--- title: The Mortgage Office Loan Servicing Reviews meta_title: 'The Mortgage Office Loan Servicing Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 94 reviews by the users' company size, role or industry to find out how The Mortgage Office Loan Servicing works for a business like yours. aggregate_rating: rating_value: 4.9 review_count: 94 scale: '5' date_modified: '2026-08-07' parent_category: name: Loan url: https://www.g2.com/categories/loan --- # The Mortgage Office Loan Servicing Reviews **Vendor:** The Mortgage Office **Category:** [Loan Servicing Software](https://www.g2.com/categories/loan-servicing) **Average Rating:** 4.9/5.0 **Total Reviews:** 94 ## About The Mortgage Office Loan Servicing The Mortgage Office is a comprehensive loan management platform designed to assist lenders in managing their lending operations efficiently. With over 45 years of industry experience, this solution caters to a diverse range of users, including private lenders, municipalities, educational institutions, and non-profits. The platform supports various lending types, such as conventional loans, construction financing, and specialized lending programs, making it a versatile tool for organizations with diverse portfolios. The Mortgage Office offers end-to-end loan management capabilities that streamline the entire lending process. From loan origination to servicing and fund management, the platform facilitates seamless connections between borrowers, lenders, and investors. Key features include automated workflows for loan origination, efficient payment handling and escrow administration for loan servicing, and robust tools for fund tracking and investor reporting. These features are designed to enhance operational efficiency and ensure compliance with regulatory requirements across all states. Lenders choose The Mortgage Office for its proven expertise and commitment to compliance. With a legacy of supporting 1,100+ lenders managing more than $190 billion in loans globally, the platform has established itself as a trusted solution in the industry. The Mortgage Office automates various regulatory requirements, including RESPA and HMDA, ensuring that users can focus on their lending operations without the burden of manual compliance checks. Additionally, the user-centric design of the platform, featuring intuitive borrower and investor portals, enhances communication and accessibility. The platform's cloud-based infrastructure provides unmatched reliability and scalability, allowing it to grow alongside the needs of its users. Customizable dashboards deliver actionable insights into portfolio performance and trend analysis, while the Pro Pilot AI Assistant simplifies workflows with automated processes and contextual help. Seamless integrations with industry-leading tools further enhance the platform's capabilities, enabling users to streamline document preparation, default management, and payment processing. The Mortgage Office also prioritizes security, adhering to SOC 2 compliance and employing rigorous data protection protocols. By transforming the lending experience, The Mortgage Office empowers lenders to focus on building meaningful relationships with borrowers and improving operational efficiency. The platform's innovative features and commitment to user support position it as a valuable asset for organizations looking to optimize their lending operations and unlock new revenue opportunities. ## The Mortgage Office Loan Servicing Pros & Cons **What users like:** - Users value the **ease of use** of The Mortgage Office, appreciating its user-friendly design and efficient support. (26 reviews) - Users appreciate the **exceptional customer support** of The Mortgage Office, noting responsiveness and helpfulness whenever needed. (24 reviews) - Users appreciate the **user-friendly design** of The Mortgage Office, making navigation and support exceptional. (17 reviews) - Users value the **all-in-one loan management** system of The Mortgage Office for its organization and efficiency. (15 reviews) - Users highly value the **quick response** from TMO's support team, ensuring timely assistance for any issues. (15 reviews) - Users commend the **streamlined reporting features** of The Mortgage Office, enhancing efficiency and decision-making across operations. (12 reviews) - Customization (8 reviews) - Users appreciate the **abundance of features** in The Mortgage Office, enhancing their loan servicing experience significantly. (8 reviews) - Simple Process (7 reviews) - Easy to Understand (6 reviews) **What users dislike:** - Users encounter **loan issues** that complicate manual processes and limit functionality for construction draws and payment options. (5 reviews) - Users struggle with **poor performance** , facing glitches and missing features that hinder efficiency and usability. (4 reviews) - Users find the **high interest rates** challenging to manage, complicating their overall experience with loan servicing. (1 reviews) ## The Mortgage Office Loan Servicing Reviews ### 1. Cannot wait to be hands on. **Rating:** 5.0/5.0 stars **Reviewed by:** Jane M. | Loan Servicing, Small-Business (50 or fewer emp.) **Reviewed Date:** September 23, 2025 **What do you like best about The Mortgage Office Loan Servicing?** That it is user friendly and when help is needed, we can get support in a timely manner. Also, seems to be about the same layout as previous, where we know where to go to find what we need, that is super helpful. **What do you dislike about The Mortgage Office Loan Servicing?** I cannot think of anything at this time. **What problems is The Mortgage Office Loan Servicing solving and how is that benefiting you?** When customers are unsure of their payment history or balance, we can print out the borrower statement of account and show them exactly where all of their monies have been applied. ### 2. I love The Mortgage Office Loan Servicing! **Rating:** 5.0/5.0 stars **Reviewed by:** Mary H. | Owner/CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** August 02, 2025 **What do you like best about The Mortgage Office Loan Servicing?** The Mortage Office Loan Servicing software allows me to manage the accounting side of every kind of loan with speed and ease. It gives me confidence to accept more complicated types of loans with multiple investors. I cannot imagine running a lending business without it! The training provided by Jordan Wyborn and others has been spectacular! **What do you dislike about The Mortgage Office Loan Servicing?** So far I do not dislike anything about The Mortage Office Loan Servicing software. **What problems is The Mortgage Office Loan Servicing solving and how is that benefiting you?** The Mortage Office Loan Servicing software allows me to scale my business and increase the number of loans we service by taking the manual labor out of the accounting side of our loan servicing., ### 3. Customer Service Review **Rating:** 5.0/5.0 stars **Reviewed by:** Lauren G. | Loan Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2025 **What do you like best about The Mortgage Office Loan Servicing?** I love that you can call and email the Mortgage Office with any questions or concerns and they are happy to help! **What do you dislike about The Mortgage Office Loan Servicing?** The seminar I attended did not really teach me anything I did not already know about the software and was more for newcomers. It briefly informed us what the software could do. **What problems is The Mortgage Office Loan Servicing solving and how is that benefiting you?** Organizing our loans and monthly payments. ### 4. Outstanding Support and Effortless Loan Management **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 24, 2025 **What do you like best about The Mortgage Office Loan Servicing?** What really sets this platform apart is its customer service. Whenever I submit a help request, the team is persistent and doesn't stop until the issue is fully resolved. Additionally, the platform handles floating interest rates with ease, which makes managing even complex loans straightforward. **What do you dislike about The Mortgage Office Loan Servicing?** One issue is the difficulty in applying default interest rates, which is not as straightforward as I would like. Additionally, I think the reporting features could be more customizable, offering a more 'a-la-carte' approach. **What problems is The Mortgage Office Loan Servicing solving and how is that benefiting you?** none at the moment **Official Response from Bobby Luedtke:** > Thank you for sharing your positive experience with our customer service team and the ease of managing loans with floating interest rates. We appreciate your feedback on applying default interest rates and the reporting features. We are continuously working to improve our platform and will take your suggestions into consideration for future updates. If you have any specific concerns or need assistance with anything else, please feel free to reach out to us. We are here to help and ensure your experience with The Mortgage Office Loan Servicing remains outstanding. ### 5. Comprehensive, User-Friendly System with Excellent Support **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica C. | Assistant Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 23, 2025 **What do you like best about The Mortgage Office Loan Servicing?** The system is easy to use and offers a comprehensive set of tools to assist users. If any problems arise between the AI assistance and support representatives, they are handled quickly and resolved effectively. **What do you dislike about The Mortgage Office Loan Servicing?** There isn’t much that I dislike about the system. However, if I had to mention something, it would be the limited ability to customize reports. **What problems is The Mortgage Office Loan Servicing solving and how is that benefiting you?** None **Official Response from Bobby Luedtke:** > Thank you for sharing your positive experience with The Mortgage Office Loan Servicing! We're thrilled to hear that you find our system user-friendly and our support team helpful. We appreciate your feedback on the limited ability to customize reports and will take this into consideration for future improvements. If you have any specific customization needs, please feel free to reach out to us, and we'll do our best to assist you. Thank you for choosing The Mortgage Office! ### 6. Very Informative, Ramiro took the time with each of us and made sure he covered all of our questions **Rating:** 5.0/5.0 stars **Reviewed by:** Nohelia R. | Loan Processor, Small-Business (50 or fewer emp.) **Reviewed Date:** August 04, 2025 **What do you like best about The Mortgage Office Loan Servicing?** The Mortgage Office Loan Servicing makes it easy to track our loans and the features offered are excellent for our company. Integration process was great! working with nick made it easy to understand and now we use everything daily with ease. **What do you dislike about The Mortgage Office Loan Servicing?** We love everything The Mortgage Office has to offer Nick and Ramiro took the time to personalize our customer portal when we had some trouble. They always took the time to help us with any customizing to solve our problems. **What problems is The Mortgage Office Loan Servicing solving and how is that benefiting you?** They are working on a customer portal and look forward to using that with our clients. ### 7. Quick, Seamless Batch ACH Transactions with All Loan Info in One Place **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 12, 2026 **What do you like best about The Mortgage Office Loan Servicing?** Quick and seamless transaction process, being able to do ACH's in batches and have all loan information in one place is truly what we were looking for. **What do you dislike about The Mortgage Office Loan Servicing?** There is not anything to dislike if you ever are in a need of a feature that is not available they are accommodating to making it happen. **What problems is The Mortgage Office Loan Servicing solving and how is that benefiting you?** Tracking of payments and interest electronically instead of manually, especially with principal paydowns and construction loans. **Official Response from Bobby Luedtke:** > Thank you for your feedback! We strive to accommodate our customers' needs and are pleased to hear that you have had a positive experience with our willingness to make features available to you. ### 8. All-in-One Solution, Exceptional Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Marisol R. | Office manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 25, 2024 **What do you like best about The Mortgage Office Loan Servicing?** I love that The Mortgage Office Loan Servicing is all in one, it really helps keep us organized and makes the business smoother. The customer service is the best, and I appreciate how they keep updating more stuff. **What do you dislike about The Mortgage Office Loan Servicing?** I cannot think of anything that I dislike at the moment. **What problems is The Mortgage Office Loan Servicing solving and how is that benefiting you?** The Mortgage Office Loan Servicing helps us stay organized and makes the business smoother. **Official Response from David Dilitkanich:** > So glad to hear it has made your job easier! That is absolutely our goal. Regarding the customer service point, our tech support team does appreciate it whenever you can provide details about the issue you're seeing, but don't feel like you have to write a long email every time. They will take whatever info you provide and then reach out to you to troubleshoot. Often they'll do a screen share if they need more information about what you're seeing. Our tech support team is the best in the business and they are always ready to help. Thanks again for being a valued customer and also for coming out to see us at a seminar! ### 9. Streamlined Loan Servicing with TMO **Rating:** 5.0/5.0 stars **Reviewed by:** Denise H. | General Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2025 **What do you like best about The Mortgage Office Loan Servicing?** TMO makes loan servicing manageable, easy to learn, user-friendly, and streamlined. By using TMO, I am able to concentrate on growing our business and confident that our operations are running efficiently and are well organized. If I run into any snag, TMO's customer support promptly and efficiently resolves issues. **What do you dislike about The Mortgage Office Loan Servicing?** If I had to pick a downside, it would be the monthly Trust accounting reconciliation process. **What problems is The Mortgage Office Loan Servicing solving and how is that benefiting you?** The lender and borrower reports, statements, and online portals provided by TMO help instill confidence in our operations for our customers. **Official Response from Bobby Luedtke:** > We're thrilled to hear that you find The Mortgage Office to be manageable, user-friendly, and efficient for your business operations. We appreciate your feedback on the monthly Trust accounting reconciliation process, and we're always looking to improve our services. Our team is dedicated to providing prompt and efficient customer support to assist you with any issues you may encounter. We're glad to hear that our lender and borrower reports, statements, and online portals have instilled confidence in your operations. If you have any further feedback or need assistance with Trust accounting reconciliation, please don't hesitate to reach out. Thank you for choosing TMO! ### 10. TMO Helped Streamline Our Loan Processing **Rating:** 5.0/5.0 stars **Reviewed by:** Isaiah M. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 22, 2025 **What do you like best about The Mortgage Office Loan Servicing?** TMO has helped us to better track all of our loan data and make it accessible to our investors and borrowers. **What do you dislike about The Mortgage Office Loan Servicing?** There are some parts of TMO that seem dated like the layouts of notices and documents that are automatically created. I wish there was more customization for all of the forms as well. **What problems is The Mortgage Office Loan Servicing solving and how is that benefiting you?** It is speeding up the way we send invoices out and process loans with payoffs and servicing. We were using Excel spreadsheets before and this had made things easier. ### 11. Smooth Transition, Exceptional Support **Rating:** 5.0/5.0 stars **Reviewed by:** Senaida R. **Reviewed Date:** August 08, 2025 **What do you like best about The Mortgage Office Loan Servicing?** I find navigating The Mortgage Office Loan Servicing very easy and intuitive, making transitions smooth. The online portal simplifies logging in and checking accounts. I also appreciate the ability to move loans into the system efficiently and access reporting tools that enhance our understanding of lending status. The quick and responsive support team is invaluable, resolving issues swiftly, such as when dealing with escrow analysis. Overall, the platform's user-friendly design and effective support contribute significantly to a positive user experience. **What do you dislike about The Mortgage Office Loan Servicing?** None **What problems is The Mortgage Office Loan Servicing solving and how is that benefiting you?** I use the product to streamline our loan servicing process, making loan management and reporting more efficient and accurate, with easy navigation and responsive support enhancing our experience. ### 12. Great customer service **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa J. | Loan Servicing Manager, Escrow Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2024 **What do you like best about The Mortgage Office Loan Servicing?** Great customer support. They explain things well and it's very helpful when we share the screen to walk through it together. Glenn never disappoints. Prompt response and got it done very quickly so I didn't have too much down time. We appreciate you Glenn! **What do you dislike about The Mortgage Office Loan Servicing?** Wish there was a phone number we could call when we have an urgent situation instead of emailing and waiting for our turn in que. **What problems is The Mortgage Office Loan Servicing solving and how is that benefiting you?** Customer support when our workspaces is down, or mortgage office questions/problems. ### 13. Fantastic Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Flor R. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 22, 2025 **What do you like best about The Mortgage Office Loan Servicing?** I enjoyed the Mortgage Office training. I was impressed with the new layout and features; it exceeded our expectations. The learning is smooth, and I would highly recommend them for their quality and reliability. **What do you dislike about The Mortgage Office Loan Servicing?** I don't see any downside to the mortgage office. It is the perfect program for our business. **What problems is The Mortgage Office Loan Servicing solving and how is that benefiting you?** So far, the Mortgage Office has solved every issue I've ever encountered. ### 14. Pretty Straightforward and Easy to Use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 09, 2026 **What do you like best about The Mortgage Office Loan Servicing?** Pretty straight forward, maybe there could be ways to ease it. **What do you dislike about The Mortgage Office Loan Servicing?** Some of the information can not be directly exported. **What problems is The Mortgage Office Loan Servicing solving and how is that benefiting you?** Just a platform for us to use for other specific loans **Official Response from Bobby Luedtke:** > Thank you for your feedback. We understand the importance of being able to export information easily and will take this into consideration for future updates. ### 15. Educational **Rating:** 5.0/5.0 stars **Reviewed by:** Erika R. | Loan Servicing, Small-Business (50 or fewer emp.) **Reviewed Date:** September 22, 2025 **What do you like best about The Mortgage Office Loan Servicing?** Learning the new system, the new tips and shortcuts. **What do you dislike about The Mortgage Office Loan Servicing?** Nothing really everything shown at the seminar was really helpful. **What problems is The Mortgage Office Loan Servicing solving and how is that benefiting you?** Updated and upgrading servicing side... ### 16. Effortless to Use with Impressive Functionality **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 21, 2025 **What do you like best about The Mortgage Office Loan Servicing?** I personally enjoy the ease of use and functionality **What do you dislike about The Mortgage Office Loan Servicing?** Some features that they are in the process of implementing **What problems is The Mortgage Office Loan Servicing solving and how is that benefiting you?** adding in our custom loan application to the portal **Official Response from Bobby Luedtke:** > Thank you for sharing your positive experience with The Mortgage Office Loan Servicing! We're thrilled to hear that you find it effortless to use with impressive functionality. We understand your feedback about the features currently being implemented and appreciate your patience as we work to enhance your experience. If you have any specific suggestions or requests for the custom loan application feature, please feel free to share them with us, specifically via our Feature Request option. We're here to assist you every step of the way and ensure that The Mortgage Office meets your needs. Thank you for choosing us for your loan servicing needs! ### 17. Good Services **Rating:** 5.0/5.0 stars **Reviewed by:** Nasreen A. | System Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** March 17, 2025 **What do you like best about The Mortgage Office Loan Servicing?** We have been using the mortgage office for over five years. This system has made loan services much easier and more manageable. Database manageable we can create our own reports with no issues. **What do you dislike about The Mortgage Office Loan Servicing?** The only part is need to focus is Customization, should be flexible according to customer requirements. **What problems is The Mortgage Office Loan Servicing solving and how is that benefiting you?** pay-off ### 18. The Team at TMO has provided solutions that we needed. **Rating:** 4.5/5.0 stars **Reviewed by:** Kalynn D. | Loan Servicing Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2025 **What do you like best about The Mortgage Office Loan Servicing?** Access to TMO's upper management and support team. They have taken the time to address any concerns we've had and provide solutions that have helped tremendously. **What do you dislike about The Mortgage Office Loan Servicing?** I think that continued support and open communication is the most important aspect. We have seen great growth with the team listening to us and working with us to provide the most effective solutions. **What problems is The Mortgage Office Loan Servicing solving and how is that benefiting you?** It's helping us manage our portfolio of over 700 loans. ### 19. System is easy to navigate; the whole team is reliable with great customer service skills. **Rating:** 5.0/5.0 stars **Reviewed by:** Maria S. | Realty and Lending Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2025 **What do you like best about The Mortgage Office Loan Servicing?** What I like the most is that the system is easy to navigate with help features. **What do you dislike about The Mortgage Office Loan Servicing?** I dislike that the system does not track unpaid principal. **What problems is The Mortgage Office Loan Servicing solving and how is that benefiting you?** By using TMO, communication between accounting and lending department has improved. Accounting posts all payment information allowing lending department to report accurately. ### 20. Loan & mortgage pool servicing **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** March 14, 2025 **What do you like best about The Mortgage Office Loan Servicing?** It is honestly pretty easy to learn the system once you get a bit of experience with it. I also like that you can always reach out to the support team if you run into any issues. Just send in a few screenshots and explain your issue and they will respond fairly quickly with a solution. **What do you dislike about The Mortgage Office Loan Servicing?** I wished that TMO pro would have the option where we could create a copy of the database (like how the other version did). This would be helpful if we needed to run tests and whatnot. **What problems is The Mortgage Office Loan Servicing solving and how is that benefiting you?** TMO solves our problem of tracking borrowers/lenders accounts and enables us to process payments/send notices etc. ### 21. Fantastic customer service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Government Administration **Reviewed Date:** July 10, 2025 **What do you like best about The Mortgage Office Loan Servicing?** The system makes it much easier to manage the many loans that I have. Pulling reports allows me to always have a handle on status of our portfolio. **What do you dislike about The Mortgage Office Loan Servicing?** Some of the reports do not seem to be in a user friendly format. Occasionally, I have to manipulate the reports to send to internal associates. **What problems is The Mortgage Office Loan Servicing solving and how is that benefiting you?** I believe our agency does not use the system to its full potential, but having information ready at a moment's notice definitely helps with my job. ### 22. TMO is very user friendly and efficient. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate **Reviewed Date:** July 17, 2025 **What do you like best about The Mortgage Office Loan Servicing?** Everything you need is one place. Payment entering, payoffs, statements, reports, all are very easy to use and understand. **What do you dislike about The Mortgage Office Loan Servicing?** That they got rid of the "total" numbers at the bottom of the screen that used to show how many loans we had or how many ACH's you were pulling. That is annoying. **What problems is The Mortgage Office Loan Servicing solving and how is that benefiting you?** Whenever we have an issue it is either fixed right away or at least taken into consideration to find out how to fix it. ### 23. TMO Recommendation **Rating:** 4.5/5.0 stars **Reviewed by:** Chris B. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2024 **What do you like best about The Mortgage Office Loan Servicing?** It is easy enough for one person or a team to utilize. **What do you dislike about The Mortgage Office Loan Servicing?** It takes a bit of time to get used to. However, the support is very good. Responsive and truly know the product. I would go with a 10 rating, but the new platform is most effective on the Windows Edge browser; Google Chrome...not so much. A couple of minor bugs, but those are being worked out with updates; nothing major, primarily asethetics. **What problems is The Mortgage Office Loan Servicing solving and how is that benefiting you?** My portfolio has a lot of moving parts. The system has multiple "tentacles" that must be learned, but it encompasses every situation I need in my private lending arena. ### 24. Retro use - manual input that promotes user accountability **Rating:** 3.5/5.0 stars **Reviewed by:** Tricia T. | Information Systems Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2024 **What do you like best about The Mortgage Office Loan Servicing?** In comparison to our automated systems, it caters to unique, case-to-case-basis files that need more than automation and formulas. This flexibility is what keeps us on using TMO Servicing, albeit infrequently. Manual input of data is an easy way for our staff to take accountability for the information they've entered. We rarely had to contact Customer Support because there were little to no issues that we encountered. **What do you dislike about The Mortgage Office Loan Servicing?** The lack of CRM-like database integration causes us to take more steps than necessary, that's why we had to migrate to a system that offers that feature, especially when we would like everything to be easy not only for our clients, repeat or new, but also for our staff. Manual input also causes us to slow down on productivity as a growing company that needs repeated tasks to be simplified. **What problems is The Mortgage Office Loan Servicing solving and how is that benefiting you?** Complicate files that are unique that needs more flexibility in inputting transactions and data **Official Response from David Dilitkanich:** > Hi Tricia, great to hear that the flexibility of TMO has worked well for you. Regarding database integration, TMO absolutely can integrate with your CRM, accounting system, or other tools in your tech stack. I will ask your Account Manager to reach out and share more details. We partner with a company called Savvior who can help get this set up for you. More info in the link below. Thanks again for being a customer and for the feedback! ### 25. Wonderful **Rating:** 5.0/5.0 stars **Reviewed by:** Chery F. | Credit Manager Accounts receivable, Small-Business (50 or fewer emp.) **Reviewed Date:** January 02, 2025 **What do you like best about The Mortgage Office Loan Servicing?** The Mortgage Loan Office is a wonderful program for loan servicing. I had to rebuild our accounting system from the cradle to the grave. The technicians were wonderful and answered any questions I had about the ABS program and took the time to explain every aspect that I did not understand. This program brought us from the stone age system to the cutting edge of technology. **What do you dislike about The Mortgage Office Loan Servicing?** I have never had an issues with the program and their IT dept was wonder. **What problems is The Mortgage Office Loan Servicing solving and how is that benefiting you?** I had no problems with the The Mortgage Office Loan Servicing. The format is wonderful for YTD information which we use for escrowing. **Official Response from David Dilitkanich:** > Thanks very much Chery, we love hearing that TMO has been a helpful technology partner for our customers. Stay tuned for more time-saving features coming out very soon! ### 26. "Great Software, User Friendly & Very Professional" **Rating:** 5.0/5.0 stars **Reviewed by:** Adrian J. | Community Relations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 02, 2024 **What do you like best about The Mortgage Office Loan Servicing?** "Working with TMO has been an absolute pleasure. The team is very professional, knowledgeable, and dedicated. They take their time to answer and understand our questions and needs. The Mortgage Office provides great trainings, and a support team with a fast response" **What do you dislike about The Mortgage Office Loan Servicing?** I have no complaints or bad experiences, Great Software! **What problems is The Mortgage Office Loan Servicing solving and how is that benefiting you?** Loan Origination & Loan Servicing, Answering questions and giving guidance **Official Response from David Dilitkanich:** > Thank you so much for the review Adrian. We're thrilled that you are happy with the software and especially the Loan Origination module which has a received a ton of upgrades over the past few months with a bunch more coming early next year. Our team will be here to support you with these new features and integrations, and we're hopeful this will save you more time than ever. Cheers to a great 2025 ahead! ### 27. Exceptional User Experience and Unmatched Support! **Rating:** 5.0/5.0 stars **Reviewed by:** Marcela O. | Loan Servicing Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** January 02, 2025 **What do you like best about The Mortgage Office Loan Servicing?** The software is user-friendly and the support I have received from the company is unmatched! **What do you dislike about The Mortgage Office Loan Servicing?** Perhaps, that on rare occasions I have to double check numbers to correct. **What problems is The Mortgage Office Loan Servicing solving and how is that benefiting you?** TMO is organizing all of our borrower transactions. Huge benefit for time! **Official Response from David Dilitkanich:** > Thanks for the review Marcela! Our Product team is putting a ton of time into optimizing the user experience and we're happy to hear that it is having an impact. Wishing you the best for a successful 2025! ### 28. Worth Every Penny! **Rating:** 5.0/5.0 stars **Reviewed by:** Jhoanna A. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2024 **What do you like best about The Mortgage Office Loan Servicing?** The Mortgage Office, or TMO as I call it, is simple to understand, implement and utilize. TMO has many functions we were unable to obtain through other programs and their customer support is extraordinary. We invest in their system, therefore they make sure to invest time and attention in us. TMO listens to your wants and needs, and if possible creates changes to their system to accomedate those wants and needs. We, as Mano Santa, use this system for all our daily functions and couldn't be happier to have converted to this amazing program. **What do you dislike about The Mortgage Office Loan Servicing?** There are no downsides of using The Mortgage Office. However, what I dislike the most is the initial convertion. Not because it is difficult, in fact TMO's intergration is fairly simple. My dislike comes from how hard it is to let go of the system you currently use not realizing you will be getting a ferrari for what you currently drive. My recommendation, invest in a better system like TMO and dedicate time to learn its functions. You will not regret it! **What problems is The Mortgage Office Loan Servicing solving and how is that benefiting you?** The Mortgage Office has made it possible to leave your office and avoid all the setup to remote to your computer in case of an emergency. The system is available from anywhere, anytime. TMO is solving problem after problem that would be endless to specify in this box. One of the main benefits, having the customers view their own account from the comfort of their home. No more customers/Lenders afraid on how we handle their money. The information is at their finger tips when ever they want to access it. ### 29. Mano Santa short review **Rating:** 4.5/5.0 stars **Reviewed by:** Krys W. | Chief Operating Officer / Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 24, 2024 **What do you like best about The Mortgage Office Loan Servicing?** TMO has allowed our company to grow quickly while staying organized. The reporting system is far superior to anything else we have seen. We have received several compliments on the reporting tools and ease to access the data. **What do you dislike about The Mortgage Office Loan Servicing?** I my opinion I have not yet found any negative to report. I was perfectly satisfied with the workspace version until I toured the online version and it was mind blowing how much faster it is able to provide data. My team did not truly understand the complexity of what all TMO had to offer until we attended training and was interested in shopping for new software. I fought hard to keep TMO while doing more research on what all it has to offer. In the end the team is completely satisfied with the product after taking the TMO tour and finding out what it is capable of. **What problems is The Mortgage Office Loan Servicing solving and how is that benefiting you?** data organization ### 30. High Level of Professionalism and great response time **Rating:** 5.0/5.0 stars **Reviewed by:** Amy H. | Loan Servicing Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2024 **What do you like best about The Mortgage Office Loan Servicing?** TMO Loan Servicing is a very user friendly software platform. Our Company is mitrating over to TMO Pro in June and I look forward to the ease using their Web Based product along with additional features that we currently do not have using the desktop version. The professionals with the TMO Tech team offer a quick response time on the tickets submitted. They are able to provide excellent feedback in correcting any issue that may arise. I appreciate this team very much. **What do you dislike about The Mortgage Office Loan Servicing?** I have not had any bad experiences to date with the TMO team. **What problems is The Mortgage Office Loan Servicing solving and how is that benefiting you?** We are using TMO in all areas of Loan Servicing. Creating letter templates has been a great time savor to my team. We use these monthly to send out borrower notifications . These have automated our processes and cut time from past procedures in place. ### 31. Great Tracking, User Friendly & Professional! **Rating:** 5.0/5.0 stars **Reviewed by:** Diana S. | Payoff Coordinator , Small-Business (50 or fewer emp.) **Reviewed Date:** October 03, 2024 **What do you like best about The Mortgage Office Loan Servicing?** TMO has been the easiest software I have worked with. Great tracking and searching system. The borrower & lender statements are simple for our clients to understand. Software provides direct reports for the DRE, and customer support is always helpful when I have needed them. **What do you dislike about The Mortgage Office Loan Servicing?** I have not had a bad experience to date. **What problems is The Mortgage Office Loan Servicing solving and how is that benefiting you?** My company is currently only using the Loan Servicing module, and we are now recently starting the Origination Module! ### 32. AMAZZZZZING Service **Rating:** 5.0/5.0 stars **Reviewed by:** Dena I. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 02, 2024 **What do you like best about The Mortgage Office Loan Servicing?** Oh my goodness, where do I began?? He was soooooo incredibly patient with me. Any obstacles, such as zoom download vs. browser, he found quick solutions. He didn't just give me a quick answer to bandaid the problem. He wanted to fully understand my issue to make sure he gave me the best answer! The second time I have had to contact Mortgage Office and once again AMAZZZZZING Service! **What do you dislike about The Mortgage Office Loan Servicing?** I wouldn't say dislike. I would use "wish list" would be easier to create a custom report. **What problems is The Mortgage Office Loan Servicing solving and how is that benefiting you?** I love that it creates a Lender Statement for our partners. The Report is awesome with so much information and beautiful charts and easy to understand! ### 33. Use, speed, and functionality of TMO **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2024 **What do you like best about The Mortgage Office Loan Servicing?** Setting up was fairly easy. The customer support team had my back on a daily basis on varied topics as I continued to build out the Loan Servicing system. They get back to me quickly and with great guidance and expertise. Since we went live, I've learned ways to maneuver around the software to create reports as I need them. **What do you dislike about The Mortgage Office Loan Servicing?** Some of my uploads were not accepted; however, I'm sure there was a share of user error as part of the reason 😊 **What problems is The Mortgage Office Loan Servicing solving and how is that benefiting you?** The previous software we'd used for 11 years was dated and not able to handle certain things like Escrow Analysis. Also, they are still a desktop version, possibly in transition this year or next. With that, I was unable to work from home. Now with TMO, I can!! ### 34. The error was explained in detail and very helplful **Rating:** 5.0/5.0 stars **Reviewed by:** Angie G. | Finance Associate-Lending, Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2024 **What do you like best about The Mortgage Office Loan Servicing?** It seems to be a very user-friendly program and easy to learn **What do you dislike about The Mortgage Office Loan Servicing?** I do not have any complaints right now, we have had the program for a little over 2 years **What problems is The Mortgage Office Loan Servicing solving and how is that benefiting you?** We had Trakker prior to TMO and it is night and day compared to that previous progrm ### 35. Professional, Fast and Reliable **Rating:** 5.0/5.0 stars **Reviewed by:** Kimberly F. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 01, 2024 **What do you like best about The Mortgage Office Loan Servicing?** Hands down, it's the people. I've personally worked hand-in-hand with Elizabeth Morales for almost three years. She is a proven leader in her field and is trusted by the industry overall. The software is easy to implement and their payment system is safe and reliable. **What do you dislike about The Mortgage Office Loan Servicing?** If I have to list something here I would say they offer so much functionality that finding what you need can be a challenge. **What problems is The Mortgage Office Loan Servicing solving and how is that benefiting you?** Overall The Mortgage Office provides the functionality needed to process and originate loans quickly and safely. ### 36. The Mortgage Office Just Makes Sense!!! **Rating:** 5.0/5.0 stars **Reviewed by:** Heather O. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2024 **What do you like best about The Mortgage Office Loan Servicing?** The automation on all the various locations a loan payment has to go. From P&I to the lender to service fee to the broker. Escrow funds route straight to the impound account and a check gets cut automatically for the Vendor charges. And when you need any assistance you just call Roxanne and she will get you plugged in to some amazing support. **What do you dislike about The Mortgage Office Loan Servicing?** The downside is having to downsize your staff. **What problems is The Mortgage Office Loan Servicing solving and how is that benefiting you?** Origiantion and Escrow ### 37. The program is very user friendly. The organization of the program is easy to use. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** June 25, 2024 **What do you like best about The Mortgage Office Loan Servicing?** The set up of the system and the ease of use. **What do you dislike about The Mortgage Office Loan Servicing?** How slow some of the processes can be, like credit reporting. **What problems is The Mortgage Office Loan Servicing solving and how is that benefiting you?** Keeping my loan portfolio organized. It also helps me track missed payments so I can reach out to my borrowers. The reminder system helps me keep on track. **Official Response from David Dilitkanich:** > Thanks so much for the review, and glad to hear it was easy for you to get up and running on TMO! Also appreciate the feedback on credit reporting. We have some great improvements coming soon to the report generation process. Our engineering team is hard at work making TMO PRO the fastest & most robust tool for loan servicing ever created. Thanks for being a valued customer. ### 38. Origination Training **Rating:** 5.0/5.0 stars **Reviewed by:** Christy M. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2024 **What do you like best about The Mortgage Office Loan Servicing?** Loan servicing's many options of searching for a loan to lender tracking and trust accounting are very convenient. **What do you dislike about The Mortgage Office Loan Servicing?** I don't like when you open mutiple tabs and the newest always goes to the right. **What problems is The Mortgage Office Loan Servicing solving and how is that benefiting you?** s ### 39. A very useful training course **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2024 **What do you like best about The Mortgage Office Loan Servicing?** TMO is a powerful proudct for loan servicing. It included almost everything we needed in the loan servicing business. **What do you dislike about The Mortgage Office Loan Servicing?** I hope TMO can develop the compliance module in the future **What problems is The Mortgage Office Loan Servicing solving and how is that benefiting you?** Payment schedule Reports template letters ### 40. Best Mortgage Servicing Software in the Industry with Customer Service that matches!! **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel E. | Director of Mortgage Servicing, Small-Business (50 or fewer emp.) **Reviewed Date:** May 29, 2024 **What do you like best about The Mortgage Office Loan Servicing?** Very intuitive and comprehensive. Fills every single mortgage servicer need! **What do you dislike about The Mortgage Office Loan Servicing?** Modules. I wish it was all unlocked as Servicers. **What problems is The Mortgage Office Loan Servicing solving and how is that benefiting you?** TMO has automated the task of issuing notices with one click of the mouse! ### 41. Responsive....as usual **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2024 **What do you like best about The Mortgage Office Loan Servicing?** We use The Loan Office. It makes servicing easy. **What do you dislike about The Mortgage Office Loan Servicing?** We use The Loan Office. I have no complaints about The Loan Office **What problems is The Mortgage Office Loan Servicing solving and how is that benefiting you?** Loan Servicng ### 42. Servicing software future **Rating:** 4.0/5.0 stars **Reviewed by:** Caitlyn R. | Writer and SME, Small-Business (50 or fewer emp.) **Reviewed Date:** January 09, 2024 **What do you like best about The Mortgage Office Loan Servicing?** Adaptable for backend use to create and manage processes within software. **What do you dislike about The Mortgage Office Loan Servicing?** Improved integration of templates, increased investor reporting and improved default management. **What problems is The Mortgage Office Loan Servicing solving and how is that benefiting you?** Increased online features coming. ### 43. Great Loan Servicing Software **Rating:** 4.5/5.0 stars **Reviewed by:** Sara A. | Accounting Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** February 06, 2018 **What do you like best about The Mortgage Office Loan Servicing?** It is the one place to store all the information you have for servicing the loan. It offers so many features to complete the tasks needed to do that servicing. **What do you dislike about The Mortgage Office Loan Servicing?** The interest calculations are a little strange, we have to bill customers from the 15th-15th of the month in order to get them their billing on time. **Recommendations to others considering The Mortgage Office Loan Servicing:** Try to learn as much as you can about the system and how it bills customers before buying to make sure it is the right fit for you. **What problems is The Mortgage Office Loan Servicing solving and how is that benefiting you?** We are currently servicing all of our loans thru The Mortgage Office. We are still in the process of transitioning from another loan servicing software, but one of the main benefits is that now billing and payoffs can be generated directly from the system. ### 44. Great program **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** December 11, 2017 **What do you like best about The Mortgage Office Loan Servicing?** Simple and easy to learn. It is perfect for our company. **What do you dislike about The Mortgage Office Loan Servicing?** We do not use the construction part correctly, so there is errors. **Recommendations to others considering The Mortgage Office Loan Servicing:** Make sure you use the product as it is intended. My company tried to use it customize to them and it did not work out as well. **What problems is The Mortgage Office Loan Servicing solving and how is that benefiting you?** Borrower and lender statements and easy to fix problems - [View The Mortgage Office Loan Servicing pricing details and edition comparison](https://www.g2.com/products/the-mortgage-office-loan-servicing/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-12+12%3A29%3A12+-0500&secure%5Bsession_id%5D=57d70502-17ca-48b1-ae65-9396c51401bb&secure%5Btoken%5D=db0bd5b11a78dcd9d5997aba025a289018d9ac03d2dc0d26d5a2f9aa8368f399&format=llm_user) ## The Mortgage Office Loan Servicing Integrations - [CoreLogic Listing Management Platform](https://www.g2.com/products/corelogic-listing-management-platform/reviews) - [CoreLogic Symbility Claims Connect](https://www.g2.com/products/corelogic-symbility-claims-connect/reviews) - [HUB](https://www.g2.com/products/hub-healthcare-hub/reviews) - [Lightning Docs](https://www.g2.com/products/lightning-docs/reviews) - [QuickBooks Capital](https://www.g2.com/products/quickbooks-capital/reviews) - [QuickBooks Desktop Enterprise](https://www.g2.com/products/quickbooks-desktop-enterprise/reviews) - [QuickBooks Online Accountant](https://www.g2.com/products/quickbooks-online-accountant/reviews) - [TValue](https://www.g2.com/products/tvalue/reviews) - [Usio](https://www.g2.com/products/usio/reviews) - [Usio Card Issuing](https://www.g2.com/products/usio-card-issuing/reviews) ## The Mortgage Office Loan Servicing Features **Additional Functionality** - Activity Tracking - Customizable Reports - Customer Database - Mobile Access - Lead Management - Student Loans - Loan Processing - CRM - Auto Loans - Data Security - Amortization Schedule - Document Management - Activity Dashboard - AI Copilot - Compliance Management - Escrow Management - Transaction History - Multi-Company - Business Loans - Borrower Management - Third-Party Integrations - Workflow Management - Data Import/Export - Electronic Payments - Investor Management - Role-Based Permissions - Contact Management - Digital Signature - Pipeline Management - Automatic Funds Distribution - Loan Portfolio Management - Approval Process Control - Document Storage - Payment Reminders - Mortgages - ACH Payment Processing - Collateral Tracking - Customizable Templates - Audit Trail - Reporting/Analytics - Alerts/Notifications - Credit Reporting - Multi-Currency - PCI Compliance - Payment Collection - API - Accounting - Multi-Channel Communication - Generative AI - Construction Loans **Loan Management** - Pipeline Management - Interest Billing - Risk Management - Reporting **Agentic AI - Loan Origination** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Decision Making - Accounting Integration - Third-Party Integrations **Additional Functionality** - API - Pipeline Management - Workflow Management - Online Applications - Audit Trail - Payment Collection - Activity Dashboard - Self Service Portal - Status Tracking - Scheduling - Customer Database - Document Storage - Activity Tracking - Data Import/Export - Loan Processing - Cash Flow Management - Risk Management - Dashboard - For Commercial Business - AI Copilot - Financial Analysis - Generative AI - Configurable Workflow - Financial Management - Loan Origination - Customizable Reports - Loan Portfolio Management - Secure Data Storage - ACH Payment Processing - Compliance Management - Client Portal - Document Management - Borrower Management - Credit Check - Risk Assessment - Reporting & Statistics - Lead Management - Real-Time Reporting - CRM - Contact Management - Automated Decisioning/Underwriting - Customizable Branding - Task Management - Loan Management - Rules-Based Workflow - Template Management - Reminders - Client Management - Electronic Signature - Alerts/Notifications - Digital Signature - Task Scheduling - Transaction History - Accounting - Document Templates - Customizable Templates - Approval Process Control - Multi-Company - Electronic Payments - Pricing Management - Customer Management - Communication Management **Collaboration** - Borrower Portal - Payments **Agentic AI - Construction Loan Management** - Autonomous Task Execution ## Top The Mortgage Office Loan Servicing Alternatives - [LendingPad](https://www.g2.com/products/lendingpad/reviews) - 4.7/5.0 (166 reviews) - [Mortgage Automator](https://www.g2.com/products/mortgage-automator-mortgage-automator/reviews) - 4.9/5.0 (73 reviews) - [CloudBankin](https://www.g2.com/products/cloudbankin/reviews) - 5.0/5.0 (123 reviews)