The Mortgage Office

No phone app

5.6No. 10 of 30
in Loan Management Software
  • Recognised40% of the score20
  • Phone app26% of the score0
  • Documented20% of the score80
  • Free plan14% of the score30
Free plan
No
Runs on
api, Mac, Web, Windows

Summary

The Mortgage Office is ranked #10 of 30 in loan management software on Samsung Mobile US Press. It runs on API, macOS, Web, Windows.

The Mortgage Office plans and pricing

All plans
The Mortgage Office (loan management platform) Not published Contact sales for pricing plans and subscription options. Pricing is not published; contact sales for a tailored solution. themortgageoffice.com · 3 Oct 2026

Compared on loan management software

Deployment
cloudthemortgageoffice.com
Interest calculation
boththemortgageoffice.com
Payment scheduling
Yesthemortgageoffice.com
Borrower portal
Yesthemortgageoffice.com
API access
Yesthemortgageoffice.com
Loan types supported
Conventional, commercial, construction, ARM, HELOC/lines of credit, rehab/fix-and-flip, DSCR, bridge, auto, and equipment loansthemortgageoffice.com

Facts

What it does
The Mortgage Office is a web-based platform for managing loan origination and servicing through payoff.themortgageoffice.com · 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 · 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 · 3 Oct 2026
Loan servicing
The servicing platform supports automated payments, interest and escrow calculations, investor accounting, construction draws, and regulatory reporting.themortgageoffice.com · 3 Oct 2026
Portals
Borrower and investor portals provide online access to account information, documents, statements, and payment activity.themortgageoffice.com · 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 · 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 · 3 Oct 2026
Backups
The vendor says it performs database backups every four hours and retains daily backups for up to four weeks.themortgageoffice.com · 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 · 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 · 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 · 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 · 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 · 3 Oct 2026
Company
The Mortgage Office says it was founded in 1978 and is headquartered in Huntington Beach, California.themortgageoffice.com · 3 Oct 2026

Company

Founded
1978themortgageoffice.com · 28 Sept 2026
Headquarters
Huntington Beach, California, United Statesthemortgageoffice.com · 28 Sept 2026

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Where it ranks on Samsung Mobile US Press

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Sources