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MortgageHalo Logo

MortgageHalo is a mortgage lead-generating CRM

Last updated: May 2026

MortgageHalo Alternatives & Competitors (2026)

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Features


Pricing model


Devices supported


User rating


Organization types


Integrated with


Industry


Company size


The Mortgage Office logo

Web-based mortgage and loan servicing software

visit website
logo
The Mortgage Office
logo
MortgageHalo

0.3

4.7

Value for money

4.4
Empty state illustration for "No pricing info"

No pricing info

Starting price

69
per user/per month

0.5

4.7

Functionality

4.2

Activity Dashboard

5/5

Amortization Schedule

4.9/5

Accounting

4.7/5

Top Features

Activity Dashboard

5/5

CRM

5/5

Client Database

N/A

EngageBay CRM logo

Integrated sales & marketing software for growing teams

visit website
logo
EngageBay CRM
logo
MortgageHalo

0.3

4.7

Value for money

4.4
14.99
per user/per month

Starting price

69
per user/per month

0.4

4.6

Functionality

4.2

A/B Testing

5/5

Activity Tracking

5/5

Alerts/Notifications

4.8/5

Top Features

Activity Dashboard

5/5

CRM

5/5

Client Database

N/A

Financial Services Cloud logo

Cloud-based CRM software for financial services institutions

visit website
logo
Financial Services Cloud
logo
MortgageHalo

0.1

4.5

Value for money

4.4
325
per user/per month

Starting price

69
per user/per month

0.2

4.4

Functionality

4.2

Accounting

5/5

Activity Dashboard

5/5

Access Controls/Permissions

N/A

Top Features

Activity Dashboard

5/5

CRM

5/5

Client Database

N/A

Zoho CRM logo

Customer relationship management solution

visit website
logo
Zoho CRM
logo
MortgageHalo

0.1

4.3

Value for money

4.4
14
per user/per month

Starting price

69
per user/per month

0.1

4.3

Functionality

4.2

Activity Dashboard

4.6/5

Access Controls/Permissions

4.5/5

Alerts/Notifications

4.4/5

Top Features

Activity Dashboard

5/5

CRM

5/5

Client Database

N/A

HubSpot CRM logo

CRM and lead management solution

visit website
logo
HubSpot CRM
logo
MortgageHalo

0.1

4.3

Value for money

4.4
20
per user/per month

Starting price

69
per user/per month

0.2

4.4

Functionality

4.2

Activity Tracking

4.6/5

Alerts/Notifications

4.5/5

Activity Dashboard

4.4/5

Top Features

Activity Dashboard

5/5

CRM

5/5

Client Database

N/A

monday.com logo

Project management software

visit website
logo
monday.com
logo
MortgageHalo

0.1

4.3

Value for money

4.4
9
per user/per month

Starting price

69
per user/per month

0.3

4.5

Functionality

4.2

Accounting

5/5

360 Degree Feedback

4.8/5

Advertising Management

4.8/5

Top Features

Activity Dashboard

5/5

CRM

5/5

Client Database

N/A

Bitrix24 logo

All in one business management workspace

visit website
logo
Bitrix24
logo
MortgageHalo

0.2

4.2

Value for money

4.4
69
flat rate/per month

Starting price

69
per user/per month

0.1

4.3

Functionality

4.2

Activity Tracking

4.4/5

Access Controls/Permissions

4.2/5

Accounting

4/5

Top Features

Activity Dashboard

5/5

CRM

5/5

Client Database

N/A

LeadSquared logo

Built for Experiences, Tuned for Outcomes.

visit website
logo
LeadSquared
logo
MortgageHalo

0.2

4.2

Value for money

4.4
Empty state illustration for "No pricing info"

No pricing info

Starting price

69
per user/per month

0.1

4.3

Functionality

4.2

Alerts/Notifications

4.5/5

API

4.5/5

Activity Tracking

4.3/5

Top Features

Activity Dashboard

5/5

CRM

5/5

Client Database

N/A

Copper logo

The CRM designed for Google Workspace

visit website
logo
Copper
logo
MortgageHalo

0.3

4.1

Value for money

4.4
12
per user/per month

Starting price

69
per user/per month

0.1

4.1

Functionality

4.2

Activity Tracking

5/5

Alerts/Notifications

4.6/5

Calendar/Reminder System

4.4/5

Top Features

Activity Dashboard

5/5

CRM

5/5

Client Database

N/A

Salesforce Sales Cloud logo

Cloud-based CRM and sales automation software

visit website
logo
Salesforce Sales Cloud
logo
MortgageHalo

0.3

4.1

Value for money

4.4
25
per user/per month

Starting price

69
per user/per month

0.2

4.4

Functionality

4.2

AI/Machine Learning

4.9/5

Activity Tracking

4.6/5

Activity Dashboard

4.5/5

Top Features

Activity Dashboard

5/5

CRM

5/5

Client Database

N/A

Mailchimp logo

Email and SMS marketing automation platform

learn more
logo
Mailchimp
logo
MortgageHalo
4.4

Value for money

4.4
13
flat rate/per month

Starting price

69
per user/per month

0.2

4.4

Functionality

4.2

Alerts/Notifications

4.6/5

Activity Tracking

4.5/5

Activity Dashboard

4.4/5

Top Features

Activity Dashboard

5/5

CRM

5/5

Client Database

N/A

Pipedrive logo

Cloud-based CRM solution for salespeople

learn more
logo
Pipedrive
logo
MortgageHalo
4.4

Value for money

4.4
19
per user/per month

Starting price

69
per user/per month

0.1

4.3

Functionality

4.2

Activity Tracking

4.8/5

Access Controls/Permissions

4.3/5

Alerts/Notifications

4.3/5

Top Features

Activity Dashboard

5/5

CRM

5/5

Client Database

N/A

Nimble logo

Contact management & social relationship solution

learn more
logo
Nimble
logo
MortgageHalo

0.1

4.3

Value for money

4.4
29.9
per user/per month

Starting price

69
per user/per month
4.2

Functionality

4.2

Activity Tracking

4.6/5

Contact Database

4.6/5

Calendar Sync

4.5/5

Top Features

Activity Dashboard

5/5

CRM

5/5

Client Database

N/A

Keap logo

An all-in-one CRM, sales and marketing automation solution

learn more
logo
Keap
logo
MortgageHalo

0.6

3.8

Value for money

4.4
299
usage based/per month

Starting price

69
per user/per month

0.1

4.1

Functionality

4.2

Activity Dashboard

4.5/5

Appointment Management

4.3/5

Activity Tracking

4/5

Top Features

Activity Dashboard

5/5

CRM

5/5

Client Database

N/A

Freshsales logo

Sales management solution

learn more
logo
Freshsales
logo
MortgageHalo
4.4

Value for money

4.4
11
per user/per month

Starting price

69
per user/per month

0.2

4.4

Functionality

4.2

API

4.5/5

A/B Testing

4/5

Activity Dashboard

4/5

Top Features

Activity Dashboard

5/5

CRM

5/5

Client Database

N/A

Creatio CRM logo

New era CRM to manage all customer and operational workflows

learn more
logo
Creatio CRM
logo
MortgageHalo

0.3

4.7

Value for money

4.4
40
per user/per month

Starting price

69
per user/per month

0.5

4.7

Functionality

4.2

Access Controls/Permissions

5/5

Alerts/Notifications

5/5

Activity/News Feed

4/5

Top Features

Activity Dashboard

5/5

CRM

5/5

Client Database

N/A

BNTouch Mortgage CRM logo

Your Mortgage CRM & Marketing Tools Anywhere.

learn more
logo
BNTouch Mortgage CRM
logo
MortgageHalo

0.1

4.3

Value for money

4.4
95
per user/per month

Starting price

69
per user/per month

0.2

4.4

Functionality

4.2

Client Portal

5/5

Contact Management

4.5/5

Compliance Management

4.5/5

Top Features

Activity Dashboard

5/5

CRM

5/5

Activity Dashboard

N/A

servis.ai logo

Powerful, easy-to-use BOMP your whole team will love.

learn more
logo
servis.ai
logo
MortgageHalo

0.4

4.8

Value for money

4.4
75
per user/per month

Starting price

69
per user/per month

0.3

4.5

Functionality

4.2

A/B Testing

N/A

Activity Tracking

N/A

AI/Machine Learning

N/A

Top Features

Activity Dashboard

5/5

CRM

5/5

Client Database

N/A

Shape logo

Cloud-based CRM, sales & marketing automation software

learn more
logo
Shape
logo
MortgageHalo

0.2

4.6

Value for money

4.4
119
per user/per month

Starting price

69
per user/per month

0.5

4.7

Functionality

4.2

Access Controls/Permissions

5/5

Activity Tracking

5/5

Alerts/Notifications

5/5

Top Features

Activity Dashboard

5/5

CRM

5/5

Activity Dashboard

N/A

Aidium logo

Cloud-based CRM solution for teams.

learn more
logo
Aidium
logo
MortgageHalo
4.4

Value for money

4.4
Empty state illustration for "No pricing info"

No pricing info

Starting price

69
per user/per month
4.2

Functionality

4.2

Contact Management

3/5

CRM

3/5

API

N/A

Top Features

Activity Dashboard

5/5

CRM

5/5

Activity Dashboard

N/A