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MortgageHalo Logo

MortgageHalo is a mortgage lead-generating CRM

Table of Contents

MortgageHalo - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: April 2026

MortgageHalo overview

What is MortgageHalo?

MortgageHalo from Halo Programs is a cloud-based customer relationship management (CRM) solution designed for the residential mortgage industry. It includes automated marketing on behalf of loan officers to their prospects, referral partners and borrowers. All leads generated are exclusive to the LO. This all-in-one system includes a dedicated CRM Administrator.

Starting price

69per user /
per month

Alternatives

with better value for money

MortgageHalo’s user interface

Ease of use rating:

MortgageHalo reviews

Overall rating

4.3

/5

44

Positive reviews

72

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend0.72/10
Rating distribution

5

4

3

2

1

20

19

4

1

0

MortgageHalo's key features

Most critical features, based on insights from MortgageHalo users:

Activity dashboard
Client database
Client management
Contact management
CRM
Customer database
Dashboard
Data import/export
Email marketing
Email templates

All MortgageHalo features

Features rating:

Activity dashboard
Client database
Client management
Contact management
CRM
Customer database
Dashboard
Data import/export
Email marketing
Email templates
For financial institutions
Interaction tracking
Lead capture
Lead management
Live chat
Loan origination
Marketing automation
Mobile access
Relationship Tracking
Reminders
Reporting & statistics
Task scheduling
Third-Party integrations

MortgageHalo alternatives

MortgageHalo logo

Starting from

69

/user

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
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Creatio CRM logo
visit website

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25

/user

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
monday.com logo
visit website

Starting from

9

/user

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

Starting from

14.99

/user

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

MortgageHalo pricing

Value for money rating:

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

Basic

69

/user

Per month

Features included:

  • Includes CRM Administrator
  • CRM Software
  • Advanced Marketing Store with Co-Branding
  • Automated Marketing

Individual

165

/user

Per month

Features included:

  • Includes CRM Administrator
  • CRM Software
  • Automated Marketing
  • Advanced marketing Store with Co-Branding

User opinions about MortgageHalo price and value

Value for money rating:

MortgageHalo support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Chat
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support

Training options

In Person
Webinars
Live Online
Documentation
Videos

MortgageHalo FAQs

Q. Who are the typical users of MortgageHalo?

MortgageHalo has the following typical customers:
Large Enterprises, Mid-size Business, Small Business

These products have better value for money


Q. What level of support does MortgageHalo offer?

MortgageHalo offers the following support options:
Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support

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