--- description: Learn more about MortgageHalo. We provide Australian business users the most detailed information on pricing, benefits, and disadvantages of software that will make your choice easier. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: MortgageHalo Reviews, Cost & Features | GetApp Australia 2026 --- Breadcrumb: [Home](/) > [Sales Tracking Software](/directory/3059/sales-tracking/software) > [MortgageHalo](/software/2067153/mortgagehalo) # MortgageHalo Canonical: https://www.getapp.com.au/software/2067153/mortgagehalo Page: 1 / 3\ Next: [Next page](https://www.getapp.com.au/software/2067153/mortgagehalo?page=2) > MortgageHalo is a mortgage lead-generating CRM that was built specifically for residential lenders, banks and credit unions. > > Verdict: Rated **4.4/5** by 49 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Key benefits of MortgageHalo Maximize Talent and Productivity Recruiting \& Talent Management: Attract and retain top-performing loan officers Pipeline-Focused: Keep loan officers focused on closing deals, not data entry Contact Management \& Relationship Nurturing: Build lasting client \& referral partner relationships Client Satisfaction Reports: Measure client experience with NPS and feedback Delivers Leads When Clients are in the Market: Right leads at the right time Weekly Follow-Up List: Automated reminders for client engagement ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.4/5** | 49 Reviews | | Ease of Use | 4.5/5 | Based on overall reviews | | Customer Support | 4.6/5 | Based on overall reviews | | Value for Money | 4.4/5 | Based on overall reviews | | Features | 4.2/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: Halo Programs - **Location**: Walled Lake, US - **Founded**: 1973 ## Commercial Context - **Starting Price**: USD 417.00 - **Pricing model**: Other (Free version available) (Free Trial) - **Pricing Details**: Flexible Plans for Every Lender MortgageHalo offers scalable pricing designed to meet the needs of mortgage brokers, lenders, and financial institutions of all sizes. Subscription-based model – Pay a predictable monthly fee with no hidden costs. Transparent setup – One-time setup fee with LOS connection. Usage scaling – As your loan pipeline grows, you can easily upgrade without disruption. All plans include core features such as borrower management, loan tracking, document automation, compliance tools, and reporting dashboards. Higher tiers unlock advanced analytics, text messaging, listing alerts, portfolio retention triggers, post closing cross-media campaigns, trigger mailings, and dedicated account support. Request a Quote Contact us to receive a customized pricing proposal aligned with your business model, loan volume, and integration needs. - **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: United States ## Features - Activity Dashboard - CRM - Client Database - Client Management - Contact Management - 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 ## Integrations (6 total) - Calyx Point - Encompass - LOS - LendingPad - MeridianLink Mortgage - Mortgage Cadence Platform ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Sales Tracking Software](https://www.getapp.com.au/directory/3059/sales-tracking/software) ## Related Categories - [Sales Tracking Software](https://www.getapp.com.au/directory/3059/sales-tracking/software) - [Mortgage Software](https://www.getapp.com.au/directory/180/mortgage-loans/software) - [Financial CRM Software](https://www.getapp.com.au/directory/1265/financial-crm/software) ## Alternatives 1. [The Mortgage Office](https://www.getapp.com.au/software/103191/the-mortgage-office) — 4.8/5 (288 reviews) 2. [Creatio CRM](https://www.getapp.com.au/software/90504/bpm-online-crm) — 4.7/5 (150 reviews) 3. [monday.com AI Work Platform](https://www.getapp.com.au/software/91734/monday-com) — 4.6/5 (6111 reviews) 4. [EngageBay CRM](https://www.getapp.com.au/software/113999/engagebay-marketing) — 4.6/5 (910 reviews) 5. [BNTouch Mortgage CRM](https://www.getapp.com.au/software/127343/bntouch) — 4.5/5 (98 reviews) ## Reviews ### "Good quality" — 4.0/5 > **Ross** | *24 September 2018* | Banking | Recommendation rating: 9.0/10 > > **Pros**: I like that it automatically sends out the emails without me going in and manually doing it. > > **Cons**: Some of the emails are a little short on content, or may be slightly irrelevant to the times. > > I've definitely seen my business take a step in the positive direction and my name stays out there in front of my contacts more now than it ever has. ----- ### "CRM" — 5.0/5 > **Kaye** | *15 February 2019* | Financial Services | Recommendation rating: 9.0/10 > > **Pros**: Campaigns are very well done. They all look like they came from the loan officer directly. > > **Cons**: Current customers with properties listed for sale is not working. We've only received 4 notifications of properties that are on the market and there should be many more. The one that we did get for is actually an employee so we knew what date the property hit Zillow and Realtor.com and it was over 8 days later when we received notification that it was for sale. > > The emails encourage customers and referral partners to reach out more. ----- ### "Serviceable CRM but Needs More Targeted Campaigns and Preapproval Drip Campaigns" — 3.0/5 > **Michael** | *15 February 2019* | Banking | Recommendation rating: 5.0/10 > > **Pros**: The software does what most lenders need - keeps in touch and sends birthday emails but I feel as though it could be so much more. > > **Cons**: I would like to be able to market to my preapproval clients and have the system pull those through with a variety of campaigns (low credit, saving money, paying debts down, homebuying 101, etc). > > I would give them a 5-6 out of 10 because we went from no CRM to now having something but I would still again love to see more improvement with this. ----- ### "I use this to keep up with my past clients. It is so easy and takes the work out of it for me." — 5.0/5 > **Debra** | *7 June 2018* | Real Estate | Recommendation rating: 9.0/10 > > **Pros**: I like the "set it and forget it" nature that this software provides in order for me to keep up with past clients. > > **Cons**: Some of the dashboard is confusing. On occasion I have trouble determining when clients have been mailed vs emailed. > > It takes the time and work out of keeping up with past clients. ----- ### "Likes" — 4.0/5 > **Jeff** | *12 February 2019* | Financial Services | Recommendation rating: 5.0/10 > > **Pros**: The notifications when a borrower puts their home on the market. I also very much like the customer surveys. > > **Cons**: I haven’t had the opportunity to really look to see what all the options for this program are. > > Customer surveys helps me to fix any issues my clients may have voiced with their experience. ----- Page: 1 / 3\ Next: [Next page](https://www.getapp.com.au/software/2067153/mortgagehalo?page=2) ## Links - [View on GetApp](https://www.getapp.com.au/software/2067153/mortgagehalo) ## This page is available in the following languages | Locale | URL | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-NZ | | | en-SG | | | en-ZA | | ----- ## Structured Data