KB
Kim B.
Small-Business (50 or fewer emp.)
"User-Friendly and Highly Customizable Loan Servicing"
5/5
What do you like best about The Mortgage Office Loan Servicing?

I like that The Mortgage Office Loan Servicing is easy to use, accurate, and customizable. It has lots of functions that make loan servicing a breeze. It's user-friendly, allowing me to navigate the platform easily and customize the look and setup arrangement to best fit my workflow. The initial setup was easy, and it's been great for keeping borrower information safe and accurate. Review collected by and hosted on G2.com.

What do you dislike about The Mortgage Office Loan Servicing?

The current Insurance Tracking module needs some improvement. Review collected by and hosted on G2.com.

Response from Bobby Luedtke of The Mortgage Office Loan...

Thank you for sharing your positive experience with The Mortgage Office Loan Servicing! We are delighted to hear that you find our platform user-friendly, accurate, and customizable. We appreciate your feedback regarding the Insurance Tracking module and are continuing to look for opportunities for improvement. Ensuring the safety and accuracy of borrower information is a top priority for us, and we are glad to hear that our platform has been beneficial for you in this aspect. If you have any further suggestions or concerns, please feel free to reach out to us. We are here to assist you and ensure your continued satisfaction with our services.

KC
Kathy C.
Small-Business (50 or fewer emp.)
"Streamlined Loan Servicing, Easy Navigation"
5/5
What do you like best about The Mortgage Office Loan Servicing?

I love how The Mortgage Office Loan Servicing streamlines loan servicing, making my job easier. I can easily navigate from one screen to the next, and the screens bring up all of my needed information quickly. As a small and busy office, I am able to service our loans with ease. I really like it and am looking forward to switching over from desktop. I also love the seminars and Zoom meetings, and find it easy to navigate. Review collected by and hosted on G2.com.

What do you dislike about The Mortgage Office Loan Servicing?

I work with insurance and some borrowers have multiple properties so attachments for all would save time. Review collected by and hosted on G2.com.

Response from Bobby Luedtke of The Mortgage Office Loan...

Thank you for sharing your positive experience with The Mortgage Office Loan Servicing! We're thrilled to hear that our streamlined system and easy navigation have made loan servicing more efficient for you. Your feedback about attachments for multiple properties is valuable, and we will definitely look into how we can enhance this feature to save you even more time. We appreciate your business and are committed to continuously improving our services to better meet your needs. If you have any further suggestions or questions, please feel free to reach out to us. Thank you for choosing The Mortgage Office Loan Servicing!

Verified User
G
Verified User
Small-Business (50 or fewer emp.)
"Essential for Loan Management, Stellar Support"
5/5
What do you like best about The Mortgage Office Loan Servicing?

I find The Mortgage Office Loan Servicing easy to learn and use. The support team is always fast and reliable, which is really appreciated. I love that they offer seminars to learn more about the software functions. Attending one of their workshops was priceless, as I learned so much to improve our operations and make better use of the software. The setup was also very easy, thanks to the onboard sessions and support assisting us with loan and lender imports. The team's quick response and effective communication were very helpful. Review collected by and hosted on G2.com.

What do you dislike about The Mortgage Office Loan Servicing?

There is nothing negative about the software. Review collected by and hosted on G2.com.

Response from Bobby Luedtke of The Mortgage Office Loan...

Thank you for your wonderful feedback! We are thrilled to hear that you find The Mortgage Office easy to learn and use, and that our support team has been fast and reliable for you. We are glad you enjoyed our seminars and found them valuable for improving your operations. We are committed to providing excellent service and support to our customers. If you have any questions or need further assistance in the future, please don't hesitate to reach out. We appreciate your business and look forward to continuing to support your loan management needs.

MV
Marie V.
"Effortless Loan Management with Enhanced Accuracy"
5/5
What do you like best about The Mortgage Office Loan Servicing?

I like The Mortgage Office Loan Servicing for its ease of use and how organized it allows us to be. It makes things more transparent for our lenders and minimizes the human error that can occur with manual processes. The initial setup was pretty easy, and we found the virtual trainings helpful. Review collected by and hosted on G2.com.

What do you dislike about The Mortgage Office Loan Servicing?

We do fees when it comes to our payments that will require we 'assess' those fees and then pay them. I'd love to be able to just include those fees like a 'template fee' and this way while processing a payment we can just click and pay. I would prefer that for more fluid use. Review collected by and hosted on G2.com.

Response from Bobby Luedtke of The Mortgage Office Loan...

Thank you for sharing your positive experience with The Mortgage Office Loan Servicing! We're thrilled to hear that you find it easy to use and organized, and that it has improved transparency for your lenders. We appreciate your feedback regarding the fees and payment process. I will pass this along to our product team for consideration. If you have any further suggestions or need assistance, please feel free to reach out to our customer support team. We are here to help ensure your experience with our platform is as seamless as possible.

Carleigh J.
CJ
Carleigh J.
Operations Manager
Small-Business (50 or fewer emp.)
"Exceptional Customer Support and Innovative Features—Best Loan Servicing System Yet"
5/5
What do you like best about The Mortgage Office Loan Servicing?

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.

What do you dislike about The Mortgage Office Loan Servicing?

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.

Response from Bobby Luedtke of The Mortgage Office Loan...

Thank you for your glowing review of The Mortgage Office Loan Servicing! We are thrilled to hear that you are enjoying our customer service and innovative features. Providing real-time video chat support and the ability to send video queries for more efficient assistance are some of the ways we strive to enhance your experience.

We appreciate your feedback and are delighted to hear that our system is meeting your needs effectively. Should you ever have any questions or need further assistance, please do not hesitate to reach out. We are here to support you every step of the way. Thank you for choosing The Mortgage Office Loan Servicing!

LM
Lori M.
Service Manager
Small-Business (50 or fewer emp.)
"Fantastic Support and Features, But Late Fee Automation Needed"
5/5
What do you like best about The Mortgage Office Loan Servicing?

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.

What do you dislike about The Mortgage Office Loan Servicing?

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.

Response from Bobby Luedtke of The Mortgage Office Loan...

Thank you for your positive feedback! We're thrilled to hear that you are enjoying the attachment feature, payment process, and customer support in The Mortgage Office. We appreciate your suggestion regarding the automatic application of late fees and the visibility of overdue payments. I will pass this feedback along to our development team for consideration. In the meantime, I recommend setting up a SmartView to target loans that are late to consolidate those for quick reference. If you need any assistance with this or have any other questions, please feel free to reach out to our support team. Thank you for choosing The Mortgage Office for your loan servicing needs!

KH
Kristen H.
Loan Servicing Specialist
Small-Business (50 or fewer emp.)
"Efficient Loan Processing with Room for Improvements"
4.5/5
What do you like best about The Mortgage Office Loan Servicing?

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.

What do you dislike about The Mortgage Office Loan Servicing?

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.

CV
Christie V.
SVP Operations
Small-Business (50 or fewer emp.)
"Flexible Loan Management with Excellent Support"
5/5
What do you like best about The Mortgage Office Loan Servicing?

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.

What do you dislike about The Mortgage Office Loan Servicing?

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

Response from Bobby Luedtke of The Mortgage Office Loan...

Thank you for sharing your positive experience with The Mortgage Office Loan Servicing! We're thrilled to hear that our system's flexibility and our support team's expertise have been valuable to you.

We appreciate your feedback regarding the reporting options, and we will certainly take that into consideration for future enhancements. Your input helps us improve and better meet your needs, and you're certainly not the only one with this request.

It's great to know that The Mortgage Office is helping you overcome servicing challenges and provide a competitive advantage to Lucro. If you have any specific reporting requirements or suggestions, please continue to reach out! We're here to assist you every step of the way.

HM
Heather M.
Operations Coordinator/Master Broker
Small-Business (50 or fewer emp.)
"Effortless Process and Outstanding Support"
5/5
What do you like best about The Mortgage Office Loan Servicing?

Easy process to follow. Mo is helpful troubleshooting. Review collected by and hosted on G2.com.

What do you dislike about The Mortgage Office Loan Servicing?

There is no option to keep up with construction draws in the conventional product. The way we structure our loans it is impossible to use the construction option. Would love to see an option for draws that does not affect the trust accounting in the conventional product.

When something needs to be fixed in the history it must be in order. Then all must be deleted and re-entered. Long process if we see an error that was missed. Review collected by and hosted on G2.com.

Response from Bobby Luedtke of The Mortgage Office Loan...

Thank you for sharing your feedback! We're thrilled to hear that you find our process effortless and our support outstanding. We appreciate your suggestion regarding the construction draws feature and understand the importance of streamlining the loan servicing process. Our team is constantly working on enhancements, and we will definitely take your feedback into consideration for future updates. If you have any further suggestions or need assistance with anything else, please don't hesitate to reach out. We're here to help and ensure your experience with The Mortgage Office Loan Servicing continues to meet your needs.

Verified User in Real Estate
UR
Verified User in Real Estate
Small-Business (50 or fewer emp.)
"20 Years with The Mortgage Office: User-Friendly Upgrades and Great Support"
4.5/5
What do you like best about The Mortgage Office Loan Servicing?

I’ve been using The Mortgage Office software for 20 years, and it has always been very user-friendly. The newest edition of TMO includes many helpful enhancements, and the customer service team made the transition very easy. Review collected by and hosted on G2.com.

What do you dislike about The Mortgage Office Loan Servicing?

I honestly don’t have anything unpleasant to say. If I can’t figure something out, I can call the customer service team, and they patiently walk me through any issue. Review collected by and hosted on G2.com.

Response from Bobby Luedtke of The Mortgage Office Loan...

Thank you for your amazing feedback! We're thrilled to hear that you've been enjoying The Mortgage Office software for 20 years and that you find it user-friendly. Our team works hard to provide excellent customer service and support, so we're glad to hear that you've had positive experiences with them. If you ever have any questions or need assistance, please don't hesitate to reach out. We appreciate your loyalty and look forward to continuing to support your loan servicing needs.