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The Mortgage Office

Show rating breakdown
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
G
Verified User
07/16/2026
Validated Reviewer
Review source: G2 invite on behalf of seller

Streamlined Escrow Management with Intuitive Use

I like the ease and flexibility of using The Mortgage Office Loan Servicing. I value the loan origination and transactions like check printed registers, which are very helpful for my day-to-day activities. It helps me check payments and clear those within time, saving a lot of time. The initial trainings were good, and there was a good amount of help provided to understand how it works. The team showed everything in detail and was available to help us even after we onboarded, which I appreciated.
Lisa M.
LM
Lisa M.
07/15/2026
Validated Reviewer
Review source: G2 invite on behalf of seller

Detailed Loan Tracking and servicing

I like the detailed records we can keep on each loan with The Mortgage Office Loan Servicing. It's a quick reference guide for my entire team and serves as a single source where we can house all of our pertinent data and communication. It also helps us track our loan in detail and keeps us organized.
Kelli C.
KC
Kelli C.
07/14/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller

All-in-One NSF Handling: Reverse Posting, Add Fees, and Send Notices Fast

I appreciate being able to handle multiple tasks at once (i.e., NSFs). TMO has built-in functionality to reverse the posting, add the NSF fee, and send the NSF notice by email and text, all within the same task.

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