The Mortgage Office vs nCino’s Mortgage Suite

Salesforce Sales Cloud

Jungo

Floify

MortgageHalo

LOAN SERVICING SOFT

Snapdocs

Compare The Mortgage Office and nCino’s Mortgage Suite based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

MortgageHalo is a mortgage lead-generating CRM that was built specifically for residential lenders, banks and credit unions.

The most advanced Loan Servicing Software on the market! Designed from the ground up to increase loan origination and loan servicing efficiencies. We serve private money/hard money lenders, auto, consumer, credit unions, banks, and non profit/city/state governments.

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

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

Access Controls/Permissions

Accounting

Accounting Integration

ACH Payment Processing

Activity Dashboard

Activity Tracking

Alerts/Notifications

Amortization Schedule

Approval Process Control

Asset Lifecycle Management

Audit Trail

Auto Loans

Automated Decisioning/Underwriting

Automatic Funds Distribution

Borrower Management

Business Loans

Cash Flow Management

Client Database

Client Management

Client Portal

Collateral Tracking

Commercial Mortgages

Communication Management

Compliance Management

Configurable Workflow

Construction Loans

Contact Database

Contact Management

Credit Reporting

Customer Database

Customer Management

Customer Statements

Customizable Branding

Customizable Reports

Customizable Templates

Dashboard

Data Import/Export

Digital Signature

Document Management

Document Storage

Electronic Applications

Electronic Payments

Electronic Signature

Email Marketing

Escrow Management

Financial Analysis

Financial Management

For Borrowers

Government Loans

HUD Settlement Statements

Investor Management

Lead Management

Lender Search

Loan Management

Loan Origination

Loan Portfolio Management

Loan Processing

Loan Servicing

Marketing Automation

Mortgages

Multi-Branch

Multi-Channel Communication

Multi-Company

Multi-Currency

Online Applications

Outsource Processing

Payment Collection

Payment Tracking

Pipeline Management

Pre-Qualification

Pricing Management

Promissory Notes

Property Tax Management

Real-Time Reporting

Refinance Management

Reminders

Reporting & Statistics

Reporting/Analytics

Residential Mortgages

Risk Assessment

Risk Management

Role-Based Permissions

Rules-Based Workflow

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

Visual Presentation

Workflow Management

The Mortgage Office

Linux

Web-based

Windows

iPad

iPhone

Analyst

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.

Veteran Application Processor

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

Loan Servicing Manager

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.

President

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.

Admintrator

The IT team is always happy and readily available to help resolve our issues. The teachings are also done in a manner that any elementary school kids should understand.

The software is the most comprehensive software on the market without going to customization. For a small to medium-size firm, I would highly suggest this to be your best solution.

Founder/CEO

A key benefit is this platforms now works on most all systems, including iOS. That’s great news for small operators like myself.

System Analyst Manager

Super easy to use and does all the thinking for you.

IT Manager

We love the ease of us and the reporting features.

Transaction Management Advisor

I like how efficient, simple and user friendly it is.

Property Accountant

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.

Sr. Director, Loan Servicing

It's easy to setup and user friendly, quick implementation.

Managing Member

We are not utilizing all the modules. But their integration of ACH, emails, Text messages are very helpful.

Director of Lending

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.

Reports and customization options gives you a quick way to find what you need to find rapidly and present those findings in a coherent manner. It does what it is supposed to do flawlessly.

Great Loan origination for small private money lender.

Accountant

There is no way to remove closed loans from the listings and from web listing (USIO).

President  & Owner

We depend on their updates, their techs, their training of staff and their customer service ever day. We view The Mortgage Office as a partner in our continued growth and success.

The Mortgage Office screenshot: Service many types of loans: Conventional, Commercial, Construction, ARMs, HELOCs, GTM, Rehab, Auto, Equipment, and more...

The Mortgage Office screenshot: The Loan Origination module is designed to let you close more loans, in less time, with fewer staff.

The Mortgage Office screenshot: Automate the servicing of various types of mortgage pools and MICs.

The Mortgage Office screenshot: Provide instant access to borrower, lender, and partner information 24 hours a day, 7 days a week.

The Mortgage Office screenshot: Electronically collect borrower payments and directly deposit funds to your lenders

Freelancers

Large Enterprises

Mid Size Business

Non Profit

Public Administrations

Small Business

Floify is a cloud-based loan origination solution and mortgage point of sale which helps mortgage professionals automate lending processes and improve communication between stakeholders. An online portal enables efficient collection and verification of documents, progress tracking, and more.

Jungo is a cloud-based mortgage and real estate CRM solution that allows users to automate repetitive tasks, enhance marketing efforts, and streamline communication with everyone from prospects, clients, referral partners, and colleagues.

Snapdocs is an eClosing provider, automating the mortgage closing process by offering eClosing, eVault, and Notary Scheduling solutions.

Award-winning developer of mobile-first technology for modern mortgage lenders. As a leading homeownership platform, SimpleNexus unites the people, systems, and stages of the mortgage process into an end-to-end solution that spans engagement, origination, closing, and business intelligence.

nCino’s Mortgage Suite

Android

Marketing Manager

The Encompass integration is very tight, solid performance. Overall very happy with this platform.

Senior Mortgage Planner

Ease of use - especially from my mobile devices. Being able to text to share is excellent.

Loan Officer

The calcultator that can help a client find out their future mortgage payment with a few choices. I also loved the fact that it connected directly to my pricer and I was able to check rates, live.

Sr. Mortgage Loan Officer

Ease of use, integration are fantastic and has many options.

I am often out of the office and having an efficient tool that I can quickly text to prospects and to referral partners is invaluable. Technology that frees me from sitting at my desk is great.

It helps me be more productive and is extremely useful in my daily business. It gives prospective clients immediate access to start the process even when I am not in a position to take a 1003.

VP and General Counsel

Accessing the program is difficult if you forgot your PW. No simple password reminder or reset.

Sr. LO

Ease of use both on PC and cell phone. Very good compatability.

System admin

The support is incredible. Anytime I or my customers need help, the support staff is available and helpful.

We are thoroughly pleased with it's performance and the technical/customer service team behind it.

First Vice President

I have been a bit disappointed with the support process when our admin has questions. The response time has been tested at times.

The difficult portion for me as a new builder lender, was the pre-approval letter. It was very hard to customize.

The options for our clients to use their preference of smartphone or PC is great as some will only use one or another.

Loan Officer Assistant/Mortgage Advisor

I really like that borrowers can simply upload there information straight into the system which can be downloaded right away. It makes things so much easier.

I've had an overall great experience. Clients are able to easily apply online and upload documents directly to me all with the use of their phone.

Marketing Director

They also like the Point of Sale features, such as preapproval letters, credit, and pricing that they can use on the go.

Senior Loan Officer

This cuts down on time from both our end and the customer's end. We have seen a 20% quicker closing time than mortgage applications submitted via other methods.

Vice President Mason Inverstments, LLC

The simple format of tasks to complete as opposed to completed tasks is so easy to maneuver.

nCino’s Mortgage Suite screenshot: A single log-in experience for your borrowers from loan application to closing.

nCino’s Mortgage Suite screenshot: Grow referral network and collaborate with partners throughout the mortgage transaction.

nCino’s Mortgage Suite screenshot: Mobile signing convenience and flexible support for multiple closing scenarios: traditional, hybrid + eNote, RON, full digital closing.

nCino’s Mortgage Suite screenshot: With intuitive dashboards, instant pipeline and performance data views, loan-level drill-downs, scorecards, and more, our Mortgage Analytics product helps financial institutions deploy a unified data strategy to increase productivity and efficiency.

nCino’s Mortgage Suite screenshot: Enhances mortgage compensation workflows, eliminating reliance on chaotic email chains or manual payroll spreadsheets in favor of automated accuracy, transparency, flexibility, and efficiency.

The Mortgage Office vs nCino’s Mortgage Suite Comparison (2026)

The Mortgage Office

nCino’s Mortgage Suite

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives