--- description: Review of MortgageHalo Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: MortgageHalo | Reviews, Pricing & Demos - SoftwareAdvice IE --- Breadcrumb: [Home](/) > [Mortgage CRM Software](/directory/345/mortgage-crm/software) > [MortgageHalo](/software/54657/mycrmdashboard) # MortgageHalo Canonical: https://www.softwareadvice.ie/software/54657/mycrmdashboard Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.ie/software/54657/mycrmdashboard?page=2) > 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. > > Verdict: Rated **4.4/5** by 49 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.4/5** | 49 Reviews | | Ease of Use | 4.5/5 | Based on overall reviews | | Customer Support | 4.6/5 | Based on overall reviews | | Value for Money | 4.4/5 | Based on overall reviews | | Features | 4.2/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: Halo Programs - **Location**: Walled Lake, US - **Founded**: 1973 ## Commercial Context - **Starting Price**: US$417.00 - **Pricing model**: Other (Free version available) (Free Trial) - **Pricing Details**: Flexible Plans for Every Lender MortgageHalo offers scalable pricing designed to meet the needs of mortgage brokers, lenders, and financial institutions of all sizes. Subscription-based model – Pay a predictable monthly fee with no hidden costs. Transparent setup – One-time setup fee with LOS connection. Usage scaling – As your loan pipeline grows, you can easily upgrade without disruption. All plans include core features such as borrower management, loan tracking, document automation, compliance tools, and reporting dashboards. Higher tiers unlock advanced analytics, text messaging, listing alerts, portfolio retention triggers, post closing cross-media campaigns, trigger mailings, and dedicated account support. Request a Quote Contact us to receive a customized pricing proposal aligned with your business model, loan volume, and integration needs. - **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: United States ## Features - Activity Dashboard - CRM - Client Database - Client Management - Contact Management - Customer Database - Dashboard - Data Import/Export - Email Marketing - Email Templates - For Financial Institutions - Interaction Tracking - Lead Capture - Lead Management - Live Chat - Loan Origination - Marketing Automation - Mobile Access - Relationship Tracking - Reminders ## Integrations (6 total) - Calyx Point - Encompass - LOS - LendingPad - MeridianLink Mortgage - Mortgage Cadence Platform ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Mortgage CRM Software](https://www.softwareadvice.ie/directory/345/mortgage-crm/software) ## Related Categories - [Mortgage CRM Software](https://www.softwareadvice.ie/directory/345/mortgage-crm/software) - [iPad CRM Software](https://www.softwareadvice.ie/directory/433/ipad/software) - [CRM Software for Startups ](https://www.softwareadvice.ie/directory/3235/startup/software) - [Financial CRM Software](https://www.softwareadvice.ie/directory/3247/financial/software) - [Sales Tracking Software](https://www.softwareadvice.ie/directory/3590/sales-tracking/software) ## Alternatives 1. [BNTouch Mortgage CRM](https://www.softwareadvice.ie/software/127795/bntouch) — 4.5/5 (98 reviews) 2. [Salesforce Sales Cloud](https://www.softwareadvice.ie/software/2764/salesforce-sales-cloud) — 4.4/5 (18812 reviews) 3. [The Mortgage Office](https://www.softwareadvice.ie/software/84138/the-mortgage-office) — 4.8/5 (289 reviews) 4. [HubSpot Sales Hub](https://www.softwareadvice.ie/software/21946/hubspot-sales-hub) — 4.5/5 (506 reviews) 5. [Salesforce Financial Services Cloud](https://www.softwareadvice.ie/software/331364/salesforce-fin-serv-cloud) — 4.8/5 (6 reviews) ## Reviews ### "Strong for Mortgage & Beyond" — 5.0/5 > **Marc** | *19 May 2026* | Banking | Recommendation rating: 10.0/10 > > **Pros**: Scales beyond the mortgage department into branch banking Strong relationship marketing automation Helps maintain consistent client and referral partner engagement Reduces administrative workload for staff > > **Cons**: Success depends on active adoption across departments Reliance on automation may not fit teams wanting highly personalized manual outreach > > I have been using Continuity, now MortgageHalo, since 2013, and it has been a foundational part of building the mortgage operation at First State Bank. What separates MortgageHalo from every other platform I evaluated is the depth of its reach across an organization. We did not limit it to the mortgage department. We expanded the platform to our branch managers, allowing them to strengthen and maintain customer relationships through the same system. That level of flexibility and integration across a bank’s structure is rare and speaks to how thoughtfully the platform was designed. The automated relationship marketing works consistently in the background, keeping our lenders and branch teams engaged with clients and referral partners without creating additional administrative burden. For a lending operation growing at the pace ours has, that consistency and scalability are critical. What stands out most, however, is the partnership behind the product. When I provide feedback or suggest improvements, the MortgageHalo team listens and responds. That level of responsiveness is uncommon among vendors and creates a true sense of collaboration and shared investment in success. For bank leaders looking for a relationship marketing platform that can scale beyond the mortgage department and support relationship development across the entire organization, MortgageHalo deserves serious consideration. ----- ### "No CRM Admin Needed\!" — 5.0/5 > **Brian** | *14 May 2026* | Banking | Recommendation rating: 10.0/10 > > **Pros**: Completly hands free marketing. Always receive positive feedback from my client base. Has helped me keep and grow my pipeline\! > > **Cons**: All good and no complaints from me or my company. The team at MortgageHalo are responsive if there is ever an issue that does pop up. > > I have been using MortgageHalo since 2016 when it launched as MGIC Elements, first at Sunset Bank and now at Westbury Bank after the acquisition. When I walked the new executive team through what MortgageHalo does for the mortgage division, they approved it on the spot. It was the easiest ask I have ever made to bank leadership, and they saw the value immediately.   MortgageHalo works for me. MortgageHalo sends stuff to all my 5,000 plus contacts, the platform works at scale without missing a beat. It pulls data directly from Encompass. We started with the SDK and have already upgraded to the new Ice API, so everything feeds in automatically and the campaigns go out without anyone on my team having to manage them.   Every week I get listing alerts and hot leads. Every month I get surveys, testimonials, and future lead opportunities surfacing from my database. This is not a system you have to tend to, no admin needed. It works for you consistently, in the background, at an enterprise level.   If you are a mortgage leader at a bank or credit union evaluating CRM platforms, this is the one. Content is always professional, relevant, and is done by the team at Halo. Brian Carroll, Residential Lending Manager, Westbury Bank ----- ### "Automation and Communication" — 5.0/5 > **Joan** | *18 August 2026* | Banking | Recommendation rating: 10.0/10 > > **Pros**: The automation that allows our lenders to click on a link and be responsive to customers quickly and proactively > > **Cons**: We ahve been able to move to the newer integration with Encompass which resolved our issues of having to reset the SDK periodically > > They have been very responsive, open communication and interested in how our company can best utilize their product rather than having us change our culture to use their product. We have monthly check in meetings that allow us to ensure we are getting the best return on our investment ----- ### "Good System" — 2.0/5 > **Verified Reviewer** | *15 February 2019* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: Love the surveys, the notifications and reminders. > > **Cons**: Not easy to use for data tracking such as trace notes ----- ### "Listing Alerts & Replies" — 5.0/5 > **Daniel** | *8 June 2026* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: The ClientTracker listing alerts are a game changer. I know when past clients are on the move and call them immediately. Those conversations are natural and meaningful. MortgageHalo puts me back in their lives at exactly the right moment. > > **Cons**: Its all good. no issues and we love it. Seems like the perfect software for customer retention. Diverse and extremely deep.Recommend. > > The ClientTracker listing alerts are a game changer. I know when my past clients are on the move and call them immediately. Those conversations are perfect and natural and meaningful. MortgageHalo puts me back in their lives at exactly the right moment. Which is great. ----- Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.ie/software/54657/mycrmdashboard?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.ie/software/54657/mycrmdashboard) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data