- Home
- Loan Management Software
- The Mortgage Office
On the recordRead 3 Oct 202616 facts
The Mortgage Office
Huntington Beach, California, United States
Plans and prices
The Mortgage Office (loan management platform)
Priced on request
Pricing is not published; contact sales for a tailored solution.
Read 3 Oct 2026 · themortgageoffice.com
On the record
- Backups
- The vendor says it performs database backups every four hours and retains daily backups for up to four weeks.themortgageoffice.com · read 3 Oct 2026
- Company
- The Mortgage Office says it was founded in 1978 and is headquartered in Huntington Beach, California.themortgageoffice.com · read 3 Oct 2026
- Core features
- The platform supports payment processing, escrow and fee calculations, accounting, reporting, compliance tools, and fund and investor management.themortgageoffice.com · read 3 Oct 2026
- Integrations
- The vendor says the platform integrates with QuickBooks and other systems, and provides an open API for connections such as Salesforce.themortgageoffice.com · read 3 Oct 2026
- Intended users
- The platform is designed for private lenders, CDFIs, nonprofits, and government agencies, including organizations managing affordable housing and community development programs.themortgageoffice.com · read 3 Oct 2026
- Loan origination
- Its origination tools manage applications, underwriting, approvals, documents, and funding, then move funded loans into servicing without data re-entry.themortgageoffice.com · read 3 Oct 2026
- Loan servicing
- The servicing platform supports automated payments, interest and escrow calculations, investor accounting, construction draws, and regulatory reporting.themortgageoffice.com · read 3 Oct 2026
- Loan types
- TMO says it supports performing and non-performing loans, adjustable-rate mortgages, construction lending, and complex loan structures.themortgageoffice.com · read 3 Oct 2026
- Platform limitation
- TMO’s Microsoft Word COM Add-In for mail merge in notices is not available for Mac OS.themortgageoffice.com · read 3 Oct 2026
- Portals
- Borrower and investor portals provide online access to account information, documents, statements, and payment activity.themortgageoffice.com · read 3 Oct 2026
- Security
- The vendor states that TMO maintains SOC 2 Type II compliance and uses Azure managed encryption for data in transit and at rest.themortgageoffice.com · read 3 Oct 2026
- Support
- The vendor offers a customer support team, AI-driven chat, a knowledge base, implementation and training support, seminars, and webinars.themortgageoffice.com · read 3 Oct 2026
- Web access
- The vendor says TMO requires no installation and can be accessed from any device with a high-speed internet connection.themortgageoffice.com · read 3 Oct 2026
- What it does
- The Mortgage Office is a web-based platform for managing loan origination and servicing through payoff.themortgageoffice.com · read 3 Oct 2026
