in common

27

features in common

AutoPal Software's unique features

  • Customer History

  • Summary Reports

  • Document Templates

  • Email Templates

The Loan Office's unique features

  • Label Printing

  • Asset Management

  • Pipeline Management

  • Multi-Currency

Starting from

$99/month

Value for money

4.9

0.1

4.8

What users say about AutoPal Software's value for money

The software is great and the tech support is always on point--AutoPal is a great asset to your company and they always very helpful.

JJ

Janiece J.

The best thing about this software is the ease of use and how robust it is. It's very convenient from the aspect of how many automated tasks are included which saves a tremendous amount of time.

JV

Joseph V.

CreditOnline

4.9
(7)

Loan management software for lending businesses of all sizes

Features

Total

24

42

53

features in common

24

features in common

CreditOnline's unique features

  • Database Support

  • Online Applications

  • Pricing Management

  • Customer Management

The Loan Office's unique features

  • Escrow Management

  • Historical Reporting

  • Pipeline Management

  • Customizable Templates

FPS GOLD Core Banking

4.4
(11)

Core processing software for community banks

Features

Total

22

66

53

features in common

22

features in common

FPS GOLD Core Banking's unique features

  • Compliance Tracking

  • Check Printing

  • Online Applications

  • 401(k) Tracking

The Loan Office's unique features

  • Label Printing

  • Historical Reporting

  • Asset Management

  • Customizable Templates

Value for money

4.2

0.6

4.8

What users say about FPS GOLD Core Banking's value for money

The ease of use of this FPS GOLD/CIM GOLD program and the company's commitment to a quality product for its users.

DJ

Debbie J.

The staff at FPS is great to work with. They're quick to respond & help with the resolution process.

RP

Ricardo P.

GOLDPoint Systems

4.7
(3)

Cloud-based loan servicing and origination solution

Features

Total

24

34

53

features in common

24

features in common

GOLDPoint Systems' unique features

  • API

  • Customer History

  • Queue Management

  • Partial Payments

The Loan Office's unique features

  • Payment Options

  • Historical Reporting

  • Asset Management

  • Pipeline Management

Qualia

4.8
(125)

Title and escrow management software for real-estate agents

Features

Total

11

49

53

features in common

11

features in common

Qualia's unique features

  • For Borrowers

  • Outsource Processing

  • Task Management

  • Critical Date Alerts

The Loan Office's unique features

  • Auto Loans

  • Asset Management

  • Visual Analytics

  • Labeling

Value for money

4.7

0.1

4.8

What users say about Qualia's value for money

I love the "Tasks" list that helps me stay focused and take care of issues before they arise.

LD

Laura D.

This software is smarter than I am and knows what I need even before I do. The onboarding process helped me to set up for success and the customer service is the absolute best.

LG

Lindsay G.

Features

Total

6

22

53

features in common

6

features in common

MeridianLink Consumer's unique features

  • API

  • Loan Origination

  • Pricing Management

  • Applicant Tracking

The Loan Office's unique features

  • Document Imaging

  • Historical Reporting

  • Customer Database

  • Transaction History

Value for money

4.6

0.2

4.8

What users say about MeridianLink Consumer's value for money

The experience is great, the workflow on Xpress Account is very user friendly. The customization is a great feature for mapping and tracking.

SP

Shyam P.

The integrations and forward looking vision of ML. We love the automation and ability to save time through system efficiencies.

CC

Cliff C.

BNTouch Mortgage CRM

4.4
(31)

Your Mortgage CRM & Marketing Tools Anywhere.

Features

Total

8

44

53

features in common

8

features in common

BNTouch Mortgage CRM's unique features

  • Purchasing & Receiving

  • Pre-Qualification

  • Chat/Messaging

  • Email Distribution

The Loan Office's unique features

  • Auto Loans

  • Asset Management

  • QuickBooks Integration

  • Activity Tracking

Starting from

$148/month

Value for money

4.4

0.4

4.8

What users say about BNTouch Mortgage CRM's value for money

So far OUTSTANDING - but we are brand new to the program - we shall see. I may update my review later but as it stands now we are truly very happy with it.

Cynthia S.

Ask them to waive your monthly fee, or reduce it for poor service, nope. You get to pay full price for a product/service that underperforms repeatedly.

CD

CHief D.

MeridianLink Mortgage

4.5
(13)

Loan origination solution for mortgage lenders

Features

Total

9

20

53

features in common

9

features in common

MeridianLink Mortgage's unique features

  • API

  • Monitoring

  • Point of Sale (POS)

  • Progress Tracking

The Loan Office's unique features

  • Amortization Schedule

  • Asset Management

  • Borrower Management

  • Business Loans

Value for money

4.7

0.1

4.8

What users say about MeridianLink Mortgage's value for money

LendingQB is a great partner, making customer service a priority. They’ve got an awesome and talented team – open to feedback and suggestions for improvement.

VK

Veronika K.

Great, easy to use reporting, customer support reps are extremely responsive & helpful, support site is excellent, many features are customizable through workflow rules.

AP

Alicia P.

SimpleNexus

4.5
(34)

Mobile toolset connectin borrowers, originators and partners

Features

Total

6

20

53

features in common

6

features in common

SimpleNexus' unique features

  • Multi-Branch

  • For Borrowers

  • Electronic Applications

  • Communication Management

The Loan Office's unique features

  • Document Imaging

  • Historical Reporting

  • Customer Database

  • Workflow Management

Value for money

4.8
4.8

What users say about SimpleNexus' value for money

The Encompass integration is very tight, solid performance. Overall very happy with this platform.

Chris F.

Ease of use - especially from my mobile devices. Being able to text to share is excellent.

LM

Laura M.

LoanPro

4.8
(19)

Full-service lending management platform

Features

Total

32

59

53

features in common

32

features in common

LoanPro's unique features

  • Email Templates

  • Customizable Fields

  • Distribution Management

  • Communication Management

The Loan Office's unique features

  • Application Management

  • Asset Management

  • Pipeline Management

  • Multi-Currency

Starting from

$500/month

Value for money

5.0

0.2

4.8

What users say about LoanPro's value for money

I especially appreciate the ability to create custom forms, and to automate our customer contact. The support team is great to work with and once the system is set up, it's very simple to use.

WK

W. K.

There are also some weird and destructive practices. For example, when modifying a loan, the table loan_reverse_status_archive erases the past, which is very problematic for accounting.

AR

Anonymous Reviewer

The Nortridge Loan System

4.3
(78)

Enterprise-grade loan servicing software

Features

Total

33

53

53

features in common

33

features in common

The Nortridge Loan System's unique features

  • Commenting/Notes

  • Task Management

  • Charting

  • Risk Management

The Loan Office's unique features

  • Customer Database

  • Access Controls/Permissions

  • Electronic Payments

  • Document Imaging

Value for money

4.3

0.5

4.8

What users say about The Nortridge Loan System's value for money

The ease of custom reporting from the database, integration of complimentary software and great support from the Nortridge team top my list of LIKES.

CD

Clay D.

The ease of use and the custom features that they will develop for our users. The support is amazing as well.

SB

Sandi B.

Built

4.7
(10)

Manage lien waivers quickly. Pay vendors immediately.

Features

Total

2

2

53

features in common

2

features in common

Built's unique features

  • No unique features

The Loan Office's unique features

  • Amortization Schedule

  • Historical Reporting

  • Alerts/Notifications

  • Reporting/Analytics

Value for money

4.9

0.1

4.8

What users say about Built's value for money

Overall my experience with Built has been a positive one. The support team is fantastic and always responds quickly.

RR

Rachel R.

The best part of using Built is the ability to have the homeowner, builder, and lender be on the "same page.

DH

Diana H.

PhoneBurner

4.9
(143)

Power dialer & outbound sales acceleration software for SMBs

Features

Total

15

107

53

features in common

15

features in common

PhoneBurner's unique features

  • Computer Telephony Integration

  • Interaction Tracking

  • Caller ID

  • Voice Mail

The Loan Office's unique features

  • Accounting

  • Compliance Management

  • Audit Management

  • Loan Processing

Starting from

$149/month

Value for money

4.7

0.1

4.8

What users say about PhoneBurner's value for money

My overall experience has been really good. PhoneBurner has increased the amount of calls we are able to make leading to more productivity which equals a win win for my sales team.

NP

Nicky P.

Can't forget Jeff Osness he admitted and took FULL BLAME for not responding to my customer request. Come on now, Where in American History will someone take blame for anothers actions.

CT

Chris T.

LeadMaster

4.1
(36)

CRM & Lead Management Solution

Features

Total

13

66

53

features in common

13

features in common

LeadMaster's unique features

  • Help Desk Management

  • Contract/License Management

  • Forms Management

  • Chat/Messaging

The Loan Office's unique features

  • Accounting

  • Compliance Management

  • Template Management

  • Investor Management

Starting from

$10

Value for money

4.1

0.7

4.8

What users say about LeadMaster's value for money

The ability to now expand on the simplicity of the product that we began with, will open up even more opportunities for our sales people.

NL

Nicole L.

When we have a question, the answers are provided immediately. It is a great tool and a great service.

JG

Jane G.

Surefire CRM

4.8
(38)

CRM and lead management software for mortgage businesses

Features

Total

8

29

53

features in common

8

features in common

Surefire CRM's unique features

  • Electronic Applications

  • Call Recording

  • Visual Presentation

  • Email Marketing

The Loan Office's unique features

  • Accounting

  • Compliance Management

  • QuickBooks Integration

  • Activity Tracking

Value for money

4.8
4.8

What users say about Surefire CRM's value for money

I can market on behalf of all of my companies LOs. I get fantastic support from Top of Mind to help me help my LOs.

bs

blake s.

All of the pre-built campaigns are effective, look great and typically get a great response. I'm not creative or a great designer so their stuff looks great to me and is effective.

DS

David S.

DecisionLender

4.6
(8)

Loan origination system

Features

Total

10

26

53

features in common

10

features in common

DecisionLender's unique features

  • Auto-Responders

  • File Management

  • Approval Process Control

  • Customer Management

The Loan Office's unique features

  • Amortization Schedule

  • Historical Reporting

  • QuickBooks Integration

  • Activity Tracking

FNI Blueprint

4.5
(6)

Credit decisioning & loan origination software

Features

Total

9

18

53

features in common

9

features in common

FNI Blueprint's unique features

  • Financial Management

  • Content Management

  • Digital Signature

  • Database Support

The Loan Office's unique features

  • Amortization Schedule

  • Historical Reporting

  • Activity Tracking

  • Borrower Management

defi SOLUTIONS

4.7
(27)

Loan origination system for banks and credit unions

Features

Total

9

25

53

features in common

9

features in common

defi SOLUTIONS's unique features

  • Pricing Management

  • Drag & Drop

  • Customizable Fields

  • Real Time Monitoring

The Loan Office's unique features

  • Document Imaging

  • Historical Reporting

  • Activity Tracking

  • Borrower Management

Value for money

4.7

0.1

4.8

What users say about defi SOLUTIONS's value for money

The overall experience with defi Solutions has been excellent. The people and partners are the greatest asset of the company.

JS

Joanna S.

I really enjoy the product and I understand it's a constantly changing and improving company, which I can appreciate. It has a ways to go but progress is happening, and rapidly.

gp

greg p.

Floify

4.8
(69)

The Industry's Leading Mortgage Point-of-Sale Solution

Features

Total

13

50

53

features in common

13

features in common

Floify's unique features

  • Digital Signature

  • Customer Profiles

  • Customizable Fields

  • Desktop Notifications

The Loan Office's unique features

  • Third Party Integrations

  • Historical Reporting

  • Borrower Management

  • Business Loans

Starting from

$79/month

Value for money

4.8
4.8

What users say about Floify's value for money

The tracking of the loan process is wonderful. The milestone updates the customers receive are both informational and entertaining.

LE

Lonna E.

The customer contact and follow up are awesome. The ability to track the receipt of documents and interface with other systems like docusign is a game changer for our team.

MG

Marla G.

REACH

(0)

Loan origination software for processing online applications

Features

Total

10

32

53

features in common

10

features in common

REACH's unique features

  • Customer Profiles

  • Search/Filter

  • Purchasing & Receiving

  • Configurable Workflow

The Loan Office's unique features

  • Amortization Schedule

  • Historical Reporting

  • Activity Tracking

  • Borrower Management

Lendstream

4.7
(3)

Loan origination & servicing platform for lenders & brokers

Features

Total

41

108

53

features in common

41

features in common

Lendstream's unique features

  • Pre-Qualification

  • Approval Process Control

  • Client Database

  • Electronic Signature

The Loan Office's unique features

  • Audit Management

  • Access Controls/Permissions

  • Electronic Payments

  • Document Imaging

Mortgage Automator

4.9
(45)

Loan origination software for private lending businesses

Features

Total

27

52

53

features in common

27

features in common

Mortgage Automator's unique features

  • Residential Mortgages

  • Customer Statements

  • Outsource Processing

  • Customer Management

The Loan Office's unique features

  • Status Tracking

  • Asset Management

  • Reporting & Statistics

  • Access Controls/Permissions

Starting from

$699/month

Value for money

4.9

0.1

4.8

What users say about Mortgage Automator's value for money

Staff and developers are great and reliable. They take pride in their product and are constantly looking to improve the growth of their system in the servicing industry.

DB

Denis B.

What we like most about Mortgage Automator is the ease of use along with the very responsive and helpful customer service shown at all levels of the organization.

CA

Chris A.

LOAN SERVICING SOFT

5.0
(13)

Loan Servicing software for private money/hard money lenders

Features

Total

26

64

53

features in common

26

features in common

LOAN SERVICING SOFT's unique features

  • For Borrowers

  • Government Loans

  • Visual Presentation

  • Automated Decisioning/Underwriting

The Loan Office's unique features

  • Application Management

  • Asset Management

  • Customizable Templates

  • Multi-Currency

Starting from

$7,500

Value for money

5.0

0.2

4.8

What users say about LOAN SERVICING SOFT's value for money

We switched our servicing software about 9 months ago to Loan Servicing Soft and it has been a very good transition. We are extremely happy with the service and extremely happy with the product.

SL

Sonia L.

We have 12 employees, we have been using the product for aprox 6 months and we love it. It is user friendly, the service has been great and most of all they respond to our needs immediately.

IB

Ira B.

Blend

4.0
(3)

Digital lending solution for banks and mortgage companies

Features

Total

19

47

53

features in common

19

features in common

Blend's unique features

  • Appointment Scheduling

  • Multiple User Accounts

  • Customer Management

  • Pipeline Reports

The Loan Office's unique features

  • Receipt Management

  • Compliance Management

  • Asset Management

  • Collateral Tracking

AutoCloud

5.0
(2)

Loan origination & document management for lending companies

Features

Total

27

74

53

features in common

27

features in common

AutoCloud's unique features

  • Online Applications

  • Loan Origination

  • Property Tax Management

  • Loan Servicing

The Loan Office's unique features

  • Multi-Channel Communication

  • Customizable Templates

  • Multi-Currency

  • Reporting & Statistics

LendingPad

4.4
(34)

Loan origination system for mortgage brokers and lenders

Features

Total

14

59

53

features in common

14

features in common

LendingPad's unique features

  • Refinance Management

  • For Borrowers

  • Lender Search

  • Online Applications

The Loan Office's unique features

  • Accounting

  • Asset Management

  • Template Management

  • Investor Management

Value for money

4.6

0.2

4.8

What users say about LendingPad's value for money

Overall has been very good and anticipating a great working system for all aspects of the loan process. So far, love it and just anxious to finish learning and setting all up.

CS

Chris S.

I love the fact that the system is web-based system. It is super easy to use and the support is awesome.

MH

Melinda H.

PerfectLO

5.0
(8)

Mortgage & loan origination

Features

Total

9

35

53

features in common

9

features in common

PerfectLO's unique features

  • Government Loans

  • Question Library

  • Integrated Vendor Services

  • Loan Management

The Loan Office's unique features

  • Third Party Integrations

  • Historical Reporting

  • Activity Tracking

  • Borrower Management

The Mortgage Office

4.8
(205)

Web-based mortgage and loan servicing software

Features

Total

45

89

53

features in common

45

features in common

The Mortgage Office's unique features

  • Contact Database

  • Loan Origination

  • Lender Search

  • Integrated Vendor Services

The Loan Office's unique features

  • Reporting/Analytics

  • Receipt Management

  • Label Printing

  • QuickBooks Integration

Value for money

4.7

0.1

4.8

What users say about The Mortgage Office's value for money

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.

LoanAssistant

4.8
(12)

Loan servicing add-on for QuickBooks

Features

Total

28

42

53

features in common

28

features in common

LoanAssistant's unique features

  • Direct Mail Management

  • For Borrowers

  • Visual Presentation

  • Email Marketing

The Loan Office's unique features

  • Status Tracking

  • Pipeline Management

  • Access Controls/Permissions

  • Electronic Payments

Starting from

$999/year

Value for money

4.9

0.1

4.8

What users say about LoanAssistant's value for money

QuickBooks I was thrilled because I was already using it for my accounting and. There would not be any significant learning curve.

TM

Terri M.

The superior customer service responsiveness is amazing. I've never waited long for any response and the staff is always pleasant.

KW

Kathleen W.

Loansifter PPE

4.5
(2)

Loan servicing platform for mortgage brokers

Features

Total

11

33

53

features in common

11

features in common

Loansifter PPE's unique features

  • Residential Mortgages

  • Multi-Branch

  • Email Marketing

  • Government Loans

The Loan Office's unique features

  • Third Party Integrations

  • Asset Management

  • Activity Tracking

  • Business Loans

ComplianceOne

(0)

Configurable loan origination & loan processing system

Features

Total

11

20

53

features in common

11

features in common

ComplianceOne's unique features

  • Customizable Reports

  • Prioritization

  • Digital Signature

  • Ad hoc Reporting

The Loan Office's unique features

  • Amortization Schedule

  • Historical Reporting

  • Borrower Management

  • Business Loans

Construction Loan Manager

4.6
(10)

Loan servicing solution for construction businesses

Features

Total

17

41

53

features in common

17

features in common

Construction Loan Manager's unique features

  • Loan Management

  • Event Logs

  • Event Triggered Actions

  • Data Import/Export

The Loan Office's unique features

  • Receipt Management

  • Asset Management

  • Customer Accounts

  • Amortization Schedule

Loandisk

4.6
(23)

Loan origination and servicing for micro finance businesses

Features

Total

42

82

53

features in common

42

features in common

Loandisk's unique features

  • Customizable Reports

  • Customizable Forms