Fund Management Software

Manage your funds with confidence and clarity.

With TMO’s professionally designed fund management tools, you gain accurate, up-to-the-minute partnership statements and streamlined operations that elevate your business.

Unlimited Service

Service an unlimited number of pools, partners, and investment types, all within a single platform.

Advanced Filing

Simplify your processes with automatic email statements and attachments directly linked to partner files. Send borrower bills, statements, and process payments quickly and securely.

Year End Reporting

Seamlessly handle year-end reporting, including forms such as T5s, Section J of the IRS Schedule K-1, 1099-INT, and T3s.

Whats included

What’s included in your TMO platform.

With the Mortgage Pool Servicing Module, you can determine the value of the pool at any given date while taking into account loan payments, advances, accrued interest, late charges and deferred interest. All of this functionality in one tool gives you great leverage to manage pools with less time and greater accuracy.

Core Features:

Enhanced Management
Electronic Fund Transfer
Issue and Manage
Reminders
Document Imaging & Management

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Fund Management Features

Your complete solution for fund management.

What’s Included

Enhanced Reporting & Integrations

Get a complete view of your portfolio with our robust reporting tools, and make the most of your data by connecting TMO with your other systems.

Core Features:

In-Depth Analytics: Track cash flow, loan performance, and compliance metrics with ease.
Flexible Integrations: Integrate TMO with your preferred CRM, accounting, and marketing tools to create a seamless workflow.
Customizable Reporting: Generate tailored reports to suit your needs, ensuring accurate insights and better decision-making.

Platform Package Options

Powerful tools, seamless experience.

Whether you’re managing loans, investor funds, or both, we’ve built our platform to adapt to your needs. Each package delivers the accuracy and efficiency you expect, with the flexibility to customize workflows that match how you do business.

loan Servicing

Streamline Your Process

Access a wealth of resources to deepen your understanding of the lending industry. Our Knowledge Hub offers insights, tips, and best practices to help you navigate loan origination and servicing effectively.

Explore Loan Servicing

Loan Origination

Maximize Efficency

Streamline your process, close more loans faster, and reduce resource use while ensuring compliance with all federal and state regulations with the platform specifically designed to originate loans funded by private lenders.

Explore Loan Origination