TMO has many useful and efficient features, such as customizability, user-friendly interface, and strong customer support, besides it has organizes data, simplifies complex loan structures, and provides visually appealing reports. Review collected by and hosted on G2.com.

As discussed with the support team, we find there could be some technique issue that can not solve, for example, it in some report, it can not create or insert an column into the existing report in the report backstage setting. If more setting can be modified, that would be better, as we can use TMO report to show the investor more diversified reports. Review collected by and hosted on G2.com.

I like that The Mortgage Office Loan Servicing has audit reports, making it easy to see how figures are calculated. I also appreciate the ability to choose different accrual methods as needed. Review collected by and hosted on G2.com.

It is a *tiny* bit manual in nature. I wish that billable loans had more options for automated payments from reserves, or the ability to move the next due date forward when $0 of interest is due. Review collected by and hosted on G2.com.

is a very powerful and customizable servicing system that makes managing complex mortgage portfolios much more efficient. I like that it centralizes loan data, payment tracking, and reporting in one place. The flexibility to create custom fields and run tailored reports is especially valuable, since it allows us to capture the exact information our business requires. The system also integrates well with accounting workflows and helps reduce manual errors. Additionally, customer support is also excellent, the support team responses are quick and thy follows through every step until the issue is fully resolved. Overall, it is easy to use software that saves a lot of time and improves accuracy across servicing tasks. Review collected by and hosted on G2.com.

The system’s flexibility is somewhat limited, while custom fields are available, certain data classifications and report generation options are rigid, making it less convenient to adjust layouts or export reports in specific formats. In addition, a minor issue with loan servicing is the inefficiency when transferring a loan between different accounts — we have to re-enter all the details and set it up from the beginning instead of having a streamlined transfer option. Review collected by and hosted on G2.com.

The Mortgage Office is very easy to use and offers simple shortcuts that make navigation straightforward. I use it for loan servicing, and I haven’t had any issues working with it so far. Review collected by and hosted on G2.com.

I don't like that when I save statements that I sent, it doesn't specify print or emailed. It would be helpful if it did. Review collected by and hosted on G2.com.

I love how customizable TMO is to every user, this makes it easy to organize our data and keep track of our accounts. TMO has a lot of features that make it easy to read our data and present it on the spot when needed. For the most part the software is straight forward and easy to use, but when we run into obstacles the customer support team is quick to respond with solutions. The support team responds within the same day with great and friendly service. Review collected by and hosted on G2.com.

TMO has the ability to import data for most sections of the borrower account, but sometimes there is a lot of data entry for things that are not able to be imported. Review collected by and hosted on G2.com.

We chose The Mortgage Office several years ago because we needed a platform that was strong for servicing and origination. I was in charge of finding the right software for our company -- other platforms primarily only focus on one side of the loan lifecycle, but TMO has it dialed in on both. One thing that was huge for me is that TMO can cater to businesses of all sizes and with varying loan types. I love that it is customizable for us and what we do. TMO has been more than a vendor, it’s been a partnership that has helped us grow and move away from lots of disparate systems and manual processes. It’s also the people – our account manager and TMO’s support team has been amazing, they respond quickly and are always patient and willing to help. I’ve told everybody about The Mortgage Office and would highly recommend the software! Review collected by and hosted on G2.com.

Not having a set amount for all the bells and whistles instead of having add ons. Review collected by and hosted on G2.com.

The Mortgage Office allows you to service loans that have unique or customized terms, and I find that its reports and letters are very user-friendly. Review collected by and hosted on G2.com.

I am a newer user so am still learning the system; however, knowing when a report is running "through" a date or "to" a date seems to be important, yet it is not always labeled clearly. Review collected by and hosted on G2.com.

The mortgage office team is exceptional—friendly, professional, and highly responsive. The system is intuitive, making it simple to navigate and post payments efficiently. Lender and borrower statements are clear and easy to understand, and the reports provide comprehensive information that meets all our needs. Overall, an excellent experience from start to finish. The Ease of integration was seamless. Review collected by and hosted on G2.com.

There is nothing we dislike about the mortgage office. The team, system, and reports have all been excellent and fully meet our needs. Review collected by and hosted on G2.com.

I love how The Mortgage Office makes it easier to process lender services and manage numerous lenders efficiently. I appreciate the smooth and straightforward setup experience. I find the account reports, including balance journals and payment registers, incredibly valuable. The borrower central view for loan servicing is highly useful, and the ease of tracking payments, including ACH and online payments, is remarkable. Lastly, I admire the comprehensive access for borrowers and lenders, enriching their understanding of investments through tools like SmartViews. Review collected by and hosted on G2.com.

I find that the setting up of the desktop version presented some challenges initially. Also, while everything in the Mortgage Office is generally working well, there is a bit of room for improvement in getting faster callbacks when issues arise. Review collected by and hosted on G2.com.

I like how easy it is to navigate the software and the reporting. The navigation is intuitive, being only one click away, and the software delivers fast reports to multiple people in minutes. Additionally, the initial setup was super easy. Review collected by and hosted on G2.com.

I dislike the glitches and that sometimes it doesn’t download properly. Review collected by and hosted on G2.com.