The Money Source Reviews 682

TrustScore 3.5 out of 5

3.7

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Rated 2 out of 5 stars

While trying to create account and add payment info, not being able to copy/paste a password or routing number was frustrating. Communication since signing paperwork has been a bit lackluster. I sig... See more

Company replied

Rated 5 out of 5 stars

Kristi saved the day! 😀 Our property taxes were based on unimproved property so we had a large overage in our escrow account. Calling customer service was a nightmare and kept getting the run around... See more

Rated 1 out of 5 stars

Servbank took over TMS and is neglecting to service VA loans! This is a disservice to vets and their families. WHY would you purchase a loan that you won't even honor the terms and conditions? How is... See more

Rated 5 out of 5 stars

Since we started with the money source, we’ve had a pretty good experience. They offered Covid relief in the form of deferred principal that helped us out a great deal. When it came time to sell, we n... See more

Company details

  1. Money & Insurance

About The Money Source

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3.7

Average

TrustScore 3.5 out of 5

682 reviews

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Rated 5 out of 5 stars

RESPONDED PROMPTLY

Response was prompt and helpful. I sent an email to Kristi and she responded right away and answered all of my questions and concerns. She's a great asset to TMS.

15 March 2022
Unprompted review
Rated 1 out of 5 stars

Use to be good... but not anymore

I use to enjoy moneysource they had great customer service since 2014. However 2022 has not been good at all. I have asked for home loan assumption paper work for the last month. So I can get my ex husband off the mortgage in case his assets get taken by the government for owing back child support. First call they said I should have it by Monday. Second time I called it was it was sent to underwriters you should have it next week. Next week came I called a third time and they said oh it was set on 2/28/22 in the mail give it until next week.... never got it. The last time I tried to do this process they sent the papers to me online... I dunno why they would send me a paper copy. And now tomorrow I have to call for a fourth time. . Because it is still not here. I need this process finished I have been trying to do this for years. I finally got the court to force him to sign the papers and the company is failing me by not giving me what is needed

13 March 2022
Unprompted review
The Money Source logo

Reply from The Money Source

Good Evening Samantha, My apologies for the experience you've had thus far. My name is Kristi Schleicher. I am the VP of Customer Experience here at TMS. Would you be able to email me directly your loan number and contact information? My email address is kristi.schleicher@themoneysource.com. I look forward to working with you.

Rated 5 out of 5 stars

VIP Kristi, Customer Experience

This review is for my customer experience with Kristi Schleicher, VP of Customer Experience at The Money Source. There were missing updated info and I wasn't sure what was it and I reached out to Kristi, she look through it and helped me figured out and send info to the other dept. I am glad Kristi was able to help out. Thanks for caring in TMS, Kristi.

18 February 2022
Unprompted review
Rated 5 out of 5 stars

Thanks for caring

I went on a covid forbearance with my mortgage. After having so much trouble trying to get back on track Kristi Schleicher reached out to me and almost immediately got me back on track. If it wasn't for here I would still be stressed out everyday about what was going to happen

17 February 2022
Unprompted review
Rated 5 out of 5 stars

Experience with Kristi Schleicher, VP of Customer Experience review is for my customer…

This review is for my customer experience with Kristi Schleicher, VP of Customer Experience at The Money Source. I previously, posted regarding the excellent customer provided by Kristi in which she was able to assist me get major issues corrected on my loan when no one else was able to assist me. I recently, reached out to Kristi again for assistance to get erroneous information being reported to the credit bureaus removed. She immediately responded to my inquiry and promptly contacted the appropriate department and the correction was made. If you are having trouble getting assistance with your TMS mortgage, I recommend contacting Kristi Schleicher, she is always able and willing to help.

17 February 2022
Unprompted review
Rated 5 out of 5 stars

Kristi

Kristi, have been excellent customer service even when she's out of the office always tends to help the customers. Thank you so much!

17 February 2022
Unprompted review
Rated 1 out of 5 stars

I paid into escrow an amount for home…

I paid into escrow an amount for home owner’s insurance-I paid timely each month and on 1/15 I received a late notice from State Farm. I immediately called the Money Source and was told to email them a copy of the bill which I did. 2 weeks later still no payment made and now I am told the Money Source is not paying my insurance bill because my loan is being transferred. I don’t recall that being a part of my closing statement…you pay into escrow but we don’t have to use it to pay your insurance if we are transferring your loan….you pay it then. Seems like a breach of contract to me.

Yes, the response from Kristi on this site makes it appear as though she resolved my issues with a phone call. The same smoke and mirrors I have been getting for months. After our conversation which wasn’t a “pleasure” for me I sent her by email proof of escrow for homeowner’s insurance established by the legal closing document, the insurance company’s late notice dated 1-15 which occurred while they were still servicing the loan, my insurance policy number on TMS’s website. Plus I asked her one question: When you were servicing my loan what did you do with the money in my escrow account if you didn’t use it to pay my house insurance??????? Her answer: deafening silence.

If you do business with Ally bank ask if your loan is going to be serviced by TMS and if the answer is yes…..run don’t walk away.

11 February 2022
Unprompted review
The Money Source logo

Reply from The Money Source

Good Morning Wendy, It was a pleasure speaking with you this morning. If you need anything additional please do not hesitate to reach out to me directly at Kristi.Schleicher@themoneysource.com. Thank you for your time and patience.

Rated 5 out of 5 stars

Thanks to Kristi Schleicher for getting…

Thanks to Kristi Schleicher for getting our escrow refund taken care of which was apparently lost by the USPS.
We emailed Kristi and explained that we hadn't received our refund check from a recent mortgage payoff...although I could see the check was cut on our online account and when it was issued.
Kristi got to work and immediately had a stop payment on the mailed check and had a new check FEDEX'd to our new home.
I have worked with Kristi on a few other instances and she's never let us down. Whenever I've emailed or spoken to Kristi on the phone it always felt like I was her only customer...that is gold in the current customer service climate.
Thanks again Kristi for your work on my behalf...TMS has a gem with you as a representative!

10 February 2022
Unprompted review
Rated 5 out of 5 stars

Amazing Experience

The first time I reached out to Kristi Schleicher, she cleared the path to receive COVID Mortgage assistance.
The second time, I got my mortgage company (TMS) their homeowners insurance after 3 tries.
Both requests were done within hours!

7 February 2022
Unprompted review
Rated 2 out of 5 stars

Be careful

Friendly, but extremely frustrating to deal with in sorting out an issue with a transfer of mortgage servicing.

4 February 2022
Unprompted review
The Money Source logo

Reply from The Money Source

Good Evening John,
My apologies for the experience you've had thus far. My name is Kristi Schleicher. I am the VP of Customer Experience here at TMS. Would you be able to email me directly your loan number and contact information? My email address is kristi.schleicher@themoneysource.com. I look forward to working with you.

Rated 5 out of 5 stars

Kristi saved the day

Kristi saved the day! 😀 Our property taxes were based on unimproved property so we had a large overage in our escrow account. Calling customer service was a nightmare and kept getting the run around. I found Kristi’s name while searching TMS on a search engine. Fortunately it listed her email address and I immediately emailed. The next day Wednesday she emailed and called and by Friday my payment was lowered and a check was being sent for my overage amount. She was outstanding and we are very appreciative.

1 February 2022
Unprompted review
Rated 4 out of 5 stars

Kristi saves the day!

Our mortgage was sold to TMS after a refinance. Twice our first payment got returned but both times customer support told me the wrong things, first it was the app and would be fine and then I had to pay by phone for a first payment. When nothing worked I got hold of Kristi Schleicher, VP of Customer Experience. She responded immediately, investigated the problem, followed up finding a typo in our account number, and everything went right through. She said she’d talk to the reps about the situation. She made a one star review a four star.

26 January 2022
Unprompted review
Rated 1 out of 5 stars

The worst thing that can happen to you

My loan account disappeared. My auto payments disappeared. I'm now freaking out because I can't find my mortgage anywhere and it looks like it was not auto paid from my account for 6 weeks. I'm having a heart attack.

13 January 2022
Unprompted review
The Money Source logo

Reply from The Money Source

Good Evening Kara,
My apologies for the experience you've had thus far. My name is Kristi Schleicher. I am the VP of Customer Experience here at TMS. Would you be able to email me directly your loan number and contact information? My email address is kristi.schleicher@themoneysource.com. I look forward to working with you.

Rated 5 out of 5 stars

Kristi saves the day

It was very difficult to deal with the Money Source initially. I spent hours on hold trying to fix one of my payments that was 'lost' in between servicers in some suspense account. I noticed Kristi Schleicher's name and email on a review site. I emailed her and she responded the same day. Kristi never failed to answer when I contacted her. Just amazing considering their initial response. My problem was solved. The Money Source needs mor folks like Kristi.

10 January 2022
Unprompted review
Rated 5 out of 5 stars

Escrow analysis

Kristi helped us when we had questions regarding our escrow analysis. We reached out to her and she quickly responded (within 2 hours). Kristi was friendly and extremely helpful. She walked us through what we needed to do and stayed in touch until the process was completed. We are very pleased with our experience with Kristi.

4 January 2022
Unprompted review
Rated 5 out of 5 stars

Kristi helped it had been a few weeks…

Kristi helped it had been a few weeks since hearing after closing my refinance and she returned my message quickly the same morning even and assured me it would be handled that was Wednesday by Thursday morning it was set up

20 December 2021
Unprompted review

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