# MortgageHalo Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is MortgageHalo the right Mortgage solution for you? Explore 45 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/173535/MortgageHalo/reviews --- MortgageHalo 4.3 (45) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated May 7th, 2026 # Reviews of MortgageHalo Ease of use 4.4 Customer Service 4.6 ## Showing most helpful reviews Showing 1-25 of 45 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use TE Tom E. SVP Mortgage Department Used the software for: 2+ years ### "Overall a very good program" June 7, 2018 5.0 Pros CRM Dashboard is easy to use and they are very responsive on any operational questions or issues. I recommend this program to anyone in the mortgage industry. Cons None really. It's very easy to use and if you ever have questions they are quick to respond and assist with training. Review Source Response from Halo Programs June 15, 2018 Thanks for leaving a review! The team here at Continuity Programs is thrilled to receive a perfect 5 star rating! We are happy to hear that you would recommend the CRM to anyone in the mortgage industry. Thanks again! MT Mark T. Branch Manager / Loan Officer Financial Services Used the software for: 1-2 years ### "Stay in touch" September 26, 2018 5.0 I am happy with the product overall. Pros I like the autonomy and presentation. Once you set up a contact...everything is automatic. The best part is....the clients keyed into our loan software get imported automatically. Cons I wish there was a way to have the product send more than one email per month....wish we could choose the frequency of the emails. Review Source Response from Halo Programs September 27, 2018 Thanks for leaving a review! The team here at Continuity Programs is delighted to hear such good feedback, and we are happy to hear that you like the automatic email marketing and fact that the clients in your loan origination software get imported automatically. Regarding your comments on choosing the frequency of the emails, I am going to pass these along to our development team. Also, you are able to submit these types of feature requests directly through the CRM to our development team when you are logged in. We love to hear what type of features/functionality you would like to see. Thanks again! SG Sherry G. Asst. Vice President / Branch Manager Banking Used the software for: 1-2 years ### "I haven't had any leads that have turned into a new loan or additional product with a customer. " May 30, 2018 3.0 Keeps my name in the mind of my customers and prospective referrers. Pros It is easy to add contacts. I try to enter prospects monthly but will use the software weekly as needed if there is a Hot Lead. I have received thank you replies to some of the quarterly e-mails sent to my contacts which enhances the customer relationship. It is good to keep my name and contact information in the forefront. Cons Some leads take alot of research to determine if the potential buyer / seller is the correct person to contact. Value is unknown as I do not know the cost. However it doesn't appear that many of my peers have had many results. Review Source Response from Halo Programs June 15, 2018 Thanks for leaving a review! The team here at Continuity Programs is thrilled to hear such good feedback, and we are proud to hear that you find our mortgage CRM easy to use, and you enjoy that it keeps your name in front of your customers and prospective referrers. Regarding your comment about taking time to research the leads, I would like to discuss this further regarding your specific leads! Please let me know when you would like to schedule a call. Thanks again! EV Eric V. Mortgage Loan Officer Banking Used the software for: 6-12 months ### "Easy to use system." June 7, 2018 4.0 Pros Easy to use, and colorful also. The gauges that you use that look like automobile gauges are easy to use and see at a glance. Cons It would be nice to have an active link on the website for the realtors that are listed. That way you could click on it and contact them very easily. Review Source Response from Halo Programs June 15, 2018 Thanks for leaving a review! The team here at Continuity Programs is thrilled to hear such good feedback, and we are happy to hear that you find our mortgage CRM easy to use. Regarding your suggestion on active links, I am going to pass along a feature request to our development team. You are able to submit these types of feature requests directly through the CRM to our development team when you are logged in. Thanks again! RH Ross H. Loan officer Banking Used the software for: 6-12 months ### "Good quality " September 24, 2018 4.0 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. 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. Review Source Response from Halo Programs September 25, 2018 Thanks for leaving a review! The team here at Continuity Programs is delighted to hear such good feedback, and we are happy to hear that you find our mortgage CRM easy to use and that you like the automatic email marketing. Regarding your comments on some of the content in the emails, I am going to pass these along to our development team. Also, you are able to submit these types of feature requests directly through the CRM to our development team when you are logged in. We would love to hear what type of content you would like to see. Thanks again! KM Kaye M. Mortgage Sales Manager Financial Services Used the software for: Less than 6 months ### "CRM" February 15, 2019 5.0 The emails encourage customers and referral partners to reach out more. 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. Review Source Response from Halo Programs February 21, 2019 Thank you for leaving a review! The team here at Continuity Programs is delighted to hear such wonderful feedback. We are happy to hear that the automated marketing campaigns coming from the loan officers are well done! Regarding your comment on the ClientTracker leads not working, I am going to pass this along to our development team to investigate. Thanks again! DH Debra H. Loan Officer Real Estate Used the software for: 6-12 months ### "I use this to keep up with my past clients. It is so easy and takes the work out of it for me. " June 7, 2018 5.0 It takes the time and work out of keeping up with past clients. 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. Review Source Response from Halo Programs June 15, 2018 Thanks for leaving a review! The team here at Continuity Programs is thrilled to hear such good feedback, and we are happy to hear that you find our mortgage CRM easy to use. Also, it is so great to know you like the set it and forget it automated marketing to your past clients! Regarding the dashboard, I am going to pass along your feedback to our development team. Thanks again! MH Michael H. Mortgage Planner Banking Used the software for: 6-12 months ### "Serviceable CRM but Needs More Targeted Campaigns and Preapproval Drip Campaigns" February 15, 2019 3.0 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. 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). Review Source Response from Halo Programs February 25, 2019 Thanks for leaving a review! The team here at Continuity Programs is happy to hear your feedback. Regarding your suggestion on targeted marketing campaigns, I am going to pass along a feature request to our development team. We do have credit coaching and first time homebuyer campaigns, and perhaps some others! I will have our Customer Service team reach out to you with more information. Thanks again! RL Rob L. Sales Manager Banking Used the software for: Less than 6 months ### "MyCRMDashboard Review" February 12, 2019 3.0 Because of the lack of ability to find the information that the emails received tell you are there, it's frustrating. Pros Seems to have a lot of features, and like the summary reports and timeliness of emails sent with updates/things happening within the system with clients/all. Cons Very difficult to know how to move around the system and get to the information that the emails receive provide for you Review Source Response from Halo Programs February 13, 2019 Thanks for leaving a review! The team here at Continuity Programs is delighted to hear your feedback, and we are happy to know that you like the summary reports and timeliness of emails sent. Regarding your comments on difficulty knowing how to move around the system, I have requested our Customer Service team reach out to you and offer more training or find out how we can improve the system for you. Thanks again! JB Jeff B. Loan officer Financial Services Used the software for: 1-2 years ### "Likes" February 12, 2019 4.0 Customer surveys helps me to fix any issues my clients may have voiced with their experience. 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. Review Source Response from Halo Programs February 25, 2019 Thank you for leaving a review! The team here at Continuity Programs is excited to receive your feedback. We are happy to hear that you like the ClientTracker notifications and customer surveys. We appreciate your feedback! Thanks again! eS erin S. MLO Banking Used the software for: Less than 6 months ### "Easy to Use" September 18, 2018 5.0 had a one on one briefing, and it was helpful. informative. Pros point and click. easy for all use levels. Cons cannot click off certain functions-like the thank you card. no guidebook. Would like to see what the client sees. Review Source Response from Halo Programs September 19, 2018 Thanks for leaving a review! The team here at Continuity Programs is delighted to hear such good feedback, and we are happy to hear that you find our mortgage CRM easy to use. Regarding your comments on clicking off certain functions and having a guidebook, I am going to pass these along to our support and development teams. Also, you are able to submit these types of feature requests directly through the CRM to our development team when you are logged in. Thanks again! PF Paul F. MLO Banking Used the software for: Less than 6 months ### "Following my Dashboard" February 15, 2019 5.0 Again, see comments in Pros. It has been very helpful. Pros It allows me to stay in front of my former and present clients, as well as, all my referral partners, with dedicated campaigns designed for each group. Cons I have not run into any situations that have had a negative effect so far Review Source Response from Halo Programs February 21, 2019 Thank you for leaving a review! The team here at Continuity Programs is delighted to hear such good feedback, and we are happy to hear that our mortgage CRM has been very helpful. Also, it is great to know that you like the automated marketing campaigns for your former and present clients and referral partners. We appreciate your feedback! GW Gregory W. Residential Loan Originator Banking Used the software for: Less than 6 months ### "My review" February 19, 2019 4.0 I like it Pros Nice to have every thing quickly available Cons doesn't integrate with my outlook calendar Review Source Response from Halo Programs 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! JK John K. Loan Office - Mortgage Originator Used the software for: Less than 6 months ### "Relatively easy to use. Looking forward to using more frequently going forward!" June 8, 2018 4.0 Pros The information provided and options for use of tools are very good. It can be a useful tool daily, weekly, monthly and annually! Cons Some of the listing feedback pieces were not accurate. They referenced the homes clients purchased as being on the market when in fact they were old listings from when they purchased. Review Source Response from Halo Programs June 15, 2018 Thanks for leaving a review! The team here at Continuity Programs is thrilled to hear such good feedback, and we are happy to hear that you find our mortgage CRM to be a useful tool. Regarding the ClientTracker leads, I'm going to pass along your feedback to our development team. Thanks again! GD Gary D. Loan Officer Assistant Banking Used the software for: Less than 6 months ### "GD in AA" February 19, 2019 5.0 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 Response from Halo Programs 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! BC Brian C. Residential Lending Manager Banking Used the software for: 2+ years ### "No CRM Admin Needed!" May 14, 2026 5.0 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/) Reason for choosing MortgageHalo Past experience with them. The operation is smooth and effective Review Source Jett L. Project Analyst Banking Used the software for: 6-12 months ### "Hands-Free, A++ Customer Support, Great Service" September 19, 2018 5.0 Our business is extremely satisfied with our choice of CRM and would strongly recommend MyCRMDashboard. 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. Review Source Response from Halo Programs September 20, 2018 Thanks 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 would strongly recommend our mortgage CRM. Also, it is so great to know you enjoy the hands-free way to stay in touch with customers. Regarding your comment about a section in the CRM to view the marketing material that is being sent, I am going to pass this along to our development team. Also, you are able to submit these types of feature requests directly through the CRM to our development team when you are logged in. Thanks again! Charles S. Loan Officer Real Estate Used the software for: 6-12 months ### "Honestly I couldn't be happier with product...very easy to use and my customers respond to it." May 30, 2018 5.0 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. 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. Review Source Response from Halo Programs June 15, 2018 Thanks for leaving a review! The team here at Continuity Programs is thrilled to hear such good feedback, and we are proud to hear that you find our mortgage CRM easy to use. Also, it is so great to know your customers respond to the automated mortgage marketing! Regarding the milestone updates, I am going to have your Account Manager reach out to you about this feature. Thanks again! FF Frank F. Mortgage Consultant Banking Used the software for: 2+ years ### "Continuity Programs provids sales support" February 22, 2019 5.0 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 Response from Halo Programs 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! Jamie O. Real Estate Loan Officer Banking Used the software for: 6-12 months ### "Customer Support is Outstanding" February 13, 2019 4.0 We are making more consistent communications with our past customers. 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. Review Source Response from Halo Programs February 14, 2019 Thanks for leaving a review! The team here at Continuity Programs is delighted to hear such wonderful feedback. We are happy to hear that our mortgage CRM is helping you communicate consistently with your past customers! Regarding your comment on notification emails sometimes going to your junk, I am going to pass this along to our development team to investigate. In the meantime, it may help if you add us to your Safe Sender List on your end. Thanks again! Josh T. Mortgage Loan Officer NMLS ID 1377585 Financial Services Used the software for: 1-2 years ### "easy to use, great tool for business" May 30, 2018 5.0 Pros The automated reviews and client tracker is an excellent tool that frees up a lot of time for me. Make my job much easier not having to keep track of everything myself. Cons No complaints. This is a great tool that does many great things for me from automated emails to my clients for reviews to reminding me of upcoming dates I need to know. Review Source Response from Halo Programs June 15, 2018 Thanks for leaving a review! The team here at Continuity Programs is thrilled to hear such good feedback, and we are proud to hear that you find our mortgage CRM easy to use. Also, it is so great to know you like the automated mortgage email marketing and ClientTracker notifications! Thanks again! MS Molly S. Loan officer Financial Services Used the software for: 1-2 years ### "Overall a great CRM system" February 15, 2019 4.0 Overall I really like the system. I have used a few different CRM systems and this is the most logical and user friendly. Pros It is easy and quick to use--automation is good and I like the outgoing messages. Cons I would like to be able to download directly from Encompass. We have been manually entering leads. Also, It would be nice if there were some templates available to pick from...i.e. sending a birthday message with some graphics/ Review Source Response from Halo Programs February 25, 2019 Thank you for leaving a review! The team here at Continuity Programs is delighted to hear such wonderful feedback. We are happy to hear that our mortgage CRM is the most logical and user friendly system you have used! Regarding your comment integrating with Encompass, we do have an interface for that. I am going to pass this along to your Account Manager to see if your company is in the queue to be integrated. Also, there are automated birthday messages that go out in some programs and I will have the Customer Service team reach out to you with some info on that. Thanks again! SS Stephanie S. Personal Banking Officer Banking Used the software for: 1-2 years ### "The experience has been more than satisfactory. " June 5, 2018 5.0 I have easy access to my customers contact information and the software provides information for potential new business with giving us the information for homes that are listed for sale. Pros I like most how user friendly and easy the software is to navigate through. Everything is pretty much spelled out for you and that makes it so much easier to navigate through, especially if you are busy and need information from the software fast. There is a lot of information stored in the software but trying to find it is not overwhelming. The software is not overrun with information that is not needed, that would make it harder to navigate through. Cons I honestly don't have any cons for the software at this point. I find that the system is very easy to navigate through and self explanatory. Review Source Response from Halo Programs June 15, 2018 Thanks for leaving a review! The team here at Continuity Programs is thrilled to receive a perfect 5 star rating! We are happy to hear that you find our mortgage CRM user friendly and easy to navigate. Also, it is so great to know you like the potential new business notifications! Thanks again! Jacob C. Mortgage Banker Banking Used the software for: Less than 6 months ### "The GameChanger" September 18, 2018 5.0 Pros I loved how user friendly it is. Also I really appreciate how detailed the software is and how it can run itself but if I want control to do something specific I can easily get control. Cons No cons so far. I am very thankful for how user friendly it has been and the staff has been so helpful. Review Source Response from Halo Programs September 20, 2018 Thanks 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 user friendly and detailed. Also, it is so great to know you appreciate how it can run itself! Thanks again! VR Verified Reviewer Loan Officer Financial Services Used the software for: Less than 6 months ### "Good System" February 15, 2019 2.0 Pros Love the surveys, the notifications and reminders. Cons Not easy to use for data tracking such as trace notes Review Source Response from Halo Programs 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! Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.