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The Mortgage Office

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97 reviews
  • 2 profiles
  • 3 categories
Average star rating
4.8
#1 in 1 categories
Grid® leader
Serving customers since
1978

Profile Name

Star Rating

90
5
2
0
0

The Mortgage Office Reviews

Review Filters
Profile Name
Star Rating
90
5
2
0
0
Verified User in Financial Services
UF
Verified User in Financial Services
07/23/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Efficient and Easy to Use

It helps our business track our loans, and it makes receiving and paying payments very efficient. The system also feels well built, with very few errors. Our investors get their payments on time and the data is well presented.
Susan T.
ST
Susan T.
Real Estate Broker/Lending Director/Housing Counselor at NeighborWorks Dakota Home Resources
07/22/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Multiple Borrower Communication Channels with Responsive TMO Support

The functionality of having multiple avenues to be able to communicate your borrowers.
Harry M.
HM
Harry M.
Executive Vice President at Thrifty Rents, Inc.
07/17/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller

Rock-Solid Loan Servicing with Clear Portfolio Insights

TMO does what our small loan business needs to help us professionally service the loans in our portfolio. Calculations are rock solid. Data is presented in several ways that help us understand the status of individual loans and our portfolio as a whole. For example, their recently added loan overview screen allows us to see the key data for each loan in one well laid out view. They offer several 3rd party tools integrated into TMO. We use a few of them to help provide online access for our clients, ACH direct debit and tracking of insurance status. It is web based giving us access from multiple locations and is available 24 hours a day.

About

Contact

HQ Location:
Huntington Beach, CA

Social

@TMOsoftware

What is The Mortgage Office?

The Mortgage Office® empowers private lenders to speed up operations, improve investor and borrower experience, and win more deals. Our core platform automates and streamlines the complex and often customized loan servicing process, improving customers’ back-office efficiency by up to 50%. Our other modules and money-saving services connect seamlessly to form an end-to-end platform as customers’ business needs evolve. We simplify back-office operations by connecting with existing systems to minimize complicated handoffs that take time and cause errors. For more information, visit us at themortgageoffice.com.

Details

Year Founded
1978