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The Mortgage Office
5
248
4
28
3
7
2
0
1
2
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Web-based mortgage and loan servicing software
Table of Contents
The Mortgage Office - 2026 Pricing, Features, Reviews & Alternatives
All user reviews are verified by in-house moderators and provider data by our software research team. Learn more
Last updated: March 2026
The Mortgage Office overview
What is The Mortgage Office?
The Mortgage Office by Applied Business Software is an integrated mortgage and loan servicing software for businesses of all sizes. The solution comprises multiple modules for loan origination and servicing, mortgage pool servicing, trust accounting, escrow administration and offers additional modules for managing mortgage rates, credit reporting and more.
The loan origination module is suitable for loans funded by private lenders and helps to prepare loan documents to ensure clients can close more loans in less time with accurate paperwork. The loan servicing module is a core module which helps to streamline the loan servicing activities. This module helps to precisely track loan charges; process payments with many flexible options and download the latest ARM index rate values directly into the system.
The Mortgage Office solution can be used to send bills and statements to borrowers via email. Users can schedule one-time, recurring or event driven loan reminders to be sent to borrowers. It also helps to automate various activities such as check printing and fund distribution between multiple sources. With mortgage pool servicing module, clients can determine the value of the pool at any time and manage partnerships, mortgage funds, LLCs and other non-performing loan pools.
Businesses can establish legal and accounting standards with the trust accounting module. The solution complies with state and federal regulations including CA-DRE and B&P code and also meets the accounting requirements set by the Federal Real Estate Settlement Procedure Act (RESPA).
Starting price
Pros & Cons
Customer Support
Loan Servicing
Efficiency
Updates and Upgrades
The Mortgage Office’s user interface
The Mortgage Office pros, cons and reviews insights
To determine these pros and cons insights, we analyzed responses from
Overall rating
Value for money
4.7
Features
4.7
Ease of use
4.7
Customer support
4.8
Reviews sentiment
What do users say about The Mortgage Office?
We use the online version which is very fast. If I ever get stuck in any way their customer support is always very helpful including the zoom video calls.
Select to learn more
Who uses The Mortgage Office?
Based on 285 verified user reviews.
Company size
Small Businesses
Midsize Businesses
Enterprises
Top industries
Use cases
The Mortgage Office's key features
Most critical features, based on insights from The Mortgage Office users:
All The Mortgage Office features
Features rating:
The Mortgage Office alternatives
The Mortgage Office
Starting from
No pricing info
Mortgage Automator
Starting from
No pricing info
HES LoanBox
Starting from
75000
Per year
Margill Loan Manager
Starting from
325
Per month
The Mortgage Office integrations (4)
Integrations rated by users
We looked at 285 user reviews to identify which products are mentioned as The Mortgage Office integrations and how users feel about them.
Integration rating: 5.0 (3)
“Helps our accounting department keep track of purchases and sales.”
Jamon W.
Warehouse Specialist
Integration rating: 4.0 (2)
“We use Monday to send out reports and information automated.”
Jelissa M.
Commercial Reporting, Analytics, and Admissions Manager
Other top integrations
The Mortgage Office customer support
What do users say about The Mortgage Office customer support?
Customer support rating:
We analyzed verified user reviews to identify positive and negative aspects of The Mortgage Office customer support.
Widespread user sentiment highlights fast, knowledgeable, and friendly customer support that resolves issues efficiently.
A number of users appreciate the team's patience, professionalism, and willingness to go above and beyond to help.
Multiple users note support is easily reachable by phone or email, with prompt follow-up and thorough problem resolution.
A fair number of users value the support team's clear communication, technical expertise, and helpful training resources.
Support options
Training options
To see what individual users say about The Mortgage Office's customer support, check out the review snippets below.
“We use the online version which is very fast. If I ever get stuck in any way their customer support is always very helpful including the zoom video calls.”
Marisol R.
Real Estate Office Manager
“No matter where I am, my customers always get the information they need, exactly when they need it.”
Stacey S.
Account Manager
The Mortgage Office FAQs
Q. Does The Mortgage Office support mobile devices?
The Mortgage Office supports the following devices:
iPad, iPhone
Q. What level of support does The Mortgage Office offer?
The Mortgage Office offers the following support options:
FAQs/Forum, Knowledge Base, Chat, Email/Help Desk, Phone Support
