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MortgageHalo vs 1Solution Mortgage Software Comparison (2026)
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BNTouch Mortgage CRM
4.5
The Mortgage Office
4.8
Good recommendations?
MortgageHalo
5
25
4
19
3
4
2
1
1
0
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
1Solution Mortgage Software
5
1
4
0
3
0
2
0
1
0
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
The CRM keeps track of clients’ mortgage needs and sends notifications to LOs whenever their client needs a new mortgage or has a referral. Client satisfaction surveys with Net Promoter Score are built in, along with executive reporting.
Mortgage CRM for brokers and loan officers. Manage leads, customers, partners, communication, and recruitment in one platform.
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
User reviews
4.4
49
5
4
3
2
1
25
19
4
1
0
- Value for money
- Ease of use
- Features
- Customer support
5.0
1
5
4
3
2
1
1
0
0
0
0
- Value for money
- Ease of use
- Features
- Customer support
Pros
Brian C.
Residential Lending Manager
Pros
Not enoughreviews yet
Cons
Not enoughreviews yet
Cons
Not enoughreviews yet
- Vendor responds to reviews
- Last review2 months ago
- Vendor responds to reviews
- Last review4 months ago
Key features
- Total features23
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Amortization Schedule
- Approval Process Control
- Audit Trail
- Borrower Management
- CRM
- Calendar Management
- Campaign Management
- Client Database
- Client Management
- Client Portal
- Commercial Mortgages
- Compliance Management
- Contact Management
- Credit Reporting
- Customer Database
- Customer Management
- Customizable Branding
- Dashboard
- Data Import/Export
- Data Security
- Document Management
- Document Storage
- Electronic Applications
- Electronic Signature
- Email Management
- Email Marketing
- Email Templates
- For Borrowers
- For Brokers
- For Financial Institutions
- Government Loans
- Interaction Tracking
- Lead Capture
- Lead Generation
- Lead Management
- Lender Search
- Live Chat
- Loan Management
- Loan Origination
- Loan Processing
- Marketing Automation
- Mobile Access
- Multi-Branch
- Multi-Channel Communication
- Multi-Company
- Online Applications
- Outsource Processing
- Pipeline Management
- Pre-Qualification
- Pricing Management
- Quotes/Estimates
- Referral Tracking
- Refinance Management
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Residential Mortgages
- Search/Filter
- Secure Data Storage
- Task Management
- Task Scheduling
- Template Management
- Third-Party Integrations
- Workflow Management
- Total features59
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Amortization Schedule
- Approval Process Control
- Audit Trail
- Borrower Management
- CRM
- Calendar Management
- Campaign Management
- Client Database
- Client Management
- Client Portal
- Commercial Mortgages
- Compliance Management
- Contact Management
- Credit Reporting
- Customer Database
- Customer Management
- Customizable Branding
- Dashboard
- Data Import/Export
- Data Security
- Document Management
- Document Storage
- Electronic Applications
- Electronic Signature
- Email Management
- Email Marketing
- Email Templates
- For Borrowers
- For Brokers
- For Financial Institutions
- Government Loans
- Interaction Tracking
- Lead Capture
- Lead Generation
- Lead Management
- Lender Search
- Live Chat
- Loan Management
- Loan Origination
- Loan Processing
- Marketing Automation
- Mobile Access
- Multi-Branch
- Multi-Channel Communication
- Multi-Company
- Online Applications
- Outsource Processing
- Pipeline Management
- Pre-Qualification
- Pricing Management
- Quotes/Estimates
- Referral Tracking
- Refinance Management
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Residential Mortgages
- Search/Filter
- Secure Data Storage
- Task Management
- Task Scheduling
- Template Management
- Third-Party Integrations
- Workflow Management
Integrations
- Total integrations5
- Calyx Point
- Encompass
- LendingPad
- MeridianLink Mortgage
- Mortgage Cadence Platform
- Twilio
- Twilio Flex
- Total integrations2
- Calyx Point
- Encompass
- LendingPad
- MeridianLink Mortgage
- Mortgage Cadence Platform
- Twilio
- Twilio Flex
Alternatives
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