15 ans à aider les entreprises françaises
à choisir le meilleur logiciel

Description de The Mortgage Office

Mortgage Office est la plateforme de prêt la plus appréciée et la mieux classée aux États-Unis et au Canada. Parmi les fonctionnalités appréciées figurent : portails d'emprunteur/prêteur, paiements en ligne, alertes SMS, numérisation de documents, interface Quickbooks, importations/exportations en un clic, chambres de compensation ACH/EFT, gestion complète des investisseurs, y compris les prêts fractionnés, trois modules de pool de créances hypothécaires différents, de superbes rapports, etc. Sur ordinateur de bureau ou dans le cloud ; le système préféré pour les prêteurs privés, les organismes à but non lucratif et les municipalités.

Qui utilise The Mortgage Office ?

Prêteurs en monnaie forte, agents de prêts, prêteurs d'argent liquide, villes, municipalités, banques, coopératives de crédit, tribus indiennes, prêteurs privés, etc.

The Mortgage Office Logiciel - 1

The Mortgage Office ne vous convainc pas tout à fait ? Comparer avec une alternative populaire

The Mortgage Office

The Mortgage Office

4,8 (262)
Prix introuvable
Version gratuite
Version d'essai gratuite
99
1
4,7 (262)
4,7 (262)
4,8 (262)
VS.
À partir de
Types de licence
Fonctionnalités
Intégrations
Facilité d'utilisation
Rapport qualité-prix
Service client
1 000,00 $US
mois
Version gratuite
Version d'essai gratuite
38
6
4,1 (80)
4,3 (80)
4,3 (80)
Les jauges horizontales vertes représentent le logiciel le plus apprécié selon la note globale qui lui a été attribuée ainsi que le nombre d'avis.

Alternatives à The Mortgage Office

The Nortridge Loan System
Fonctionnalités les mieux notées
API
Comptabilité
Gestion des pipelines
Salesforce Sales Cloud
Fonctionnalités les mieux notées
Contacts partagés
Pour organisations et équipes commerciales
Suivi des clients
MIC Manager
Fonctionnalités les mieux notées
Aucune fonctionnalité n'a été évaluée par les utilisateurs de ce logiciel.
MortgageHalo
Fonctionnalités les mieux notées
Aucune fonctionnalité n'a été évaluée par les utilisateurs de ce logiciel.
LOAN SERVICING SOFT
Fonctionnalités les mieux notées
Aucune fonctionnalité n'a été évaluée par les utilisateurs de ce logiciel.
LoanPro
Fonctionnalités les mieux notées
API
Communication multicanal
Gestion des documents
Mortgage Automator
Fonctionnalités les mieux notées
Gestion des portefeuilles de prêts
Gestion des prêts
Traitement des prêts
Trakker
Fonctionnalités les mieux notées
Aucune fonctionnalité n'a été évaluée par les utilisateurs de ce logiciel.
LA Pro
Fonctionnalités les mieux notées
Aucune fonctionnalité n'a été évaluée par les utilisateurs de ce logiciel.

Avis sur The Mortgage Office

Note moyenne

Note globale
4,8
Facilité d'utilisation
4,7
Service client
4,8
Fonctionnalités
4,7
Rapport qualité-prix
4,7

Avis classés par taille de l'entreprise (nombre d'employés)

  • <50
  • 51-200
  • 201-1 000
  • >1 001

Trouver les avis classés par note

5
87%
4
10%
3
3%
1
0%
Anisa
Anisa
Dealing Representative and Chief Compliance Officer (Canada)
Utilisateur LinkedIn vérifié
Services financiers
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Long time user, first time reviewer. Stable, reliable tool. Strong support. Clean audits.

5,0 il y a 6 ans

Commentaires : For what's out there, this tool works well. As far as I can see there is no holistic product that manages the lending side of a MIC, the capital side of a MIC, robust and standard accounting tasks (financial statement generation) and exempt market issuance. But this one works really well at getting me data that can be imported into the accounting system with minimal fuss and high accuracy. The more we use it and learn about it, the more time this tool creates for our MIC team.

Avantages :

Really like the ability to save customize fields and save query views as spreadsheets. Really like the ability to save reports and letters as spreadsheets (or .pdfs through the platform vs. via print to .pdf menus). Good audit trails for reports, changes, statements, etc. We're now learning how to better manage dates to result in reports that balance to our accounting program -- pretty good. Would have loved to have known that sooner. Support team are on site with the company and are well informed as to how the platform works -- pretty decent turnaround time for a company on the other side of the continent. I have a healthy respect for the support team's skills and knowledge.

Inconvénients :

Would love to have a hosted customer wiki or bulletin board where users could share tips and tricks. Would love to receive an email weekly with tips and tricks, did-you-know, or other implementation hints. Would love more information about stuff like how custom fields are added to the merge field list in custom letters -- using for years and just learned this. Tell us more about the nuances for customization and let us talk to each other and I think you'll have users for life.

Veniece
Office Manager (É.-U.)
Gestion d'organisme à but non lucratif, 2–10 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Very happy with our new loan servicing software!!

5,0 il y a 6 mois

Commentaires : HomesFund is very happy with the overall use, speed, and functionality of the software - and - it's in the cloud!

Avantages :

Setting up was fairly easy. The customer support team has my back on a daily basis on varied topics as I continue to build out the Loan Servicing system. They get back to me quickly and with great guidance and expertise.

Inconvénients :

Some of my uploads were not accepted; however, I'm sure there was a share of user error as part of the reason 😊

Ashlee
Accounting Specialist (É.-U.)
Gestion des investissements, 11–50 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

One Stop Shop

5,0 la semaine dernière Nouveau

Avantages :

TMO is easy to use and easy to understand. It is a very complex system that allows us to do many things like take payments, manage our bank loans, cut checks and plenty of more tasks that are useful in our workplace. If we run into an issue, we simply email the support team who is always quick to respond and solve our problems. The TMO support team is amazing, they are very professional and are problem solvers!

Inconvénients :

Like any new system, it took time to understand TMO and be able to use it to its full capability, but once I got the hang of it, I could not be happier with this software. When I have spare time, I like to look around in the different tabs of TMO to find different reports or functions that could be helpful to the company; there are so many ways to utilize TMO, the possibilities are endless.

Joshua
É.-U.
Immobilier, 2–10 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Great Product / Weak Service

3,0 il y a 8 ans

Commentaires : The sales pitch was outstanding. If you want to get someone on the phone from the sales team, boom - they're on. The software itself has been a godsend. We were doing all of our statements on Word and Excel, and we would spend ours getting everything right. As we've grown in size (we have over $150 million in loans outstanding now), we almost had no choice to buy software to help manage the behemoth we've become. We sampled some other cheaper software, but The Mortgage Office is clearly the best one out there. That doesn't mean it's perfect - I am not a big fan of the statements the software generates. For example, on an investor statement, the "interest paid in 2016" box at the top right of the statement shows the gross interest paid. I essentially want it to show the net interest paid (interest less servicing fees). There is an option to do that, but then the statement hides the servicing fees we charge our investors. I like to be transparent and show our investor what they are getting net, but also show them the servicing fees. To get this done The Mortgage Office wanted to charge huge sums of money to customize. I am also not a big fan of the investor statements in general, there are a lot of aesthetic issues that need to be fixed, but they refuse to do it unless I pay them. Regardless of the minor issues described above, the software is good and worth the money. My biggest gripe is with customer support. When you get the support team on the phone, they are incredibly polite and knowledgeable, and always solve my problems. I would give the 5 stars if I could. The reason I am giving them 2 stars is not because of them, they are great. They are just incredibly understaffed, and I've never gotten one of them on the phone. I have to leave a message, and they rarely get back to you same day. It usually takes 24-48 hours, which is just absurd in our business. I even told one of the owners that I am willing to pay a much higher monthly fee (it's about $175 per month for service) if they could staff properly and have people pick up the phone when you call. I would seriously pay about $500/month to make this possible. I am running a $150 million business, and I need to know that I can reach someone within minutes when I have a time sensitive question. This is the reason I would most likely not recommend this product. If they can resolve this issue I would give the company all 5 stars.

Avantages :

Great tool to track loans, monitor loans, produce useful reports, produce borrower statements that are accurate, produces decent lender statements, the customer service reps are very helpful and knowledgeable, the software is relatively easy to use once you really study it.

Inconvénients :

IMPOSSIBLE TO GET CUSTOMER SUPPORT ON THE PHONE - PLEASE RAISE MONTHLY SERVICING FEE IN ORDER TO HIRE MORE STAFF. I WILL GLADLY PAY MORE IF I KNOW I CAN GET SOMEONE ON THE PHONE RIGHT AWAY TO ANSWER A TIME SENSITIVE QUESTION, AS OPPOSED TO WAITING 24-48 HOURS FOR A RESPONSE.

Johanna
Loan Services Manager (É.-U.)
Gestion des investissements, 2–10 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Great Software

4,0 il y a 3 mois

Commentaires : It has been good! Technical support has been wonderful.

Avantages :

It's easy to navigate and they are always open for implementations.

Inconvénients :

Does not have reports that can be customized.