MortgageHalo

4.3
Overall rating
Reviews

4.3
Overall rating
Reviews

About MortgageHalo

MortgageHalo from Halo Programs is a cloud-based customer relationship management (CRM) solution designed for the residential mortgage industry. It includes automated marketing on behalf of loan officers to their prospects, referral partners and borrowers. All leads generated are exclusive to the LO. The CRM keeps track of clients’ mortgage needs and sends notifications to LOs whenever their client needs a new mortgage or has a referral. Client satisfaction surveys with Net Promoter Score are built in, along with executive reporting. The surveys also generate testimonials that clients can share on social media. The online reputation management feature help lenders build social proof. The built-in vendor-managed automation helps lenders increase customer retention, generate new business opportunities, and drive down the cost to originate loans. It also allows banks to drive more CRA business with native geo-targeting and demographic targeting features. The ClientTracker feature generates leads for pre-approvals and new mortgages. The CRM is also connected to a custom online storefront for the lender, where approved postcards, flyers and emails are set up for LOs to send. It offers a monthly subscription-based pricing and provides support via phone, email and live chat.
MortgageHalo Software - Dashboard
MortgageHalo Software - Survey responses
MortgageHalo Software - Reviews
MortgageHalo Software - Marketing store
MortgageHalo Software - Menu (homepage)
MortgageHalo Software - Hot leads
MortgageHalo Software - Dashboard - thumbnail
MortgageHalo Software - Survey responses - thumbnail
MortgageHalo Software - Reviews - thumbnail
MortgageHalo Software - Marketing store - thumbnail
MortgageHalo Software - Menu (homepage) - thumbnail
MortgageHalo Software - Hot leads - thumbnail

MortgageHalo pricing

MortgageHalo does not have a free version. MortgageHalo paid version starts at US$49.99/month.

Starting Price:
US$49.99/month
Free Version:
No
Free trial:
No

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MortgageHalo Reviews

Feature rating

Value for Money
4.3
Functionality
4.2
Ease of Use
4.4
Customer Support
4.6
5 reviews of 44 View all reviews
Jett
Jett
  • Industry: Banking
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 19/9/2018

Hands-Free, A++ Customer Support, Great Service

Our business is extremely satisfied with our choice of CRM and would strongly recommend MyCRMDashboard.

Pros

The best thing about MyCRMDashboard is that it's a hands-free - a great way to stay in touch with customers without tying up you resources. The ClientTracker generates mortgages leads by scrubbing the national change of address database and CP sends postcards to the new addresses.

Cons

There should be a section of the CRM dashboard that tracks what marketing material that is being sent out and it should notify users whenever new material is added. However, Continuity Program's team is extremely responsive and helpful; upon request, they will send you the current marketing material.

Response from Halo Programs

Thanks for leaving a review! The team here at Continuity Programs is delighted to receive a perfect 5 star rating! We are happy to hear that you would strongly recommend our mortgage CRM. Also, it is so great to know you enjoy the hands-free way to stay in touch with customers. Regarding your comment about a section in the CRM to view the marketing material that is being sent, I am going to pass this along to our development team. Also, you are able to submit these types of feature requests directly through the CRM to our development team when you are logged in. Thanks again!

Replied 20/9/2018
Charles
Charles
  • Industry: Real Estate
  • Company size: 201–500 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 30/5/2018

Honestly I couldn't be happier with product...very easy to use and my customers respond to it.

keeping my data base organized and involved in my business is very important.People who I did business with several years ago still have my name in front of them which is important as I fight to retain current clients.

Pros

My customers respond to the emails...it feels personal to them. I can thank them for past business and stay in touch for future opportunities.

Cons

I would like the ability to give milestone updates to clients in real time. I find that feature to be very important to my clients as it keeps them involved in the process and updsates the progress of the loan.

Response from Halo Programs

Thanks for leaving a review! The team here at Continuity Programs is thrilled to hear such good feedback, and we are proud to hear that you find our mortgage CRM easy to use. Also, it is so great to know your customers respond to the automated mortgage marketing! Regarding the milestone updates, I am going to have your Account Manager reach out to you about this feature. Thanks again!

Replied 15/6/2018
Sherry
  • Industry: Banking
  • Company size: 501–1,000 Employees
  • Used Monthly for 1+ year
  • Review Source
Value for Money
2
Features
3
Ease of Use
3
Customer Support
4

3
Reviewed on 30/5/2018

I haven't had any leads that have turned into a new loan or additional product with a customer.

Keeps my name in the mind of my customers and prospective referrers.

Pros

It is easy to add contacts. I try to enter prospects monthly but will use the software weekly as needed if there is a Hot Lead. I have received thank you replies to some of the quarterly e-mails sent to my contacts which enhances the customer relationship. It is good to keep my name and contact information in the forefront.

Cons

Some leads take alot of research to determine if the potential buyer / seller is the correct person to contact. Value is unknown as I do not know the cost. However it doesn't appear that many of my peers have had many results.

Response from Halo Programs

Thanks for leaving a review! The team here at Continuity Programs is thrilled to hear such good feedback, and we are proud to hear that you find our mortgage CRM easy to use, and you enjoy that it keeps your name in front of your customers and prospective referrers. Regarding your comment about taking time to research the leads, I would like to discuss this further regarding your specific leads! Please let me know when you would like to schedule a call. Thanks again!

Replied 15/6/2018
Molly
  • Industry: Financial Services
  • Company size: 201–500 Employees
  • Used Weekly for 1+ year
  • Review Source
Value for Money
0
Features
4
Ease of Use
5
Customer Support
0

4
Reviewed on 15/2/2019

Overall a great CRM system

Overall I really like the system. I have used a few different CRM systems and this is the most logical and user friendly.

Pros

It is easy and quick to use--automation is good and I like the outgoing messages.

Cons

I would like to be able to download directly from Encompass. We have been manually entering leads. Also, It would be nice if there were some templates available to pick from...i.e. sending a birthday message with some graphics/

Response from Halo Programs

Thank you for leaving a review! The team here at Continuity Programs is delighted to hear such wonderful feedback. We are happy to hear that our mortgage CRM is the most logical and user friendly system you have used! Regarding your comment integrating with Encompass, we do have an interface for that. I am going to pass this along to your Account Manager to see if your company is in the queue to be integrated. Also, there are automated birthday messages that go out in some programs and I will have the Customer Service team reach out to you with some info on that. Thanks again!

Replied 25/2/2019
Jamie
Jamie
  • Industry: Banking
  • Company size: 51–200 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
4
Features
5
Ease of Use
4
Customer Support
5

4
Reviewed on 13/2/2019

Customer Support is Outstanding

We are making more consistent communications with our past customers.

Pros

The support we have received from representative is incredible. Representative is very friendly and knowledgeable about the product she supports.

Cons

Sometimes the notification e-mails go to my junk mail.

Response from Halo Programs

Thanks for leaving a review! The team here at Continuity Programs is delighted to hear such wonderful feedback. We are happy to hear that our mortgage CRM is helping you communicate consistently with your past customers! Regarding your comment on notification emails sometimes going to your junk, I am going to pass this along to our development team to investigate. In the meantime, it may help if you add us to your Safe Sender List on your end. Thanks again!

Replied 14/2/2019

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