--- description: ¿Qué piensan los usuarios de The Loan Office? Lee las opiniones y opiniones verificadas, descubre sus características y el nivel de usabilidad, consulta los precios y conoce las ventajas y desventajas de The Loan Office. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: The Loan Office - Opiniones, precios y características - Capterra España 2026 --- Breadcrumb: [Inicio](/) > [Software para préstamos](/directory/30088/loan-servicing/software) > [The Loan Office](/software/135553/the-loan-office) # The Loan Office Canonical: https://www.capterra.es/software/135553/the-loan-office Página: 1 de 3\ Siguiente: [Página siguiente](https://www.capterra.es/software/135553/the-loan-office?page=2) > Solución de préstamos asequible, moderna, fácil de usar y con todas las funciones. Integración perfecta con QuickBooks y Microsoft Office. > > Veredicto: 40 usuarios lo han valorado con **4.8/5**. De los mejores valorados en **Probabilidad de recomendación**. ----- ## Vista rápida ### ¿Quién usa The Loan Office? The Loan Office ha sido diseñado específicamente para satisfacer las necesidades de servicios de préstamo de los pequeños prestamistas. Ideal para prestamistas hipotecarios, prestamistas de efectivo, administradores y prestamistas de financiación de consumo. ## Estadísticas y valoraciones rápidas | Métrica | Valoración | Detalles | | **En general** | **4.8/5** | 40 Opiniones | | Facilidad de uso | 4.7/5 | Basado en las opiniones generales | | Asistencia al cliente | 4.8/5 | Basado en las opiniones generales | | Relación calidad-precio | 4.8/5 | Basado en las opiniones generales | | Funcionalidades | 4.5/5 | Basado en las opiniones generales | | Porcentaje de recomendaciones | 90% | (9/10 Probabilidad de recomendación) | ## Sobre el proveedor - **Empresa**: Applied Business Software - **Constitución**: 1978 ## Contexto comercial - **Precio inicial**: 389,00 US$ - **Público objetivo**: Trabajador autónomo, 2-10, 11-50 - **Despliegue y plataformas**: Cloud, SaaS, Web, Android (móvil), iPhone (móvil), iPad (móvil) - **Idiomas admitidos**: inglés - **Países disponibles**: Argentina, Australia, Canadá, Colombia, Estados Unidos, Guam, Islas Turcas y Caicos, México, Nueva Zelanda, Reino Unido ## Funcionalidades - Base de datos de clientes - Candidaturas en línea - Contabilidad - Creación de informes/análisis - Cualificación previa - Distribución automática de fondos - Gestión de carteras de préstamos - Gestión de clientes - Gestión de clientes potenciales - Gestión de contactos - Gestión de depósitos fiduciarios - Gestión de documentos - Gestión de inversores - Gestión de la conformidad - Gestión de prestatarios - Importación y exportación de datos - Payment Collection - Planificación de amortización - Registro de auditoría - Seguimiento de garantías - Third-Party Integrations - Toma de decisiones/evaluación de riesgo automatizada ## Integraciones (en total: 1) - QuickBooks Online Advanced ## Opciones de asistencia - E-mail/Help Desk - Preguntas frecuentes/foro - Base de conocimientos - Asistencia telefónica ## Categoría - [Software para préstamos](https://www.capterra.es/directory/30088/loan-servicing/software) ## Categorías relacionadas - [Software para préstamos](https://www.capterra.es/directory/30088/loan-servicing/software) - [Software para prestamistas](https://www.capterra.es/directory/20011/loan-origination/software) - [Software para préstamos e hipotecas](https://www.capterra.es/directory/30038/mortgage-and-loans/software) ## Alternativas 1. [BNTouch Mortgage CRM](https://www.capterra.es/software/37032/bntouch) — 4.5/5 (95 reviews) 2. [Encompass](https://www.capterra.es/software/37038/encompass360) — 4.0/5 (42 reviews) 3. [The Mortgage Office](https://www.capterra.es/software/9277/the-mortgage-office) — 4.8/5 (285 reviews) 4. [Financial Services Cloud](https://www.capterra.es/software/166075/financial-crm) — 4.8/5 (5 reviews) 5. [Fintech Market Core System](https://www.capterra.es/software/1051572/fintech-market-core-system) — 5.0/5 (8 reviews) ## Opiniones ### "Great loan software" — 5.0/5 > **Jorge** | *23 de octubre de 2018* | Propiedad inmobiliaria | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: I really like that you can have separate databases for customers depending on what company you're using. The ability to edit the letters , the reports, and the price > > **Desventajas**: That it doesn't integrate with an online account for the customer to view their balances and make their payments ----- ### "W're thrilled we left a full service servicer to switch to The Loan Office" — 5.0/5 > **Bruce** | *7 de octubre de 2019* | Banca | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: The software does all of the paper work that we need done to manage the loans. We have full data at our fingertips whenever a borrower has a question. > > **Desventajas**: The company sells a software program, the Mortgage Office, that's many many times more expensive than the Loan Office and has has more feature and capabilities. I guess the "con" of the Loan Office we purchased was that it doesn't include all of those features. However, the reality is that for our company, we didn't need any of those feature and we're very happy with The Loan Office as is. > > We're a family office that manages approx 50 loans. We outsourced the back office functions to a major service provider for many year. We used to spend many hours monitoring all activity and then hours getting them to correct mistakes. The mistakes became so painful that we decided to take the chance to do it ourselves. Fortunately, we found The Loan Office. As it turns out, it takes no more time for us to enter the data ourselves into The Loan Office than it took to monitor and correct the outside service. Therefore, we're saving a lot of money without any downside. We feel better having more control. As a "small loan servicer", the reporting is less than was necessary because we were serviced to a large loan servicer. While we'd recommend that you do your homework to understand the features of The Loan Office, we're confident that The Loan Office will successfully do what it says it will do - what more can we ask. ----- ### "Equipment purchases - Loan" — 3.0/5 > **Toni** | *21 de septiembre de 2016* | Alimentación y bebidas | Valoración de la recomendación: 6.0/10 > > **Puntos a favor**: reporting > > **Desventajas**: not understanding one section of loan program > > We are still getting use to the software. I have a new supervisor on board who is reviewing the equipment program at this time. We may decide to remove the old items and get on board/better handle with new items coming in year 2017 ----- ### "Mortgage Office Review" — 5.0/5 > **Terri** | *7 de octubre de 2019* | Servicios financieros | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: The software is very easy and simple to use. It doesn't matter if you are a new user or a long time user the training to use the program is very minimal. The reports are easy to find and prepare. > > **Desventajas**: It would be nice if we could make custom reports if we only want to pull specific data. I would like to be able to keep track of our UCC filings in the software in addition to property insurance. I don't like that there is a separate fee for the amortization feature. I feel like this should come with the software. > > We use the Mortgage Office to service the commercial mortgages for our loan department. The software provides the necessary tools to service our loans. The customer service department is excellent and has always done a superior job making sure that our needs are met. ----- ### "Small Business User" — 5.0/5 > **Jerrel** | *13 de septiembre de 2016* | Banca | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: 1. interacts easily w/ QuickBooks 2. allows me to send borrower statements directly from TLO 3. much easier to produce payoff demands > > **Desventajas**: 1. if it embedded a bit different calendar/reminder platform, that would add a lot of value to me. I separately run "Remind Me," but this isn't a big deal. 2. annual cost for software support and for upgrades seems high. Now that I know how to use it, I am guessing I won't call in more than twice a year. 3. I would love to be able to use TLO from home and my office, ie, log into the same TLO platform and use it whereever suits my schedule that day. I understand the need to prevent multiple users from sharing the same license, but I am a one-man shop and there has to be a way to do this. > > The Loan Office has really helped to make us look more professional in the eyes of our borrowers, and it has saved me a lot of time. ----- Página: 1 de 3\ Siguiente: [Página siguiente](https://www.capterra.es/software/135553/the-loan-office?page=2) ## Enlaces - [Ver en Capterra](https://www.capterra.es/software/135553/the-loan-office) ## Esta página se encuentra disponible en los siguientes idiomas | Local | 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 | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Datos estructurados