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LendingPad vs MortgageHalo Comparison (2026)
Add to Compare
Compare similar apps
Mortgage Automator
4.9
BNTouch Mortgage CRM
4.5
Good recommendations?
LendingPad
5
82
4
35
3
9
2
5
1
3
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
MortgageHalo
5
25
4
19
3
4
2
1
1
0
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
Allows mortgage originators to work from anywhere with an internet connection. Responsive UI, mobile friendly. Work on loan file as well as viewing documents. Put in tasks, business rules, control users permission levels - all from an intuitive user interface.
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.
- 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
134
5
4
3
2
1
82
35
9
5
3
- Value for money
- Ease of use
- Features
- Customer support
4.4
49
5
4
3
2
1
25
19
4
1
0
- Value for money
- Ease of use
- Features
- Customer support
Pros
James C.
Mortgage Advisor
Charles S.
Vice President - Enterprise Analytics
Charles S.
Vice President - Enterprise Analytics
Pros
Brian C.
Residential Lending Manager
Cons
Jason H.
Loan Officer
Pamela W.
MLO
Ron G.
Operations Manager
Cons
Not enoughreviews yet
- Vendor responds to reviews
- Last review3 years ago
- Vendor responds to reviews
- Last review3 months ago
Key features
- Total features43
- API
- Activity Dashboard
- Amortization Schedule
- Audit Trail
- Automated Decisioning/Underwriting
- CRM
- Client Database
- Client Management
- Compliance Management
- Contact Management
- Credit Reporting
- Customer Database
- Customer Management
- Dashboard
- Data Import/Export
- Document Management
- Document Storage
- Electronic Applications
- Electronic Signature
- Email Marketing
- Email Templates
- Financial Analysis
- For Borrowers
- For Brokers
- For Financial Institutions
- Government Loans
- HUD Settlement Statements
- Interaction Tracking
- Lead Capture
- Lead Management
- Lender Search
- Live Chat
- Loan Management
- Loan Origination
- Loan Portfolio Management
- Loan Processing
- Marketing Automation
- Mobile Access
- Multi-Branch
- Multi-Company
- Online Applications
- Outsource Processing
- Payment Tracking
- Pipeline Management
- Pre-Qualification
- Pricing Management
- Promissory Notes
- Prospecting Tools
- Real-Time Reporting
- Refinance Management
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Residential Mortgages
- Search/Filter
- Task Scheduling
- Third Party Loan Origination
- Third-Party Integrations
- Visual Presentation
- Workflow Management
- Total features23
- API
- Activity Dashboard
- Amortization Schedule
- Audit Trail
- Automated Decisioning/Underwriting
- CRM
- Client Database
- Client Management
- Compliance Management
- Contact Management
- Credit Reporting
- Customer Database
- Customer Management
- Dashboard
- Data Import/Export
- Document Management
- Document Storage
- Electronic Applications
- Electronic Signature
- Email Marketing
- Email Templates
- Financial Analysis
- For Borrowers
- For Brokers
- For Financial Institutions
- Government Loans
- HUD Settlement Statements
- Interaction Tracking
- Lead Capture
- Lead Management
- Lender Search
- Live Chat
- Loan Management
- Loan Origination
- Loan Portfolio Management
- Loan Processing
- Marketing Automation
- Mobile Access
- Multi-Branch
- Multi-Company
- Online Applications
- Outsource Processing
- Payment Tracking
- Pipeline Management
- Pre-Qualification
- Pricing Management
- Promissory Notes
- Prospecting Tools
- Real-Time Reporting
- Refinance Management
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Residential Mortgages
- Search/Filter
- Task Scheduling
- Third Party Loan Origination
- Third-Party Integrations
- Visual Presentation
- Workflow Management
Integrations
- Total integrations6
- BNTouch Mortgage CRM
- Calyx Point
- Encompass
- Floify
- Jungo
- LendingPad
- MeridianLink Mortgage
- Mortgage Cadence Platform
- Shape
- Zapier
- Total integrations5
- BNTouch Mortgage CRM
- Calyx Point
- Encompass
- Floify
- Jungo
- LendingPad
- MeridianLink Mortgage
- Mortgage Cadence Platform
- Shape
- Zapier
Alternatives
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