TMO’s Customer Success Stories
The Mortgage Office isn’t just a software platform, it’s the foundation underpinning successful lending operations at 1,200 companies. We know that private lenders all have unique journeys of how they got to where they are today, but for TMO customers, one thing is consistent… we’re a critical part of their story.
In this featured testimonial collection, customers share how TMO has helped transform their loan management operations. TMO fuels growth, drives efficiency, and delivers measurable results, proof that the right technology can elevate performance and deliver impactful outcomes. But don’t let us convince you, watch the video to hear executive leaders’ perspectives on how our platform has helped their businesses achieve more, faster, and all with a sharp focus on the borrower experience.
Stay tuned to hear from each executive leader on how TMO became a part of their story:
- Artes Capital, Scott Taylor, CEO
- Capital Fund 1, Kevin Highmark, COO
- 212 Loans, Tom Kenney, President & CEO
- Arixa Capital, Kristina Sawyer, VP Lending
- LoanEdge, Joe Brunello, Managing Director
- Equity Wave Lending, Jack Suddarth, President
- Copa Capital Partners, David Nielson, CEO
- Fidelity Mortgage Lenders, John MacLean, EVP
- Servicing Pros, Enrique Flores, CEO
- Renovo, Kevin Werner, CEO
- Superior Loan Servicing, Scott Hacker, CEO
Want to learn how TMO can help shape your story?
Quotes from Our Customers (for those who prefer to read):
- “I feel like we did everything wrong before we got it right, so I think if we would have started with The Mortgage Office, it would have been an easier path forward.”
-Kristina Sawyer, VP Lending, Arixa Capital - “TMO provides us the ability to scale. The one thing that you always worry about with scale is: do you have the foundation to be able to grow? We’re very confident that TMO, and what we use with TMO, will accommodate our growth.”
– Tom Kenney, President & CEO, 212 Loans - “The prior shop I worked at was about a $100 million fund when I joined, and we grew it to $300 million. Then when we launched Artes back in 2021, we did the same thing. TMO allowed us to scale that business to where we have it today, and now we’re looking to scale it more.”
– Scott Taylor, CEO, Artes Capital - “We work with TMO, and we’ve been with them for decades. I would say we both have grown together. We manage a $300 million portfolio with three staff. There would be no way to do that if you didn’t have a system like The Mortgage Office.”
– John MacLean, EVP, Fidelity Mortgage Lenders - “It’s been very successful in helping us create a team without having to just keep adding more personnel.”
– David Nielson, CEO, Copa Capital Partners - “You guys have figured out the nuts and bolts of what it takes to service these loans, and I would argue that people should not spend their time trying to create a lot of customization. The reason to have a good software program that you aren’t trying to customize too much is because you can’t afford to make mistakes.”
– Kevin Werner, CEO, Renovo - “I have referred people to use The Mortgage Office. Servicing-wise it does all the correct payments, reporting, late notices, payment statements, and statements of account. Trust accounting is really important and shouldn’t be left; it should be one of the main priorities, and your trust accounting module works great.”
– Enrique Flores, CEO, Servicing Pros - “Our number one desire was a good servicing platform; from our experience The Mortgage Office was that.”
– David Nielson, CEO, Copa Capital Partners - “I haven’t found a product out there that delivers the same way The Mortgage Office does. Some might have a bell or whistle here and there, but at the end of the day they’re lacking in one thing or another. We’ve found your product to be the most complete.”
– Scott Hacker, CEO, Superior Loan Servicing - “It’s necessary to have a loan origination system, and a good one at that. That’s part of why we went to TMO.”
– Joe Brunello, Managing Director, LoanEdge - “To make the whole workflow happen, from origination to servicing to trust accounting, all those modules tie in perfectly.”
– Enrique Flores, CEO, Servicing Pros - “I have to have security; I have to have 100% accuracy. Anything less isn’t an option. One of the main reasons I like The Mortgage Office is the security and reliability. It has to be accurate, and over the years it’s always been accurate…down to the penny.”
– Jack Suddarth, President, Equity Wave Lending - “Most people I know in this industry use TMO, for a reason. We have firsthand experience of going to a different platform, and it didn’t end well at all. Our experience since being back has been great.”
– Kevin Highmark, COO, Capital Fund 1 - “I have tremendous faith in TMO and our ability to have accurate data. If you don’t have access to data, you’re going to make bad mistakes.”
– Scott Taylor, CEO, Artes Capital - “The insight TMO gives me into every deal is very beneficial to understand where that borrower’s at.”
– Joe Brunello, Managing Director, LoanEdge - “We’ve never wavered from The Mortgage Office. There’s a long-term trust, and as times change, TMO invests in new technology and compliance. That’s really important to us.”
-Jack Suddarth, President, Equity Wave Lending - “TMO integrates with other great companies, which allows us to focus on what we’re good at.”
– Joe Brunello, Managing Director, LoanEdge - “The software is continually improved, which helps us handle different scenarios with customers. TMO’s team is great about putting out updates relevant to what’s happening in our industry.”
– Scott Hacker, CEO, Superior Loan Servicing - “We feel like TMO is not just a service provider—you’re true partners.”
– Scott Taylor, CEO, Artes Capital - “Big fans of TMO’s team and service.”
– Kristina Sawyer, VP Lending, Arixa Capital - “TMO has such a great product; in my eyes it’s the best on the market. You’re great people to hang out with and do business with.”
– Joe Brunello, Managing Director, LoanEdge - “I’m not biased, but I would tell lenders out there: stick with The Mortgage Office.”
– Jack Suddarth, President, Equity Wave Lending - “For lenders out there, this is awesome.”
– Enrique Flores, CEO, Servicing Pros
Contact Us or Schedule a Demo if you’d like to connect with our team and learn more about how this module can add value for your business!