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The Mortgage Office vs FileInvite Comparison (2026)
Add to Compare
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HES LoanBox
4.9
Mortgage Automator
4.9
Baseline
4.9
Good recommendations?
The Mortgage Office
5
251
4
28
3
7
2
0
1
3
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
FileInvite
5
74
4
22
3
3
2
0
1
0
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
Trusted for 45+ years, The Mortgage Office is the leading loan servicing platform. Automate payments, escrow analysis, ACH, investor accounting, 1098 and 1099 reporting, and delinquency tracking. Give borrowers and investors 24/7 self-service through fully branded portals on one secure platform.
FileInvite streamlines document collection with e-signatures, reminders, and integrations ideal for lending and professional services.
- 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
- 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
Video & Screenshots
Pricing
User reviews
4.8
289
5
4
3
2
1
251
28
7
0
3
- Value for money
- Ease of use
- Features
- Customer support
4.7
99
5
4
3
2
1
74
22
3
0
0
- Value for money
- Ease of use
- Features
- Customer support
Pros
Joanne Q.
General Manager
April V.
Loan Originator and Processor
Jessica C.
Assistant Manager
Pros
Connor M.
Account Executive
Connor M.
Account Executive
Connor M.
Account Executive
Cons
April V.
Loan Originator and Processor
Joanne Q.
General Manager
April V.
Loan Processor
Cons
Charles C.
Adviser
Arpith S.
Head - Risk & Compliance
Catriona H.
Franchise Owner
- Vendor responds to reviews
- Last review15 days ago
- Vendor responds to reviews
- Last review8 months ago
Key features
- Total features102
- ACH Payment Processing
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Accounts Payable
- Accounts Receivable
- Activity Dashboard
- Activity Tracking
- Admissions Management
- Alerts/Notifications
- Amortization Schedule
- Application Management
- Approval Process Control
- Archiving & Retention
- Assessment Management
- Asset Lifecycle Management
- Audit Management
- Audit Trail
- Authentication
- Auto Loans
- Automated Decisioning/Underwriting
- Automatic Funds Distribution
- Borrower Management
- Business Loans
- CRM
- Candidate Management
- Cash Flow Management
- Chat/Messaging
- Client Database
- Client Management
- Client Portal
- Collaboration Tools
- Collateral Tracking
- Commercial Mortgages
- Communication Management
- Compliance
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Construction Loans
- Contact Database
- Contact Management
- Content Library
- Content Management
- Contract/License Management
- Credit Reporting
- Customer Database
- Customer Management
- Customer Statements
- Customizable Branding
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Data Security
- Data Storage Management
- Data Synchronization
- Digital Signature
- Document Capture
- Document Classification
- Document Generation
- Document Management
- Document Review
- Document Storage
- Documents
- Drag & Drop
- Electronic Applications
- Electronic Payments
- Electronic Signature
- Email Marketing
- Encryption
- Escrow Management
- File Conversion
- File Management
- File Sharing
- File Transfer
- Financial Analysis
- Financial Management
- For AEC Industry
- For Borrowers
- Forms Creation & Design
- Forms Management
- Full Text Search
- Government Loans
- HUD Settlement Statements
- Historical Reporting
- Integrations
- Interaction Tracking
- Investor Management
- Lead Management
- Lender Search
- Loan Management
- Loan Origination
- Loan Portfolio Management
- Loan Processing
- Loan Servicing
- Marketing Automation
- Messaging
- Mobile Access
- Mobile Signature Capture
- Mortgages
- Multi-Branch
- Multi-Channel Communication
- Multi-Company
- Multi-Currency
- Multi-Party Signing
- Offline Access
- Online Applications
- Outsource Processing
- Password Management
- Payment Collection
- Payment Tracking
- Pipeline Management
- Pre-Qualification
- Pricing Management
- Progress Tracking
- Project Management
- Promissory Notes
- Property Tax Management
- Real Time Synchronization
- Real-Time Chat
- Real-Time Reporting
- Refinance Management
- Reminders
- Remote Access/Control
- Reporting & Statistics
- Reporting/Analytics
- Residential Mortgages
- Risk Assessment
- Risk Management
- Role-Based Permissions
- Rules-Based Workflow
- SSL Security
- Schedule
- Scheduling
- Search/Filter
- Secure Data Storage
- Secure Login
- Security
- Self Service Portal
- Software
- Status Tracking
- Student Loans
- Task Management
- Task Scheduling
- Team Collaboration
- Template Management
- Templates
- Third Party Loan Origination
- Third-Party Integrations
- Transaction History
- Unified Directory
- User Management
- Version Control
- Visual Presentation
- Workflow Automation
- Workflow Management
- Total features119
- ACH Payment Processing
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Accounts Payable
- Accounts Receivable
- Activity Dashboard
- Activity Tracking
- Admissions Management
- Alerts/Notifications
- Amortization Schedule
- Application Management
- Approval Process Control
- Archiving & Retention
- Assessment Management
- Asset Lifecycle Management
- Audit Management
- Audit Trail
- Authentication
- Auto Loans
- Automated Decisioning/Underwriting
- Automatic Funds Distribution
- Borrower Management
- Business Loans
- CRM
- Candidate Management
- Cash Flow Management
- Chat/Messaging
- Client Database
- Client Management
- Client Portal
- Collaboration Tools
- Collateral Tracking
- Commercial Mortgages
- Communication Management
- Compliance
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Construction Loans
- Contact Database
- Contact Management
- Content Library
- Content Management
- Contract/License Management
- Credit Reporting
- Customer Database
- Customer Management
- Customer Statements
- Customizable Branding
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Data Security
- Data Storage Management
- Data Synchronization
- Digital Signature
- Document Capture
- Document Classification
- Document Generation
- Document Management
- Document Review
- Document Storage
- Documents
- Drag & Drop
- Electronic Applications
- Electronic Payments
- Electronic Signature
- Email Marketing
- Encryption
- Escrow Management
- File Conversion
- File Management
- File Sharing
- File Transfer
- Financial Analysis
- Financial Management
- For AEC Industry
- For Borrowers
- Forms Creation & Design
- Forms Management
- Full Text Search
- Government Loans
- HUD Settlement Statements
- Historical Reporting
- Integrations
- Interaction Tracking
- Investor Management
- Lead Management
- Lender Search
- Loan Management
- Loan Origination
- Loan Portfolio Management
- Loan Processing
- Loan Servicing
- Marketing Automation
- Messaging
- Mobile Access
- Mobile Signature Capture
- Mortgages
- Multi-Branch
- Multi-Channel Communication
- Multi-Company
- Multi-Currency
- Multi-Party Signing
- Offline Access
- Online Applications
- Outsource Processing
- Password Management
- Payment Collection
- Payment Tracking
- Pipeline Management
- Pre-Qualification
- Pricing Management
- Progress Tracking
- Project Management
- Promissory Notes
- Property Tax Management
- Real Time Synchronization
- Real-Time Chat
- Real-Time Reporting
- Refinance Management
- Reminders
- Remote Access/Control
- Reporting & Statistics
- Reporting/Analytics
- Residential Mortgages
- Risk Assessment
- Risk Management
- Role-Based Permissions
- Rules-Based Workflow
- SSL Security
- Schedule
- Scheduling
- Search/Filter
- Secure Data Storage
- Secure Login
- Security
- Self Service Portal
- Software
- Status Tracking
- Student Loans
- Task Management
- Task Scheduling
- Team Collaboration
- Template Management
- Templates
- Third Party Loan Origination
- Third-Party Integrations
- Transaction History
- Unified Directory
- User Management
- Version Control
- Visual Presentation
- Workflow Automation
- Workflow Management
Integrations
- Total integrations3
- Box
- Dropbox
- Google Drive
- HubSpot CRM
- Microsoft Word
- OneDrive
- QuickBooks Enterprise
- QuickBooks Online
- WorkflowMax
- Zapier
- Total integrations7
- Box
- Dropbox
- Google Drive
- HubSpot CRM
- Microsoft Word
- OneDrive
- QuickBooks Enterprise
- QuickBooks Online
- WorkflowMax
- Zapier
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