---
description: Compare MortgageHalo vs Floify regarding their features, reviews, pricing, specifications, screenshots & more.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: MortgageHalo vs Floify Comparison
---

Breadcrumb: [Home](/) > [Mortgage CRM Software](/directory/345/mortgage-crm/software) > [MortgageHalo \<span\>vs\</span\> Floify](https://www.softwareadvice.co.nz/compare/54657/77118/mycrmdashboard/vs/floify)

# Compare MortgageHalo vs Floify

Canonical: https://www.softwareadvice.co.nz/compare/54657/77118/mycrmdashboard/vs/floify

> Detailed comparison between MortgageHalo and Floify. Check ratings, reviews, pricing, and features to make the best decision for your business.

-----

## At a Glance

| Metric | MortgageHalo | Floify |
| **Overall rating** | 4.4/5 | 4.8/5 |
| **Total Reviews** | 49 | 74 |
| **Starting Price** | US$417.00 | US$79.00 |
| **Free Trial** | Yes | Yes |
| **Free Version** | Yes | No |
| **Deployment** | Cloud, SaaS, Web-based | Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile) |
| **Support** | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat | Email/Help Desk, Knowledge Base, Phone Support, Chat |
| **Training** | In Person, Live Online, Webinars, Documentation, Videos | In Person, Live Online, Webinars, Documentation, Videos |

## Key features

### MortgageHalo

- CRM
- Client Management
- Customer Database
- Dashboard
- Data Import/Export
- Lead Capture
- Lead Management
- Live Chat
- Loan Origination
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Third-Party Integrations

### Floify

- API
- Activity Tracking
- CRM
- Configurable Workflow
- Customer Database
- Customisable Templates
- Data Import/Export
- Document Templates
- Lead Management
- Loan Origination
- Pricing Management
- Reminders
- Reporting & Statistics
- Status Tracking
- Third-Party Integrations

## Links

- [View MortgageHalo Profile](https://www.softwareadvice.co.nz/software/54657/mycrmdashboard)
- [View Floify Profile](https://www.softwareadvice.co.nz/software/77118/floify)
- [View Original Comparison](https://www.softwareadvice.co.nz/compare/54657/77118/mycrmdashboard/vs/floify)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"MortgageHalo vs Floify Comparison","description":"Compare MortgageHalo vs Floify regarding their features, reviews, pricing, specifications, screenshots & more.","url":"https://www.softwareadvice.co.nz/compare/54657/77118/mycrmdashboard/vs/floify","about":[{"@id":"https://www.softwareadvice.co.nz/software/54657/mycrmdashboard#software"},{"@id":"https://www.softwareadvice.co.nz/software/77118/floify#software"}],"breadcrumb":{"@id":"https://www.softwareadvice.co.nz/compare/54657/77118/mycrmdashboard/vs/floify#breadcrumblist"},"@id":"https://www.softwareadvice.co.nz/compare/54657/77118/mycrmdashboard/vs/floify#webpage","@type":["WebPage","CollectionPage"],"isPartOf":{"@id":"https://www.softwareadvice.co.nz/#website"},"inLanguage":"en-NZ","publisher":{"@id":"https://www.softwareadvice.co.nz/#organization"}},{"name":"MortgageHalo","description":"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.\n\n\nThe 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. The surveys also generate testimonials that clients can share on social media.\n\n\nThe online reputation management feature help lenders build social proof. The built-in vendor-managed automation helps lenders increase customer retention, generate new business opportunities, and drive down the cost to originate loans. It also allows banks to drive more CRA business with native geo-targeting and demographic targeting features.\n\n\nThe ClientTracker feature generates leads for pre-approvals and new mortgages. The CRM is also connected to a custom online storefront for the lender, where approved postcards, flyers and emails are set up for LOs to send. It offers a monthly subscription-based pricing and provides support via phone, email and live chat.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/f02a76af-67a8-4f12-853f-7b61bcb345df.png","url":"https://www.softwareadvice.co.nz/software/54657/mycrmdashboard","@id":"https://www.softwareadvice.co.nz/software/54657/mycrmdashboard#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.softwareadvice.co.nz/#organization"},"applicationCategory":"BusinessApplication","aggregateRating":{"@type":"AggregateRating","ratingValue":4.4,"bestRating":5,"ratingCount":49},"offers":{"price":"417","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud"},{"name":"Floify","description":"Floify is a cloud-based point-of-sale solution designed for the mortgage industry that helps automate and manage all processes of loan origination. Designed for all business sizes, it provides a web-based portal to streamline communications among lenders, borrowers and other mortgage stakeholders.\n\n\nFeatures of Floify include loan document management, automated borrower/agent communications, a realtor and referral partner portal, collaboration, interview-styled questionnaires and milestone alerts via SMS, email and mobile applications. It allows businesses to create customizable 1003 applications and facilitate processes by managing creditors' and borrowers' eConsent through an online portal. Additionally, it provides white-label solutions for users to customize iOS and Android mobile applications with brand value. \n\n\nFloify integrates with various third-party applications such as Encompass, Calyx, Byte, LendingQB, Docusign, DropBox, Google Drive, Veri-Tax and Slack along with banks. The pricing is available via monthly subscriptions and provides support via email, chat and phone.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/8fb323ec-ef3f-401c-b464-d232f89baae3.png","url":"https://www.softwareadvice.co.nz/software/77118/floify","@id":"https://www.softwareadvice.co.nz/software/77118/floify#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.softwareadvice.co.nz/#organization"},"applicationCategory":"BusinessApplication","aggregateRating":{"@type":"AggregateRating","ratingValue":4.8,"bestRating":5,"ratingCount":74},"offers":{"price":"79","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Android, Platform ios, Platform ipad"},{"@id":"https://www.softwareadvice.co.nz/compare/54657/77118/mycrmdashboard/vs/floify#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Mortgage CRM Software","position":2,"item":"/directory/345/mortgage-crm/software","@type":"ListItem"},{"name":"MortgageHalo vs Floify","position":3,"item":"https://www.softwareadvice.co.nz/compare/54657/77118/mycrmdashboard/vs/floify","@type":"ListItem"}]}]}
</script>
