JQ Joanne Q. General Manager/Owner Financial Services Small-Business (50 or fewer emp.) 6/17/2026 "Robust Mortgage Servicing Made Easy, From Loan Admin to Pool Tracking" 5/5 What do you like best about The Mortgage Office Loan Servicing? The Mortgage Office makes it easy for us to manage our clients’ mortgage accounts from start to finish. We’ve been using it since 2019, and we rely on it to manage our mortgage investment company’s client loans and shareholder accounts. For loan administration, we use it to collect client payments, which are automatically posted to the correct account with the proper division of principal and interest. It also includes document storage, a call log, and a notes centre, which helps keep everything in one place. We can pull accurate payout statements and mortgage statements with just a few clicks, and even email them directly to the customer from within the program. A separate module, mortgage pool servicing, efficiently tracks our shareholder investments and issues share certificates accurately. It also calculates pool distributions and can issue tax slips at tax time. After the initial learning phase, the program is straightforward to use and navigate. Response time is good and downtime is rare. When we do run into an issue, support response time has ranged from good to acceptable. Onboarding was relatively easy, and we had dedicated support to guide us through each step of the process. While the pricing is high, it has been comparable to—or less expensive than—alternatives we considered. There is an option to integrate QuickBooks with the program, but we’ve chosen to keep them separate for now. They are also developing an AI help module, and it keeps getting better over time. Review collected by and hosted on G2.com. What do you dislike about The Mortgage Office Loan Servicing? The program is very robust, but it takes time to learn how to use all of its features. The help centre and AI assistant still seem to be in development, so finding answers without contacting support can be frustrating at times. More video tutorials would be a great addition. Review collected by and hosted on G2.com. What problems is The Mortgage Office Loan Servicing solving and how is that benefiting you? Before The Mortgage Office, we tracked our loans and shareholder accounts using spreadsheets and a database, so moving to TMO was a major upgrade for us. Prior to TMO, there was a much higher risk of errors because payment postings, payout statements, and shareholder activity weren’t automated. Now those same tasks are handled quickly and accurately, which saves time and gives us real peace of mind. Review collected by and hosted on G2.com. Show More Response from Bobby Luedtke of The Mortgage Office Loan... [Editedit](https://www.g2.com/survey_responses/the-mortgage-office-loan-servicing-review-12974106/official_response/edit) Thank you for sharing your detailed feedback on The Mortgage Office! We're thrilled to hear that our software has been instrumental in streamlining your mortgage servicing processes and providing you with peace of mind. We appreciate your insights on areas for improvement, such as the learning curve for all features and the need for more video tutorials. Your feedback is invaluable as we continue to enhance our platform and support resources. Rest assured, we are continuously working on improving our help center, AI assistant, and overall user experience. If you ever need assistance or have suggestions, please feel free to reach out to our support team. We're here to help and ensure you make the most of our services. Thank you for choosing The Mortgage Office! Current UserValidated ReviewerSource: Organic See what 93 reviewers think of The Mortgage Office Loan Servicing 4.9 out of 5 · Verified reviews from real users [ Read all reviews ](https://www.g2.com/products/the-mortgage-office-loan-servicing/reviews)