--- description: Detailed reviews on The Mortgage Office based on features, pricing, usability, and ratings. Get a quick overview advantages and disadvantages. Compare The Mortgage Office with similar products. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: The Mortgage Office Reviews, Prices & Ratings | GetApp Canada 2026 --- Breadcrumb: [Home](/) > [Loan Servicing Software](/directory/949/loan-servicing/software) > [The Mortgage Office](/software/103191/the-mortgage-office) # The Mortgage Office Canonical: https://www.getapp.ca/software/103191/the-mortgage-office Page: 1 / 13\ Next: [Next page](https://www.getapp.ca/software/103191/the-mortgage-office?page=2) > The Mortgage Office is a web based loan servicing software which helps to streamline, manage and automate current loan servicing tasks > > Verdict: Rated **4.8/5** by 288 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Key benefits of The Mortgage Office • The Mortgage Office can be used to service all types of loan format that includes commercial, conventional, construction, ARMs, GPM, lines of credit and more. • Clients can schedule alerts for borrowers and automate payment reminders, monthly bills and statements via email. • The solution helps to track loan delinquencies and late charge assessments with automatic notices. • It offers the capability to automate the management of fund pools, REITS, partnerships, mortgage funds, LLCs, and non-performing loan pools. • With the integrated escrow administration module, clients can meet the accounting and reporting requirements set by Federal Real Estate Settlement Procedures Act (RESPA) and maintain the escrow accounts on behalf of borrowers. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.8/5** | 288 Reviews | | Ease of Use | 4.7/5 | Based on overall reviews | | Customer Support Software | 4.8/5 | Based on overall reviews | | Value for Money | 4.7/5 | Based on overall reviews | | Features | 4.7/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Applied Business Software - **Founded**: 1978 ## Commercial Context - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Windows (On-Premise), Linux (On-Premise), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: Argentina, Australia, Canada, Israel, New Zealand, Spain, United Kingdom, United States ## Features - ACH Payment Processing - API - Access Controls/Permissions - Accounting Integration - Accounting Software - Accounts Payable Software - Accounts Receivable Software - Activity Dashboard - Activity Tracking - Alerts/Notifications - Amortization Schedule - Approval Process Control - Asset Lifecycle Management - Audit Trail - Auto Loans - Automated Decisioning/Underwriting - Automatic Funds Distribution - Borrower Management - Business Loans - CRM Software ## Integrations (5 total) - HUB - Microsoft Word - QuickBooks Desktop - QuickBooks Enterprise - QuickBooks Online ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base Software - Phone Support - Chat ## Category - [Loan Servicing Software](https://www.getapp.ca/directory/949/loan-servicing/software) ## Related Categories - [Mortgage Software](https://www.getapp.ca/directory/180/mortgage-loans/software) - [Loan Servicing Software](https://www.getapp.ca/directory/949/loan-servicing/software) - [Construction Accounting Software](https://www.getapp.ca/directory/25/construction-accounting/software) - [Commercial Loan Software](https://www.getapp.ca/directory/1167/commercial-loan/software) - [Loan Origination Software](https://www.getapp.ca/directory/899/loan-origination/software) ## Alternatives 1. [HES LoanBox](https://www.getapp.ca/software/2059051/hes-loanbox) — 4.9/5 (35 reviews) 2. [Mortgage Automator](https://www.getapp.ca/software/2045667/mortgage-automator) — 4.9/5 (116 reviews) 3. [Baseline](https://www.getapp.ca/software/2074576/baseline) — 4.9/5 (10 reviews) 4. [timveroOS](https://www.getapp.ca/software/2066239/timvero-core) — 5.0/5 (10 reviews) 5. [Fintech Market Core System](https://www.getapp.ca/software/2069115/fintech-market-core-system) — 5.0/5 (8 reviews) ## Reviews ### "Complete & Powerful Software Program with add on Modules giving you options to expand your services." — 5.0/5 > **Sandra** | *December 14, 2017* | Insurance Software > > **Pros**: The software handles all aspects of Loan Servicing within the program. The integration of the different modules makes using the program seamless. I have used several Forms Design programs in the past and the Custom Letters \& Reports program is well designed and extremely east to use. > > **Cons**: I have been involved in writing a custom Collection Program, integrating an Accounting Program with other Loan Servicing Software as well as using other Loan Servicing Software for 27+ years and by farm The Mortgage Office is the BEST. To answer your question what I like least about the program is that it is a Massive and covers every aspect of Loan Servicing; which makes it the BEST of programs. ----- ### "No software is perfect...but this one is pretty close....and the customer support is top notch\!" — 5.0/5 > **Audrey** | *April 7, 2020* | Financial Services Software | Recommendation rating: 10.0/10 > > **Pros**: The software makes applying loan payments a breeze. We utilize ACH Express to remit monthly payments to our Lenders. That process is relatively easy. The creation of the NACHA file automatically by the system has saved us so much time. We used to have to manually load up that information, opening us up for human error. > > **Cons**: The clickable items on the left had side of the home screen are a little clunky. We tend to use Tasks \& Reports the most, and I find sometimes I have trouble finding it as it is a good way down the list and doesn't stand out. > > We have had a huge time savings using The Mortgage Office. ACH file is automatically generated at the click of a button. Loan payment input is simple. Monthly reports to our Lenders are generated and emailed right from the system. In the past we needed to scan the reports and e-mail them to the right people using our old system. ----- ### "Owned for over three years. Very complex, Updates routinely have major bugs. Understaffed Support." — 1.0/5 > **Robert** | *August 3, 2017* | Financial Services Software | Recommendation rating: 0.0/10 > > **Pros**: The concept and theoretical flexibility of the software is really cool. The reports are generally well formatted. Borrower communication options are varied and allow easy email, but the calculations need to be correct. > > **Cons**: Very complex, takes months to learn to use. Easily allows problem entries. Support is pleasant, but lacks everyday use knowledge. 4 to 6 steps required for tasks like simply advancing interest on a construction loan. Tracking of % complete and % disbursed on construction takes longer in The Mortgage Office than in a simple Excel spreadsheet. Over the last year the whiz bang modules that they are adding look great, but as updates occur with the main, modules of servicing, the lack of testing is clear as each update precipitates major bugs which cost my staff scores of hours. Customer service is helpless as they are not prepped for the updates and typically don't have the operating expertise to comprehend the full scope of the problem. , but they are nice people. Support calls are seldom answered within an hour. Typically it's about a 24 hour turnaround, with a call to us (Mountain Time) just about the time my staff is walking out the door. > > We service a private loan portfolio and prepare 1098 forms for borrowers. This has worked well in the past, but current bugs are causing concern that the 1098 forms will need to be double checked during the very busy month of January. ----- ### "Very happy with our new loan servicing software\!\!" — 5.0/5 > **Veniece** | *December 14, 2023* | Nonprofit Organization Management | Recommendation rating: 10.0/10 > > **Pros**: Setting up was fairly easy. The customer support team has my back on a daily basis on varied topics as I continue to build out the Loan Servicing system. They get back to me quickly and with great guidance and expertise. > > **Cons**: Some of my uploads were not accepted; however, I'm sure there was a share of user error as part of the reason 😊 > > HomesFund is very happy with the overall use, speed, and functionality of the software - and - it's in the cloud\! ----- ### "Great Software" — 4.0/5 > **Johanna** | *March 18, 2024* | Investment Management Software | Recommendation rating: 9.0/10 > > **Pros**: It's easy to navigate and they are always open for implementations. > > **Cons**: Does not have reports that can be customized. > > It has been good\! Technical support has been wonderful. ----- Page: 1 / 13\ Next: [Next page](https://www.getapp.ca/software/103191/the-mortgage-office?page=2) ## Links - [View on GetApp](https://www.getapp.ca/software/103191/the-mortgage-office) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-CL | | | es-CO | | | es-MX | | | fr | | | fr-BE | | | fr-CA | | ----- ## Structured Data