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The Mortgage Office vs Total Expert: Which is a better fit?

Updated on February 2nd, 2025
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Summary
Features in Mortgage
42
Best performer
43
  • Accounting
  • Amortization Schedule
  • Borrower Management
8
43
User satisfaction
4.8
User reviews278
Ease of use
4.7
Functionality
4.7
Value for money
4.7
Customer support
4.8
4.3
User reviews48
Ease of use
4.1
Functionality
4.0
Value for money
4.3
Customer support
4.5
Price starts from
--
Monthly subscription
Free version
Free trial
Monthly subscription
Free version
Free trial
Best for

For 45+ years, The Mortgage Office has been trusted as the most innovative, secure, and user-friendly loan management platform. Streamline your loan origination, servicing, and fund management.

Banking and mortgage professionals.

User reviews
pros & cons
1 / 4
View Reviews
1 / 4
View Reviews
Video reviews
No video reviews yet
No video reviews yet
User interface
No videos provided by vendor
No videos provided by vendor
9277
1 screenshot
No screenshots provided by vendor

The Mortgage Office

Top Features
42/43
  • For Brokers
  • Accounting
  • Activity Dashboard
  • Amortization Schedule
  • API
  • Borrower Management
  • Client Database
  • Commercial Mortgages
  • Compliance Management
  • Contact Management
  • Credit Reporting
  • CRM
  • Customer Statements
  • Document Management
  • Document Storage
  • Electronic Applications
  • Escrow Management
  • For Borrowers
  • Government Loans
  • HUD Settlement Statements
  • Lead Management
  • Lender Search
  • Loan Management
  • Loan Origination
  • Loan Servicing
  • Marketing Automation
  • Multi-Branch
  • Outsource Processing
  • Payment Tracking
  • Pipeline Management
  • Pre-Qualification
  • Pricing Management
  • Promissory Notes
  • Property Tax Management
  • Refinance Management
  • Reporting & Statistics
  • Residential Mortgages
  • Search/Filter
  • Task Management
  • Third-Party Integrations
  • Third Party Loan Origination
  • Visual Presentation
  • Workflow Management
See All features
Hide Mortgage Software Features -

Total Expert

8/43
Show Mortgage Software Features +

The Mortgage Office

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Total Expert

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The Mortgage Office
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Total Expert
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
The Mortgage Office
  • By Applied Business Software
  • Located in United States
  • Founded in 1978
Total Expert
  • By Total Expert
  • Located in United States
  • Founded in 2012
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