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The Mortgage Office vs HES LoanBox Comparison (2026)
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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
HES LoanBox
5
36
4
4
3
0
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.
HES Loan Origination Software automates lending from application to approval, streamlining risk assessment, compliance, and decision-making.
- 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
4.9
40
5
4
3
2
1
36
4
0
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
Abhilash A.
Operation manager
Gavin S.
CEO
James C.
Conference Event Coordinator
Cons
April V.
Loan Originator and Processor
Joanne Q.
General Manager
April V.
Loan Processor
Cons
Not enoughreviews yet
- Vendor responds to reviews
- Last review15 days ago
- Vendor responds to reviews
- Last review22 days ago
Key features
- Total features102
- ACH Payment Processing
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Accounts Payable
- Accounts Receivable
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Amortization Schedule
- Approval Process Control
- Asset Lifecycle Management
- Audit Trail
- Auto Loans
- Automated Decisioning/Underwriting
- Automated Notices
- Automated Scheduling
- Automatic Funds Distribution
- Borrower Management
- Business Loans
- Business Process Automation
- CRM
- Call Recording
- Callback Scheduling
- Cash Flow Management
- Client Database
- Client Management
- Client Portal
- Collateral Tracking
- Collection Agencies
- Commercial Mortgages
- Commission Management
- Communication Management
- Compliance Management
- Configurable Workflow
- Construction Loans
- Contact Database
- Contact Management
- Credit Card Processing
- Credit Check
- Credit Reporting
- Customer Database
- Customer Management
- Customer Statements
- Customizable Branding
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Data Security
- Digital Signature
- Document Management
- Document Storage
- Document Templates
- Electronic Applications
- Electronic Payments
- Electronic Signature
- Email Marketing
- Email Templates
- Escrow Management
- Financial Analysis
- Financial Management
- For AEC Industry
- For Borrowers
- For Brokers
- For Commercial Business
- Government Loans
- HUD Settlement Statements
- Historical Reporting
- In-House Collections
- Investor Management
- Invoice Management
- Lead Management
- Lender Search
- Loan Management
- Loan Origination
- Loan Portfolio Management
- Loan Processing
- Loan Servicing
- Marketing Automation
- Monitoring
- Mortgages
- Multi-Branch
- Multi-Channel Communication
- Multi-Company
- Multi-Currency
- Multiple Payment Options
- Multiple User Accounts
- Online Applications
- Outsource Processing
- Partial Payments
- Payment Collection
- Payment Plans
- Payment Reminders
- Payment Tracking
- Pipeline Management
- Pre-Qualification
- Predictive Analytics
- Pricing Management
- Promissory Notes
- Property Tax Management
- Real-Time Analytics
- Real-Time Reporting
- Real-Time Updates
- Refinance Management
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Residential Mortgages
- Risk Assessment
- Risk Management
- Risk Reporting
- Role-Based Permissions
- Rules-Based Workflow
- Scenario Planning
- Scheduling
- Search/Filter
- Secure Data Storage
- Self Service Portal
- Status Tracking
- Student Loans
- Task Management
- Task Scheduling
- Template Management
- Third Party Loan Origination
- Third-Party Integrations
- Transaction History
- Transaction Management
- User Management
- Visual Presentation
- Workflow Management
- Total features118
- ACH Payment Processing
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Accounts Payable
- Accounts Receivable
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Amortization Schedule
- Approval Process Control
- Asset Lifecycle Management
- Audit Trail
- Auto Loans
- Automated Decisioning/Underwriting
- Automated Notices
- Automated Scheduling
- Automatic Funds Distribution
- Borrower Management
- Business Loans
- Business Process Automation
- CRM
- Call Recording
- Callback Scheduling
- Cash Flow Management
- Client Database
- Client Management
- Client Portal
- Collateral Tracking
- Collection Agencies
- Commercial Mortgages
- Commission Management
- Communication Management
- Compliance Management
- Configurable Workflow
- Construction Loans
- Contact Database
- Contact Management
- Credit Card Processing
- Credit Check
- Credit Reporting
- Customer Database
- Customer Management
- Customer Statements
- Customizable Branding
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Data Security
- Digital Signature
- Document Management
- Document Storage
- Document Templates
- Electronic Applications
- Electronic Payments
- Electronic Signature
- Email Marketing
- Email Templates
- Escrow Management
- Financial Analysis
- Financial Management
- For AEC Industry
- For Borrowers
- For Brokers
- For Commercial Business
- Government Loans
- HUD Settlement Statements
- Historical Reporting
- In-House Collections
- Investor Management
- Invoice Management
- Lead Management
- Lender Search
- Loan Management
- Loan Origination
- Loan Portfolio Management
- Loan Processing
- Loan Servicing
- Marketing Automation
- Monitoring
- Mortgages
- Multi-Branch
- Multi-Channel Communication
- Multi-Company
- Multi-Currency
- Multiple Payment Options
- Multiple User Accounts
- Online Applications
- Outsource Processing
- Partial Payments
- Payment Collection
- Payment Plans
- Payment Reminders
- Payment Tracking
- Pipeline Management
- Pre-Qualification
- Predictive Analytics
- Pricing Management
- Promissory Notes
- Property Tax Management
- Real-Time Analytics
- Real-Time Reporting
- Real-Time Updates
- Refinance Management
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Residential Mortgages
- Risk Assessment
- Risk Management
- Risk Reporting
- Role-Based Permissions
- Rules-Based Workflow
- Scenario Planning
- Scheduling
- Search/Filter
- Secure Data Storage
- Self Service Portal
- Status Tracking
- Student Loans
- Task Management
- Task Scheduling
- Template Management
- Third Party Loan Origination
- Third-Party Integrations
- Transaction History
- Transaction Management
- User Management
- Visual Presentation
- Workflow Management
Integrations
- Total integrations3
- APLYiD
- Camunda
- GiniMachine
- Jumio
- Microsoft Word
- Ondato
- PandaDoc
- Plaid
- QuickBooks Enterprise
- QuickBooks Online
- SendGrid
- Twilio
- VoPay
- digiRunner
- Total integrations11
- APLYiD
- Camunda
- GiniMachine
- Jumio
- Microsoft Word
- Ondato
- PandaDoc
- Plaid
- QuickBooks Enterprise
- QuickBooks Online
- SendGrid
- Twilio
- VoPay
- digiRunner
Alternatives
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