# Compare The Mortgage Office vs Mortgage Automator 2026 | Capterra > Unsure of what to choose? Check Capterra to compare The Mortgage Office and Mortgage Automator based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/9277-191761/The-Mortgage-Office-vs-Mortgage-Automator --- # The Mortgage Office vs Mortgage Automator Features and Cost Comparison Last updated July 9th, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/) Your comparison: The Mortgage OfficeMortgage Automator2/4 selected [The Mortgage Office](https://www.capterra.com/p/9277/The-Mortgage-Office/)[4.8 (285)](https://www.capterra.com/p/9277/The-Mortgage-Office/reviews/) [Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/)[4.9 (116)](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/) [## The Mortgage Office](https://www.capterra.com/p/9277/The-Mortgage-Office/)[4.8 (285)](https://www.capterra.com/p/9277/The-Mortgage-Office/reviews/) Starting Price Contact vendor Value-for-Money 4.7 Functionality 4.7 Ease of Use 4.7 Customer Service 4.8 Reviews Sentiment NB JW MO Based on [285 reviews](#user-reviews) Positive 276 Neutral 7 Negative 2 [## Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/)[4.9 (116)](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/) Starting Price Contact vendor Value-for-Money 4.9 Functionality 4.8 Ease of Use 4.9 Customer Service 4.9 Reviews Sentiment MF Based on [116 reviews](#user-reviews) Positive 116 Neutral 0 Negative 0 ## Send this comparison chart to my inbox ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. ## Summary * * * Features in Loan Servicing Software 44 / 50 Only The Mortgage Office - Activity Dashboard Best performer 46 / 50 Only Mortgage Automator - Data Security - Payment Reminders - PCI Compliance User satisfaction User satisfaction 4.8 User reviews[285](https://www.capterra.com/p/9277/The-Mortgage-Office/reviews/) Ease of use 4.7 Functionality 4.7 Value for money 4.7 Customer support 4.8 User satisfaction 4.9 User reviews[116](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/) Ease of use 4.9 Functionality 4.8 Value for money 4.9 Customer support 4.9 Price starts from Price starts from \-- - Free version - Free trial Price starts from \-- - Free version - Free trial Best for 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. Best for Private and hard money lenders across the US and Canada managing residential, commercial, and construction loans, from lean teams to high-volume operations looking to automate and scale. ## User reviews Pros & cons NB Nicole B. Director of Operations > "It has loan reports for your maturities and for tracking insurance and also I love the tax feature and there customer..." [See full review](https://www.capterra.com/p/9277/The-Mortgage-Office/#Capterra___7085450) RB Robert B. Owner > "For the customer contact page, they have all sorts of unused spaces, but yet have no field to put in extension numbers and..." [See full review](https://www.capterra.com/p/9277/The-Mortgage-Office/#SoftwareAdvice___6437744) JW Jordan W. Director > "It offers strong features for tracking loans, managing data, and generating reports." [See full review](https://www.capterra.com/p/9277/The-Mortgage-Office/#Capterra___7073840) MO Michelle O. Loan Processor > "At first, the extensive "menus" are a bit difficult to navigate, and it's easy to lose my place." [See full review](https://www.capterra.com/p/9277/The-Mortgage-Office/#Capterra___6576953) MO Michelle O. Loan Processor > "TMO's ability to organize data, create templates, and store documents all in one platform is very appealing (and important)..." [See full review](https://www.capterra.com/p/9277/The-Mortgage-Office/#Capterra___6576953) RB Robert B. Owner > "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..." [See full review](https://www.capterra.com/p/9277/The-Mortgage-Office/#SoftwareAdvice___6437744) AV April V. Loan Processor > "The platform is much more streamlined and efficient, and it’s made managing loans and servicing far easier than before." [See full review](https://www.capterra.com/p/9277/The-Mortgage-Office/#Capterra___7066671) ST Shweta T. Accountant > "i just fear that in Pro version we will lose backup facility but that is common is all web-based software's" [See full review](https://www.capterra.com/p/9277/The-Mortgage-Office/#Capterra___6497442) JC Jessica C. Assistant Manager > "The system is very user-friendly, and the wide range of resources available helps us run our business as efficiently as..." [See full review](https://www.capterra.com/p/9277/The-Mortgage-Office/#Capterra___7071183) RB Robert B. Owner > "It is my experience that TMO gives no refunds no matter how badly they performed." [See full review](https://www.capterra.com/p/9277/The-Mortgage-Office/#SoftwareAdvice___6437744) NB Nicole B. Director of Operations > "What I love about it is that it's not complicated and covers everything that we need it for. " [See full review](https://www.capterra.com/p/9277/The-Mortgage-Office/#Capterra___7085450) JP Jill P. Contract Servicing Specialist > "Impound Analysis has been the most challenging, as tax payments were due same time as our files have been moved over into..." [See full review](https://www.capterra.com/p/9277/The-Mortgage-Office/#Capterra___6323227) MR Marisol R. Real Estate Office Manager > "Very satisfied with the program regarding loan servicing, reports, payments and more." [See full review](https://www.capterra.com/p/9277/The-Mortgage-Office/#Capterra___7023657) MO Michelle O. Loan Processor > "I am still in the beginning stages and have not fully implemented the TMO software." [See full review](https://www.capterra.com/p/9277/The-Mortgage-Office/#Capterra___6576953) AE Ashlee E. Accounting Specialist > "It is a very complex system that allows us to do many things like take payments, manage our bank loans, cut checks and..." [See full review](https://www.capterra.com/p/9277/The-Mortgage-Office/#Capterra___6343133) RB Robert B. Owner > "Their integration just did not work." [See full review](https://www.capterra.com/p/9277/The-Mortgage-Office/#SoftwareAdvice___6437744) AV April V. Loan Processor > "It feels like a solid upgrade that actually supports day-to-day operations." [See full review](https://www.capterra.com/p/9277/The-Mortgage-Office/#Capterra___7066671) CA Cristina A. Head of Servicing > "Unable to set up one reminder to multiple people on a group, ability to easily pull reports by Lender and ability to see..." [See full review](https://www.capterra.com/p/9277/The-Mortgage-Office/#Capterra___3475270) JW Jordan W. Director > "The platform is robust and dependable, and the strong support from the whole TMO team makes a big difference." [See full review](https://www.capterra.com/p/9277/The-Mortgage-Office/#Capterra___7073840) CC Colette C. RMLO/MANAGER > "unfortunately, we were sold the origination module and were not aware that it won't work for us." [See full review](https://www.capterra.com/p/9277/The-Mortgage-Office/#Capterra___3678544) NS Nora S. Office Administrator > "Definitely a solid tool for keeping everything organized and running efficiently." [See full review](https://www.capterra.com/p/9277/The-Mortgage-Office/#Capterra___7073819) EB Emily B. Office Manager > "I do feel as though it takes a little time to get a handle on how to use and navigate the program." [See full review](https://www.capterra.com/p/9277/The-Mortgage-Office/#Capterra___4133067) JW Jordan W. Director > "It’s clear they care about improving the platform based on real user needs." [See full review](https://www.capterra.com/p/9277/The-Mortgage-Office/#Capterra___7073840) CA Cristina A. Head of Servicing > "Do not like that it sits on Amazon workspace causing issues with database set up and how documents are stored etc etc" [See full review](https://www.capterra.com/p/9277/The-Mortgage-Office/#Capterra___3475270) NS Nora S. Office Administrator > "The support team is also excellent — they respond quickly and are very helpful whenever you have questions or need help..." [See full review](https://www.capterra.com/p/9277/The-Mortgage-Office/#Capterra___7073819) NQ Nordany Q. Owner > "The base Loan Origination module does not allow for payments to be divided monthly evenly if the first payment due date is..." [See full review](https://www.capterra.com/p/9277/The-Mortgage-Office/#Capterra___2824160) HM Heather M. Operations Coordinator Master Broker > "The end of year tax option is amazing!" [See full review](https://www.capterra.com/p/9277/The-Mortgage-Office/#Capterra___7060827) LR Laurie R. Assistant Portfolio Manager > "The only thing I am not liking at the moment is that since moving to Amazon Workspace and having to use Work Docs to save..." [See full review](https://www.capterra.com/p/9277/The-Mortgage-Office/#Capterra___2824254) HM Heather M. Operations Coordinator Master Broker > "The training was good once I had a good understanding of what my company was looking for in the platform." [See full review](https://www.capterra.com/p/9277/The-Mortgage-Office/#Capterra___7060827) PH Patty H. Manager > "Cloud Server and so it makes it a bit more difficult to log in." [See full review](https://www.capterra.com/p/9277/The-Mortgage-Office/#Capterra___3439182) NA Nasreen A. System Analyst > "User Friendly system and easy to access in terms of features and functionality, tope of that excellent customer support." [See full review](https://www.capterra.com/p/9277/The-Mortgage-Office/#Capterra___7062999) CA Cristina A. Head of Servicing > "as a new user coming in not knowing how the company was set up and trying to do major clean up I found it challenging and..." [See full review](https://www.capterra.com/p/9277/The-Mortgage-Office/#Capterra___3475270) VF Veniece F. Office Manager > "The customer support team has my back on a daily basis on varied topics as I continue to build out the Loan Servicing..." [See full review](https://www.capterra.com/p/9277/The-Mortgage-Office/#Capterra___6085193) DC Damara C. Assistant Director of Finance > "Still haven't master the reporting that I need but it's only been 2 months. " [See full review](https://www.capterra.com/p/9277/The-Mortgage-Office/#Capterra___2989014) NS Nora S. Office Administrator > "The quick, helpful support really makes a difference, so you never feel stuck." [See full review](https://www.capterra.com/p/9277/The-Mortgage-Office/#Capterra___7073819) JH Juanna H. Admintrator > "Every time there is an update, they come with many glitches that impedes us to proceed with our normal workday. " [See full review](https://www.capterra.com/p/9277/The-Mortgage-Office/#Capterra___2654657) ER Estefania R. Collection Agent > "The Mortgage Office has it all: dynamic modules, customazible grids, easy reporting system." [See full review](https://www.capterra.com/p/9277/The-Mortgage-Office/#Capterra___6210561) DM Daynet M. Port Folio Manager > "the support om angering the questions on the training ." [See full review](https://www.capterra.com/p/9277/The-Mortgage-Office/#Capterra___3320839) JA Jacqueline A. Director of Loan Servicing > "TMO goes above and beyond to assist their clients with any questions they have. " [See full review](https://www.capterra.com/p/9277/The-Mortgage-Office/#Capterra___6449916) ET Erika T. Manager > "The software we used before was absolutely the reason it was difficult." [See full review](https://www.capterra.com/p/9277/The-Mortgage-Office/#Capterra___2965867) LR Lura R. Bookkeeper > "I can always reach our support team when needed." [See full review](https://www.capterra.com/p/9277/The-Mortgage-Office/#Capterra___6551367) CA Cristina A. Head of Servicing > "reporting is not easy to work with." [See full review](https://www.capterra.com/p/9277/The-Mortgage-Office/#Capterra___3475270) AA Angel A. Office Manager > "The support team is amazing also!! If they don't know the answer they will find out and get back to you!" [See full review](https://www.capterra.com/p/9277/The-Mortgage-Office/#Capterra___6556579) PB Peggy B. President > "The learning process was very complex and difficult to understand in the beginning." [See full review](https://www.capterra.com/p/9277/The-Mortgage-Office/#Capterra___2831857) MS Michelle S. Loan Processor > "Easy seminar to follow along with and having it be interactive was very helpful." [See full review](https://www.capterra.com/p/9277/The-Mortgage-Office/#Capterra___6549771) EG Elizabeth G. Marketing Director > "No features we do not like." [See full review](https://www.capterra.com/p/9277/The-Mortgage-Office/#Capterra___2411233) MS Michelle S. Loan Processor > "Overall, The Mortgage Office was a great experience and I'm glad I made the trip over to learn more about the program." [See full review](https://www.capterra.com/p/9277/The-Mortgage-Office/#Capterra___6549771) JG James G. Director of Lending > "The software was very rigid" [See full review](https://www.capterra.com/p/9277/The-Mortgage-Office/#Capterra___2343438) [View Reviews](https://www.capterra.com/p/9277/The-Mortgage-Office/reviews/) Mark F. Director of Lending > "I've been able to integrate with everything ever since the Origination and Servicing API were launched - makes my life simpler." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___7074359) ST Samantha T. Team Lead, Default Recovery > "There is not auto-save function, so any information added and not saved before navigating to a different section will be lost." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6341606) KM Kelsey M. Client coordinator > "Makes our job very smooth and hassle free ( most of the time )" [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___7168145) JN John N. Consultant > "Online user documentation does not have enough depth and instruction in terms of how to use the various features of the system." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6336063) HA Heather A. Credit Analyst > "I am new to the credit analyst role and have found mortgage Automator quite easy to become accustomed to." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___7167085) BL Bradley L. CFO > "The CA DRE has specific forms we need for each closing and they can be a pain. " [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6285679) AW Aidan W. Owner > "It’s particularly helpful for automating repetitive tasks and ensuring compliance. Despite some minor limitations, the benefits far..." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6828464) JN John N. Consultant > "Custom documents can be created however the feature is not user friendly." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6336063) DP Danny P. Manager > "The software is particularly helpful in generating detailed and accurate reports, as well as creating personalized documents for both..." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6330273) KF Katie F. CPO COO > "It can cause disruption to our operations and be frustrating at times." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6304917) HG Hercules G. Chief Operations Officer > "The platform's customization capabilities allow it to adapt effortlessly to our specific needs, making it an invaluable tool in our..." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6283587) DL David L. Manager > "The biggest issue is the investor capital management." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6302868) BL Bradley L. CFO > "The platform's customizability coupled with the user friendly interface has been a game changer for our loan process from initial..." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6285679) LH Lauren H. Senior Mortgage Underwriter > "wow, now I am stumped. If I had to find a negative; it is that we have a unique business and there was a little pain in the beginning..." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___2632265) AN Asher N. Chief Operating Officer > "The origination and loan servicing parts are great and helpful on the day to day tasks." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6512391) AM Adam M. Principal Broker > "I'm sure there are ways to improve this software but I can't think of any at the moment." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___2871703) [View Reviews](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/) ## User interface 4.82 (285) [Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/) 4.92 (116) ### Features The Mortgage Office 44/50 - Accounting - ACH Payment Processing - Activity Dashboard - Activity Tracking - AI Copilot - Alerts/Notifications - Amortization Schedule - API - Approval Process Control - Audit Trail - Auto Loans - Automatic Funds Distribution - Borrower Management - Business Loans - Collateral Tracking - Compliance Management - Construction Loans - Contact Management - Credit Reporting - CRM - Customer Database - Customizable Reports - Customizable Templates - Data Import/Export - Data Security - Digital Signature - Document Management - Document Storage - Electronic Payments - Escrow Management - Generative AI - Investor Management - Lead Management - Loan Portfolio Management - Loan Processing - Mobile Access - Mortgages - Multi-Channel Communication - Multi-Company - Multi-Currency - Payment Collection - Payment Reminders - PCI Compliance - Pipeline Management - Reporting/Analytics - Role-Based Permissions - Student Loans - Third-Party Integrations - Transaction History - Workflow Management [See all features](https://www.capterra.com/p/9277/The-Mortgage-Office/#features) Mortgage Automator Top features 46/50 - Accounting - ACH Payment Processing - Activity Dashboard - Activity Tracking - AI Copilot - Alerts/Notifications - Amortization Schedule - API - Approval Process Control - Audit Trail - Auto Loans - Automatic Funds Distribution - Borrower Management - Business Loans - Collateral Tracking - Compliance Management - Construction Loans - Contact Management - Credit Reporting - CRM - Customer Database - Customizable Reports - Customizable Templates - Data Import/Export - Data Security - Digital Signature - Document Management - Document Storage - Electronic Payments - Escrow Management - Generative AI - Investor Management - Lead Management - Loan Portfolio Management - Loan Processing - Mobile Access - Mortgages - Multi-Channel Communication - Multi-Company - Multi-Currency - Payment Collection - Payment Reminders - PCI Compliance - Pipeline Management - Reporting/Analytics - Role-Based Permissions - Student Loans - Third-Party Integrations - Transaction History - Workflow Management [See all features](https://www.capterra.com/p/191761/Mortgage-Automator/#features) ### Recognition The Mortgage Office Best Value Commercial LoanSoftware (2024)  Mortgage Automator Best Value Loan OriginationSoftware (2024)  ### Deployment & support The Mortgage Office Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - 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 Mortgage Automator Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - 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 ### Company Details The Mortgage Office - By Applied Business Software - Located in United States - Founded in 1978 Mortgage Automator - By Mortgage Automator - Located in Canada - Founded in 2017 ## Popular Comparisons [The Mortgage Office](https://www.capterra.com/p/9277/The-Mortgage-Office/)[4.82 (285)](https://www.capterra.com/p/9277/The-Mortgage-Office/reviews/) vs [HES LoanBox](https://www.capterra.com/p/254642/HES-LoanBox/)[4.91 (35)](https://www.capterra.com/p/254642/HES-LoanBox/reviews/) Contact vendor for pricing Price $75000/year 4.7 Features 4.9 4.7 Ease of Use 4.9 [View full comparison](https://www.capterra.com/compare/9277-254642/The-Mortgage-Office-vs-HES-LoanBox) [Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/)[4.92 (116)](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/) vs [LendingWise](https://www.capterra.com/p/166706/LendingWise/) [4.64 (72)](https://www.capterra.com/p/166706/LendingWise/reviews/) Contact vendor for pricing Price $149/month 4.8 Features 4.4 4.9 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/166706-191761/LendingWise-vs-Mortgage-Automator) [The Mortgage Office](https://www.capterra.com/p/9277/The-Mortgage-Office/)[4.82 (285)](https://www.capterra.com/p/9277/The-Mortgage-Office/reviews/) vs [Creatio CRM](https://www.capterra.com/p/130149/bpm-online-CRM/)[4.74 (149)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) Contact vendor for pricing Price $40/month 4.7 Features 4.7 4.7 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/9277-130149/The-Mortgage-Office-vs-bpm-online-CRM) [Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/)[4.92 (116)](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/) vs [Calyx Point](https://www.capterra.com/p/73554/Calyx-Point/)[3.51 (53)](https://www.capterra.com/p/73554/Calyx-Point/reviews/) Contact vendor for pricing Price Contact vendor for pricing 4.8 Features 3.5 4.9 Ease of Use 3.5 [View full comparison](https://www.capterra.com/compare/73554-191761/Calyx-Point-vs-Mortgage-Automator) [Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/)[4.92 (116)](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/) vs [Creatio CRM](https://www.capterra.com/p/130149/bpm-online-CRM/)[4.74 (149)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) Contact vendor for pricing Price $40/month 4.8 Features 4.7 4.9 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/130149-191761/bpm-online-CRM-vs-Mortgage-Automator) [Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/)[4.92 (116)](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/) vs [Plaid](https://www.capterra.com/p/174384/Plaid/)[4.39 (105)](https://www.capterra.com/p/174384/Plaid/reviews/) Contact vendor for pricing Price Contact vendor for pricing 4.8 Features 4.4 4.9 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/174384-191761/Plaid-vs-Mortgage-Automator)