The Mortgage Office Loan Servicing Reviews & Product Details

The customer service and associated technology. The fact that we are able to contact TMO and receive a same day response where we can video chat with a human in real time means a lot in the age of digital where you are often redirected when requiring help. TMO also allows you to take a video of your question using the software prior to meeting with Customer support which helps answer the question in a more efficient way. We use this feature often and all the staff is very comfortable doing so. Review collected by and hosted on G2.com.

In all honestly I can't think of a downside. We have tried many loan servicing systems and so far this is the best one we have encountered. Review collected by and hosted on G2.com.

I love the attachment feature in The Mortgage Office. It is so helpful to have the file right there without having to go pull a physical file. Payments are easy to do and simplifies the servicing process. Customer support has been awesome. I love that everyone has been so helpful and the Zoom Training/Support meeting are invaluable. Review collected by and hosted on G2.com.

My only complaint is that I wish that late charges can be set to be automatically applied. Our office requires late fees to be paid, not accumulated and I have missed a few. If they cannot be automatically applied, it would be nice to have it appear in RED. Review collected by and hosted on G2.com.

I like how easily The Mortgage Office Loan Servicing is able to create NACHA files. It is super quick and easy, making the processing of borrower payments very fast and efficient for me. Review collected by and hosted on G2.com.

I find it problematic that some new fields added to the loan profile, such as Borrower Entity Information, cannot be mapped for import. Since the majority of our clients are business entities, we have to manually input this information for every new loan, which significantly slows down our process. I would like all fields within the loan profile to be importable to streamline our workflow. Review collected by and hosted on G2.com.

TMO is very user-friendly and easy to use. As a small organization with just two people, we find it simple to manage a portfolio exceeding $100 million across more than 30 different lenders. Generating reports is straightforward and can be done in just a few clicks. TMO's customer support team is quick to respond to our questions, usually within the same day. Review collected by and hosted on G2.com.

We recently switched from the desktop version to the online version of TMO. The only downside we've encountered is that we can no longer sort our reports by Lender name, which used to save us a significant amount of time. Review collected by and hosted on G2.com.

As a service provider responsible for managing a wide range of loan types, we require a system that can accommodate diverse servicing needs without limitations. The Mortgage Office offers the flexibility and adaptability necessary to support all loan structures we work with. Additionally, the TMO support team is highly knowledgeable and consistently demonstrates a strong understanding of our requirements, working diligently to provide effective solutions whenever needed. Review collected by and hosted on G2.com.

I would like to see a wider variety of reporting options. Review collected by and hosted on G2.com.

I appreciate the borrower and investor functionality and management tools. The tools available to track investors payments, even multiple investors. The borrower portal has been a big plus for helping clients complete tasks outside of normal business hours. The reporting is robust and adaptable to meet many needs. I enjoy the adaptable reports and customizable letters for borrowers and invstors. Review collected by and hosted on G2.com.

I wish there was better visibility with borrowers that have multiple loans. The lack of details available for the trust ledger can be tough to deal with. I would like some more lender payment options to better serve our lenders needs. Review collected by and hosted on G2.com.

I really appreciate the improvements made to the system when transitioning from the desktop to the computer version, which significantly streamlined the login process and enhanced usability by making it easier to locate everything I need. It's extremely beneficial that The Mortgage Office Loan Servicing offers capabilities that simplify the report generation process, allowing me to calculate tenant payments in one step rather than through manual tasks. This has notably enhanced efficiency, particularly given the number of properties we manage. I also value the flexibility in managing payments, such as the ability to correct any mistakes made when inputting amounts, which saves a lot of time and ensures accuracy. The attentiveness of the support team is commendable, as they are consistently responsive to any queries we have. Additionally, I find the seminars held by the company very enlightening, providing valuable insights each year. Overall, these aspects contribute substantially to my operational effectiveness, and I am confident in continuing to use and recommend their services. Review collected by and hosted on G2.com.

The initial setup of the desktop version was more of a hassle, requiring two different passwords for access, which made the process cumbersome. Although the transition to the online version improved this aspect, the initial experience was less smooth. Additionally, the user mentioned a desire for better reporting capabilities that could evaluate all properties and accurately track monthly income versus payments received, indicating a gap in the current reporting tools. Review collected by and hosted on G2.com.

I've had an excellent experience working with TMO loan servicing. Whenever I've had a question or encountered an issue, their support team has been quick to respond, knowledgeable and genuinely helpful.

I use the platform daily and it has proven to be both dependable and efficient. It's user-friendly and well designed to save time and reduce errors, streamlined across every function from document management and loan tracking to automated tools and reporting. TMO offers exceptional ease of implementation and integration. The ability to customize templates has also had a significant impact on our workflow and productivity. Review collected by and hosted on G2.com.

While there's always room for improvement and optimization, I haven't had any negative experiences with the TMO team. They've been reliable, responsive and a great partner to work with which I really appreciate. Review collected by and hosted on G2.com.

The Mortgage Office training was well-organized and directly aligned with the needs of management. It offered a comprehensive understanding of the platform’s core modules—especially loan servicing, trust accounting, and investor management. As a manager, I appreciated the focus on tools that support operational efficiency, regulatory compliance, and visibility across departments. The reporting features and audit capabilities were particularly valuable for maintaining oversight and driving informed decision-making. I truly appreciate the team working to solve some of our issues specific to how we run our business. Review collected by and hosted on G2.com.

While the foundational training was strong, I wish we would have been able to solve our current issue. However, follow-up support and documentation helped bridge those gaps and things are being resolved quickly. Review collected by and hosted on G2.com.

It has accommodating features and very user friendly. The availability of staff as well in case assistance is needed is great! The upgrades over the years have been very beneficial. Review collected by and hosted on G2.com.

As with every system, it has it's pros and cons. I feel the time to go from one loan to another may be a bit quicker. It is only a few seconds delay but could be a little quicker. Review collected by and hosted on G2.com.