The Mortgage Office Erfahrungen

The Mortgage Office
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278 Bewertungen

- Branche: Bankwesen
- Täglich für Mehr als 1 Jahr genutzt
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Huge help for me to streamline my business
Bewertet am 25.4.2018
Vorteile
The ability it has given me to focus on making deals and not updating 100 different spreadsheets. I was working between spreadsheets daily, updating new loans, draws , and investor payments. Having this all in one place has been a game changer!
Nachteile
Not much to complain about, really like it a lot. We have found a few kinks in the system as far as reporting and payment but we generally have found a work around and most of it was probably user error and just getting to know the system!
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
TMO- the way to go in Mortgage Software
Bewertet am 20.8.2024
Great, the staff was very welcoming and helpful
Great, the staff was very welcoming and helpful
Vorteile
Easy to use and TMO is very supportive. The facility was very nice and the presentation was informative.
Nachteile
I have no cons at this time, all looking good
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
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- Preis-Leistungs-Verhältnis
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- Weiterempfehlungsquote 0.0 /10
Owned for over three years. Very complex, Updates routinely have major bugs. Understaffed...
Bewertet am 3.8.2017
We service a private loan portfolio and prepare 1098 forms for borrowers. This has worked well in...
We service a private loan portfolio and prepare 1098 forms for borrowers. This has worked well in the past, but current bugs are causing concern that the 1098 forms will need to be double checked during the very busy month of January.
Vorteile
The concept and theoretical flexibility of the software is really cool. The reports are generally well formatted. Borrower communication options are varied and allow easy email, but the calculations need to be correct.
Nachteile
Very complex, takes months to learn to use. Easily allows problem entries. Support is pleasant, but lacks everyday use knowledge. 4 to 6 steps required for tasks like simply advancing interest on a construction loan. Tracking of % complete and % disbursed on construction takes longer in The Mortgage Office than in a simple Excel spreadsheet. Over the last year the whiz bang modules that they are adding look great, but as updates occur with the main, modules of servicing, the lack of testing is clear as each update precipitates major bugs which cost my staff scores of hours. Customer service is helpless as they are not prepped for the updates and typically don't have the operating expertise to comprehend the full scope of the problem. , but they are nice people. Support calls are seldom answered within an hour. Typically it's about a 24 hour turnaround, with a call to us (Mountain Time) just about the time my staff is walking out the door.
- Branche: Immobilien
- Unternehmensgröße: 11–50 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
TMO Review
Bewertet am 28.10.2024
Super friendly and willing to help any way they can
Super friendly and willing to help any way they can
Vorteile
Lots of data that can be sorted how you like
Nachteile
It is sometimes a pain to have to delete/back out entries because things need to be in sequential order
- Branche: Non-Profit-Organisation Management
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Very happy with our new loan servicing software!!
Bewertet am 14.12.2023
HomesFund is very happy with the overall use, speed, and functionality of the software - and - it's...
HomesFund is very happy with the overall use, speed, and functionality of the software - and - it's in the cloud!
Vorteile
Setting up was fairly easy. The customer support team has my back on a daily basis on varied topics as I continue to build out the Loan Servicing system. They get back to me quickly and with great guidance and expertise.
Nachteile
Some of my uploads were not accepted; however, I'm sure there was a share of user error as part of the reason 😊
- Branche: Immobilien
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Extraordinary
Bewertet am 20.7.2021
Five star experience. TMO is like staying at a nice hotel. Your expectations are exceeded, you're...
Five star experience. TMO is like staying at a nice hotel. Your expectations are exceeded, you're met with exceptional customer service, and you're confident and comfortable.
Vorteile
TMO takes away a lot of the manual work required with our previous software. Productivity is important to us. This automates, simplifies, and clarifies borrower payments, lender disbursements, escrow management. It's incredible.
Integration was definitely a project but only because of our starting point. We were operating so chaotically to just get by. The support team was incredibly helpful and still is incredibly helpful. If I could only list one reason why I'm happy with TMO, it would be support. So responsive, so knowledgeable, and friendly.
Nachteile
Integration was definitely the most difficult part. The software we used before was absolutely the reason it was difficult.
In Betracht gezogene Alternativen
LOAN SERVICING SOFTWarum The Mortgage Office gewählt wurde
NoteSmith was great and cost effective when we were servicing a few notes, but as we've grown, we've needed more consistency and user-friendliness.Gründe für den Wechsel zu The Mortgage Office
Eric, our salesman, was very knowledgeable and approachable (we ask A LOT of questions). We enjoyed the demo, the promises of support (this promise is being upheld greatly), and the professionalism of each team member we met. I really cannot say enough about the support team. They are wonderful. Each day that goes by, we look up and realize that we love TMO more and more. So many times we've said "how did we do this before?" It's astounding. Choose The Mortgage Office. It's so worth it.- Branche: Finanzdienstleistungen
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Gesamtbewertung
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
No software is perfect...but this one is pretty close....and the customer support is top notch!
Bewertet am 7.4.2020
We have had a huge time savings using The Mortgage Office. ACH file is automatically generated at...
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.
Vorteile
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.
Nachteile
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.
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
TMO User
Bewertet am 21.9.2020
Vorteile
We have been using The Mortgage Office for several months and been very pleased with our experience. The software does everything we initially set out to accomplish and then some. The Mortgage Office has best in class reporting features which are a huge selling point for our clients. We have had several clients switch from other servicers primarily for the software's ability to generate adhoc reports online. Their support is second to none. Always responsive and very helpful. Our initial learning curve was made easy just because of the tremendous amount of support we received.
Nachteile
The software is hosted on a virtual computer and I wish it was web based. This is not really con. More so a personal preference.
Gründe für den Wechsel zu The Mortgage Office
The software is very robust with more features than other products. Better reporting. Accurate financial calculations.- Branche: Immobilien
- Unternehmensgröße: 2–10 Mitarbeiter
- Weitere für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 0.0 /10
My experience with the mortgage office
Bewertet am 19.8.2020
It was brutal. We used it for about 1.5 years, and the final straw was when we felt coerced to pay...
It was brutal. We used it for about 1.5 years, and the final straw was when we felt coerced to pay more money or they would disable our access to our data under threat from their lawyers that we breached contract. This formal letter from their lawyer was also how we were notified of this supposed “issue”
Vorteile
Automated payments
Loan management
Been in the industry a long time
Nachteile
The software was very rigid
Every support call came with a cost
They threatened to hold our data hostage if we didn’t pay an extra $10,000.00 USD for breach of contract (because we used the software on multiple devices and the contract said we were only able to use it on one pc. (We use virtual pc and work from 3 different office locations)
- Branche: Staatsverwaltung
- Unternehmensgröße: 2–10 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Experienced Professionals
Bewertet am 5.10.2021
We are transitioning from a "manual" loan servicing process utilizing excel spreadsheets to this...
We are transitioning from a "manual" loan servicing process utilizing excel spreadsheets to this automated loan servicing solution and are looking forward to gaining efficiencies with this robust software.
Vorteile
The software is comprehensive and captures both loan servicing and corresponding trust accounting transactions. The company's customer relations, sales, support and training staff are amazing professionals. They set this company apart from its competition.
Nachteile
We conduct annual reviews on our loans and it would be great if the software could capture spreads of tax returns and financial statements to have all of the financial data, insurance and collateral information in one repository.
- Branche: Immobilien
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Efficient & Simplifies complex mortgage structures
Bewertet am 18.9.2024
Great experience, very user-friendly software.
Great experience, very user-friendly software.
Vorteile
Very flexible and easy to use.
Nachteile
i just fear that in Pro version we will lose backup facility but that is common is all web-based software's
- Branche: Immobilien
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für 1-5 Monate genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
The Mortgage Office Class
Bewertet am 19.8.2024
My overall experience with is the team is very helpful and try to make the product as easy as they...
My overall experience with is the team is very helpful and try to make the product as easy as they can for their clients. They respond to problems in a timely manner.
Vorteile
I just got back from the class in Huntington Beach and I enjoyed how informative it was. They went over as much as they could with things we all wanted to learn about. The team is extremely nice and helpful.
Nachteile
My only complaint would be that things get updated often but we aren't notified when things are updated and how the new updates work. I would just like to get a heads up and a little explanation on how to.
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für 1-5 Monate genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 8.0 /10
TMO follows your expansion
Bewertet am 21.3.2024
Vorteile
features can be customized at any time (from simple tasks and shortcuts up to mapping and making the system meet your growing needs)
different modules for specific purposes
easy to search by only a few letters of a name/property address etc.
great customer support
Nachteile
initial onboarding sessions weren't enough. In my opinion It'd be helpful to start learning basics from video tutorials of some sort and then to go deeper into customizing and addressing specific requests with a team member.
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 8.0 /10
Overall Experience Using Loan Office Software
Bewertet am 10.7.2023
So far there is nothing. Loan office software is great to use. Thank you!
So far there is nothing. Loan office software is great to use. Thank you!
Vorteile
Loan Software easy to use and I highly recommend to other financing companies. Thank you!
Nachteile
For my experience is not difficult to use. Thank you!
- Branche: Buchhaltung
- Unternehmensgröße: 201–500 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Jean Taylor review
Bewertet am 8.2.2023
Very happy with The Mortgage Office and the support team are awesome!
Very happy with The Mortgage Office and the support team are awesome!
Vorteile
Very user friendly and very easy to navigate.
Nachteile
Being able to email the statements to the clients.
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 9.0 /10
Flexible Software
Bewertet am 29.4.2021
I have experienced worst after testing four other loan software. This is the best so far.
I have experienced worst after testing four other loan software. This is the best so far.
Vorteile
It a spreadsheet format for customers' main screen which is downloadable to Excel. Allows for flexibility of how data is displayed through "Smart Views." Though one would need help from Support to figure out the correct string to use. It allows for credit reporting, which a lot of our customers want.
Nachteile
The base Loan Origination module does not allow for payments to be divided monthly evenly if the first payment due date is not 30 days from contract signing. Tends to create balloon payments for that reason. One could pay to add another part to the software to take care of that issue. But in addition to paying for the upgrade one also pays 17% of that purchase price quarterly. Which leads to another minus of increased monthly cost the most modules are added. This is true of any additions one makes to the software, whether ACH processing modules or Loan Origination module etc.. So, it really increases the monthly costs of the software, after initial purchase price, the more trimmings you want with it. It is a good software, But, make sure to take into account not just the initial cost of all modules but also the extra monthly 17% or so of the purchase price that will have to be paid.
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 201–500 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
TMO for the Construction Pros
Bewertet am 1.10.2021
As our company has continued to grow and The Mortgage Office has been right beside us. They...
As our company has continued to grow and The Mortgage Office has been right beside us. They continue to update features and offer a suite of modules to service our loans better.
Vorteile
The Mortgage Office provided us the ability to service our construction loans with increased efficiency and borrower transparency.
Nachteile
There are efficiency hurdles with tracking tax and insurnace escrow lines and paying them within the system.
- Branche: Bankwesen
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 9.0 /10
Just getting started
Bewertet am 12.6.2020
The biggest problem we've solved is a significant decrease in the amount of time it took to process...
The biggest problem we've solved is a significant decrease in the amount of time it took to process payments. Our old system would take almost an entire day to move funds and notify participants, and now that can be accomplished in a matter of minutes.
Vorteile
We've been using this product for about 18 months. It has streamlined our payment processing so much - we're much more efficient now, which is always a good thing with a small company. The system is able to handle participations in an almost seamless manner.
Nachteile
While quite a bit can be customized, we're having some challenges customizing some reports for our participants based upon the overall portfolio. And I wish there was a better way to handle a mid-cycle interest rate change.
- Branche: Immobilien
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
The Mortgage Office for Servicing
Bewertet am 3.8.2021
No more guess work on interests that are owed especially, on Construction loans, where the interest...
No more guess work on interests that are owed especially, on Construction loans, where the interest is always increasing as the balance is increasing.
The Mortgage Office helps easily keep track of everything so you do not miss out on any interest owed.
Vorteile
It is really easy to set up and start servicing loans right out of the box. If you do not understand a feature or option, the Support team is always ready and willing to help you out and explain them so you can better use the software.
Nachteile
At first, it is a lot to take in on how to use the software, but once you learn the workflow, (or attend the seminar) it puts everything in order and it is easier to understand why things are done the way they are.
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 9.0 /10
Overall A quality software with minor amendments required
Bewertet am 27.9.2019
Very good. I would recommend it highly over the other options available on the market.
Very good. I would recommend it highly over the other options available on the market.
Vorteile
The software is the most comprehensive software on the market without going to customization. For a small to medium-size firm, I would highly suggest this to be your best solution.
Nachteile
There are certain issues with the software which should allow a bit of customization. In the mortgage industry, there are unique cases all the time, the software limits certain items rather than allowing the user to customize the options. There is typically a workaround, however, giving the user a bit more freedom would have been preferred. However, it is still the best non-custom software on the market.
In Betracht gezogene Alternativen
Salesforce Sales CloudGründe für den Wechsel zu The Mortgage Office
Ease of use- Branche: Immobilien
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
A+ 10/10 Software
Bewertet am 12.11.2022
great, I love the seminars and support team.
great, I love the seminars and support team.
Vorteile
The support team for TMO is great, they spent hours on the phone with my team to help resolve technical problems we had. No software I've used (personally and professionally) offered this much support. We had a TMO support person on a zoom call for almost 2 hours with my boss, colleague, and IT team. I would highly recommend TMO; their support team makes the software easy to use even for novices.
Nachteile
Some excel report version of reports TMO can generate have odd formatting, due to being PDF to XLS exports. However, this can be easily resolved by editing the excel on your own after export.
- Branche: Immobilien
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 8.0 /10
Tmo review
Bewertet am 20.7.2022
We love TMO we wish we knew how to use it to its full extent
We love TMO we wish we knew how to use it to its full extent
Vorteile
It keeps track of everything we need it to
Nachteile
The setup we’ve had it for a few years had [SENSITIVE CONTENT] come twice paid 10k for that and it’s still inputted incorrectly to where it does not function for us the way we need it to so we cannot pull the reports we need
- Branche: Immobilien
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Thank you [SENSITIVE CONTENT HIDDEN]
Bewertet am 18.1.2020
Vorteile
The software can be tricky at moments, but having [SENSITIVE CONTENT HIDDEN] to help was extremely convenient. He went above and beyond to get our insurance certificates implemented in the software, and we are extremely greatful for his determination! Other than just this task, [SENSITIVE CONTENT HIDDEN] has shown he is very determined and works diligently to help us with all our questions, since we have just hired new employees and switched locations. We appreciate his time and consideration for our company very much.
Nachteile
The thing we like least about the software is the common glitching, and having to close out and re open for it to show the correct information
- Branche: Immobilien
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
The bar has been set for what Customer Service/Support should be
Bewertet am 27.5.2022
Our experience has been nothing short of excellent and everything you could hope for to support a...
Our experience has been nothing short of excellent and everything you could hope for to support a Servicer that is new to the industry. Support has been extremely responsive and always has helped us resolve an issue, find a solution and answer our questions within a relatively short period of time.
Vorteile
ease of use and excellent support from ABS.
Nachteile
Very minor but could use a few more Letters
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
TMO Review
Bewertet am 31.5.2021
Our experience has been overwhelmingly positive with TMO. I have recommended the software to...
Our experience has been overwhelmingly positive with TMO. I have recommended the software to several organizations in our space.
Vorteile
I have been using TMO for several years. The ability to do so many things with so few clicks of the mouse is great. When it comes to loan originations, servicing or mortgage pools nothing beats TMO.
Nachteile
The cons of TMO are that there are some simple things that could be updated but sometimes it takes them a while to make the change. I am sure this is true with all software.