Average Ratings 6 Ratings

Total
ease
features
design
support

Average Ratings 2 Ratings

Total
ease
features
design
support

Description

LoansNeo is a software that manages lending for banks and NBFCs. It features custom workflows, visual analytics and AI-based recommendations. This software can simplify loan origination, journey management and scheduling.

Description

At The Mortgage Office, innovation meets precision in loan management. Our platform is engineered for high performance—delivering unmatched accuracy and an intuitive interface that powers the lending operations of institutions worldwide. With over 45 years of industry expertise, we offer a robust solution covering loan origination, servicing, and fund management, streamlining processes, ensuring rigorous compliance, and driving sustainable growth in today’s competitive landscape.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

DigitalTax Connect No 
Docusign No 
Filogix No 
Microsoft Word No 
QuickBooks Online No 
Salesforce Yes 
Usio No 
Xactus360 No 

Integrations

DigitalTax Connect Yes 
Docusign Yes 
Filogix Yes 
Microsoft Word Yes 
QuickBooks Online Yes 
Salesforce No 
Usio Yes 
Xactus360 Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

Schedule a demo to get pricing information for your organization.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Achieva.ai

Country

United States

Website

achieva.ai/loans-neo/

Vendor Details

Company Name

The Mortgage Office

Founded

1978

Country

United States

Website

www.themortgageoffice.com

Product Features

Loan Origination

Amortization Schedule No 
Audit Trail No 
Closing Documents Yes 
Compliance Management Yes 
Customer Database Yes 
Digital Signature No 
Document Management Yes 
Fee Management Yes 
Loan Processing Yes 
Online Application No 

Loan Servicing

Accounting Management Yes 
Amortization Schedule No 
Application Management No 
Auto Loans No 
Automatic Funds Distribution No 
Business Loans Yes 
Collateral Tracking No 
Collections Management Yes 
Compliance Management Yes 
Construction Loans No 
Customer Database Yes 
Fee Management No 
Investor Management No 
Loan Processing Yes 
Student Loans No 

Product Features

Loan Origination

Amortization Schedule Yes 
Audit Trail Yes 
Closing Documents Yes 
Compliance Management Yes 
Customer Database Yes 
Digital Signature Yes 
Document Management Yes 
Fee Management Yes 
Loan Processing Yes 
Online Application Yes 

Loan Servicing

Accounting Management Yes 
Amortization Schedule Yes 
Application Management Yes 
Auto Loans Yes 
Automatic Funds Distribution Yes 
Business Loans Yes 
Collateral Tracking Yes 
Collections Management Yes 
Compliance Management Yes 
Construction Loans Yes 
Customer Database Yes 
Fee Management Yes 
Investor Management Yes 
Loan Processing Yes 
Student Loans Yes 

Mortgage and Loans

Amortization Schedule Yes 
Client Database Yes 
Closing Documents Yes 
Commercial Mortgages Yes 
Contact Management Yes 
Credit Reporting Yes 
Customer Statements Yes 
Document Management Yes 
Electronic Applications Yes 
Government Loans Yes 
Loan Origination Yes 
Loan Servicing Yes 
Pipeline Management Yes 
Pre-Qualification Yes 
Refinance Management Yes 
Residential Mortgages Yes 

Alternatives

Alternatives

LendFoundry Reviews

LendFoundry

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HES LoanBox

HES FinTech
LoanAssistant Reviews

LoanAssistant

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