17 ans à aider les entreprises canadiennes
à choisir le meilleur logiciel
Description de The Mortgage Office
Émettez des prêts dans les 50 États américains, respectez les réglementations RESPA et accélérez votre processus de création grâce à l'une des plateformes de prêt les plus puissantes et les mieux classées des États-Unis et du Canada : The Mortgage Office.
Découvrez pourquoi The Mortgage Office est l'un des systèmes préférés des prêteurs privés, des organismes à but non lucratif et des 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.
Où peut se déployer The Mortgage Office?
À propos du vendeur
- Applied Business Software
- Fondé en 1978
Assistance The Mortgage Office
- Support téléphonique
- Chat/Clavardage
Langues
anglais
The Mortgage Office - Prix
À partir de :
- Non, pas d'essai gratuit
- Non, pas de version gratuite
The Mortgage Office n'est pas disponible en version gratuite et ne propose pas d'essai gratuit.
À propos du vendeur
- Applied Business Software
- Fondé en 1978
Assistance The Mortgage Office
- Support téléphonique
- Chat/Clavardage
Langues
anglais
The Mortgage Office en vidéos et en images
Fonctionnalités - The Mortgage Office
Alternatives à The Mortgage Office
Avis sur The Mortgage Office
Long time user, first time reviewer. Stable, reliable tool. Strong support. Clean audits.
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.
No software is perfect...but this one is pretty close....and the customer support is top notch!
Commentaires : We have had a huge time savings using The Mortgage Office. ACH file is automatically generated at the click of a button. Loan payment input is simple. Monthly reports to our Lenders are generated and emailed right from the system. In the past we needed to scan the reports and e-mail them to the right people using our old system.
Avantages :
The software makes applying loan payments a breeze. We utilize ACH Express to remit monthly payments to our Lenders. That process is relatively easy. The creation of the NACHA file automatically by the system has saved us so much time. We used to have to manually load up that information, opening us up for human error.
Inconvénients :
The clickable items on the left had side of the home screen are a little clunky. We tend to use Tasks & Reports the most, and I find sometimes I have trouble finding it as it is a good way down the list and doesn't stand out.
Capterra Review
Commentaires : The overall experience has been excellent. TMO goes above and beyond to assist their clients with any questions they have. In addition, the staff is immensely knowledgeable and friendly, and they are always available and willing to help.
Avantages :
I was especially impressed with the quality of the product. The Customer Service has been outstanding as they are extremely accommodating and helpful.
Inconvénients :
N/A - I can't say there are any Cons about TMO. All of the
One Big Mistake
Commentaires : I purchased The Mortgage Office last year and abandoned it quite soon afterwards. Dealing with them was like pounding a square peg into a round hole. I found the system very inflexible and rather than tackle issues directly they devised wild work arounds. They claim to have been selling TMO for forty years, but I find this difficult to believe as some of their glitches were simple basic elementary mistakes. If you do engage with them, I strongly suggest that you base your contract on a trial basis and not prepurchase the entire year or get too deep into the transition. I purchased the full year and just wrote it off when I realized what I got myself into. I am lucky that I used my old system on a parallel basis. It is my experience that TMO gives no refunds no matter how badly they performed. TMO is a prime example of a business working around a program and not the other way around. They will make no small change for your personal needs unless it services the greater good of all their users. TMO also will control all your data, and you are then at their mercy. Better to have a program held on your server that you control and have desired custom work done.
Avantages :
I can think of none. What i though would be an exciting new venture turned into a nightmare.
Inconvénients :
To start with they are on the west coast, being three hours behind the east coast. They do not appear to take this into account and when they do reply to an issue it was always after closing time on the east coast. You then return their call, and they reply again after the close of business hours, etc. The integration of historic data was a nightmare, and I found it easier to manually enter the historic than use their tools. Their integration just did not work. For the customer contact page, they have all sorts of unused spaces, but yet have no field to put in extension numbers and notes next to a phone number. I was told to record this on another page and refer to this if need be. There is no way to integrate returned payments. When payments were returned NSF the program did strange things with the interest earned and could not balance. When I asked for an explanation, I was told to “plug” the number. No logical way to track critical dates. If a customer wants a payment to be held or a different amount taken, the program will only work if the payment dates and amounts are changed for all future payments. Then you must go through the whole process again to go back to the original dates and amounts. It does not allow for one time changes. I am the business owner and they were reluctant to deal with me for the onboarding, but instead requested that I hire someone to figure it out and teach me later. I found then very arrogant and so proud of their program that they did not accept shortfalls pointed out to them. They constantly alluded to the fact that they have been around for forty years. Was told that I purchased multiple users, but then found out it was only one. The cost for additional users was not cheap. Luckily, I found out how bad TMO was before I got too deep into the transition, so managed to bail out with only the loss of the year I paid for upfront.
TMO- the way to go in Mortgage Software
Commentaires : Great, the staff was very welcoming and helpful
Avantages :
Easy to use and TMO is very supportive. The facility was very nice and the presentation was informative.
Inconvénients :
I have no cons at this time, all looking good
