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MortgageHalo
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
MortgageHalo is a mortgage lead-generating CRM
Table of Contents
MortgageHalo - 2026 Pricing, Features, Reviews & Alternatives
All user reviews are verified by in-house moderators and provider data by our software research team. Learn more
Last updated: March 2026
MortgageHalo overview
What is 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. This all-in-one system includes a dedicated CRM Administrator.
Key benefits of using MortgageHalo
Recruiting & Talent Management: Attract and retain top-performing loan officers
Pipeline-Focused: Keep loan officers focused on closing deals, not data entry
Contact Management & Relationship Nurturing: Build lasting client & referral partner relationships Client Satisfaction Reports: Measure client experience with NPS and feedback
Delivers Leads When Clients are in the Market: Right leads at the right time
Weekly Follow-Up List: Automated reminders for client engagement
Starting price
per month
Alternatives
with better value for money
MortgageHalo’s user interface
MortgageHalo reviews
Overall rating
4.3
/5
44
Positive reviews
89
%
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend8.26/10
5
4
3
2
1
20
19
4
1
0
Frank F.
Mortgage Consultant
Jacob C.
Mortgage Banker
Frank F.
Mortgage Consultant
Debra H.
Loan Officer
Rob L.
Sales Manager
Rob L.
Sales Manager
Who uses MortgageHalo?
Based on 44 verified user reviews.
Company size
Small Businesses
Enterprises
Midsize Businesses
Top industries
Use cases
- Not enough reviewsMortgageHalo's features
Features rating:
MortgageHalo alternatives
MortgageHalo
Starting from
69
/user
Per month
Creatio CRM
Starting from
No pricing info
monday.com
Starting from
No pricing info
Zoho CRM
Starting from
No pricing info
MortgageHalo pricing
Pricing plans
Pricing details:
User opinions about MortgageHalo price and value
Value for money rating:
To see what individual users think of MortgageHalo's price and value, check out the review snippets below.
Frank F.
Mortgage Consultant
Jacob C.
Mortgage Banker
MortgageHalo integrations (5)
Top integrations
MortgageHalo support options
Typical customers
Platforms supported
Support options
Training options
MortgageHalo FAQs
MortgageHalo has the following typical customers:
Large Enterprises, Mid Size Business, Small Business
These products have better value for money
Q. What languages does MortgageHalo support?
MortgageHalo supports the following languages:
English
Q. Does MortgageHalo offer an API?
Yes, MortgageHalo has an API available for use.
Q. What level of support does MortgageHalo offer?
MortgageHalo offers the following support options:
Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support