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MortgageHalo Logo

MortgageHalo is a mortgage lead-generating CRM

Last updated: August 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

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logo
EngageBay CRM
logo
MortgageHalo

0.3

4.7

Value for money

4.4
14.99
per user/per month

Starting price

417
/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

Client Database

5/5

CRM

5/5

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

417
/per month

0.5

4.7

Functionality

4.2

Activity Dashboard

5/5

Amortization Schedule

4.8/5

Accounting

4.7/5

Top Features

Activity Dashboard

5/5

Client Database

5/5

CRM

5/5

Creatio CRM logo

AI CRM where people and AI agents work together.

visit website
logo
Creatio CRM
logo
MortgageHalo

0.2

4.6

Value for money

4.4
40
per user/per month

Starting price

417
/per month

0.5

4.7

Functionality

4.2

Access Controls/Permissions

5/5

Activity/News Feed

4/5

A/B Testing

N/A

Top Features

Activity Dashboard

5/5

Client Database

5/5

CRM

5/5

Zoho CRM logo

Customer relationship management solution

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logo
Zoho CRM
logo
MortgageHalo

0.1

4.3

Value for money

4.4
14
per user/per month

Starting price

417
/per month

0.1

4.3

Functionality

4.2

Activity Dashboard

4.6/5

Access Controls/Permissions

4.4/5

Alerts/Escalation

4.4/5

Top Features

Activity Dashboard

5/5

Client Database

5/5

CRM

5/5

monday.com AI Work Platform logo

Project management software

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monday.com AI Work Platform
logo
MortgageHalo

0.1

4.3

Value for money

4.4
9
per user/per month

Starting price

417
/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

Client Database

5/5

CRM

5/5

Bitrix24 logo

Cloud & on-premises workspace for all business sizes

visit website
logo
Bitrix24
logo
MortgageHalo

0.2

4.2

Value for money

4.4
69
flat rate/per month

Starting price

417
/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

Client Database

5/5

CRM

5/5

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

417
/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

Client Database

5/5

CRM

5/5

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

417
/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

Client Database

5/5

CRM

5/5

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

417
/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

Client Database

5/5

CRM

5/5

Dynamics 365 logo

ERP and CRM applications from Microsoft

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logo
Dynamics 365
logo
MortgageHalo

0.3

4.1

Value for money

4.4
50
per user/per month

Starting price

417
/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

Client Database

5/5

CRM

5/5

Pipedrive logo

Cloud-based CRM solution for salespeople

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logo
Pipedrive
logo
MortgageHalo
4.4

Value for money

4.4
19
per user/per month

Starting price

417
/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

Client Database

5/5

CRM

5/5

ActiveCampaign logo

Cloud-based marketing & sales automation for SMBs

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logo
ActiveCampaign
logo
MortgageHalo

0.1

4.3

Value for money

4.4
15
flat rate/per month

Starting price

417
/per month

0.3

4.5

Functionality

4.2

Activity Dashboard

4.6/5

AI Copilot

4.5/5

A/B Testing

4.4/5

Top Features

Activity Dashboard

5/5

Client Database

5/5

CRM

5/5

Nimble logo

Contact management & social relationship solution

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logo
Nimble
logo
MortgageHalo

0.1

4.3

Value for money

4.4
29.9
per user/per month

Starting price

417
/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

Client Database

5/5

CRM

5/5

Keap logo

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

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logo
Keap
logo
MortgageHalo

0.6

3.8

Value for money

4.4
299
usage based/per month

Starting price

417
/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

Client Database

5/5

CRM

5/5

Freshsales logo

Cloud-based AI CRM for sales and marketing teams

learn more
logo
Freshsales
logo
MortgageHalo
4.4

Value for money

4.4
11
per user/per month

Starting price

417
/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

Client Database

5/5

CRM

5/5

noCRM logo

Turning sales actions into connections.

learn more
logo
noCRM
logo
MortgageHalo
4.4

Value for money

4.4
13
per user/per month

Starting price

417
/per month

0.3

4.5

Functionality

4.2

Calendar Management

5/5

Appointment Scheduling

4.6/5

Activity Dashboard

4.5/5

Top Features

Activity Dashboard

5/5

Client Database

5/5

CRM

5/5

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

417
/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

Client Database

5/5

CRM

5/5

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

417
/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

Client Database

5/5

CRM

5/5

Financial Services Cloud logo

Cloud-based CRM software for financial services institutions

learn more
logo
Financial Services Cloud
logo
MortgageHalo

0.1

4.5

Value for money

4.4
325
per user/per month

Starting price

417
/per month

0.3

4.5

Functionality

4.2

Accounting

5/5

Activity Dashboard

5/5

Access Controls/Permissions

N/A

Top Features

Activity Dashboard

5/5

Client Database

5/5

CRM

5/5

1Solution Mortgage Software logo

Mortgage software for loan officers and brokers

learn more
logo
1Solution Mortgage Software
logo
MortgageHalo

0.6

5.0

Value for money

4.4
100
/per month

Starting price

417
/per month

0.8

5.0

Functionality

4.2

Activity Tracking

N/A

Alerts/Notifications

N/A

Amortization Schedule

N/A

Top Features

Activity Dashboard

5/5

Client Database

5/5

CRM

5/5