![Harry M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Harry M.")
HM

Harry M.

EVP

Small-Business (50 or fewer emp.)

7/17/2026

"Rock-Solid Loan Servicing with Clear Portfolio Insights"

5/5

What do you like best about The Mortgage Office Loan Servicing?

TMO does what our small loan business needs to help us professionally service the loans in our portfolio. Calculations are rock solid. Data is presented in several ways that help us understand the status of individual loans and our portfolio as a whole. For example, their recently added loan overview screen allows us to see the key data for each loan in one well laid out view. They offer several 3rd party tools integrated into TMO. We use a few of them to help provide online access for our clients, ACH direct debit and tracking of insurance status. It is web based giving us access from multiple locations and is available 24 hours a day. Review collected by and hosted on G2.com.

What do you dislike about The Mortgage Office Loan Servicing?

Service support is great after they respond. Realistically, they are only available by email. After sending a request, we have received responses anywhere between a few hours to a couple of days later. Once they answer, they are great at helping us solve issues (how to do something, how to fix data entry errors, etc.). They could use phone support and chat support especially when we are having a critical issue working with TMO which happens every once and a while.

They do not provide a user manual for the software. They have training available when you start, they have a knowledge base with some answers, and they have some help features built into the software. Their new AI help feature is getting better but it is not quite there yet. Adding contextual help bubbles with definitions and how to guidance would be a big improvement.

The user interface is based in a lot of ways on the how their legacy version (past desktop version) of the software was laid out. We could benefit from a more modern UI.

There is no other way to say it, for a small business TMO is a premium solution with a premium price. Compared to the similar software we use for our rental properties with a lot of the same features (web based, online payments, etc.), TMO is over 5 times more expensive. Review collected by and hosted on G2.com.

What problems is The Mortgage Office Loan Servicing solving and how is that benefiting you?

TMO provides the rock solid calculations we need and helps us provide accurate data and track loan status and communications with our clients. Between the reminders built in and communication log features, we can more easily work with our clients to help them keep their loans current.

There are a number of features in TMO now to help document changes to loans over time. Their journal feature has helped us determine who and when changes were made in the data.

TMO can store attachments for quick access to key documents and correspondence. We can also easily share documents with our client by posting documents to TMO Borrower's Portal. Review collected by and hosted on G2.com.

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

[Editedit](https://www.g2.com/survey_responses/the-mortgage-office-loan-servicing-review-13121718/official_response/edit)

Thank you for sharing your detailed feedback on The Mortgage Office Loan Servicing. We are thrilled to hear that the platform is meeting your needs with its rock-solid calculations and insightful portfolio insights. We appreciate your suggestions for improvement, especially regarding the availability of support options and a more modern user interface.

We understand the importance of timely assistance and are actively working to enhance our support services, including exploring options for phone and chat support. Your input on the user manual and contextual help features is valuable, and we will consider these for future updates.

We are grateful for your business and are committed to continuously improving our services to better serve you. If you have any further questions or feedback, please feel free to reach out. Thank you for choosing The Mortgage Office Loan Servicing.

Current UserValidated ReviewerSource: G2 invite on behalf of seller

See what 93 reviewers think of The Mortgage Office Loan Servicing

4.9 out of 5 · Verified reviews from real users

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