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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


EngageBay CRM logo

Integrated sales & marketing software for growing teams

visit website
logo
EngageBay CRM
logo
MortgageHalo

0.4

4.7

Value for money

4.3
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

SysAid logo

AI-enabled ITSM platform for businesses of all sizes

visit website
logo
SysAid
logo
MortgageHalo

0.2

4.5

Value for money

4.3
Empty state illustration for "No pricing info"

No pricing info

Starting price

69
per user/per month

0.3

4.5

Functionality

4.2

Approval Process Control

4.8/5

API

4.7/5

Alerts/Notifications

4.6/5

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
4.3

Value for money

4.3
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

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logo
HubSpot CRM
logo
MortgageHalo
4.3

Value for money

4.3
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

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logo
monday.com
logo
MortgageHalo
4.3

Value for money

4.3
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

Salesforce Service Cloud logo

AI powered customer service management platform

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logo
Salesforce Service Cloud
logo
MortgageHalo

0.1

4.2

Value for money

4.3
25
per user/per month

Starting price

69
per user/per month

0.2

4.4

Functionality

4.2

Alerts/Notifications

4.7/5

Accounting Integration

4.5/5

Activity Tracking

4.5/5

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

0.1

4.2

Value for money

4.3
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

0.1

4.2

Value for money

4.3
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

0.2

4.1

Value for money

4.3
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

0.2

4.1

Value for money

4.3
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

Dynamics 365 logo

ERP and CRM applications from Microsoft

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logo
Dynamics 365
logo
MortgageHalo

0.2

4.1

Value for money

4.3
50
per user/per month

Starting price

69
per user/per month

0.1

4.3

Functionality

4.2

Asset Lifecycle Management

4.5/5

Billing & Invoicing

4.5/5

Accounts Receivable

4.4/5

Top Features

Activity Dashboard

5/5

CRM

5/5

Client Database

N/A

Pipedrive logo

Cloud-based CRM solution for salespeople

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logo
Pipedrive
logo
MortgageHalo

0.1

4.4

Value for money

4.3
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

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logo
Nimble
logo
MortgageHalo
4.3

Value for money

4.3
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

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logo
Keap
logo
MortgageHalo

0.5

3.8

Value for money

4.3
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

Google Contacts logo

Online address book

learn more
logo
Google Contacts
logo
MortgageHalo

0.4

4.7

Value for money

4.3
Empty state illustration for "No pricing info"

No pricing info

Starting price

69
per user/per month

0.4

4.6

Functionality

4.2

Contact Database

4.7/5

CRM

4.7/5

Search/Filter

4.7/5

Top Features

Activity Dashboard

5/5

CRM

5/5

Activity Dashboard

N/A

Freshsales logo

Sales management solution

learn more
logo
Freshsales
logo
MortgageHalo

0.1

4.4

Value for money

4.3
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

noCRM logo

Turning sales actions into connections.

learn more
logo
noCRM
logo
MortgageHalo

0.1

4.4

Value for money

4.3
13
per user/per month

Starting price

69
per user/per month

0.3

4.5

Functionality

4.2

Calendar Management

5/5

Assignment Management

4.6/5

Appointment Scheduling

4.6/5

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

0.4

4.7

Value for money

4.3
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

Avid CRM logo

CRM Software in Outlook

learn more
logo
Avid CRM
logo
MortgageHalo

0.1

4.2

Value for money

4.3
25
per user/per month

Starting price

69
per user/per month

0.3

3.9

Functionality

4.2

Lead Distribution

5/5

Contact Database

4.3/5

Contact Management

4/5

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

0.5

4.8

Value for money

4.3
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