--- description: Scopri le funzionalità di The Loan Office, i dettagli del prodotto, chi utilizza il software e quali sono i prodotti suggeriti. Attraverso le recensioni di utenti verificati potrai capire com’è la user experience, l’assistenza post-vendita e molto altro. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: The Loan Office - Prezzi, recensioni, informazioni - Capterra Italia 2026 --- Breadcrumb: [Home](/) > [Software per l'erogazione dei prestiti](/directory/30088/loan-servicing/software) > [The Loan Office](/software/135553/the-loan-office) # The Loan Office Canonical: https://www.capterra.it/software/135553/the-loan-office Pagina: 1/3\ Avanti: [Pagina successiva](https://www.capterra.it/software/135553/the-loan-office?page=2) > Servizio prestiti: conveniente, all'avanguardia, facile da usare e completo. Perfetta integrazione con QuickBooks e Microsoft Office. > > Conclusione: valutazione di **4.8/5** stelle assegnate da 40 utenti. Miglior punteggio per il parametro **Lo consiglieresti?**. ----- ## Panoramica ### Chi utilizza The Loan Office? The Loan Office è stato appositamente progettato per soddisfare le esigenze dei piccoli prestatori in termini di servizio prestiti. Ideale per prestatori ipotecari, finanziatori di prestiti ponte, incaricati di riscossione cambiali e prestatori di credito al consumo. ## Statistiche e valutazioni | Parametro | Valutazione | Dettaglio | | **Nel complesso** | **4.8/5** | 40 Recensioni | | Facilità d'uso | 4.7/5 | Sulla base delle recensioni complessive | | Assistenza clienti | 4.8/5 | Sulla base delle recensioni complessive | | Rapporto qualità-prezzo | 4.8/5 | Sulla base delle recensioni complessive | | Funzionalità | 4.5/5 | Sulla base delle recensioni complessive | | Percentuale di raccomandazione | 90% | (9/10 Lo consiglieresti?) | ## Informazioni sul fornitore - **Azienda**: Applied Business Software - **Anno di fondazione**: 1978 ## Contesto commerciale - **Prezzo di partenza**: 389,00 USD - **Pubblico target**: Lavoratore autonomo, 2-10, 11-50 - **Implementazione e piattaforme**: Cloud, SaaS, Web, Android (mobile), iPhone (mobile), iPad (mobile) - **Lingue supportate**: inglese - **Paesi disponibili**: Argentina, Australia, Canada, Colombia, Guam, Isole Turks e Caicos, Messico, Nuova Zelanda, Regno Unito, Stati Uniti ## Funzionalità - Banca dati cliente - Candidature online - Contabilità - Creazione di report/analisi - Distribuzione automatica di fondi - Gestione contatti - Gestione degli investitori - Gestione dei debitori - Gestione dei depositi a garanzia - Gestione del portafoglio prestiti - Gestione della clientela - Gestione della conformità - Gestione di documenti - Gestione di potenziali clienti - Importazione/Esportazione di dati - Monitoraggio delle garanzie - Payment Collection - Piano di ammortamento - Prequalificazione - Presa di decisioni/sottoscrizione automatica - Third-Party Integrations - Tracciato di controllo ## Integrazioni (1 in totale) - QuickBooks Online Advanced ## Opzioni di supporto - Email/Help desk - FAQ/Forum - Knowledge Base - Assistenza telefonica ## Categoria - [Software per l'erogazione dei prestiti](https://www.capterra.it/directory/30088/loan-servicing/software) ## Categorie correlate - [Software per l'erogazione dei prestiti](https://www.capterra.it/directory/30088/loan-servicing/software) - [Software per prestiti](https://www.capterra.it/directory/20011/loan-origination/software) - [Software per mutui](https://www.capterra.it/directory/30038/mortgage-and-loans/software) ## Alternative 1. [BNTouch Mortgage CRM](https://www.capterra.it/software/37032/bntouch) — 4.5/5 (97 reviews) 2. [Encompass](https://www.capterra.it/software/37038/encompass360) — 4.0/5 (42 reviews) 3. [The Mortgage Office](https://www.capterra.it/software/9277/the-mortgage-office) — 4.8/5 (285 reviews) 4. [Financial Services Cloud](https://www.capterra.it/software/166075/financial-crm) — 4.8/5 (5 reviews) 5. [Fintech Market Core System](https://www.capterra.it/software/1051572/fintech-market-core-system) — 5.0/5 (8 reviews) ## Recensioni ### "Great loan software" — 5.0/5 > **Jorge** | *23 ottobre 2018* | Proprietà immobiliari | Tasso di raccomandazione: 10.0/10 > > **Vantaggi**: 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 > > **Inconvenienti**: 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 ottobre 2019* | Servizi bancari | Tasso di raccomandazione: 10.0/10 > > **Vantaggi**: 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. > > **Inconvenienti**: 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 settembre 2016* | Prodotti alimentari e bevande | Tasso di raccomandazione: 6.0/10 > > **Vantaggi**: reporting > > **Inconvenienti**: 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 ottobre 2019* | Servizi finanziari | Tasso di raccomandazione: 10.0/10 > > **Vantaggi**: 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. > > **Inconvenienti**: 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 settembre 2016* | Servizi bancari | Tasso di raccomandazione: 10.0/10 > > **Vantaggi**: 1. interacts easily w/ QuickBooks 2. allows me to send borrower statements directly from TLO 3. much easier to produce payoff demands > > **Inconvenienti**: 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. ----- Pagina: 1/3\ Avanti: [Pagina successiva](https://www.capterra.it/software/135553/the-loan-office?page=2) ## Link - [Visualizza su Capterra](https://www.capterra.it/software/135553/the-loan-office) ## Questa pagina è disponibile nelle seguenti lingue | Lingua | 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 | | ----- ## Dati strutturati