--- description: Detaillierte Informationen über The Mortgage Office zu Benutzerfreundlichkeit, Funktionen, Kosten, Vor- und Nachteilen aus verifizierten Nutzer-Erfahrungen. Lies Ratings & Bewertungen und entdecke ähnliche Tools dank Capterra Schweiz. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: The Mortgage Office Kosten, Erfahrungen & Bewertungen - Capterra Schweiz 2026 --- Breadcrumb: [Startseite](/) > [Kreditsoftware](/directory/30088/loan-servicing/software) > [The Mortgage Office](/software/9277/the-mortgage-office) # The Mortgage Office Canonical: https://www.capterra.ch/software/9277/the-mortgage-office Seite: 1 / 13\ Weiter: [Nächste Seite](https://www.capterra.ch/software/9277/the-mortgage-office?page=2) > Kreditsoftware, die leistungsstark, flexibel und einfach zu bedienen ist. > > Bewertung: **4.8/5** von 288 Nutzern. Top bewertet für **Weiterempfehlungsquote**. ----- ## Übersicht ### Wer verwendet The Mortgage Office? Geldgeber\*innen, Kreditdienstleister\*innen, Notizdienstleister\*innen, Städte, Kommunen, Banken, Kreditgenossenschaften, Indianerstämme, private Kreditgeber\*innen und mehr. ## Kurzstatistiken und Ratings | Metrik | Bewertung | Detail | | **Gesamt** | **4.8/5** | 288 Nutzerbewertungen | | Bedienkomfort | 4.7/5 | Auf Basis der Gesamtbewertungen | | Kundenbetreuung | 4.8/5 | Auf Basis der Gesamtbewertungen | | Preis-Leistungs-Verhältnis | 4.7/5 | Auf Basis der Gesamtbewertungen | | Funktionen | 4.7/5 | Auf Basis der Gesamtbewertungen | | Empfehlungsprozentsatz | 90% | (9/10 Weiterempfehlungsquote) | ## Über den Anbieter - **Unternehmen**: Applied Business Software - **Gegründet**: 1978 ## Gewerblicher Kontext - **Zielgruppe**: Selbstständig, 2–10, 11–50, 51–200, 201–500, 501–1'000, 1'001–5'000, 5'001–10'000, 10'000+ - **Bereitstellungen und Plattformen**: Cloud, SaaS, webbasiert, Mac (Desktop), Windows (Desktop), Windows (On-Premise), Linux (On-Premise), iPhone (mobil), iPad (mobil) - **Unterstützte Sprachen**: Englisch - **Verfügbare Länder**: Argentinien, Australien, Israel, Kanada, Neuseeland, Spanien, Vereinigte Staaten, Vereinigtes Königreich ## Funktionen - Audit Trail - Automat. Entscheidungsfindung / Underwriting - Automatische Fonds-Verteilung - Berichterstattung / Analyse - Buchhaltung - Cash-Flow-Management - Compliance Management - Dashboard Software - Daten-Import / -Export - Dokumentenmanagement - Forderungen - Investor-Management - Kontaktmanagement - Kredit-Portfolio-Management - Kreditnehmer-Management - Kundendatenbank - Kundenmanagement - Kundenportal - Leadmanagement - Multi-Channel-Kommunikation - Online-Applikationen - Payment Collection - Pipeline-Management - Self-Service Portal - Sicherheiten-Tracking - Third-Party Integrations - Tilgungsplan - Treuhandverwaltung - Verbindlichkeiten - Vorab-Qualifizierung - Workflow-Management ## Integrationen (5 insgesamt) - HUB - Microsoft Word - QuickBooks Desktop - QuickBooks Enterprise - QuickBooks Online ## Optionen für Kundensupport - E-Mail/Helpdesk - FAQ/Forum - Wissensdatenbank - Telefon-Support - Chat ## Category - [Kreditsoftware](https://www.capterra.ch/directory/30088/loan-servicing/software) ## Ähnliche Kategorien - [Kreditsoftware](https://www.capterra.ch/directory/30088/loan-servicing/software) - [Hypotheken Software](https://www.capterra.ch/directory/30038/mortgage-and-loans/software) - [Rechnungsprogramme für Handwerker & Bau](https://www.capterra.ch/directory/20003/construction-accounting/software) - [Darlehensverwaltung Tools](https://www.capterra.ch/directory/30537/commercial-loan/software) - [Kreditvergabesoftware](https://www.capterra.ch/directory/20011/loan-origination/software) ## Alternativen 1. [HES LoanBox](https://www.capterra.ch/software/1032224/hes-loanbox) — 4.9/5 (35 reviews) 2. [timveroOS](https://www.capterra.ch/software/201030/timvero-core) — 5.0/5 (10 reviews) 3. [Fintech Market Core System](https://www.capterra.ch/software/1051572/fintech-market-core-system) — 5.0/5 (8 reviews) 4. [Creatio CRM](https://www.capterra.ch/software/130149/bpm-online-crm) — 4.7/5 (150 reviews) 5. [Intelligrow](https://www.capterra.ch/software/189232/finnova) — 5.0/5 (3 reviews) ## Nutzerbewertungen ### "Robust Mortgage Servicing Made Easy, From Loan Admin to Pool Tracking" — 5.0/5 > **Joanne** | *23. Juli 2026* | Finanzdienstleistungen | Empfehlungsbewertung: 9.0/10 > > **Vorteile**: The Mortgage Office makes it easy for us to manage our clients’ mortgage accounts from start to finish. We’ve been using it since 2019, and we rely on it to manage our mortgage investment company’s client loans and shareholder accounts. For loan administration, we use it to collect client payments, which are automatically posted to the correct account with the proper division of principal and interest. It also includes document storage, a call log, and a notes centre, which helps keep everything in one place. We can pull accurate payout statements and mortgage statements with just a few clicks, and even email them directly to the customer from within the program. A separate module, mortgage pool servicing, efficiently tracks our shareholder investments and issues share certificates accurately. It also calculates pool distributions and can issue tax slips at tax time. After the initial learning phase, the program is straightforward to use and navigate. Response time is good and downtime is rare. When we do run into an issue, support response time has ranged from good to acceptable. Onboarding was relatively easy, and we had dedicated support to guide us through each step of the process. While the pricing is high, it has been comparable to—or less expensive than—alternatives we considered. There is an option to integrate QuickBooks with the program, but we’ve chosen to keep them separate for now. They are also developing an AI help module, and it keeps getting better over time. > > **Nachteile**: The program is very robust, but it takes time to learn how to use all of its features. The help centre and AI assistant still seem to be in development, so finding answers without contacting support can be frustrating at times. More video tutorials would be a great addition. > > Like I mentioned, we have been using TMO since 2019 and it has become an important everyday part of our business. It has made doing business much easier for us in a lot of ways. The service department is friendly and eager to get us back on track when we have issues. Overall, TMO is a win for us\! ----- ### "Services All My Loans in one place - CLOUD-BASED\!" — 5.0/5 > **Stacey** | *14. Januar 2026* | Immobilien | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: 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. > > **Nachteile**: 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. August 2024* | Finanzdienstleistungen | Empfehlungsbewertung: 0.0/10 > > **Vorteile**: I can think of none. What i though would be an exciting new venture turned into a nightmare. > > **Nachteile**: 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. ----- ### "Always more to learn" — 5.0/5 > **Jaron** | *17. Juli 2026* | Immobilien | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: The best thing about The Mortgage Office is their ability to work with their clients and help to get everyone caught up and successful. They are always working to answer questions and get you set up with anything you might need. The seminar is very client led, and you can always reach out with any questions you have in the future. > > **Nachteile**: The hardest part is catching up and using it to its full potential. There are so many hidden features or calculations going on that you may not always be able to see. But this is why asking all the questions is helpful. > > Overall it is a very accurate and correct software. I know that if I use it correctly, it will give me all the information I need. ----- ### "Reliable and Feature-Rich Mortgage Servicing Platform" — 5.0/5 > **April** | *24. Juli 2026* | Immobilien | Empfehlungsbewertung: 8.0/10 > > **Vorteile**: he Mortgage Office is a very robust and flexible platform that handles all aspects of loan servicing in one place. It offers extensive reporting, customizable fields, and the ability to manage a wide variety of loan types. The support team is knowledgeable and responsive, and the software continues to improve with regular updates. Once you're familiar with the system, it becomes an invaluable tool for managing a private lending business efficiently. > > **Nachteile**: One of the biggest challenges with The Mortgage Office is the learning curve. Because it's such a powerful and feature-rich platform, it can feel overwhelming for new users, and some workflows are not as intuitive as more modern software. The interface could benefit from a more updated design, and certain tasks require multiple steps that could be streamlined. That said, the functionality and flexibility outweigh those drawbacks once you're familiar with the system. > > Overall, my experience with The Mortgage Office has been very positive. It has provided the tools needed to efficiently manage our loan portfolio, generate detailed reports, and streamline our servicing processes. While there is a learning curve, the software is reliable, highly customizable, and well suited for private and hard money lending. The support team has also been helpful whenever questions arise, making it a valuable long-term solution for our business. ----- Seite: 1 / 13\ Weiter: [Nächste Seite](https://www.capterra.ch/software/9277/the-mortgage-office?page=2) ## Links - [Auf Capterra anzeigen](https://www.capterra.ch/software/9277/the-mortgage-office) ## Diese Seite ist in den folgenden Sprachen verfügbar | Sprache | 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 | | ----- ## Strukturierte Daten