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LOAN SERVICING SOFT vs MortgageHalo Comparison (2026)
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Good recommendations?
LOAN SERVICING SOFT
5
14
4
0
3
0
2
0
1
0
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
The most advanced Loan Servicing Software on the market! Designed from the ground up to increase loan origination and loan servicing efficiencies. We serve private money/hard money lenders, auto, consumer, credit unions, banks, and non profit/city/state governments.
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
5.0
14
5
4
3
2
1
14
0
0
0
0
- 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
Not enoughreviews yet
Pros
Brian C.
Residential Lending Manager
Cons
Not enoughreviews yet
Cons
Not enoughreviews yet
- Vendor responds to reviews
- Last reviewa year ago
- Vendor responds to reviews
- Last review3 months ago
Key features
- Total features104
- ACH Payment Processing
- AI Copilot
- API
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Amortization Schedule
- Approval Process Control
- Audit Trail
- Auto Loans
- Automated Decisioning/Underwriting
- Automatic Funds Distribution
- Borrower Management
- Business Loans
- CRM
- Cash Flow Management
- Client Database
- Client Management
- Client Portal
- Collateral Tracking
- Commercial Mortgages
- Communication Management
- Compliance Management
- Configurable Workflow
- Construction Loans
- Contact Management
- Credit Check
- Credit Reporting
- Customer Database
- Customer Management
- Customer Statements
- Customizable Branding
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Data Security
- Digital Signature
- Document Management
- Document Storage
- Document Templates
- Electronic Applications
- Electronic Payments
- Electronic Signature
- Email Marketing
- Email Templates
- Escrow Management
- Financial Analysis
- Financial Management
- For Borrowers
- For Brokers
- For Commercial Business
- For Financial Institutions
- Generative AI
- Government Loans
- HUD Settlement Statements
- Interaction Tracking
- Investor Management
- Lead Capture
- Lead Management
- Lender Search
- Live Chat
- Loan Management
- Loan Origination
- Loan Portfolio Management
- Loan Processing
- Loan Servicing
- Marketing Automation
- Mobile Access
- Mortgages
- Multi-Branch
- Multi-Company
- Multi-Currency
- Online Applications
- Outsource Processing
- PCI Compliance
- Payment Collection
- Payment Reminders
- Payment Tracking
- Pipeline Management
- Pre-Qualification
- Pricing Management
- Promissory Notes
- Property Tax Management
- Prospecting Tools
- Real-Time Reporting
- Refinance Management
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Residential Mortgages
- Risk Assessment
- Risk Management
- Role-Based Permissions
- Rules-Based Workflow
- Scheduling
- Search/Filter
- Secure Data Storage
- Self Service Portal
- Status Tracking
- Student Loans
- Task Management
- Task Scheduling
- Template Management
- Third Party Loan Origination
- Third-Party Integrations
- Transaction History
- Visual Presentation
- Workflow Management
- Total features23
- ACH Payment Processing
- AI Copilot
- API
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Amortization Schedule
- Approval Process Control
- Audit Trail
- Auto Loans
- Automated Decisioning/Underwriting
- Automatic Funds Distribution
- Borrower Management
- Business Loans
- CRM
- Cash Flow Management
- Client Database
- Client Management
- Client Portal
- Collateral Tracking
- Commercial Mortgages
- Communication Management
- Compliance Management
- Configurable Workflow
- Construction Loans
- Contact Management
- Credit Check
- Credit Reporting
- Customer Database
- Customer Management
- Customer Statements
- Customizable Branding
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Data Security
- Digital Signature
- Document Management
- Document Storage
- Document Templates
- Electronic Applications
- Electronic Payments
- Electronic Signature
- Email Marketing
- Email Templates
- Escrow Management
- Financial Analysis
- Financial Management
- For Borrowers
- For Brokers
- For Commercial Business
- For Financial Institutions
- Generative AI
- Government Loans
- HUD Settlement Statements
- Interaction Tracking
- Investor Management
- Lead Capture
- Lead Management
- Lender Search
- Live Chat
- Loan Management
- Loan Origination
- Loan Portfolio Management
- Loan Processing
- Loan Servicing
- Marketing Automation
- Mobile Access
- Mortgages
- Multi-Branch
- Multi-Company
- Multi-Currency
- Online Applications
- Outsource Processing
- PCI Compliance
- Payment Collection
- Payment Reminders
- Payment Tracking
- Pipeline Management
- Pre-Qualification
- Pricing Management
- Promissory Notes
- Property Tax Management
- Prospecting Tools
- Real-Time Reporting
- Refinance Management
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Residential Mortgages
- Risk Assessment
- Risk Management
- Role-Based Permissions
- Rules-Based Workflow
- Scheduling
- Search/Filter
- Secure Data Storage
- Self Service Portal
- Status Tracking
- Student Loans
- Task Management
- Task Scheduling
- Template Management
- Third Party Loan Origination
- Third-Party Integrations
- Transaction History
- Visual Presentation
- Workflow Management
Integrations
- Total integrationsN/A
- Calyx Point
- Encompass
- LendingPad
- MeridianLink Mortgage
- Mortgage Cadence Platform
- Total integrations5
- Calyx Point
- Encompass
- LendingPad
- MeridianLink Mortgage
- Mortgage Cadence Platform
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