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The Mortgage Office
5
251
4
28
3
7
2
0
1
2
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Web-based mortgage and loan servicing software
Table of Contents
The Mortgage 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
Last updated: August 2026
The Mortgage Office overview
What is The Mortgage Office?
The Mortgage Office by Applied Business Software is an integrated mortgage and loan servicing software for businesses of all sizes. The solution comprises multiple modules for loan origination and servicing, mortgage pool servicing, trust accounting, escrow administration and offers additional modules for managing mortgage rates, credit reporting and more.
The loan origination module is suitable for loans funded by private lenders and helps to prepare loan documents to ensure clients can close more loans in less time with accurate paperwork. The loan servicing module is a core module which helps to streamline the loan servicing activities. This module helps to precisely track loan charges; process payments with many flexible options and download the latest ARM index rate values directly into the system.
The Mortgage Office solution can be used to send bills and statements to borrowers via email. Users can schedule one-time, recurring or event driven loan reminders to be sent to borrowers. It also helps to automate various activities such as check printing and fund distribution between multiple sources. With mortgage pool servicing module, clients can determine the value of the pool at any time and manage partnerships, mortgage funds, LLCs and other non-performing loan pools.
Businesses can establish legal and accounting standards with the trust accounting module. The solution complies with state and federal regulations including CA-DRE and B&P code and also meets the accounting requirements set by the Federal Real Estate Settlement Procedure Act (RESPA).
Starting price
Alternatives
The Mortgage Office’s user interface
The Mortgage Office review summaries overview
To determine these pros and cons insights, we analyzed responses from
Overall rating
Value for money
4.7
Features
4.7
Ease of use
4.7
Customer support
4.8
Reviews sentiment
What do users say about The Mortgage Office?
Users say The Mortgage Office streamlines loan servicing, payment processing, and reporting, helping them manage portfolios efficiently and automate many manual tasks. They find the software user-friendly once familiar, and appreciate its robust features for tracking loans, generating reports, and supporting compliance needs, which saves significant time and increases productivity.
Reviewers indicate customer support is knowledgeable and responsive, though some mention occasional delays or difficulty reaching staff. They report a steep learning curve initially, but value the comprehensive training and resources provided. Some note minor bugs, customization challenges, and a desire for more intuitive navigation or additional features.
Select to learn more
Who uses The Mortgage Office?
Based on 288 verified user reviews.
Company size
Small Businesses
Midsize Businesses
Enterprises
Top industries
Use cases
The Mortgage Office's key features
Most critical features, based on insights from The Mortgage Office users:
All The Mortgage Office features
Features rating:
The Mortgage Office alternatives
The Mortgage Office
Starting from
No pricing info
HES LoanBox
Starting from
75000
Per year
Bitrix24
Starting from
69
Per month
Odoo
Starting from
31.1
/user
Per month
The Mortgage Office integrations (4)
Integrations rated by users
We looked at 288 user reviews to identify which products are mentioned as The Mortgage Office integrations and how users feel about them.
Integration rating: 5.0 (4)
Integration rating: 5.0 (3)
“QuickBooks Desktop integration isn’t a priority because most financial work is handled in external accounting systems. DELMIAWorks focuses more on production and operations than on deep accounting features.”
“We use Quickbooks to keep track of our business expenses and syncing with our work orders keeps everything together and easy to find.”
Christopher F.
Brand Strategy Lead
Integration rating: 4.0 (2)
“This allows users importing or exporting excel files to Google Sheets and Google Sheets files to Excel without losing it's formulas or formatting.”
Prachi D.
Administrative
Other top integrations
The Mortgage Office customer support
What do users say about The Mortgage Office customer support?
Customer support rating:
We analyzed verified user reviews to identify positive and negative aspects of The Mortgage Office customer support.
A significant portion of users highlight the support team's responsiveness, professionalism, and willingness to go above and beyond.
Multiple users appreciate the fast response times and effective problem resolution, even for complex or urgent issues.
A number of users mention the ease of contacting support via phone, email, or video calls, with knowledgeable staff always available.
Widely noted by reviewers, the support team is patient, thorough in follow-up, and provides clear guidance and training.
Support options
Training options
To see what individual users say about The Mortgage Office's customer support, check out the review snippets below.
“We use the online version which is very fast. If I ever get stuck in any way their customer support is always very helpful including the zoom video calls.”
Marisol R.
Real Estate Office Manager
“No matter where I am, my customers always get the information they need, exactly when they need it.”
Stacey S.
Account Manager
“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 Mortgage Office FAQs
The Mortgage Office has the following typical customers:
Small Business, Large Enterprises, Freelancers, Mid-size Business
These products have better value for money
Q. Does The Mortgage Office support mobile devices?
The Mortgage Office supports the following devices:
iPad, iPhone
Q. What level of support does The Mortgage Office offer?
The Mortgage Office offers the following support options:
FAQs/Forum, Knowledge Base, Chat, Email/Help Desk, Phone Support
