All About TMO: Elevating the Private Lending Experience
At The Mortgage Office (TMO), we’ve been revolutionizing private lending and non-bank le
Support
Reliable support whenever you need it.
From quick questions to complex challenges, The Mortgage Office (TMO) support team is ready to provide the help and guidance you need.
Support & Training Resources
Access expert support and training resources designed to help you maximize your success with TMO.
Customer Support
No matter if you’re just getting started or need guidance on complex issues, our Support Team is here to help. From simple questions to advanced scenarios, we’ll walk you through every step.
Training & Implementation
Our team provides comprehensive training and implementation support to ensure you’re set up for success.
Seminars
Master TMO software with our in-person, expert-led seminars. Whether you are a new customer or simply want to learn new skills, our seminars are packed with useful information, tips, and tricks.
Webinars
Join our live webinars to discover the latest updates, features, and enhancements for TMO, all from the comfort of your desk.
System Requirements
For the best experience with TMO web platform, use a modern browser, stable internet connection, and an up-to-date operating system.
Guidelines for Windows Users.
Ensure optimal performance with TMO by using one of our recommended browsers for Windows.
- Google Chrome (latest version)
- Mozilla Firefox (latest version)
- Microsoft Edge (latest version)
Guidelines for Apple/Mac Users.
Ensure optimal performance with TMO by using one of our recommended browsers for Mac/Apple.
- Google Chrome (latest version)
- Mozilla Firefox (latest version)
- Microsoft Edge (latest version)
Additional Guidelines.
Ensure optimal performance with TMO by using the additional requirements below:
- Microsoft Office 2010 Professional or newer
- The Mortgage Office uses an MS Word COM Add-In to facilitate the mail merge functionality in its notices. This COM Add-In is not available for Mac OS.
Explore Related Knowledge
Access a wealth of resources to deepen your understanding of the lending industry. Our Knowledge Hub offers insights, tips, and best practices to help you navigate loan origination and servicing effectively.
Reliable Loan Management for Municipal Lenders
The Mortgage Office (TMO) streamlines funding, automates loan servicing, and simplifies pa
Automated Insurance Tracking with TMO
See why insurance tracking is easier through The Mortgage Office – from automating tasks,
FAQs
Is your software fully web-based?
Yes, it is. There is no need for any type of installation or local machines. All you need is a high-speed internet connection to access the software from any device.
Can I get referrals of people using your software?
Yes. The Mortgage Office (TMO) can provide referrals to current clients who use our software in similar industries and portfolio types.
TMO serves private lenders, municipalities, CDFIs, nonprofits, housing authorities, and government agencies nationwide. Upon request, our team can connect prospective clients with existing users who can share firsthand insights about:
• Implementation and onboarding experience
• Loan origination and servicing workflows
• Reporting and compliance capabilities
• Portfolio management at scale
• Customer support and training
We’re proud of the long-term relationships we’ve built with our 1,100+ clients, and we’re happy to facilitate conversations so you can confidently evaluate whether TMO is the right fit for your organization.
To request a referral, simply contact our team or schedule a demo.
Does your software have electronic filing with the IRS?
Yes, it does. The Mortgage Office (TMO) supports electronic filing with the IRS, helping streamline year-end tax reporting.
You can also generate and print investors’ and borrowers’ tax forms directly through the system, making it easier to manage 1098s, 1099s, and other required filings accurately and efficiently.
How can I get support if needed?
The Mortgage Office offers support through a dedicated Customer Support team (both live representatives and instant AI-driven chat bot) and Knowledge Base. You can submit a support ticket here.
Let’s Talk
You have questions. We have the answers. Our dedicated support staff is waiting to help. Monday through Friday, 8 AM to 6 PM PST.
Toll-Free Phone Support
800.833.0115
