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The Mortgage Office

Web-based mortgage and loan servicing software

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The Mortgage Office Alternatives

How do The Mortgage Office alternatives compare?

Turnkey Lender and AutoPal Software stand out as its top competitors based on similarity, popularity and user reviews. When comparing The Mortgage Office to its top 81 alternatives, The Mortgage Office has the highest rating, with PhoneBurner and Qualia coming in 2nd and 3rd. The Mortgage Office has the most reviews with a total of 218. Users say The Mortgage Office tops the list for value for money followed by Qualia and PhoneBurner. Users also say The Mortgage Office is the easiest to use, with PhoneBurner and Qualia taking 2nd and 3rd place.

What are the top 5 alternatives to The Mortgage Office?


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Features


Pricing model


Devices supported


User rating


Organization types


Integrated with


Industry


Company size


Top 81 Alternatives & Competitors to The Mortgage Office

Turnkey Lender

4.5
(17)

Award-Winning Unified Lending Management Software

Features

Total

78

162

81

features in common

78

features in common

Turnkey Lender's unique features

  • ATM Management

  • Electronic Signature

  • Self Service Portal

  • Client Management

The Mortgage Office's unique features

  • Access Controls/Permissions

  • Residential Mortgages

  • Commercial Mortgages

Value for money

4.1

0.6

4.7

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.

AutoPal Software

4.8
(53)

Cloud-based loan servicing software

Features

Total

28

35

81

features in common

28

features in common

AutoPal Software's unique features

  • Communication Management

  • Document Templates

  • Template Management

  • Automated Scheduling

The Mortgage Office's unique features

  • Customer Statements

  • Pricing Management

  • Task Management

  • Reporting & Statistics

Starting from

$99/month

Value for money

4.9

0.2

4.7

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.

Plug&Score Modeler

5.0
(3)

Scoring model development tool

Features

Total

1

7

81

features in common

1

features in common

Plug&Score Modeler's unique features

  • Regression Analysis

  • Forecasting

  • Statistical Process Control

  • Data Visualization

The Mortgage Office's unique features

  • Multi-Company

  • Payment Options

  • Loan Servicing

  • Collateral Tracking

Mortgage Quest

4.6
(14)

Marketing automation & CRM for the mortgage industry

Features

Total

12

19

81

features in common

12

features in common

Mortgage Quest's unique features

  • Contact Management

  • Drip Campaigns

  • Referral Tracking

  • Lead Generation

The Mortgage Office's unique features

  • Electronic Applications

  • Escrow Management

  • Business Loans

  • Customizable Templates

Value for money

4.5

0.2

4.7

What users say about Mortgage Quest's value for money

The campaigns are a bit confusing and overwhelming to understand even after all these years of having the product. I'm sure my lack of doing additional campaigns is the reason for this.

MD

Matt D.

For pure marketing and tracking of your business it's been a great and consistent tool. I would recommend anyone that wants to grow a long term business to use this product.

JK

Jim K.

FileInvite

4.7
(70)

Automated cloud-based document collection system for clients

Features

Total

51

112

81

features in common

51

features in common

FileInvite's unique features

  • Email Invitations & Reminders

  • Real-Time Chat

  • Version Control

  • Audit Management

The Mortgage Office's unique features

  • Collateral Tracking

  • Customer Accounts

  • Accounting

  • Payment Options

Starting from

$12/month

Value for money

4.7
4.7

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.

LendingPad

4.4
(36)

Loan origination system for mortgage brokers and lenders

Features

Total

37

46

81

features in common

37

features in common

LendingPad's unique features

  • Online Applications

  • Customer Management

  • Automated Decisioning/Underwriting

  • Lead Management

The Mortgage Office's unique features

  • Property Tax Management

  • Collections Management

  • Customer Database

  • Multi-Currency

Value for money

4.5

0.2

4.7

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.

Plaid

4.5
(16)

Platform that enables apps to connect with bank accounts

Features

Total

17

47

81

features in common

17

features in common

Plaid's unique features

  • Fraud Detection

  • Transaction Monitoring

  • Financial Reporting

  • Loan Portfolio Management

The Mortgage Office's unique features

  • Visual Presentation

  • Multi-Company

  • Multi-Channel Communication

  • Customer Accounts

Value for money

4.9

0.2

4.7

What users say about Plaid's value for money

I love how robust their integrations are across many different payment/banking platforms.

AR

Anonymous Reviewer

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

Bryt

4.8
(12)

FULL FEATURED LOAN MANAGEMENT SOFTWARE

Features

Total

65

91

81

features in common

65

features in common

Bryt's unique features

  • Real Time Reporting

  • CRM

  • Online Applications

  • Communication Management

The Mortgage Office's unique features

  • Marketing Automation

  • Rules-Based Workflow

  • API

  • Reminders

Starting from

$29/month

Value for money

4.7
4.7

What users say about Bryt's value for money

The system was very easy to implement and the customer service has been terrific. I have recommended others to use the system as well and will continue to do so.

RB

Ron B.

The implementation and onboarding team were and are a great resource and I feel like I can reach out any time and receive a response within a day.

NT

Nathan T.

Margill Loan Manager

4.8
(41)

Loan servicing and management solution for lenders

Features

Total

61

79

81

features in common

61

features in common

Margill Loan Manager's unique features

  • Financial Analysis

  • Accounting Integration

  • Trend Analysis

  • Secure Data Storage

The Mortgage Office's unique features

  • Pipeline Management

  • Flyer Printing

  • Electronic Applications

  • Third Party Loan Origination

Starting from

$3,550

Value for money

4.8

0.1

4.7

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.

Mortgage+Care

4.0
(8)

Loan origination and servicing for credit unions and banks

Features

Total

43

54

81

features in common

43

features in common

Mortgage+Care's unique features

  • Lead Management

  • Customer Management

  • Complex Debt Structures

  • Contact Management

The Mortgage Office's unique features

  • Contact Database

  • Transaction History

  • Refinance Management

  • Electronic Payments

Crowdsofts

4.5
(2)

Crowdfunding and investment management

Features

Total

32

53

81

features in common

32

features in common

Crowdsofts' unique features

  • Real Time Analytics

  • Real Time Data

  • Client Portal

  • Reporting/Analytics

The Mortgage Office's unique features

  • Approval Process Control

  • Reminders

  • Direct Mail Management

  • Construction Loans

HES Lending Platform

5.0
(5)

Web-based full-cycle loan management software.

Features

Total

72

125

81

features in common

72

features in common

HES Lending Platform's unique features

  • Mobile Access

  • Channel Management

  • Collection Agencies

  • Online Applications

The Mortgage Office's unique features

  • Asset Lifecycle Management

  • Email Marketing

  • Audit Trail

  • Marketing Automation

Mortgage Automator

4.9
(47)

Loan origination software for private lending businesses

Features

Total

72

93

81

features in common

72

features in common

Mortgage Automator's unique features

  • Real Time Reporting

  • Document Templates

  • Client Portal

  • Online Applications

The Mortgage Office's unique features

  • HUD Settlement Statements

  • Reminders

  • Lender Search

  • Flyer Printing

Starting from

$750/month

Value for money

4.9

0.2

4.7

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.

LoanAssistant

4.8
(13)

Loan servicing add-on for QuickBooks

Features

Total

40

42

81

features in common

40

features in common

LoanAssistant's unique features

  • Contact Management

  • Reporting/Analytics

The Mortgage Office's unique features

  • Lender Search

  • Customer Database

  • Credit Reporting

  • Electronic Payments

Starting from

$999/year

Value for money

4.9

0.2

4.7

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.

Centrex

5.0
(5)

Cloud-based CRM software for finance sector

Features

Total

30

49

81

features in common

30

features in common

Centrex's unique features

  • Team Assignments

  • Email Management

  • Dashboard

  • Online Applications

The Mortgage Office's unique features

  • ACH Payment Processing

  • Customer Statements

  • Activity Dashboard

  • Multi-Currency

Calyx Point

3.5
(42)

Cloud-based loan servicing and origination software

Features

Total

23

28

81

features in common

23

features in common

Calyx Point's unique features

  • Contact Management

  • Automated Decisioning/Underwriting

  • Electronic Signature

  • Online Applications

The Mortgage Office's unique features

  • Client Database

  • Reminders

  • Direct Mail Management

  • Customizable Templates

Value for money

3.1

1.6

4.7

What users say about Calyx Point's value for money

I loved this software for originating mortgage loans. It's ease of use and step by step through the application process was the best for origination software in my opinion.

PH

Patti H.

Again, there is NO communication that the issue has been corrected. Almost every update they send out introduces a new problem that then requires another update.

SM

Stacey M.

Financial Services Cloud

(0)

The world's #1 CRM, reimagined for financial services.

Features

Total

21

48

81

features in common

21

features in common

Financial Services Cloud's unique features

  • Relationship Tracking

  • Compliance Tracking

  • SSL Security

  • Team Assignments

The Mortgage Office's unique features

  • Pricing Management

  • Student Loans

  • Status Tracking

  • HUD Settlement Statements

The Nortridge Loan System

4.3
(79)

Enterprise-grade loan servicing software

Features

Total

35

48

81

features in common

35

features in common

The Nortridge Loan System's unique features

  • Reporting/Analytics

  • Compliance Tracking

  • Transaction Monitoring

  • Risk Management

The Mortgage Office's unique features

  • Workflow Management

  • Role-Based Permissions

  • Customer Database

  • Loan Management

Starting from

$1,000/month

Value for money

4.3

0.4

4.7

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.

LoanPro

4.6
(22)

Full-service lending management platform

Features

Total

36

37

81

features in common

36

features in common

LoanPro's unique feature

  • Reporting/Analytics

The Mortgage Office's unique features

  • Loan Servicing

  • Activity Dashboard

  • Pre-Qualification

  • Loan Management

Starting from

$500/month

Value for money

4.8

0.1

4.7

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

FPS GOLD Core Banking

4.4
(11)

Core processing software for community banks

Features

Total

27

53

81

features in common

27

features in common

FPS GOLD Core Banking's unique features

  • Payroll Management

  • Loan Portfolio Management

  • Dashboard

  • Retail Banking

The Mortgage Office's unique features

  • Activity Dashboard

  • Task Management

  • Customer Statements

  • Multi-Currency

Value for money

4.2

0.5

4.7

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.

CreditOnline

4.9
(7)

Loan management software for lending businesses of all sizes

Features

Total

29

34

81

features in common

29

features in common

CreditOnline's unique features

  • Electronic Signature

  • Loan Portfolio Management

  • Customer Management

  • Online Applications

The Mortgage Office's unique features

  • Approval Process Control

  • Direct Mail Management

  • Client Database

  • Multi-Currency

GOLDPoint Systems

4.3
(3)

Cloud-based loan servicing and origination solution

Features

Total

25

29

81

features in common

25

features in common

GOLDPoint Systems' unique features

  • Electronic Signature

  • Online Applications

  • Client Management

  • Customer Management

The Mortgage Office's unique features

  • Task Management

  • Status Tracking

  • Pricing Management

  • HUD Settlement Statements

Built

4.7
(12)

Manage lien waivers quickly. Pay vendors immediately.

Features

Total

2

2

81

features in common

2

features in common

Built's unique features

  • No unique features

The Mortgage Office's unique features

  • Multi-Channel Communication

  • Automatic Funds Distribution

  • Workflow Management

  • Customizable Templates

Value for money

4.8

0.1

4.7

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.

Axe Credit Portal

(0)

Financial Software Credit risk Management automation

Features

Total

51

87

81

features in common

51

features in common

Axe Credit Portal's unique features

  • Self Service Portal

  • Dashboard

  • Real Time Reporting

  • Lead Management

The Mortgage Office's unique features

  • Commercial Mortgages

  • Loan Origination

  • Email Marketing

  • Residential Mortgages

DLS Financials

4.8
(12)

The premier savings and loan software for dioceses!

Features

Total

35

78

81

features in common

35

features in common

DLS Financials' unique features

  • Audit Management

  • Online Banking

  • Financial Management

  • Invoice Management

The Mortgage Office's unique features

  • Collections Management

  • Client Database

  • Pre-Qualification

  • HUD Settlement Statements

nCino

4.5
(4)

nCino is the Worldwide Leader in Cloud Banking.

Features

Total

6

18

81

features in common

6

features in common

nCino's unique features

  • Corporate Banking

  • Compliance Tracking

  • Retail Banking

  • Portfolio Management

The Mortgage Office's unique features

  • Multi-Channel Communication

  • Flyer Printing

  • Transaction History

  • Customizable Templates

Ocrolus

4.8
(5)

Document processing automation and human-in-the-loop review.

Features

Total

11

46

81

features in common

11

features in common

Ocrolus' unique features

  • Document Extraction

  • Data Capture and Transfer

  • Optical Character Recognition

  • Indexing

The Mortgage Office's unique features

  • Student Loans

  • Multi-Channel Communication

  • Visual Analytics

  • Customizable Templates

9Spokes Open

(0)

Streamline business lending workflows with 9Spokes Open

0

LeadMaster

4.1
(36)

CRM & Lead Management Solution

Features

Total

12

54

81

features in common

12

features in common

LeadMaster's unique features

  • Call Management

  • Calendar Sync

  • Proposal Generation

  • Source Tracking

The Mortgage Office's unique features

  • Student Loans

  • Multi-Channel Communication

  • Visual Analytics

  • Customizable Templates

Starting from

$10

Value for money

4.1

0.6

4.7

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.

PhoneBurner

4.9
(147)

Power dialer & outbound sales acceleration software for SMBs

Features

Total

20

105

81

features in common

20

features in common

PhoneBurner's unique features

  • On-Demand Recording

  • For Political Campaigns

  • For Sales Teams/Organizations

  • Voter Database

The Mortgage Office's unique features

  • Multi-Branch

  • Visual Presentation

  • Student Loans

  • Customizable Templates

Starting from

$149/month

Value for money

4.7
4.7

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.

Floify

4.8
(69)

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

Features

Total

17

25

81

features in common

17

features in common

Floify's unique features

  • Template Management

  • Electronic Signature

  • Real Time Reporting

  • Secure Data Storage

The Mortgage Office's unique features

  • Multi-Branch

  • Visual Presentation

  • Student Loans

  • Rules-Based Workflow

Starting from

$79/month

Value for money

4.8

0.1

4.7

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.

BNTouch Mortgage CRM

4.5
(37)

Your Mortgage CRM & Marketing Tools Anywhere.

Features

Total

14

28

81

features in common

14

features in common

BNTouch Mortgage CRM's unique features

  • Reporting/Analytics

  • Task Scheduling

  • Client Portal

  • Email Management

The Mortgage Office's unique features

  • Student Loans

  • Escrow Management

  • Contact Database

  • Construction Loans

Starting from

$148/month

Value for money

4.5

0.2

4.7

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.

Features

Total

11

16

81

features in common

11

features in common

MeridianLink Consumer's unique features

  • Electronic Signature

  • Online Applications

  • Configurable Workflow

  • Financial Management

The Mortgage Office's unique features

  • Third Party Loan Origination

  • Audit Trail

  • Activity Tracking

  • Customizable Templates

Value for money

4.6

0.1

4.7

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.

Qualia

4.8
(134)

Title and escrow management software for real-estate agents

Features

Total

20

38

81

features in common

20

features in common

Qualia's unique features

  • Document Templates

  • Invoice Processing

  • File Sharing

  • Commission Management

The Mortgage Office's unique features

  • Reminders

  • Student Loans

  • Multi-Branch

  • HUD Settlement Statements

Value for money

4.7
4.7

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.

Surefire CRM

4.8
(47)

CRM and lead management software for mortgage businesses

Features

Total

21

23

81

features in common

21

features in common

Surefire CRM's unique features

  • Contact Management

  • Lead Management

The Mortgage Office's unique features

  • Reminders

  • Student Loans

  • Multi-Branch

  • HUD Settlement Statements

Value for money

4.8

0.1

4.7

What users say about Surefire CRM's value for money

I appreciate the overall ease of use with this software. The reminders are great, and the tags feature is very helpful.

AN

Ashleigh N.

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.

SimpleNexus

4.7
(60)

Mobile toolset connectin borrowers, originators and partners

Features

Total

13

20

81

features in common

13

features in common

SimpleNexus' unique features

  • Electronic Signature

  • Communication Management

  • Template Management

  • Online Applications

The Mortgage Office's unique features

  • Third Party Loan Origination

  • Audit Trail

  • Refinance Management

  • Customizable Templates

Value for money

4.8

0.1

4.7

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.

Salesforce Mortgage CRM

(0)

Mortgage platform for handling lending & borrowing workflows

Features

Total

13

14

81

features in common

13

features in common

Salesforce Mortgage CRM's unique feature

  • Contact Management

The Mortgage Office's unique features

  • Student Loans

  • Escrow Management

  • Refinance Management

  • Customizable Templates

Lendstream

4.7
(3)

Loan origination & servicing software for lenders & brokers.

Features

Total

68

96

81

features in common

68

features in common

Lendstream's unique features

  • Secure Data Storage

  • Dashboard

  • Reporting/Analytics

  • Template Management

The Mortgage Office's unique features

  • HUD Settlement Statements

  • Property Tax Management

  • Search/Filter

  • ACH Payment Processing

ABLE Origination

(0)

End-to-end loan origination platform

Features

Total

56

90

81

features in common

56

features in common

ABLE Origination's unique features

  • Automated Decisioning/Underwriting

  • Financial Analysis

  • Loan Portfolio Management

  • Transaction Monitoring

The Mortgage Office's unique features

  • Asset Lifecycle Management

  • Email Marketing

  • Flyer Printing

  • Investor Management

The Loan Office

4.8
(41)

Flexible loan servicing software for small lenders

Features

Total

41

45

81

features in common

41

features in common

The Loan Office's unique features

  • Contact Management

  • Template Management

  • Lead Management

  • Reporting/Analytics

The Mortgage Office's unique features

  • Refinance Management

  • Loan Servicing

  • Property Tax Management

  • Loan Management

Starting from

$289/month

Value for money

4.8

0.1

4.7

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

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

BS

Beth S.

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.

TS

Tamara S.

LoanCirrus

4.8
(10)

Loan origination & servicing platform

Features

Total

20

20

81

features in common

20

features in common

LoanCirrus' unique features

  • No unique features

The Mortgage Office's unique features

  • Pricing Management

  • Electronic Applications

  • Status Tracking

  • HUD Settlement Statements

Starting from

$99.99/month

Value for money

5.0

0.3

4.7

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.

PerfectLO

5.0
(8)

Mortgage & loan origination

Features

Total

28

31

81

features in common

28

features in common

PerfectLO's unique features

  • Electronic Signature

  • Customizable Branding

  • Online Applications

The Mortgage Office's unique features

  • Role-Based Permissions

  • Customer Statements

  • Activity Dashboard

  • Customizable Templates

LOAN SERVICING SOFT

5.0
(13)

Loan Servicing software for private money/hard money lenders

Features

Total

50

60

81

features in common

50

features in common