From contributions to distributions, and everything in between

Fund Management Software

Automate the management of pools, partnerships, REITS, mortgage funds, LLCs, MICs, and non-performing loan pools.

Take your lending business to the next level by producing professional, on demand, accurate, and up-to-minute pool statements

Professionally designed, accurate, up-to-the-minute partnership statements. Take your business to the next level.

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Unlimited Service

Service an unlimited number of pools and partners

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Advanced Filing

Improve your process with automatic email statements and auto-attach them to your partners files. Automatically email borrower bills and statements, and process payments quickly and flexibly.

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Year End Reporting

Run year-end reporting with The Mortgage Office, including:

  • Section J of the IRS Schedule,
  • K1
  • 1099-INT Forms
  • T3s
  • T5s

Your All-in-One System for Mortgage Pools

With the Mortgage Pool Servicing Module, you can determine the value of the pool at any given date while taking into account loan payments, advances, accrued interest, late charges and deferred interest. All of this functionality in one tool gives you great leverage to manage pools with less time and greater accuracy.

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Enhanced Management

Easily accept partner investments, issue distributions, and process withdrawals.

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Electronic Fund Transfer

Electronically transfer funds into your partners’ bank accounts.

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Issue & Manage

Issue and manage certificates, buy backs, and rollovers within The Mortgage Office.

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With The Mortgage Office, you gain the ability to schedule one-time, recurring, or event-driven loan reminders to stay on top of everything going on.

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Document Imaging & Management

Handle documents with a fully integrated document imaging and management system built into The Mortgage Office software.

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Seamless Integrations With
Popular Software

Built-in integrations with popular LOS systems, QuickBooks, and Microsoft products.

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We have demo’d other software and it does not compare to The Mortgage Office…

Ian C. Pinnacle Financial Services Watch the Video
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We have been using The Morgage Office since 1997. Since implementing the system, our portfolio has tripled …

Bonnie E. Oakland County Michigan Watch the Video
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We would need at least three or four people in the loan servicing department in order to get done what The Mortgage Office gets done for us…

Debe Hamlyn Lantern Financial Group Watch the Video
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In my opinion, The Mortgage Office has already paid for itself and we’ve had it for less than a year…

Will Ball Kentucky Highland Investments Watch the Video

Take the First Step Toward Better Loan Management with The Mortgage Office

Speak with one of our experts today!