--- description: Review of MortgageHalo Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: MortgageHalo | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Banking CRM Software](/directory/336/banking-crm/software) > [MortgageHalo](/software/54657/mycrmdashboard) # MortgageHalo Canonical: https://www.softwareadvice.co.nz/software/54657/mycrmdashboard Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.co.nz/software/54657/mycrmdashboard?page=2) > 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. 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. The surveys also generate testimonials that clients can share on social media. The 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. The 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. > > Verdict: Rated **4.3/5** by 44 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.3/5** | 44 Reviews | | Ease of Use | 4.4/5 | Based on overall reviews | | Customer Support | 4.6/5 | Based on overall reviews | | Value for Money | 4.3/5 | 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**: US$69.00 - **Pricing model**: Per User (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 (7 total) - Calyx Point - Encompass - ICE - LOS - LendingPad - MeridianLink Mortgage - Mortgage Cadence Platform ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Banking CRM Software](https://www.softwareadvice.co.nz/directory/336/banking-crm/software) ## Related Categories - [Banking CRM Software](https://www.softwareadvice.co.nz/directory/336/banking-crm/software) - [Mortgage CRM Software](https://www.softwareadvice.co.nz/directory/345/mortgage-crm/software) - [iPad CRM Software](https://www.softwareadvice.co.nz/directory/433/ipad/software) - [CRM Apps](https://www.softwareadvice.co.nz/directory/1491/mobile-crm/software) - [CRM Software for Startups](https://www.softwareadvice.co.nz/directory/3235/startup/software) ## Alternatives 1. [Salesforce Sales Cloud](https://www.softwareadvice.co.nz/software/2764/salesforce-sales-cloud) — 4.4/5 (18768 reviews) 2. [HubSpot Sales Hub](https://www.softwareadvice.co.nz/software/21946/hubspot-sales-hub) — 4.5/5 (497 reviews) 3. [Claritysoft CRM](https://www.softwareadvice.co.nz/software/9707/claritysoft) — 4.5/5 (243 reviews) 4. [Insightly](https://www.softwareadvice.co.nz/software/2667/insightly) — 4.0/5 (654 reviews) 5. [Shape](https://www.softwareadvice.co.nz/software/49041/shapeb) — 4.7/5 (44 reviews) ## Reviews ### "Hands-Free, A++ Customer Support, Great Service" — 5.0/5 > **Jett** | *19 September 2018* | Banking | Recommendation rating: 10.0/10 > > **Pros**: The best thing about MyCRMDashboard is that it's a hands-free - a great way to stay in touch with customers without tying up you resources. The ClientTracker generates mortgages leads by scrubbing the national change of address database and CP sends postcards to the new addresses. > > **Cons**: There should be a section of the CRM dashboard that tracks what marketing material that is being sent out and it should notify users whenever new material is added. However, Continuity Program's team is extremely responsive and helpful; upon request, they will send you the current marketing material. > > Our business is extremely satisfied with our choice of CRM and would strongly recommend MyCRMDashboard. ----- ### "Honestly I couldn't be happier with product...very easy to use and my customers respond to it." — 5.0/5 > **Charles** | *30 May 2018* | Real Estate | Recommendation rating: 10.0/10 > > **Pros**: My customers respond to the emails...it feels personal to them. I can thank them for past business and stay in touch for future opportunities. > > **Cons**: I would like the ability to give milestone updates to clients in real time. I find that feature to be very important to my clients as it keeps them involved in the process and updsates the progress of the loan. > > keeping my data base organized and involved in my business is very important.People who I did business with several years ago still have my name in front of them which is important as I fight to retain current clients. ----- ### "Good System" — 2.0/5 > **Verified Reviewer** | *15 February 2019* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: Love the surveys, the notifications and reminders. > > **Cons**: Not easy to use for data tracking such as trace notes ----- ### "Continuity Programs provids sales support" — 5.0/5 > **Frank** | *22 February 2019* | Banking | Recommendation rating: 10.0/10 > > **Pros**: Your sales support to my closed customers and prospective clients. I have more time for other work and my goals. Closed customer feedback is important to reflect upon. A great tool to gain this information is Continuity Programs surveys. For my referral partners, this has strengthened and developed my relationships and trust that leads to building my business. > > **Cons**: No comments or complaints. I have needed support, Rep and staff have got back to me the same day with help. > > Continuity Programs provides sales support to my closed customers and prospective clients. I have found this is a great way to keep myself in front of my customers and remind them of the success we shared. For new clients, past customers and my referral partners, their marketing support has strengthened and developed my relationships and trust that leads to building my business. Continuity Programs sends greetings and reminders, assuring them I’m here for questions, future needs and referrals. Closed customer feedback is important to reflect upon. A great tool to gain this information is Continuity Programs surveys. I’m very satisfied and will continue to use Continuity Programs. ----- ### "Customer Support is Outstanding" — 4.0/5 > **Jamie** | *13 February 2019* | Banking | Recommendation rating: 8.0/10 > > **Pros**: The support we have received from representative is incredible. Representative is very friendly and knowledgeable about the product she supports. > > **Cons**: Sometimes the notification e-mails go to my junk mail. > > We are making more consistent communications with our past customers. ----- Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.co.nz/software/54657/mycrmdashboard?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/54657/mycrmdashboard) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data