Frequently Asked Questions

Our Most Frequently Asked Questions About The Mortgage Office

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.
Who can I contact about pricing?
Contact The Mortgage Office sales team to learn more about our pricing plans and subscription options. An Account Executive will reach out to help you find the right solution for your business.
Are training sessions available?
Yes! The Mortgage Office offers both online training sessions and in-person seminars at our Southern California headquarters. Whether you’re just getting started or need a refresher, our expert-led programs are designed to help you maximize your investment.
Can I get referrals of people using your software?
Yes, of course. Pick a letter of the alphabet and a state and we will send you a list of customers who would love to talk to you.
Does your software have electronic filing with the IRS?
Yes, it does. You can also print your investors’ and borrowers’ tax forms through our system.
How can I get support if needed?

The Mortgage Office offers customer support through a helpdesk, webinars, and a knowledgebase. You can submit a support ticket here.