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MortgageHalo
5
24
4
19
3
4
2
1
1
0
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: May 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.
Starting price
per month
Alternatives
with better value for money
MortgageHalo’s user interface
MortgageHalo reviews
Overall rating
4.4
/5
48
Positive reviews
75
%
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend0.75/10
5
4
3
2
1
24
19
4
1
0
Brian C.
Residential Lending Manager
Who uses MortgageHalo?
Based on 48 verified user reviews.
Company size
Small Businesses
Midsize Businesses
Enterprises
Top industries
Use cases
MortgageHalo's key features
Most critical features, based on insights from MortgageHalo users:
All MortgageHalo features
Features rating:
MortgageHalo alternatives
MortgageHalo
Starting from
69
/user
Per month
The Mortgage Office
Starting from
No pricing info
EngageBay CRM
Starting from
14.99
/user
Per month
Financial Services Cloud
Starting from
325
/user
Per month
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.
Brian C.
Residential Lending Manager
MortgageHalo integrations (5)
Integrations rated by users
We looked at 48 user reviews to identify which products are mentioned as MortgageHalo integrations and how users feel about them.
Integration rating: 3.0 (1)
“Investigation encompass does not incorporate CRMS very well.”
Daniel G.
CMB - SVP
Other 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 level of support does MortgageHalo offer?
MortgageHalo offers the following support options:
Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support