CD
Chad D.
Payment Processor
Mid-Market (51-1000 emp.)
"Great Functionality to Cover All Kinds of Clients"
5/5
What do you like best about The Mortgage Office Loan Servicing?

I appreciate the borrower and investor functionality and management tools. The tools available to track investors payments, even multiple investors. The borrower portal has been a big plus for helping clients complete tasks outside of normal business hours. The reporting is robust and adaptable to meet many needs. I enjoy the adaptable reports and customizable letters for borrowers and invstors. Review collected by and hosted on G2.com.

What do you dislike about The Mortgage Office Loan Servicing?

I wish there was better visibility with borrowers that have multiple loans. The lack of details available for the trust ledger can be tough to deal with. I would like some more lender payment options to better serve our lenders needs. Review collected by and hosted on G2.com.

Verified User in Financial Services
AF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"Easy to Use, Flexible Modules, and Smooth Portfolio Management"
5/5
What do you like best about The Mortgage Office Loan Servicing?

What I like the most is that it's easy to use and understand and it makes managing our portfolio easy. It also has alot of modules that will help tailor to what you need. Review collected by and hosted on G2.com.

What do you dislike about The Mortgage Office Loan Servicing?

I really don't have any negative things to say? They usually will come up with a solution to what ever issue I have. Review collected by and hosted on G2.com.

Response from Bobby Luedtke of The Mortgage Office Loan...

Thank you for your positive feedback! We are thrilled to hear that you find The Mortgage Office Loan Servicing easy to use and that it has been beneficial in managing your portfolio efficiently. We are glad that our modules have been helpful in tailoring to your specific needs.

We appreciate your kind words about our customer service team and their ability to provide solutions promptly. It's great to hear that our platform has saved you time with tax filing and other administrative tasks. If you ever have any questions or need further assistance, please don't hesitate to reach out. We are here to help!

MB
michael b.
Broker/Owner
Small-Business (50 or fewer emp.)
"Broker/Owner"
5/5
What do you like best about The Mortgage Office Loan Servicing?

Our company uses the TMO software on a daily basis. We have been customers for 36 years now. Moving through the program from one module to the next is seamless. Each module has been improved on a regular basis in an effort to make our servicing a smooth exercise. Review collected by and hosted on G2.com.

What do you dislike about The Mortgage Office Loan Servicing?

The old version of TMO allowed you to do Restores when needed to correct errors. The new TMO Pro does not have this feature which we find is big negative. Review collected by and hosted on G2.com.

Response from Bobby Luedtke of The Mortgage Office Loan...

Thank you for your long-standing loyalty to The Mortgage Office Loan Servicing!

We appreciate your feedback on the seamless navigation and continuous improvements, and understand your concern about the Restore feature in the new TMO Pro version. We'll pass this valuable feedback along to our development team for consideration. Glad to hear that the software continues to help consolidate information and streamline document generation for you.

If you have any further suggestions or questions, please feel free to reach out to us. We are here to assist you and ensure your experience with TMO is as smooth as possible.

Amin N.
AN
Amin N.
Servicing Department (Maturities/Extension - Draw Coordinator - Reconciliation Specialist)
"Holistic Loan Management with Room for Integration Improvement"
3.5/5
What do you like best about The Mortgage Office Loan Servicing?

I really appreciate how The Mortgage Office Loan Servicing keeps updating and upgrading, making sure all users understand the product better. Their support staff is very good. Overall, they do a great job in informing and educating us about new things that need to be done to make our life easier. Review collected by and hosted on G2.com.

What do you dislike about The Mortgage Office Loan Servicing?

I just wish two databases could talk to each other without an API engineer. Review collected by and hosted on G2.com.

Response from Bobby Luedtke of The Mortgage Office Loan...

Thank you for sharing your positive feedback about The Mortgage Office Loan Servicing! We're thrilled to hear that you appreciate our continuous updates and the support provided by our team. We understand your desire for improved integration capabilities, and we are always looking for ways to enhance our product further. Your feedback is valuable to us, and we will explore options to streamline database communication. We're glad to hear that our platform has been beneficial to you in managing various aspects of your loans efficiently. If you have any specific suggestions or further feedback, please feel free to reach out. Thank you for choosing The Mortgage Office Loan Servicing!

SR
Senaida R.
"Streamlined Reporting with Top-Tier Support"
5/5
What do you like best about The Mortgage Office Loan Servicing?

I really appreciate the improvements made to the system when transitioning from the desktop to the computer version, which significantly streamlined the login process and enhanced usability by making it easier to locate everything I need. It's extremely beneficial that The Mortgage Office Loan Servicing offers capabilities that simplify the report generation process, allowing me to calculate tenant payments in one step rather than through manual tasks. This has notably enhanced efficiency, particularly given the number of properties we manage. I also value the flexibility in managing payments, such as the ability to correct any mistakes made when inputting amounts, which saves a lot of time and ensures accuracy. The attentiveness of the support team is commendable, as they are consistently responsive to any queries we have. Additionally, I find the seminars held by the company very enlightening, providing valuable insights each year. Overall, these aspects contribute substantially to my operational effectiveness, and I am confident in continuing to use and recommend their services. Review collected by and hosted on G2.com.

What do you dislike about The Mortgage Office Loan Servicing?

The initial setup of the desktop version was more of a hassle, requiring two different passwords for access, which made the process cumbersome. Although the transition to the online version improved this aspect, the initial experience was less smooth. Additionally, the user mentioned a desire for better reporting capabilities that could evaluate all properties and accurately track monthly income versus payments received, indicating a gap in the current reporting tools. Review collected by and hosted on G2.com.

Response from Bobby Luedtke of The Mortgage Office Loan...

Thank you for sharing your positive experience with The Mortgage Office Loan Servicing! We're thrilled to hear that the transition to the web-based version has streamlined your processes and improved usability. Your feedback on the report generation capabilities and payment management is greatly appreciated. We understand the initial setup challenges and are continuously working to enhance user experience. Your suggestion for improved property reporting capabilities is noted, and we are exploring ways to provide a more flexible solution to these reporting needs. We're delighted to hear that our support team has been attentive and helpful. Thank you for your continued trust in our services. If you have any further suggestions or need assistance, please don't hesitate to reach out.

LS
Lupita S.
Collections specialist
Small-Business (50 or fewer emp.)
"User-Friendly Platform with Outstanding Support and Customization"
5/5
What do you like best about The Mortgage Office Loan Servicing?

I've had an excellent experience working with TMO loan servicing. Whenever I've had a question or encountered an issue, their support team has been quick to respond, knowledgeable and genuinely helpful.

I use the platform daily and it has proven to be both dependable and efficient. It's user-friendly and well designed to save time and reduce errors, streamlined across every function from document management and loan tracking to automated tools and reporting. TMO offers exceptional ease of implementation and integration. The ability to customize templates has also had a significant impact on our workflow and productivity. Review collected by and hosted on G2.com.

What do you dislike about The Mortgage Office Loan Servicing?

While there's always room for improvement and optimization, I haven't had any negative experiences with the TMO team. They've been reliable, responsive and a great partner to work with which I really appreciate. Review collected by and hosted on G2.com.

Response from Bobby Luedtke of The Mortgage Office Loan...

Thank you for sharing your positive experience with The Mortgage Office Loan Servicing! We're thrilled to hear that you find our platform user-friendly, efficient, and customizable. Our team takes pride in providing outstanding support and ensuring a seamless experience for our customers.

We appreciate your feedback on areas for improvement and will continue to strive for excellence in all aspects of our service. Thank you for choosing The Mortgage Office Loan Servicing!

VG
Vanessa G.
Operations & Marketing Manager
Small-Business (50 or fewer emp.)
"TMO - Powerful Platform with Training that Supports Strategic Oversight"
5/5
What do you like best about The Mortgage Office Loan Servicing?

The Mortgage Office training was well-organized and directly aligned with the needs of management. It offered a comprehensive understanding of the platform’s core modules—especially loan servicing, trust accounting, and investor management. As a manager, I appreciated the focus on tools that support operational efficiency, regulatory compliance, and visibility across departments. The reporting features and audit capabilities were particularly valuable for maintaining oversight and driving informed decision-making. I truly appreciate the team working to solve some of our issues specific to how we run our business. Review collected by and hosted on G2.com.

What do you dislike about The Mortgage Office Loan Servicing?

While the foundational training was strong, I wish we would have been able to solve our current issue. However, follow-up support and documentation helped bridge those gaps and things are being resolved quickly. Review collected by and hosted on G2.com.

Amanda M.
AM
Amanda M.
Senior Analyst
Small-Business (50 or fewer emp.)
"User-Friendly Features and Excellent Support Team"
5/5
What do you like best about The Mortgage Office Loan Servicing?

It has accommodating features and very user friendly. The availability of staff as well in case assistance is needed is great! The upgrades over the years have been very beneficial. Review collected by and hosted on G2.com.

What do you dislike about The Mortgage Office Loan Servicing?

As with every system, it has it's pros and cons. I feel the time to go from one loan to another may be a bit quicker. It is only a few seconds delay but could be a little quicker. Review collected by and hosted on G2.com.

Response from Bobby Luedtke of The Mortgage Office Loan...

Thank you for sharing your positive feedback about The Mortgage Office! We're thrilled to hear that you find our features user-friendly and our support team accommodating. Your satisfaction is our top priority, and we appreciate your feedback on the speed of transitioning between loans. We will certainly look into ways to optimize this process for a smoother experience.

It's great to hear that our platform is helping you handle loan servicing aspects efficiently, especially with payment allocations. If you have any further suggestions or need assistance, please don't hesitate to reach out. We're here to support you every step of the way.

FG
Farah G.
Vice President of Servicing
Small-Business (50 or fewer emp.)
"User-Friendly, Seamless Migration, Great Support—Reporting Could Improve"
4.5/5
What do you like best about The Mortgage Office Loan Servicing?

TMO is very user friendly it's easy to adapt and learn quickly. The migration was seamless and accurate, we had no issues with the upgrade to TMO Pro. Someone is always available to assist and if they don't have the answer quickly they will follow up until they have a solution for you. TMO offers features that most don't for private lending, this helps with the day to day functions. Review collected by and hosted on G2.com.

What do you dislike about The Mortgage Office Loan Servicing?

There could be some improvements around reporting or allow to build a specific report. Review collected by and hosted on G2.com.

Response from Bobby Luedtke of The Mortgage Office Loan...

Thank you for sharing your positive experience with The Mortgage Office Loan Servicing! We're thrilled to hear that you find our platform user-friendly and that the migration process was seamless. Our team is dedicated to providing excellent support and ensuring that our customers have a smooth transition.

We appreciate your feedback regarding reporting capabilities. We are constantly working to enhance our features, and your input is valuable to us. With the importance of reliable, data-driven insights, we certainly understand the desire for further customizable reporting.

If you have any specific reporting needs or suggestions, please feel free to reach out to us. We are here to assist you and ensure that you have the best experience with our platform. Thank you for choosing The Mortgage Office Loan Servicing!

Samantha V.
SV
Samantha V.
Accounts Receivable
Small-Business (50 or fewer emp.)
"Amazing and Informative Experiance"
5/5
What do you like best about The Mortgage Office Loan Servicing?

We've been using this mortgage office software for several years now, and it's been a total game-changer for our team. The interface is intuitive and user-friendly, making it easy for both new and experienced staff to navigate and complete tasks efficiently.

From document management and loan tracking to automated communication tools and reporting features, everything is streamlined to save time and reduce errors. The ability to customize workflows and templates has significantly improved our productivity and helped us stay compliant.

Customer support has also been top-notch—responsive, knowledgeable, and always willing to assist when we have questions.

If you're in the mortgage industry and looking for a reliable, all-in-one solution to manage your operations, I highly recommend this software. It’s helped us stay organized, improve client service, and grow our business with confidence. Review collected by and hosted on G2.com.

What do you dislike about The Mortgage Office Loan Servicing?

There is nothing i do not like about TMO Review collected by and hosted on G2.com.