# MortgageHalo Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about MortgageHalo Software - reviews, pricing plans, popular comparisons to other Mortgage products and more. Source: https://www.capterra.com/p/173535/MortgageHalo --- # MortgageHalo Software Review 2026: Features, Integrations, Pros & Cons Last updated on May 7, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) MortgageHalo ## What is MortgageHalo? Delivers Purchase Leads & Identify Refinance Opportunities: Increase conversion rates Increase Repeat Business and Client Referrals ## What is MortgageHalo used for? [Mortgage](https://www.capterra.com/mortgage-and-loans-software/)[Financial CRM](https://www.capterra.com/financial-crm-software/)[Sales Tracking](https://www.capterra.com/sales-tracking-software/) Top alternative Featured Overall rating Based on 45 user reviews Reviews sentiment Positive 89% Neutral 9% Negative 2% Starting price $69 Per User, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for MortgageHalo?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://haloprograms.com/&name=MortgageHalo) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### MortgageHalo 4.3 (45) VS. [4.7 (133)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) Starting Price $69 Per User, Per Month Starting Price $40 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.4 (45) Ease Of Use 4.7 (128) Value For Money 4.3 (35) Value For Money 4.7 (120) Customer Service 4.6 (38) Customer Service 4.7 (125) ## MortgageHalo alternatives [4.6 (6,035)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.3 (6,973)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.2 (990)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [4.3 (167)](https://www.capterra.com/p/130199/LeadSquared/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Activity Dashboard 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Dashboard to view the status of ongoing processes, identify current incidents and track past activities CRM 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Lead Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Loan Origination 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Process of securing a loan from a bank or any other lender. Marketing Automation 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Automate workflows and trigger campaigns based on customer actions Third-Party Integrations 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Set up connections to third-party platforms to improve business processes MortgageHalo 22 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities Electronic storage of stakeholder contact information Manage contact details and communication with clients Manage, organize, and store contact information Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A collection of customer information such as contact details, demographics, previous interactions, etc. Assembly of graphs and charts for visualizing and tracking statistics/metrics Import and export data to and from software applications Create and send email blasts/campaigns Pre-made examples and templates for emails Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. Track interaction history by documenting conversations for contacts Automatically identify and save contact information of potential customers Store information about leads or contacts and track, manage and nurture them throughout the sales process Ability to chat online in real time Process of securing a loan from a bank or any other lender. Automate workflows and trigger campaigns based on customer actions Access software remotely via mobile devices Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Track and manage the scheduling of tasks Set up connections to third-party platforms to improve business processes Get Advice We can help you find the software with the features you need. Features 4.2 (45) 4.2 Based on 45 reviews ## Pricing Value for money 4.3 (35) Free Trial Free Version [View pricing plan details](https://www.capterra.com/p/173535/MortgageHalo/pricing/) Basic $69.00 Per User,Per Month It includes: - Includes CRM Administrator - CRM Software - Advanced Marketing Store with Co-Branding - Automated Marketing Individual $165.00 Per User,Per Month It includes: - Includes CRM Administrator - CRM Software - Automated Marketing - Advanced marketing Store with Co-Branding Value for money 4.3 (35) 4.3 Based on 35 reviews ## Integrations [ LendingPad](https://www.capterra.com/p/171891/LendingPad/)[ Calyx Point](https://www.capterra.com/p/73554/Calyx-Point/)[ Encompass](https://www.capterra.com/p/37038/Encompass360/)[ MeridianLink Mortgage](https://www.capterra.com/p/123177/LendingQB/)[ Mortgage Cadence Platform](https://www.capterra.com/p/151181/Loan-Fulfillment-Center/)[ LOS](https://www.capterra.com/p/12733/LOS/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.6 (38) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.6 (38) 4.6 Based on 38 reviews ## User reviews Overall rating 4.3 Based on 45 reviews Filter by rating 5(21) 4(19) 3(4) 2(1) 1(0) Mentioned topic Sorted by most recent BC Brian C. Residential Lending Manager Banking ### "No CRM Admin Needed!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 14, 2026 I have been using MortgageHalo since 2016 when it launched as MGIC Elements, first at Sunset Bank and now at Westbury Bank after the acquisition. When I walked the new executive team through what MortgageHalo does for the mortgage division, they approved it on the spot. It was the easiest ask I have ever made to bank leadership, and they saw the value immediately.   MortgageHalo works for me. MortgageHalo sends stuff to all my 5,000 plus contacts, the platform works at scale without missing a beat. It pulls data directly from Encompass. We started with the SDK and have already upgraded to the new Ice API, so everything feeds in automatically and the campaigns go out without anyone on my team having to manage them.   Every week I get listing alerts and hot leads. Every month I get surveys, testimonials, and future lead opportunities surfacing from my database. This is not a system you have to tend to, no admin needed. It works for you consistently, in the background, at an enterprise level.   If you are a mortgage leader at a bank or credit union evaluating CRM platforms, this is the one. Content is always professional, relevant, and is done by the team at Halo. Brian Carroll, Residential Lending Manager, Westbury Bank Pros Completly hands free marketing. Always receive positive feedback from my client base. Has helped me keep and grow my pipeline! Cons All good and no complaints from me or my company. The team at MortgageHalo are responsive if there is ever an issue that does pop up. Alternatives considered [Shape](https://www.capterra.com/p/173673/SetShape/) Reasons for choosing MortgageHalo Past experience with them. The operation is smooth and effective Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. DM Dino M. Branch Manager - 2nd VP Banking ### "A Great Way to Connect! " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 February 22, 2019 I've received several good leads and responses from individuals who have not replied previously. Pros It's very User Friendly. It keeps your name, face, and good information in front of your contacts. Cons I believe it's a win/win experience. Sometimes we receive too many emails and it's difficult to respond to everyone. However, many would not consider that a negative...... Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor February 27, 2019 Thank you for leaving a review! The team here at Continuity Programs is delighted to receive your wonderful feedback. We are happy to hear that you find our mortgage CRM is a great way to connect with your contacts and that you have received several good leads! We appreciate your feedback! Thanks again. FF Frank F. Mortgage Consultant Banking ### "Continuity Programs provids sales support" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 February 22, 2019 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. 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor February 27, 2019 Thank you for leaving a review! The team here at Continuity Programs is delighted to receive a perfect 5 star rating. We are happy to hear that our mortgage CRM helps you strengthen relationships with your referral partners, prospects and closed customers. We appreciate your feedback! Thanks again! CF Christina F. Lending Compliance Banking ### "Good functional system" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 February 22, 2019 Pros The ability to track customer reviews and referrals. Cons Wish there was the ability to pull reports on the survey data. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor February 27, 2019 Thank you for leaving a review! The team here at Continuity Programs is happy to hear your wonderful feedback. We are happy you like the ability to track customer reviews and referrals! Regarding your comment on wanting to pull reports on the survey data, I am going to pass along a feature request to our development team. In case you did not know, you are able to submit requests for the features you would like to see in the CRM when you are logged in. Thanks again! RC Ray C. Presdient Banking ### "MyCRMDashboard.com review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 5/10 February 20, 2019 It has been okay but we are spending money every month and not getting viable leads Pros The feature of sending correspondence to clients and notification of homes for sale Cons We have not had any successes in getting business with the leads that have been generated Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor February 27, 2019 Thank you for leaving a review! The team here at Continuity Programs is pleased to hear your feedback. Regarding your comment about the viability of the leads, I am going to pass this along to your Account Manager to investigate for you. Thanks again! GD Gary D. Loan Officer Assistant Banking ### "GD in AA" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 19, 2019 It reminds me of things about my Customers that I would miss without it. Also, the surveys are timely and well put together. Pros Very easy to operate access and operate. Lots of information! Cons I have no complaints at all. It keeps me informed. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor February 21, 2019 Thank you for leaving a review! The team here at Continuity Programs is delighted to receive a perfect 5 star rating. We are happy to hear that you find our mortgage CRM easy to access and operate. We appreciate your feedback! Thanks again! GW Gregory W. Residential Loan Originator Banking ### "My review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 February 19, 2019 I like it Pros Nice to have every thing quickly available Cons doesn't integrate with my outlook calendar Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor February 21, 2019 Thanks for leaving a review! The team here at Continuity Programs is happy to hear your feedback. We are happy you like the system! Regarding your comment on integrating with Outlook calendar, I am going to pass along a feature request to our development team. In case you did not know, you are able to submit requests for the features you would like to see in the CRM when you are logged in. Thanks again! JS Joseph S. Loan Officer Financial Services ### "Helpful for the busy LO" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 February 19, 2019 Pros Hands-off delivery of content to my referral partners Cons The frequency of the content being pushed out Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor February 21, 2019 Thank you for leaving a review! The team here at Continuity Programs is pleased to receive your feedback. We are happy to hear that you find our mortgage CRM helpful for busy loan officers! Regarding your comment on the frequency of the content, we would love to hear specifics on what you would like to see changed. Please feel free to login to the CRM and enter a feature request, which will go straight to our development team. Thanks again! SA Stephen A. Mortgage Banker Banking ### "forget and get reminded" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 February 18, 2019 Pros what i really like is that it reminds me of my clients birthdays, when their house goes on the market and when the survey comes in. i dont need to remember, i can go about my day . It is truly a partner in keeping track and in touch with my clients. Cons data entry--takes time to update, but that cant be helped Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor February 21, 2019 Thank you for leaving a review! The team here at Continuity Programs is delighted to hear such positive feedback. We are happy to hear that you consider our mortgage CRM a true partner in keeping track and in touch with your clients! Regarding your comment on the data entry taking time, we are always working on more and more integrations to help alleviate that. Thanks again! AU Anonymous User Loan Officer Financial Services ### "Good System" 2.0 Overall Rating 2.0 2.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 15, 2019 Pros Love the surveys, the notifications and reminders. Cons Not easy to use for data tracking such as trace notes Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor February 25, 2019 Thank you for leaving a review! The team here at Continuity Programs is pleased to receive your feedback. We are happy to hear that you find our mortgage CRM easy to use and a good value for your money! Regarding your comment on data tracking, we would love to hear specifics on what you would like to see changed. Please feel free to login to the CRM and enter a feature request, which will go straight to our development team. Thanks again! [View all Reviews](https://www.capterra.com/p/173535/MortgageHalo/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. 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