15 años ayudando a las empresas argentinas
a elegir el mejor software

¿Qué es The Mortgage Office?

The Mortgage Office es una de las plataformas de préstamos más populares y mejor clasificadas en los Estados Unidos y Canadá. Entre las características populares, se incluyen portales de prestatarios/prestamistas, pagos online, alertas por mensaje de texto, escaneo de documentos, interfaz de QuickBooks, importación/exportación con un solo clic, ACH/EFT, gestión completa de inversionistas, incluidos préstamos fraccionados, tres módulos diferentes de carteras hipotecarias, informes claros y mucho más. Se puede implementar en el equipo de escritorio o en la nube. Es uno de los sistemas preferidos para prestamistas privados, organizaciones sin ánimo de lucro y municipalidades.

¿Quién usa The Mortgage Office?

Prestamistas de dinero con garantía hipotecaria, agencias de préstamos, prestadores de servicios de notas, ciudades, municipalidades, bancos, cooperativas de crédito, tribus originarias, prestamistas privados y más.

The Mortgage Office Software - 1

¿Tienes dudas sobre The Mortgage Office? Compara con una alternativa popular

The Mortgage Office

The Mortgage Office

4,8 (260)
No se han encontrado precios
Versión gratuita
Prueba gratuita
99
1
4,7 (260)
4,7 (260)
4,8 (260)
VS.
Precio inicial
Opciones de precios
Funcionalidades
Integraciones
Facilidad de uso
Relación calidad-precio
Atención al cliente
US$ 1.000,00
mes
Versión gratuita
Prueba gratuita
38
6
4,1 (80)
4,3 (80)
4,3 (80)
Las barras de puntuación verdes muestran el producto ganador en función de la puntuación media y el número de opiniones.

Otras alternativas interesantes a The Mortgage Office

The Nortridge Loan System
Funcionalidades más valoradas
API
Almacenamiento de documentos
Panel de actividades
Salesforce Sales Cloud
Funcionalidades más valoradas
Contactos compartidos
Para equipos de ventas/organizaciones
Seguimiento de clientes
MIC Manager
Funcionalidades más valoradas
Ningún usuario ha valorado aún las funcionalidades de este producto.
LA Pro
Funcionalidades más valoradas
Ningún usuario ha valorado aún las funcionalidades de este producto.
MortgageHalo
Funcionalidades más valoradas
Ningún usuario ha valorado aún las funcionalidades de este producto.
N-central
Funcionalidades más valoradas
Control/Acceso remoto
Gestión de parches
Panel de comunicaciones
Margill Loan Manager
Funcionalidades más valoradas
Creación de informes/análisis
Gestión de prestatarios
Procesamiento de préstamos
Zendesk Suite
Funcionalidades más valoradas
Chat en tiempo real dirigido a consumidores
Gestión de tickets
Gestión de tickets de soporte
Intelligrow
Funcionalidades más valoradas
Ningún usuario ha valorado aún las funcionalidades de este producto.

Opinones de The Mortgage Office

Evaluación media

En general
4,8
Facilidad de uso
4,7
Atención al cliente
4,8
Funcionalidades
4,7
Relación calidad-precio
4,7

Opiniones por tamaño de empresa (empleados)

  • <50
  • 51-200
  • 201-1.000
  • >1.001

Encontrar opiniones por puntuación

5
87%
4
10%
3
3%
1
0%
Anisa
Anisa
Dealing Representative and Chief Compliance Officer en Canadá
Usuario de Linkedin verificado
Servicios financieros
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Long time user, first time reviewer. Stable, reliable tool. Strong support. Clean audits.

5,0 hace 6 años

Comentarios: For what's out there, this tool works well. As far as I can see there is no holistic product that manages the lending side of a MIC, the capital side of a MIC, robust and standard accounting tasks (financial statement generation) and exempt market issuance. But this one works really well at getting me data that can be imported into the accounting system with minimal fuss and high accuracy. The more we use it and learn about it, the more time this tool creates for our MIC team.

Puntos a favor:

Really like the ability to save customize fields and save query views as spreadsheets. Really like the ability to save reports and letters as spreadsheets (or .pdfs through the platform vs. via print to .pdf menus). Good audit trails for reports, changes, statements, etc. We're now learning how to better manage dates to result in reports that balance to our accounting program -- pretty good. Would have loved to have known that sooner. Support team are on site with the company and are well informed as to how the platform works -- pretty decent turnaround time for a company on the other side of the continent. I have a healthy respect for the support team's skills and knowledge.

Contras:

Would love to have a hosted customer wiki or bulletin board where users could share tips and tricks. Would love to receive an email weekly with tips and tricks, did-you-know, or other implementation hints. Would love more information about stuff like how custom fields are added to the merge field list in custom letters -- using for years and just learned this. Tell us more about the nuances for customization and let us talk to each other and I think you'll have users for life.

Audrey
Executive Director en EE. UU.
Servicios financieros, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

No software is perfect...but this one is pretty close....and the customer support is top notch!

5,0 hace 4 años

Comentarios: We have had a huge time savings using The Mortgage Office. ACH file is automatically generated at the click of a button. Loan payment input is simple. Monthly reports to our Lenders are generated and emailed right from the system. In the past we needed to scan the reports and e-mail them to the right people using our old system.

Puntos a favor:

The software makes applying loan payments a breeze. We utilize ACH Express to remit monthly payments to our Lenders. That process is relatively easy. The creation of the NACHA file automatically by the system has saved us so much time. We used to have to manually load up that information, opening us up for human error.

Contras:

The clickable items on the left had side of the home screen are a little clunky. We tend to use Tasks & Reports the most, and I find sometimes I have trouble finding it as it is a good way down the list and doesn't stand out.

Jill
Contract Servicing Specialist en EE. UU.
Servicios para el consumidor, 11-50 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

TMO Review

5,0 hace 2 semanas Nuevo

Comentarios: Good, have had great support from ABS Customer Support when needed. Most often hear back within the same day to help trouble shoot. Screen shots are often sent for easier review and answering our processing questions.

Puntos a favor:

Ease of payoff and payment processing.

Contras:

Impound Analysis has been the most challenging, as tax payments were due same time as our files have been moved over into TMO. New and updated instructions have been received along with online training.

Joshua
EE. UU.
Propiedad inmobiliaria, 2-10 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Great Product / Weak Service

3,0 hace 8 años

Comentarios: The sales pitch was outstanding. If you want to get someone on the phone from the sales team, boom - they're on. The software itself has been a godsend. We were doing all of our statements on Word and Excel, and we would spend ours getting everything right. As we've grown in size (we have over $150 million in loans outstanding now), we almost had no choice to buy software to help manage the behemoth we've become. We sampled some other cheaper software, but The Mortgage Office is clearly the best one out there. That doesn't mean it's perfect - I am not a big fan of the statements the software generates. For example, on an investor statement, the "interest paid in 2016" box at the top right of the statement shows the gross interest paid. I essentially want it to show the net interest paid (interest less servicing fees). There is an option to do that, but then the statement hides the servicing fees we charge our investors. I like to be transparent and show our investor what they are getting net, but also show them the servicing fees. To get this done The Mortgage Office wanted to charge huge sums of money to customize. I am also not a big fan of the investor statements in general, there are a lot of aesthetic issues that need to be fixed, but they refuse to do it unless I pay them. Regardless of the minor issues described above, the software is good and worth the money. My biggest gripe is with customer support. When you get the support team on the phone, they are incredibly polite and knowledgeable, and always solve my problems. I would give the 5 stars if I could. The reason I am giving them 2 stars is not because of them, they are great. They are just incredibly understaffed, and I've never gotten one of them on the phone. I have to leave a message, and they rarely get back to you same day. It usually takes 24-48 hours, which is just absurd in our business. I even told one of the owners that I am willing to pay a much higher monthly fee (it's about $175 per month for service) if they could staff properly and have people pick up the phone when you call. I would seriously pay about $500/month to make this possible. I am running a $150 million business, and I need to know that I can reach someone within minutes when I have a time sensitive question. This is the reason I would most likely not recommend this product. If they can resolve this issue I would give the company all 5 stars.

Puntos a favor:

Great tool to track loans, monitor loans, produce useful reports, produce borrower statements that are accurate, produces decent lender statements, the customer service reps are very helpful and knowledgeable, the software is relatively easy to use once you really study it.

Contras:

IMPOSSIBLE TO GET CUSTOMER SUPPORT ON THE PHONE - PLEASE RAISE MONTHLY SERVICING FEE IN ORDER TO HIRE MORE STAFF. I WILL GLADLY PAY MORE IF I KNOW I CAN GET SOMEONE ON THE PHONE RIGHT AWAY TO ANSWER A TIME SENSITIVE QUESTION, AS OPPOSED TO WAITING 24-48 HOURS FOR A RESPONSE.

Johanna
Loan Services Manager en EE. UU.
Gestión de inversiones, 2-10 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Great Software

4,0 hace 3 meses

Comentarios: It has been good! Technical support has been wonderful.

Puntos a favor:

It's easy to navigate and they are always open for implementations.

Contras:

Does not have reports that can be customized.