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The Mortgage Office Comparison


The Mortgage Office is a web based loan servicing software which helps to streamline, manage and automate current loan servicing tasks

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials



Starting from
No info available
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews











  • Value for money
  • Ease of use
  • Features
  • Customer support
would recommend this app


Knowing how each aspect of the software to my advantage in servicing my homeowners. The benefit of my homeowner and investors having the ability to review the status of the loan and history.
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.
It's very easy to use, the tech people are fantastic, and it's a robust system that has bulletproof calculations and does everything a private lender could ever dream of.


My support needs are rare, but I still run into an occasional problem because I have entered something wrong and can't find it myself.
I am a heavy user of the construction module, and there are no options for training in this module which seems odd to me. We went to the training in CA.
Not being able to reverse proceed ACH run for 200 accounts, rather have to do it one by one, if mistake is made in one account number.
  • Vendor responds to reviews
  • Last reviewa month ago

Key features

  • Total features15
  • Accounting Management
  • Applications Management
  • Billing & Invoicing
  • Check Processing
  • Collections Management
  • Compliance Management
  • Customer Database
  • Customizable Templates
  • Distribution Management
  • Email Distribution
  • Partial Payments
  • Permission Management
  • Reminders
  • Role-Based Permissions
  • Third Party Integration


  • Total integrations1
  • Dropbox Business
  • FreshBooks
  • Magento Commerce
  • Microsoft Dynamics GP
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Workato
  • Xero
  • Zapier


  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

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