Powerful, Flexible, and Easy To Use

Rated #1 in third party reviews

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Manage any type of loan

Unmatched flexiblity

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Built in CRM features

A better way to manage the portfolio

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Loan Servicing Software

Easily manage any number of loans. Streamline and automate all of your current loan servicing tasks.

Features:

Assign unlimited funding sources per loan

Precisely track loan charges and advances

Quickly process payments using many flexible options

Generate emails for borrower bills and statements with the click of a button

You can easily store any document with a fully integrated document imaging and management system

Schedule one-time, recurring or event-driven loan reminders

Automate numerous tasks including check printing and distribution between funding sources

Easily download the latest ARM index rate values directly into the system

Escrow administration features meet or exceed RESPA requirements

Fully integrated letter writing with Microsoft Word

Control user access with our powerful user security and permission management system

Electronically collect borrower payments and directly deposit funds to your lenders via ACH

Print, manage and e-file 1098, 1099-INT, 1099-MISC and Canadian T5 tax forms

Integration with QuickBooks™
Eliminate wasted time, effort and unnecessary errors!

Flexible License Options

On-Premise

On-Premise

Perpetual, per-device license. You pay only once for The Mortgage Office® plus an optional yearly maintenance fee.

Fixed cost of software. Depending on your current infrastructure you may have to incur significant upfront cost for hardware.

Access locally in-house, or remotely using Windows Terminal Services.
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Cloud SaaS

Cloud/SaaS

Software-as-a-Service is a concurrent license model where both the application and data are located in the Cloud. You “rent” the application for a low monthly fee.

Lowest entry cost, low monthly cost, flexible concurrent licensing. Most value for small / medium sized businesses.

Access from anywhere from any device: Windows PC, Mac, iPad, Android Tablets, etc.
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Hybrid

Cloud/Hosted

Perpetual, per-device license. You pay only once for The Mortgage Office® plus an optional yearly maintenance fee. The application and data are installed on a virtualized server located in the Cloud.

Fixed cost of software plus hosting fees. No upfront cost for hardware.

Access from anywhere from any device: Windows PC, Mac, iPad, Android Tablets, etc.
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Our automated software tools make it easier to scale your loan servicing capacity. The entire system is powerful, flexible and incredibly simple to use. The Loan Servicing Software module will help you streamline the complete lifecycle for managing large portfolios without introducing more labor costs.

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