--- title: Configuring SSO with Okta description: Step-by-step guide to configuring Okta as the SAML 2.0 identity provider for The Mortgage Office (TMO). Covers creating a SAML app in Okta, assigning users, gathering the metadata URL and entity ID, and Okta-specific behaviors for Name ID format, assertion encryption, and single logout. --- [Skip to content](https://help.themortgageoffice.com/knowledge/configuring-sso-with-okta#main-content) [![TMO-LO~1](https://help.themortgageoffice.com/hs-fs/hubfs/TMO-LO~1.png?width=200&height=65&name=TMO-LO~1.png)](https://www.themortgageoffice.com/) - [Platform](https://www.themortgageoffice.com/products/) Show submenu for Platform - [Loan Servicing](https://www.themortgageoffice.com/products/loan-servicing-software/) - [Loan Origination](https://www.themortgageoffice.com/products/loan-origination-software/) - [Fund Management](https://www.themortgageoffice.com/products/fund-management-software/) - [Knowledge Hub](https://www.themortgageoffice.com/knowledge-hub/) Show submenu for Knowledge Hub - [Blog](https://www.themortgageoffice.com/blog/) - [Resources](https://www.themortgageoffice.com/resources/) - [Webinars](https://www.themortgageoffice.com/resources/?_resource_types=on-demand-webinars) - [Seminars](https://www.themortgageoffice.com/seminars/) - [FAQs](https://www.themortgageoffice.com/frequently-asked-questions/) - [Release Notes](https://help.themortgageoffice.com/knowledge/release-notes) Open main navigation Close main navigation - [Platform](https://www.themortgageoffice.com/products/) Show submenu for Platform - [Loan Servicing](https://www.themortgageoffice.com/products/loan-servicing-software/) - [Loan Origination](https://www.themortgageoffice.com/products/loan-origination-software/) - [Fund Management](https://www.themortgageoffice.com/products/fund-management-software/) - [Knowledge Hub](https://www.themortgageoffice.com/knowledge-hub/) Show submenu for Knowledge Hub - [Blog](https://www.themortgageoffice.com/blog/) - [Resources](https://www.themortgageoffice.com/resources/) - [Webinars](https://www.themortgageoffice.com/resources/?_resource_types=on-demand-webinars) - [Seminars](https://www.themortgageoffice.com/seminars/) - [FAQs](https://www.themortgageoffice.com/frequently-asked-questions/) - [Release Notes](https://help.themortgageoffice.com/knowledge/release-notes) - [Contact Support](https://help.themortgageoffice.com/knowledge/kb-tickets/new) [Contact Support](https://help.themortgageoffice.com/knowledge/kb-tickets/new?hsLang=en) How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://help.themortgageoffice.com/knowledge?hsLang=en) 2. [User & Group Security](https://help.themortgageoffice.com/knowledge/user-group-security?hsLang=en) 3. [Single Sign-On (SSO)](https://help.themortgageoffice.com/knowledge/user-group-security?hsLang=en#single-sign-on-sso) March 31, 2026 # Configuring SSO with Okta ## This article walks through setting up Okta as the Identity Provider (IdP) for The Mortgage Office (TMO). ### **NOTE:** SSO IS AN ENTERPRISE ONLY FEATURE #### Step 1: Create a SAML Application in Okta 1. Log in to the Okta admin console. 2. Click the hamburger menu (top left) to open the left navigation. 3. Navigate to **Applications → Applications**. 4. Click **Create App Integration**. 5. Select **SAML 2.0** and click **Next**. 6. In **General Settings**, enter an App Name (e.g., "TMO") and click **Next**. 7. In **SAML Settings**, configure the following fields: | Field | Value | | --- | --- | | **Single sign-on URL** | `https://app.themortgageoffice.com/Saml2/Acs` | | **Audience URI (SP Entity ID)** | `https://app.themortgageoffice.com/` | | **Default Relay State** | Leave blank | | **Name ID Format** | Can be left as "Unspecified" |          8. Under **Attribute Statements**, add an entry to ensure the user's email is included in the                       assertion: | Name | Name Format | Value | | --- | --- | --- | | `email` | Unspecified | `user.email` |          9. Click **Finish**. --- #### Step 2: Assign Users to the TMO Application Users must be assigned to the TMO application in Okta before they can use SSO. 1. Navigate to **Applications → Applications → TMO**. 2. Go to the **Assignments** tab (shown by default). 3. Click **Assign → Assign to People**. 4. A list of unassigned users is displayed. Click **Assign** next to each user you want to grant access. 5. Click **Save and Go Back**. --- #### Step 3: Gather the Okta Metadata You will need two pieces of information from Okta to complete the TMO-side configuration: ### Metadata URL 1. Navigate to **Applications → Applications → TMO**. 2. Select the **Sign On** tab. 3. Scroll down to **Metadata details**. 4. Copy the **Metadata URL**. ### IdP Entity ID 1. Open the Metadata URL you just copied in a browser. 2. Look for the `entityID` attribute in the XML. It will look something like: ``` entityID="http://www.okta.com/exkknioqxbvbqmMbF697" ``` 3. Copy this value — you will enter it into TMO. ### User Email 1. In the Okta admin console, navigate to **Directory → People**. 2. Note each user's **Primary email**. This email must match exactly what is configured for that user in TMO. --- #### Step 4: Complete the TMO-Side Configuration Now that Okta is set up, you need to configure TMO with your Okta IdP details and ensure users exist in TMO. Follow the steps in [Setting Up SSO in TMO (All Identity Providers)](https://help.themortgageoffice.com/knowledge/setting-up-sso-in-tmo-all-identity-providers?hsLang=en). You will need the **IdP Entity ID** and **Metadata URL** gathered in Step 3. --- #### Okta-Specific Behaviors There are a few behaviors unique to Okta that are helpful to be aware of: **Name ID Format:** Okta supports all Name ID formats. If there is a mismatch between the format requested by TMO (the SP) and the format configured in Okta, Okta will respond using its own configured format rather than honoring the SP's request. TMO handles this gracefully — no action is needed. **Assertion Encryption:** Disabled by default in Okta. **Single Logout (SLO):** Okta does not support IdP-initiated Single Logout. 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