Verified User
G
Verified User
Mid-Market (51-1000 emp.)
"Streamlined Escrow Management with Intuitive Use"
4.5/5
What do you like best about The Mortgage Office Loan Servicing?

I like the ease and flexibility of using The Mortgage Office Loan Servicing. I value the loan origination and transactions like check printed registers, which are very helpful for my day-to-day activities. It helps me check payments and clear those within time, saving a lot of time. The initial trainings were good, and there was a good amount of help provided to understand how it works. The team showed everything in detail and was available to help us even after we onboarded, which I appreciated. Review collected by and hosted on G2.com.

What do you dislike about The Mortgage Office Loan Servicing?

I think the agent box could be improved to pull in real-time schedules of agents and show when they're available. It would be helpful if we could book it through a chat box. Review collected by and hosted on G2.com.

Response from Bobby Luedtke of The Mortgage Office Loan...
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Thank you for sharing your positive experience with The Mortgage Office Loan Servicing! We're thrilled to hear that you find the platform easy to use and appreciate the support provided during onboarding. Your feedback about the agent box is valuable, and we will definitely consider ways to enhance real-time scheduling features for agents. We aim to continuously improve our services to better meet your needs. If you have any further suggestions or need assistance, please feel free to reach out to our support team. Thank you for choosing The Mortgage Office Loan Servicing!

Ella S.
ES
Ella S.
Controller
Small-Business (50 or fewer emp.)
"Customers Love the Flexible Online Payment Portal"
5/5
What do you like best about The Mortgage Office Loan Servicing?

All of our customers love the online payment portal. It helps the ease of payments as they can do them on their own time rather than only during business hours. Review collected by and hosted on G2.com.

What do you dislike about The Mortgage Office Loan Servicing?

The AI chat box can be hard to communicate with when I need immediate answers. Review collected by and hosted on G2.com.

Response from Bobby Luedtke of The Mortgage Office Loan...
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Thank you for sharing your feedback! We're thrilled to hear that you and your customers are enjoying the convenience of our online payment portal. We appreciate your input regarding the AI chat box and will work on improving its responsiveness for immediate assistance.

It's great to know that TMO is helping you with Principal and Interest Splits, accurate escrow management, and professional reporting. We aim to provide top-notch service and will continue to enhance our features to better serve your needs. If you have any further suggestions or need assistance, please feel free to reach out. Thank you for choosing The Mortgage Office!

Tessa H.
TH
Tessa H.
Office Administrator
Small-Business (50 or fewer emp.)
"Intuitive Bulk Letters and Custom Loan TempLates That Simplify Loan Sorting"
5/5
What do you like best about The Mortgage Office Loan Servicing?

I love it's ability to bulk write letters to your borrowers and how you can create customized loan templates to be able to sort your loans in any category that you prefer. Review collected by and hosted on G2.com.

What do you dislike about The Mortgage Office Loan Servicing?

It's not necessarily a dislike, but I was using the desktop version and have recently switched to the online cloud version. Although almost everything is the same and it is very intuitive, there have been a couple learning curves where I wasn't sure how to find or do something. Those questions have been handled expeditiously through their customer service support. Review collected by and hosted on G2.com.

Response from Bobby Luedtke of The Mortgage Office Loan...
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Thank you for sharing your positive experience with TMO! We're thrilled to hear that you love the bulk letter writing feature and customized loan templates. We appreciate your feedback on transitioning to the online cloud version and are glad to hear that our customer service team has been able to assist you promptly. It's great to know that our system has helped streamline your correspondence, tax form handling, and payment processes, making your workload more efficient. If you encounter any more learning curves or have further questions, please don't hesitate to reach out to us. We're here to support you every step of the way.

Susan T.
ST
Susan T.
Responsible Broker Manager/Broker Associate
Small-Business (50 or fewer emp.)
"Multiple Borrower Communication Channels with Responsive TMO Support"
5/5
What do you like best about The Mortgage Office Loan Servicing?

The functionality of having multiple avenues to be able to communicate your borrowers. Review collected by and hosted on G2.com.

What do you dislike about The Mortgage Office Loan Servicing?

So far, nothing. TMO is very responsive to help with any issues I have. Review collected by and hosted on G2.com.

Response from Bobby Luedtke of The Mortgage Office Loan...
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Thank you for sharing your positive experience with The Mortgage Office! We are thrilled to hear that you appreciate the multiple communication channels and the responsiveness of our support team. We understand the importance of efficient borrower communications and are glad to hear that our platform is benefiting you in managing loans for multiple entities. If you ever have any questions or need assistance, please don't hesitate to reach out. We are here to help and support you every step of the way.

Audrey M.
AM
Audrey M.
Executive Director
Small-Business (50 or fewer emp.)
"Efficient and Versatile Loan Servicing Solution"
5/5
What do you like best about The Mortgage Office Loan Servicing?

I like The Mortgage Office Loan Servicing because it makes my job much simpler by facilitating payments efficiently and allowing us to turn those payments around to our lenders at the touch of a button. This service is definitely a time saver for us. It's easy to upload a new loan, which is crucial since we operate with a small team of just two people. I also appreciate the year-end tax reporting feature for its ease of use. I've found that the initial setup was relatively easy, and I remember the transition from our old system to the new one was smooth. I would definitely give The Mortgage Office a ten and refer it to others in the industry because of its versatility; it can handle various functions beyond just commercial lending. Review collected by and hosted on G2.com.

What do you dislike about The Mortgage Office Loan Servicing?

The only thing I'd have to say about The Mortgage Office Loan Servicing is it lacks some instructions. We found ourselves in a situation where we had trouble with printing the year-end 1098's. Nowhere does it state that your printer setup needs to be modified. We had printing alignment issues that we simply could not figure out. So that required a phone call to California, but our issue, we felt, was a priority for the support team and we were able to resolve it. We made our own notes and instructions so we would know how to handle the issue next year and years after. Review collected by and hosted on G2.com.

Response from Bobby Luedtke of The Mortgage Office Loan...
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Thank you for sharing your positive experience with The Mortgage Office Loan Servicing! We're thrilled to hear that our platform has simplified your job and saved you time. Your feedback about the lack of instructions is valuable, and we apologize for any inconvenience it may have caused. We will work on improving our guidance to ensure a smoother experience for all users. If you ever encounter any issues in the future, please don't hesitate to reach out to our support team for assistance. We appreciate your business and look forward to continuing to provide you with efficient and versatile loan servicing solutions.

Verified User in Financial Services
UF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"Efficient and Easy to Use"
5/5
What do you like best about The Mortgage Office Loan Servicing?

It helps our business track our loans, and it makes receiving and paying payments very efficient. The system also feels well built, with very few errors. Our investors get their payments on time and the data is well presented. Review collected by and hosted on G2.com.

What do you dislike about The Mortgage Office Loan Servicing?

I do not dislike the Mortgage Office, it makes my job easier. Review collected by and hosted on G2.com.

Stacey S.
SS
Stacey S.
Realtor
Small-Business (50 or fewer emp.)
"Services All My Loans in one place - CLOUD BASED!"
5/5
What do you like best about The Mortgage Office Loan Servicing?

I was able to transition from a "light" version of the software very easily. I have multiple organizations I process loans for, and it's very easy to switch between companies. Review collected by and hosted on G2.com.

What do you dislike about The Mortgage Office Loan Servicing?

I wish I had time to learn more about the web portals for customers and make my life easier, we just don't have a tech person on staff, so I haven't had the ability to learn how to use that. So I know there are a lot of features I'm not using - like accepting ACH payments, customer portals, and other things that would make my day easier, but I just don't have the tech knowledge to implement. Review collected by and hosted on G2.com.

Response from Bobby Luedtke of The Mortgage Office Loan...
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Thank you for sharing your experience with The Mortgage Office Loan Servicing! We're thrilled to hear that transitioning to the full version was seamless for you and that managing loans for multiple organizations is easy. We understand your desire to learn more about the web portals and other features. Our team can provide training and support to help you make the most of these tools. Please reach out to us, and we'll be happy to assist you in utilizing features like accepting ACH payments and setting up customer portals. We're glad to hear that having a cloud-based system has been a huge benefit for you, especially for accessing information outside of regular hours. Thank you for choosing The Mortgage Office Loan Servicing!

Alexis G.
AG
Alexis G.
Loan Servicing Asssistant
Mid-Market (51-1000 emp.)
"Effortless Loan Management with Intuitive Features"
5/5
What do you like best about The Mortgage Office Loan Servicing?

I love the layout of the website; it's very easy to navigate, and I appreciate the detailed reporting it provides. Pulling end of month reports is a very valuable tool that helps my team do end of month audits and review overall volume. The initial setup was super easy, my manager was able to get me set up ASAP, and I had no issues. Review collected by and hosted on G2.com.

What do you dislike about The Mortgage Office Loan Servicing?

I do not have any complaints yet Review collected by and hosted on G2.com.

Response from Bobby Luedtke of The Mortgage Office Loan...
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Thank you for sharing your positive experience with The Mortgage Office Loan Servicing! We're thrilled to hear that you find the website layout easy to navigate and the reporting tools valuable for your end-of-month audits. We're glad to hear that the initial setup was smooth for you as well.

If you ever have any questions or need assistance with anything in the future, please don't hesitate to reach out to our customer support team. We're here to help and ensure you continue to have a great experience with our loan servicing platform. Thank you for choosing The Mortgage Office Loan Servicing!

Angela J.
AJ
Angela J.
Licensed Real Estate Agent
Small-Business (50 or fewer emp.)
"Intuitive and Easy to Use, with Top-Notch Support"
5/5
What do you like best about The Mortgage Office Loan Servicing?

The servicing system is intuitive and easy to use. TMO was super helpful getting it set up, managing it and the support is top notch. Review collected by and hosted on G2.com.

What do you dislike about The Mortgage Office Loan Servicing?

I have not encountered anything I dislike Review collected by and hosted on G2.com.

Response from Bobby Luedtke of The Mortgage Office Loan...
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Thank you for your positive review! We are thrilled to hear that you find TMO intuitive and easy to use. Our team works hard to provide top-notch support and we are glad to hear that you had a great experience with our setup and management assistance. If you ever have any questions or need further assistance, please don't hesitate to reach out to us. We are here to help make managing borrower and investor payments, maintaining client information securely, and compiling data for reporting/auditing as seamless as possible for you. Thank you for choosing The Mortgage Office Loan Servicing!

Verified User in Financial Services
UF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"I am newer to TMO but I do have some feedback and I hope it helps."
4/5
What do you like best about The Mortgage Office Loan Servicing?

AI intelligence is helpful when figuring out things out and there isn't someone to help immediately. Review collected by and hosted on G2.com.

What do you dislike about The Mortgage Office Loan Servicing?

There were some basic features we needed that were not included in our package, like customizing the letter templates and some fields that wouldn't integrate like unpaid accrued balance. Review collected by and hosted on G2.com.

Response from Bobby Luedtke of The Mortgage Office Loan...
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Thank you for sharing your feedback with us! We're glad to hear that you find our AI intelligence helpful. If you haven't had a chance to connect with our Support team on the custom letters, they'll be able to do a technical deep dive to thoroughly review options. All TMO clients have access to a robust custom letter writer by default, so it's possible there is a quick solution! Your dedicated Customer Success Manager is also available to ensure you're getting the most out of The Mortgage Office, so please consider them as a resource as well.