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The Mortgage Office

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102 reviews
  • 2 profiles
  • 3 categories
Average star rating
4.8
#1 in 1 categories
Grid® leader
Serving customers since
1978

Profile Name

Star Rating

95
5
2
0
0

The Mortgage Office Reviews

Review Filters
Profile Name
Star Rating
95
5
2
0
0
Lisa M.
LM
Lisa M.
07/15/2026
Validated Reviewer
Review source: G2 invite on behalf of seller

Detailed Loan Tracking and servicing

I like the detailed records we can keep on each loan with The Mortgage Office Loan Servicing. It's a quick reference guide for my entire team and serves as a single source where we can house all of our pertinent data and communication. It also helps us track our loan in detail and keeps us organized.
Kelli C.
KC
Kelli C.
07/14/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller

All-in-One NSF Handling: Reverse Posting, Add Fees, and Send Notices Fast

I appreciate being able to handle multiple tasks at once (i.e., NSFs). TMO has built-in functionality to reverse the posting, add the NSF fee, and send the NSF notice by email and text, all within the same task.
Verified User in Venture Capital & Private Equity
UV
Verified User in Venture Capital & Private Equity
07/14/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller

Client-Led Seminar Tailored to What You Want to Learn

I liked how everything in the seminar was more or less client-led. It starts off by everyone sharing what they hope to learn while there, and every topic is based from there. It is also open to more questions, and those are either answered on the spot or a team member assists outside the seminar.

About

Contact

HQ Location:
Huntington Beach, CA

Social

@TMOsoftware

What is The Mortgage Office?

The Mortgage Office® empowers private lenders to speed up operations, improve investor and borrower experience, and win more deals. Our core platform automates and streamlines the complex and often customized loan servicing process, improving customers’ back-office efficiency by up to 50%. Our other modules and money-saving services connect seamlessly to form an end-to-end platform as customers’ business needs evolve. We simplify back-office operations by connecting with existing systems to minimize complicated handoffs that take time and cause errors. For more information, visit us at themortgageoffice.com.

Details

Year Founded
1978