App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Software categories Blog & research About us

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links.

Our commitment

Independent research methodology

Our researchers use a mix of verified reviews, independent research, and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

Learn more

How GetApp verifies reviews

GetApp carefully verified over 2 million reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

Learn more

How GetApp ensures transparency

GetApp lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. GetApp is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website.

Learn more

The Mortgage Office

Web-based mortgage and loan servicing software

Last updated: January 2025

visit website

Table of Contents

The Mortgage Office - 2025 Pricing, Features, Reviews & Alternatives

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).

Benefits of using The Mortgage Office

• The Mortgage Office can be used to service all types of loan format that includes commercial, conventional, construction, ARMs, GPM, lines of credit and more.

• Clients can schedule alerts for borrowers and automate payment reminders, monthly bills and statements via email.

• The solution helps to track loan delinquencies and late charge assessments with automatic notices.

• It offers the capability to automate the management of fund pools, REITS, partnerships, mortgage funds, LLCs, and non-performing loan pools.

• With the integrated escrow administration module, clients can meet the accounting and reporting requirements set by Federal Real Estate Settlement Procedures Act (RESPA) and maintain the escrow accounts on behalf of borrowers.

Starting from

No pricing info

book a demo

The Mortgage Office's key features

Most critical features, based on insights from The Mortgage Office users:

Accounting

4.8

(31)

Borrower Management

5.0

(38)

Payment Collection

5.0

(27)

Document Management

4.8

(27)

Loan Portfolio Management

4.9

(17)

Loan Processing

5.0

(25)

All The Mortgage Office features

Features rating:

4.7

(278)

Alerts/Notifications

4.6

(8)

Customizable Templates

4.5

(2)

Investor Management

5.0

(7)

Reporting & Statistics

4.0

(1)

Reporting/Analytics

4.9

(14)

Contact Management

4.6

(17)

Marketing Automation

4.5

(11)

Loan Management

5.0

(6)

Activity Dashboard

5.0

(5)

Collateral Tracking

4.8

(4)

Email Marketing

4.8

(9)

Lead Management

4.8

(12)

Escrow Management

4.6

(8)

Amortization Schedule

4.9

(20)

Pipeline Management

5.0

(3)

Electronic Payments

5.0

(3)

Data Import/Export

5.0

(1)

API

4.6

(10)

Third-Party Integrations

5.0

(3)

Compliance Management

4.6

(11)

Automatic Funds Distribution

5.0

(6)

Pricing Management

(0)

Pre-Qualification

5.0

(1)

Promissory Notes

(0)

Payment Tracking

(0)

Outsource Processing

(0)

Online Applications

5.0

(1)

Multi-Currency

5.0

(1)

Multi-Company

(0)

Multi-Channel Communication

3.5

(4)

Multi-Branch

(0)

Mortgages

(0)

Loan Servicing

(0)

Workflow Management

5.0

(1)

Visual Presentation

(0)

Transaction History

(0)

Third Party Loan Origination

(0)

Template Management

(0)

Task Scheduling

(0)

Task Management

(0)

Student Loans

(0)

Status Tracking

(0)

Self Service Portal

(0)

Secure Data Storage

(0)

Search/Filter

(0)

Scheduling

(0)

Rules-Based Workflow

(0)

Role-Based Permissions

(0)

Risk Management

(0)

Risk Assessment

(0)

Residential Mortgages

(0)

Reminders

(0)

Refinance Management

(0)

Real-Time Reporting

(0)

Property Tax Management

(0)

Contact Database

(0)

Construction Loans

(0)

Configurable Workflow

(0)

Communication Management

(0)

Commercial Mortgages

(0)

Client Portal

(0)

Client Management

(0)

Client Database

(0)

Cash Flow Management

(0)

Business Loans

1.0

(1)

Automated Decisioning/Underwriting

(0)

Auto Loans

(0)

Audit Trail

(0)

Asset Lifecycle Management

(0)

Approval Process Control

(0)

Activity Tracking

1.0

(1)

ACH Payment Processing

(0)

Accounting Integration

(0)

Access Controls/Permissions

(0)

Loan Origination

(0)

Lender Search

(0)

HUD Settlement Statements

(0)

Government Loans

(0)

For Borrowers

5.0

(1)

Financial Management

(0)

Financial Analysis

(0)

Electronic Signature

5.0

(1)

Electronic Applications

5.0

(1)

Document Storage

(0)

Digital Signature

(0)

Dashboard

(0)

Customizable Reports

1.0

(1)

Customizable Branding

(0)

Customer Statements

(0)

Customer Management

(0)

Customer Database

5.0

(1)

CRM

1.0

(1)

Credit Reporting

(0)

The Mortgage Office alternatives

The Mortgage Office

4.8

(278)

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

Zoho CRM

4.3

(6.9K)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.2

Features

4.3

Value for Money

4.3

Customer Support

4.1

Zoho Desk

4.5

(2.1K)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.4

Features

4.5

Value for Money

4.5

Customer Support

4.3

SysAid

4.5

(484)

visit website

Starting from

No pricing info

Free trial

Free version

Ease of Use

4.5

Features

4.5

Value for Money

4.5

Customer Support

4.5

The Mortgage Office pricing

Value for money rating:

4.7

Starting from

No pricing info

Pricing details

Subscription

Free trial

Free plan

Pricing range

view pricing plans

The Mortgage Office integrations (4)

Integrations rated by users

We looked through 278 user reviews, to identify which products are mentioned as The Mortgage Office integrations, and what is the users perception.

QuickBooks Desktop

Integration rating: 5.0 (1)

Other top integrations

QuickBooks Enterprise

QuickBooks Online

Microsoft Word

The Mortgage Office support options

Typical customers

Freelancers

Small businesses

Mid size businesses

Large enterprises

Platforms supported

Web

Android

iPhone/iPad

Support options

FAQs/Forum

Knowledge Base

Chat

Email/Help Desk

Phone Support

Training options

Documentation

In Person

Live Online

Videos

Webinars

The Mortgage Office reviews

Overall rating

4.8

278

Positive reviews

Rating breakdown

Value for money
Ease of use
Features
Customer support
Likelihood to recommend9.52/10

Rating distribution

241

Pros

“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.”

Verified reviewer

Anonymity request

“TMO will make that growth painless and fluid as we keep our Veteran communities happy with great costumer service that TMO helps up provide.”

Cesar V.

Veteran Application Processor

“And if you ever have any questions, you can always call customer support and they get back to you fast with how to resolve anything. I love that this software is easy to customize to your preference.”

Genevie M.

Loan Servicing Manager

Cons

“Customer service is helpless as they are not prepped for the updates and typically don't have the operating expertise to comprehend the full scope of the problem.”

Robert K.

President

“I don't like that if you noticed a mistake from last month and you have entered 5 entries since then that you have to delete all the entries after and then re-enter everything.”

Qiana R.

Property Accountant

“We used it for about 1.5 years, and the final straw was when we felt coerced to pay more money or they would disable our access to our data under threat from their lawyers that we breached contract.”

James G.

Director of Lending

Read all reviews

The Mortgage Office FAQs

Q. What type of pricing plans does The Mortgage Office offer?

The Mortgage Office has the following pricing plans:
Pricing model: Subscription

Q. Who are the typical users of The Mortgage Office?

The Mortgage Office has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business

Q. What languages does The Mortgage Office support?

The Mortgage Office supports the following languages:
English

Q. Does The Mortgage Office support mobile devices?

The Mortgage Office supports the following devices:
iPad, iPhone

Q. Does The Mortgage Office offer an API?

Yes, The Mortgage Office has an API available for use.

Q. What other apps does The Mortgage Office integrate with?

The Mortgage Office integrates with the following applications:
QuickBooks Desktop, QuickBooks Enterprise, QuickBooks Online, Microsoft Word

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