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The Mortgage Office Claim

Market Leader in Loan Servicing & Origination Software

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The Mortgage Office Overview

The Mortgage Office is a comprehensive software solution tailored for the mortgage industry offering a seamless blend of loan servicing and origination features. It stands out for its user-friendly interface, enabling effortless management of loan portfolios of any size. Key features include automated loan calculations, detailed payment tracking, and robust reporting tools, ensuring accuracy and compliance. The software excels in customizability, allowing users to tailor it to their specific needs. It integrates seamlessly with other financial systems, enhancing operational efficiency. Additionally, The Mortgage Office offers robust security measures, safeguarding sensitive financial data. Its cloud-based option ensures accessibility and convenience, making it a versatile choice for mortgage professionals seeking to streamline their operations and enhance client satisfaction.

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The Mortgage Office Screenshot & Video

Contact Details

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

Support

  • Email Email
  • Phone Phone
  • Chat Chat
  • 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
  • Windows Windows
  • Linux Linux

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business
  • Large-Enterprise-Business Large-Enterprise-Business

Languages Supported

English

Industries

Information Services, Information Technology & Services

The Mortgage Office Features

  • Arrow Icon Third Party Loan Origination
  • Arrow Icon Loan Origination
  • Arrow Icon Activity Dashboard
  • Arrow Icon Pipeline Management
  • Arrow Icon Pricing Management
  • Arrow Icon Pre-Qualification
  • Arrow Icon Lender Search
  • Arrow Icon Electronic Applications
  • Arrow Icon Refinance Management
  • Arrow Icon Payment Tracking
  • Arrow Icon Document Storage
  • Arrow Icon Property Tax Management
  • Arrow Icon Contact Management
  • Arrow Icon Marketing Automation
  • Arrow Icon HUD Settlement Statements
  • Arrow Icon Commercial Mortgages
  • Arrow Icon Loan Management
  • Arrow Icon Government Loans
  • Arrow Icon Promissory Notes
  • Arrow Icon Lead Management
  • Arrow Icon Outsource Processing
  • Arrow Icon Credit Reporting
  • Arrow Icon Compliance Management
  • Arrow Icon Escrow Management
  • Arrow Icon Amortization Schedule
  • Arrow Icon Customer Statements
  • Arrow Icon Task Management
  • Arrow Icon Client Database
  • Arrow Icon Loan Servicing
  • Arrow Icon Residential Mortgages
  • Arrow Icon Accounting
  • Arrow Icon CRM
  • Arrow Icon Borrower Management
  • Arrow Icon For Brokers
  • Arrow Icon Document Management
  • Arrow Icon Amortization Schedule
  • Arrow Icon Automatic Funds Distribution
  • Arrow Icon Investor Management
  • Arrow Icon Collateral Tracking
  • Arrow Icon Accounting
  • Arrow Icon Payment Collection
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Compliance Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Audit Trail
  • Arrow Icon Contact Management
  • Arrow Icon Data Import/Export
  • Arrow Icon Loan Portfolio Management
  • Arrow Icon PCI Compliance
  • Arrow Icon Automated Decisioning/Underwriting
  • Arrow Icon Electronic Signature
  • Arrow Icon Customer Management
  • Arrow Icon Loan Portfolio Management
  • Arrow Icon Audit Trail
  • Arrow Icon Activity Dashboard
  • Arrow Icon Compliance Management
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Online Applications
  • Arrow Icon Payment Collection
  • Arrow Icon Loan Management
  • Arrow Icon Workflow Management
  • Arrow Icon Financial Analysis
  • Arrow Icon Document Management
  • Arrow Icon Amortization Schedule
  • Arrow Icon Automatic Funds Distribution
  • Arrow Icon Investor Management
  • Arrow Icon Collateral Tracking
  • Arrow Icon Accounting
  • Arrow Icon Payment Collection
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Compliance Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Audit Trail
  • Arrow Icon Contact Management
  • Arrow Icon Data Import/Export
  • Arrow Icon Loan Portfolio Management
  • Arrow Icon PCI Compliance
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Activity Dashboard
  • Arrow Icon Alerts/Escalation
  • Arrow Icon Asset Lifecycle Management
  • Arrow Icon Automated Responses
  • Arrow Icon Automated Routing
  • Arrow Icon Change Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Configurable Workflow
  • Arrow Icon Customizable Branding
  • Arrow Icon Customizable Fields
  • Arrow Icon Customizable Forms
  • Arrow Icon Customizable Reports
  • Arrow Icon Customizable Templates
  • Arrow Icon Help Desk Management
  • Arrow Icon Incident Management
  • Arrow Icon IT Asset Management
  • Arrow Icon Knowledge Base Management
  • Arrow Icon Macros/Templated Responses
  • Arrow Icon Multi-Channel Communication
  • Arrow Icon Multi-Language
  • Arrow Icon Prioritization
  • Arrow Icon Problem Management
  • Arrow Icon Release Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Self Service Portal
  • Arrow Icon Service Catalog
  • Arrow Icon Service Reporting
  • Arrow Icon Support Ticket Management
  • Arrow Icon Support Ticket Tracking
  • Arrow Icon Task Management

The Mortgage Office Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Top The Mortgage Office Alternatives

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The Mortgage Office FAQs

The Mortgage Office is a comprehensive software solution tailored for the mortgage industry offering a seamless blend of loan servicing and origination features. It stands out for its user-friendly interface, enabling effortless management of loan portfolios of any size. Key features include automated loan calculations, detailed payment tracking, and robust reporting tools, ensuring accuracy and compliance. The software excels in customizability, allowing users to tailor it to their specific needs. It integrates seamlessly with other financial systems, enhancing operational efficiency. Additionally, The Mortgage Office offers robust security measures, safeguarding sensitive financial data. Its cloud-based option ensures accessibility and convenience, making it a versatile choice for mortgage professionals seeking to streamline their operations and enhance client satisfaction.

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

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

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

  • Yes, The Mortgage Office offers an API.

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

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

  • The Mortgage Office supports the following languages:
    • English

  • Following are the typical users of the The Mortgage Office:
    • Self-Employed , Small-Business , Midsize-Business , Large-Enterprise-Business

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

  • The Mortgage Office supports the following devices and operating systems:
    • Web-Based , iPhone , Windows , Linux

The Mortgage Office Comparisons

The Mortgage Office vs Dynamics 365

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The Mortgage Office vs Salesforce Sales Cloud

The Mortgage Office vs Odoo

The Mortgage Office vs Salesforce Starter

The Mortgage Office vs Zoho CRM

The Mortgage Office vs Zoho Desk

The Mortgage Office vs Bitrix24

The Mortgage Office vs Quickbase

The Mortgage Office vs HappyFox Help Desk

The Mortgage Office vs Close

The Mortgage Office vs LiveAgent

The Mortgage Office vs Creatio

The Mortgage Office vs SysAid

The Mortgage Office vs VTS

The Mortgage Office vs Efficy CRM

The Mortgage Office vs Agile CRM

The Mortgage Office vs Maximizer CRM

The Mortgage Office vs nCino's Mortgage Suite

The Mortgage Office vs MeridianLink Mortgage