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The Loan Office Claim

Affordable Loan Servicing Software Platform

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The Loan Office Overview

The Loan Office is a versatile software solution developed for small to medium-sized lenders, offering a comprehensive suite of tools to manage loans efficiently. Key to its appeal is its affordability, making it accessible to businesses of all sizes. The software excels in loan servicing and management, featuring robust tracking capabilities for payments, interest rates, and insurance. It offers a user-friendly interface that simplifies complex loan processes, facilitating ease of use. The Loan Office integrates seamlessly with QuickBooks, enhancing financial management and reporting. Its advanced security features ensure data protection and compliance with industry regulations. Additionally, the software includes automated billing and customizable reports, providing users with valuable insights and streamlining administrative tasks. This makes The Loan Office an ideal solution for lenders seeking a reliable, cost-effective, and comprehensive loan management system.

The Loan Office screenshot & Video

Contact Details

  • Vendor Name Applied Business Software
  • Founded 1978
  • Location United States
  • Employees 1-10

Support

  • Email Email
  • Phone Phone
  • Knowledge Base Knowledge Base

Training

  • In-person In-person
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based
  • iPhone iPhone
  • Android Android

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business

Language Supported

English

Industries

Information Services, Information Technology & Services

The Loan Office Features

  • Third Party Loan Origination
  • Loan Origination
  • Activity Dashboard
  • Pipeline Management
  • Pricing Management
  • Pre-Qualification
  • Lender Search
  • Electronic Applications
  • Refinance Management
  • Payment Tracking
  • Document Storage
  • Property Tax Management
  • Contact Management
  • Marketing Automation
  • HUD Settlement Statements
  • Commercial Mortgages
  • Loan Management
  • Government Loans
  • Promissory Notes
  • Lead Management
  • Outsource Processing
  • Credit Reporting
  • Compliance Management
  • Escrow Management
  • Amortization Schedule
  • Customer Statements
  • Task Management
  • Client Database
  • Loan Servicing
  • Residential Mortgages
  • Accounting
  • CRM
  • Borrower Management
  • For Brokers

The Loan Office Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

The Loan Office FAQ's

  • No, The Loan Office does not offer a free version.

  • No, The Loan Office does not offer any free trial.

  • No, Credit Card details are not required for the The Loan Office trial.

  • No, The Loan Office does not offer an API.

  • The Loan Office offers support with the following options:
    • Email , Phone , Knowledge Base

  • The Loan Office offers training with the following options:
    • In-person , Webinar , Documentation

  • The Loan Office supports the following languages:
    • English

  • Following are the typical users of the The Loan Office:
    • Self-Employed , Small-Business

  • The Loan Office supports the following deployment:
    • Cloud Hosted

  • The Loan Office supports the following devices and operating systems:
    • Web-Based , iPhone , Android