The Loan Office logo

Description

The Loan Office is a comprehensive loan servicing software solution designed to empower small to medium-sized lenders. Supporting a wide range of loan types – from consumer finance and mortgages to hard-money loans and note servicing – this so...

Use Cases

Key Features

  • Activity Tracking
  • Accounting
  • Activity Dashboard
  • Alerts/Notifications
  • ACH Payment Processing
  • Amortization Schedule

Made For

Industries

  • Financial Services
  • Mortgage Lending
  • Consumer Finance
  • Hard Money Lending
  • Real Estate

Customer Segments

  • Small Businesses
  • Mid-size Businesses

Supported Platforms

  • Web
  • Mobile

Pros

  • Comprehensive loan servicing features covering a wide range of loan types.
  • Strong compliance features, including Dodd-Frank and tax form support.
  • Seamless integration with QuickBooks for streamlined accounting.
  • Customizable templates and reports for tailored loan management.

Cons

  • May be feature-rich for very small lenders with simple loan portfolios.
  • Potential learning curve due to the breadth of functionality.
Year Founded
2005
HQ Location
Salt Lake City, UT
LinkedIn
51-200 employees
@msswinc
1K-5K followers

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Frequently Asked Questions