Money in, money out

Account for every penny, to the penny

Schedule Free Live Demo

Full bank reconciliations

Powerful yet simple interface

Schedule Free Live Demo

Deposits, withdrawals, client ledgers, and more

Manage an unlimited number of accounts and sub ledgers

Schedule Free Live Demo

Trust Accounting Software

Manage escrow and impound trust accounts, REO properties, real estate transactions and borrower-deposited funds. Reconcile your trust accounts to your bank statement easily and automatically.

Features:

Handle, control and account for all trust monies received

Maintain any number of trust accounts with unlimited clients (sub-ledgers)

Generate reports, reconcile bank accounts, issue checks and disburse funds

Process deposits and adjustments, handling both computer-generated and handwritten checks

Generate the Trust Status Report (CA-DRE RE 855) and Trust Bank Account Reconciliation (CA-DRE RE 856)

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.
Schedule Free Live Demo   

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.
Schedule Free Live Demo   

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.
Schedule Free Live Demo   

The Trust Accounting Module meets or exceeds currently established legal and accounting standards. It also complies with Federal and State regulations including CA-DRE and B&P code, making it easier to stay in compliance with statutes and regulations that govern trust accounts. This tool gives you the control you need over trust accounts to ensure the health of your business, while taking the tedium out of compliance necessities associated with trust accounting.

Schedule Free Live Demo