---
title: TMO Desktop to TMO PRO Migration Video
description: This article contains a video that will help walk you through the TMO Desktop to TMO PRO migration process.
---

[Skip to content](https://help.themortgageoffice.com/knowledge/tmo-desktop-to-tmo-pro-migration-video#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. [Getting Started](https://help.themortgageoffice.com/knowledge/getting-started?hsLang=en)
3. [General](https://help.themortgageoffice.com/knowledge/getting-started?hsLang=en#general)

October 9, 2026

# TMO Desktop to TMO PRO Migration Video

## This article contains a video that will help walk you through the TMO Desktop to TMO PRO migration process.

Congratulations on your upgrade to TMO PRO!

To get acquainted with the updated appearance and functionality of PRO, we invite you to watch the informative video below. It will help you navigate and explore the new features with ease: 

<iframe data-hsv-src="https://play.hubspotvideo.com/v/6371232/id/153514267521" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="153514267521" data-hsv-style="" data-hsv-width="688" data-hsv-height="387" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

Please do not hesitate to contact Support or your Account Manager with any additional questions. 

 

 

- [Getting Started](https://help.themortgageoffice.com/knowledge/getting-started?hsLang=en#main-content)

    - [General](https://help.themortgageoffice.com/knowledge/getting-started?hsLang=en#general)
    - [Basic Information](https://help.themortgageoffice.com/knowledge/getting-started?hsLang=en#basic-information)
    - [New Company Setup](https://help.themortgageoffice.com/knowledge/getting-started?hsLang=en#new-company-setup)
- [User & Group Security](https://help.themortgageoffice.com/knowledge/user-group-security?hsLang=en#main-content)

    - [General](https://help.themortgageoffice.com/knowledge/user-group-security?hsLang=en#general)
    - [Users](https://help.themortgageoffice.com/knowledge/user-group-security?hsLang=en#users)
    - [Groups](https://help.themortgageoffice.com/knowledge/user-group-security?hsLang=en#groups)
    - [Single Sign-On (SSO)](https://help.themortgageoffice.com/knowledge/user-group-security?hsLang=en#single-sign-on-sso)
- [Loan Origination](https://help.themortgageoffice.com/knowledge/loan-origination?hsLang=en#main-content)

    - [Loan Files](https://help.themortgageoffice.com/knowledge/loan-origination?hsLang=en#loan-files)
    - [SmartViews](https://help.themortgageoffice.com/knowledge/loan-origination?hsLang=en#smartviews)
    - [System Administration](https://help.themortgageoffice.com/knowledge/loan-origination?hsLang=en#system-administration)
    - [Lenders](https://help.themortgageoffice.com/knowledge/loan-origination?hsLang=en#lenders)
    - [Lightning Docs](https://help.themortgageoffice.com/knowledge/loan-origination?hsLang=en#lightning-docs)
    - [Integrations](https://help.themortgageoffice.com/knowledge/loan-origination?hsLang=en#integrations)
    - [Borrowers](https://help.themortgageoffice.com/knowledge/loan-origination?hsLang=en#borrowers)
    - [DossDocs](https://help.themortgageoffice.com/knowledge/loan-origination?hsLang=en#dossdocs)
- [Loan Servicing](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#main-content)

    - [General](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#general)
    - [Loan Files](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#loan-files)
    - [Borrowers](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#borrowers)
    - [Terms](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#terms)
    - [Funding](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#funding)
    - [Properties](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#properties)
    - [History](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#history)
    - [Attachments](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#attachments)
    - [Lenders](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#lenders)
    - [Vendors](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#vendors)
    - [Tasks & Reports](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#tasks-reports)
    - [Loan Charges](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#loan-charges)
    - [Commercial Loans](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#commercial-loans)
    - [Lines of Credit/HELOC](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#lines-of-credit-heloc)
    - [Construction Loans](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#construction-loans)
    - [Adjustable Rate Mortgages (ARM)](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#adjustable-rate-mortgages-arm)
    - [Graduated Terms Mortgages (GTM)](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#graduated-terms-mortgages-gtm)
    - [Escrow Administration](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#escrow-administration)
    - [SmartViews](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#smartviews)
    - [Accounting System Integration](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#accounting-system-integration)
    - [Custom Letters and Notices](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#custom-letters-and-notices)
    - [Loan Templates](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#loan-templates)
    - [Data Exports](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#data-exports)
- [Trust Accounting](https://help.themortgageoffice.com/knowledge/trust-accounting?hsLang=en#main-content)

    - [Trust Accounts](https://help.themortgageoffice.com/knowledge/trust-accounting?hsLang=en#trust-accounts)
    - [Register](https://help.themortgageoffice.com/knowledge/trust-accounting?hsLang=en#register)
    - [Clients](https://help.themortgageoffice.com/knowledge/trust-accounting?hsLang=en#clients)
    - [Payees](https://help.themortgageoffice.com/knowledge/trust-accounting?hsLang=en#payees)
    - [Payers](https://help.themortgageoffice.com/knowledge/trust-accounting?hsLang=en#payers)
    - [Tasks & Reports](https://help.themortgageoffice.com/knowledge/trust-accounting?hsLang=en#tasks-reports)
- [Collateralized Mortgage Obligations](https://help.themortgageoffice.com/knowledge/collateralized-mortgage-obligations?hsLang=en#main-content)

    - [Holders](https://help.themortgageoffice.com/knowledge/collateralized-mortgage-obligations?hsLang=en#holders)
- [Mortgage Pool Servicing](https://help.themortgageoffice.com/knowledge/mortgage-pool-servicing?hsLang=en#main-content)

    - [Mortgage Pools](https://help.themortgageoffice.com/knowledge/mortgage-pool-servicing?hsLang=en#mortgage-pools)
    - [Partners](https://help.themortgageoffice.com/knowledge/mortgage-pool-servicing?hsLang=en#partners)
    - [Tasks & Reports](https://help.themortgageoffice.com/knowledge/mortgage-pool-servicing?hsLang=en#tasks-reports)
    - [SmartViews](https://help.themortgageoffice.com/knowledge/mortgage-pool-servicing?hsLang=en#smartviews)
- [ACH Express](https://help.themortgageoffice.com/knowledge/ach-express?hsLang=en#main-content)

    - [General](https://help.themortgageoffice.com/knowledge/ach-express?hsLang=en#general)
- [Online Portals](https://help.themortgageoffice.com/knowledge/online-portals?hsLang=en#main-content)

    - [General](https://help.themortgageoffice.com/knowledge/online-portals?hsLang=en#general)
    - [Online Payments](https://help.themortgageoffice.com/knowledge/online-portals?hsLang=en#online-payments)
    - [Borrowers](https://help.themortgageoffice.com/knowledge/online-portals?hsLang=en#borrowers)
    - [Lenders](https://help.themortgageoffice.com/knowledge/online-portals?hsLang=en#lenders)
    - [Partners](https://help.themortgageoffice.com/knowledge/online-portals?hsLang=en#partners)
    - [Investment Offerings](https://help.themortgageoffice.com/knowledge/online-portals?hsLang=en#investment-offerings)
    - [Messages](https://help.themortgageoffice.com/knowledge/online-portals?hsLang=en#messages)
- [Tax Forms Management & Printing](https://help.themortgageoffice.com/knowledge/tax-forms-management-printing?hsLang=en#main-content)

    - [General](https://help.themortgageoffice.com/knowledge/tax-forms-management-printing?hsLang=en#general)
    - [Tax Forms](https://help.themortgageoffice.com/knowledge/tax-forms-management-printing?hsLang=en#tax-forms)
- [Consumer Credit Reporting (Metro-2)](https://help.themortgageoffice.com/knowledge/consumer-credit-reporting-metro-2?hsLang=en#main-content)

    - [Metro-2 Fundamentals](https://help.themortgageoffice.com/knowledge/consumer-credit-reporting-metro-2?hsLang=en#metro-2-fundamentals)
- [Custom Letters, Notices and Mailing Labels](https://help.themortgageoffice.com/knowledge/custom-letters-notices-and-mailing-labels?hsLang=en#main-content)

    - [Custom Letters](https://help.themortgageoffice.com/knowledge/custom-letters-notices-and-mailing-labels?hsLang=en#custom-letters)
    - [Custom Notices](https://help.themortgageoffice.com/knowledge/custom-letters-notices-and-mailing-labels?hsLang=en#custom-notices)
- [Custom (User Defined) Fields](https://help.themortgageoffice.com/knowledge/custom-user-defined-fields?hsLang=en#main-content)

    - [General](https://help.themortgageoffice.com/knowledge/custom-user-defined-fields?hsLang=en#general)
- [Options](https://help.themortgageoffice.com/knowledge/options?hsLang=en#main-content)

    - [General](https://help.themortgageoffice.com/knowledge/options?hsLang=en#general)
    - [User Preferences Options](https://help.themortgageoffice.com/knowledge/options?hsLang=en#user-preferences-options)
    - [Loan Servicing Options](https://help.themortgageoffice.com/knowledge/options?hsLang=en#loan-servicing-options)
- [Importing](https://help.themortgageoffice.com/knowledge/importing?hsLang=en#main-content)

    - [To Loan Servicing](https://help.themortgageoffice.com/knowledge/importing?hsLang=en#to-loan-servicing)
    - [From an Excel file](https://help.themortgageoffice.com/knowledge/importing?hsLang=en#from-an-excel-file)
    - [Field Mappings](https://help.themortgageoffice.com/knowledge/importing?hsLang=en#field-mappings)
- [Online](https://help.themortgageoffice.com/knowledge/online?hsLang=en#main-content)

    - [General](https://help.themortgageoffice.com/knowledge/online?hsLang=en#general)
- [Text Messages](https://help.themortgageoffice.com/knowledge/text-messages?hsLang=en#main-content)

    - [General](https://help.themortgageoffice.com/knowledge/text-messages?hsLang=en#general)
- [Pulse](https://help.themortgageoffice.com/knowledge/pulse?hsLang=en#main-content)

    - [General](https://help.themortgageoffice.com/knowledge/pulse?hsLang=en#general)
- [Insurance Tracking](https://help.themortgageoffice.com/knowledge/insurance-tracking?hsLang=en#main-content)

    - [General](https://help.themortgageoffice.com/knowledge/insurance-tracking?hsLang=en#general)
- [API Docs](https://help.themortgageoffice.com/knowledge/api-docs?hsLang=en)
- [Release Notes](https://help.themortgageoffice.com/knowledge/release-notes?hsLang=en)
- [Desktop](https://help.themortgageoffice.com/knowledge/desktop?hsLang=en)
- [Onboarding](https://help.themortgageoffice.com/knowledge/onboarding?hsLang=en#main-content)

    - [Loan Origination](https://help.themortgageoffice.com/knowledge/onboarding?hsLang=en#loan-origination)

[![Chill listening crop-3](https://help.themortgageoffice.com/hs-fs/hubfs/TMO-LO~1.jpg?width=125&height=55&name=TMO-LO~1.jpg "Chill listening crop-3")](https://www.themortgageoffice.com/)

7755 Center Ave, Suite 800  
Huntington Beach, CA 92647

<https://www.linkedin.com/company/696920> <https://www.facebook.com/appliedbusinesssoftware> <https://twitter.com/TMOsoftware> <https://www.instagram.com/themortgageoffice/> [mailto:support@themortgagoffice.com](mailto:support@themortgagoffice.com)

Copyright © 2025, The Mortgage Office®

```json
{
  "@context" : "https://schema.org",
  "@type" : "VideoObject",
  "contentUrl" : "https://6371232.fs1.hubspotusercontent-na1.net/hubfs/6371232/Welcome%20to%20TMO%20PRO.mp4",
  "dateModified" : "2024-01-18T17:10:11.928Z",
  "duration" : "PT4M54S",
  "height" : 1080,
  "name" : "Welcome to TMO PRO",
  "thumbnailUrl" : "https://6371232.fs1.hubspotusercontent-na1.net/hubfs/6371232/Welcome%20to%20TMO%20PRO.mp4/medium.jpg",
  "uploadDate" : "2024-01-18T17:06:23.307Z",
  "width" : 1920
}
```