--- description: ¿Qué es y para qué sirve The Mortgage Office? Lee opiniones verificadas, descubre sus características, precios de planes, ventajas y desventajas. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: ¿Qué es The Mortgage Office? - Reseñas, precios y funciones - Capterra México 2026 --- Breadcrumb: [Inicio](/) > [Software para préstamos](/directory/30088/loan-servicing/software) > [The Mortgage Office](/software/9277/the-mortgage-office) # The Mortgage Office Canonical: https://www.capterra.mx/software/9277/the-mortgage-office Página: 1 de 13\ Siguiente: [Página siguiente](https://www.capterra.mx/software/9277/the-mortgage-office?page=2) > Software de servicios de préstamos potente, flexible y fácil de usar. > > Veredicto: 285 usuarios lo han valorado con **4.8/5**. De los mejores valorados en **Probabilidad de recomendación**. ----- ## Vista rápida ### ¿Quién usa The Mortgage Office? Prestamistas de dinero con garantía hipotecaria, agencias de préstamos, prestadores de servicios de notas, ciudades, municipalidades, bancos, cooperativas de crédito, tribus originarias, prestamistas privados y más. ## Estadísticas y valoraciones rápidas | Métrica | Calificación | Detalles | | **En general** | **4.8/5** | 285 Opiniones | | Facilidad de uso | 4.7/5 | Basado en las opiniones generales | | Asistencia al cliente | 4.8/5 | Basado en las opiniones generales | | Relación calidad-precio | 4.7/5 | Basado en las opiniones generales | | Funciones | 4.7/5 | Basado en las opiniones generales | | Porcentaje de recomendaciones | 90% | (9/10 Probabilidad de recomendación) | ## Sobre el proveedor - **Empresa**: Applied Business Software - **Constitución**: 1978 ## Contexto comercial - **Público objetivo**: Trabajador autónomo, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000, 5,001-10,000, 10,000+ - **Despliegue y plataformas**: Cloud, SaaS, Web, Mac (desktop), Windows (desktop), Windows (local), Linux (local), iPhone (móvil), iPad (móvil) - **Idiomas admitidos**: inglés - **Países disponibles**: Argentina, Australia, Canadá, España, Estados Unidos, Israel, Nueva Zelanda, Reino Unido ## Funciones - Base de datos de clientes - Candidaturas en línea - Comunicación multicanal - Contabilidad - Contabilidad de acreedores - Contabilidad de deudores - Creación de informes/análisis - Cualificación previa - Distribución automática de fondos - Gestión de carteras de préstamos - Gestión de clientes - Gestión de clientes potenciales - Gestión de contactos - Gestión de depósitos fiduciarios - Gestión de documentos - Gestión de flujos de trabajo - Gestión de inversores - Gestión de la conformidad - Gestión de prestatarios - Gestión del flujo de caja - Gestión del pipeline - Importación y exportación de datos - Panel de comunicaciones - Payment Collection - Planificación de amortización - Portal de autoservicio - Portal de clientes - Registro de auditoría - Seguimiento de garantías - Third-Party Integrations - Toma de decisiones/evaluación de riesgo automatizada ## Integraciones (en total: 5) - HUB - Microsoft Word - QuickBooks Desktop - QuickBooks Enterprise - QuickBooks Online ## Opciones de asistencia - E-mail/Help Desk - Preguntas frecuentes/foro - Base de conocimientos - Asistencia telefónica - Chat ## Categoría - [Software para préstamos](https://www.capterra.mx/directory/30088/loan-servicing/software) ## Categorías relacionadas - [Software para préstamos](https://www.capterra.mx/directory/30088/loan-servicing/software) - [Software para préstamos e hipotecas](https://www.capterra.mx/directory/30038/mortgage-and-loans/software) - [Programas de contabilidad para constructoras](https://www.capterra.mx/directory/20003/construction-accounting/software) - [Software de préstamos comerciales](https://www.capterra.mx/directory/30537/commercial-loan/software) - [Software para prestamistas](https://www.capterra.mx/directory/20011/loan-origination/software) ## Alternativas 1. [Creatio CRM](https://www.capterra.mx/software/130149/bpm-online-crm) — 4.7/5 (133 reviews) 2. [Bitrix24](https://www.capterra.mx/software/113540/bitrix24) — 4.2/5 (984 reviews) 3. [HES LoanBox](https://www.capterra.mx/software/1032224/hes-loanbox) — 4.9/5 (25 reviews) 4. [Margill Loan Manager](https://www.capterra.mx/software/79849/margill-loan-manager) — 4.8/5 (48 reviews) 5. [Fintech Market Core System](https://www.capterra.mx/software/1051572/fintech-market-core-system) — 5.0/5 (8 reviews) ## Opiniones ### "Long time user, first time reviewer. Stable, reliable tool. Strong support. Clean audits." — 5.0/5 > **Anisa** | *29 de marzo de 2018* | Servicios financieros | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: 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. > > **Puntos en contra**: 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. > > 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. ----- ### "Services All My Loans in one place - CLOUD-BASED\!" — 5.0/5 > **Stacey** | *14 de enero de 2026* | Propiedad inmobiliaria | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: Transitioning from the “light” version of the software was smooth and straightforward. Since I process loans for multiple companies, I really appreciate how easy it is to switch between them without any hassle. I also love that it’s cloud-based, which allows me to access loan information and stay on top of issues even when I’m not in the office. > > **Puntos en contra**: I know there are a lot of great features I’m not using yet, such as ACH payments and customer portals, that would make my job easier. Unfortunately, without a tech person on staff, I haven’t had the time or technical expertise to learn and implement them. > > I love that everything is cloud-based and all loans are kept in one place. It’s a huge benefit—I can access loan information from my home computer after hours, my iPad, or even my phone. I’ve literally done payoffs while on vacation\! No matter where I am, my customers always get the information they need, exactly when they need it. ----- ### "One Big Mistake" — 1.0/5 > **Robert** | *12 de agosto de 2024* | Servicios financieros | Valoración de la recomendación: 0.0/10 > > **Puntos a favor**: I can think of none. What i though would be an exciting new venture turned into a nightmare. > > **Puntos en contra**: 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. > > 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. ----- ### "Improve Loan Servicing and Processing" — 4.0/5 > **Michelle** | *11 de noviembre de 2024* | Propiedad inmobiliaria | Valoración de la recomendación: 9.0/10 > > **Puntos a favor**: TMO's ability to organize data, create templates, and store documents all in one platform is very appealing (and important) to me. This will be a time saver and help produce smoother loan and servicing processes. > > **Puntos en contra**: I am still in the beginning stages and have not fully implemented the TMO software. - At first, the extensive "menus" are a bit difficult to navigate, and it's easy to lose my place. I feel it would be helpful to have menu headings in "bold" (or stand out in another way) rather than just being accompanied by a drop down carrot. > > I am still in the beginning stages of using TMO. - The in-person training offered overall and close up (hands on) views of what the software can help us accomplish. Based on what I have experienced so far, I believe once fully implemented, TMO will be a key factor in improving our company's operations in the areas of loan processing and servicing. ----- ### "TMO is wonderful" — 5.0/5 > **Nick** | *28 de octubre de 2024* | Petróleo y energía | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: It is so robust, but yet once you learn it so easy. > > **Puntos en contra**: We are in Indiana and TMO is in California, I do not like the 3 hour difference when dealing with the help Desk. However, that being said TMO does a wonderful job getting back with me as soon as possible. Sometimes they send corrective emails before I even get into the office. > > It is a good company, and even more important (at least to me) the staff are friendly and easy to deal with. ----- Página: 1 de 13\ Siguiente: [Página siguiente](https://www.capterra.mx/software/9277/the-mortgage-office?page=2) ## Enlaces - [Ver en Capterra](https://www.capterra.mx/software/9277/the-mortgage-office) ## Esta página se encuentra disponible en los siguientes idiomas | Local | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | pt | | | pt-PT | | ----- ## Datos estructurados