# 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/MyCRMDashboard-com --- # 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. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[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 48 user reviews Reviews sentiment Positive 90% Neutral 8% Negative 2% Starting price $69 Per User, Per Month Free trial available Includes Free Version 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 4.4 (48) VS. [4.2 (995)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting Price $69 Per User, Per Month Starting Price $69 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (48) Ease Of Use 4.0 (963) Value For Money 4.4 (38) Value For Money 4.2 (786) Customer Service 4.6 (41) Customer Service 4.0 (758) ## MortgageHalo alternatives Highest Rated [4.8 (285)](https://www.capterra.com/p/9277/The-Mortgage-Office/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% 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 [4.8 (5)](https://www.capterra.com/p/166075/Financial-CRM/#reviews) Starting price $325.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.3 (6,978)](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 [View all alternatives](https://www.capterra.com/p/173535/MortgageHalo/alternatives/) ## FAQs about MortgageHalo Overview ### Which roles and teams benefit most from MortgageHalo? MortgageHalo is most used by loan officers, mortgage bankers, originators, and lending assistants who need to manage borrower communication, streamline application follow-up, and keep deals moving. Branch managers, mortgage executives, and compliance leaders benefit from better pipeline visibility, team coordination, and oversight of lending workflows and customer engagement. Answer based on 47 reviews Overview ### What company size and specific industries is MortgageHalo built for? MortgageHalo is designed for mortgage lenders, banks, and credit unions that need a turnkey mortgage lead generation CRM with automated marketing. It suits organizations in the lending and financial services sectors, especially those that want an all-in-one system for managing leads and marketing without extensive setup. Features and Usability ### What are the key features of MortgageHalo? MortgageHalo offers loan origination, CRM, and lead management for mortgage workflows, plus client database, contact management, and interaction tracking for customer records. It also includes dashboard and activity dashboard views, task scheduling and reminders, email marketing with templates, reporting & statistics, data import/export, mobile access, and third-party integrations. Pricing ### How much does it cost and what fees or limitations are included? MortgageHalo starts at $69 per user per month for the Basic plan, which includes CRM Software, Automated Marketing, and the Advanced Marketing Store with Co-Branding. The Individual plan costs $165 per user per month. A free version and free trial are available. Pricing feedback is mixed, with some users saying monthly spending has not brought viable leads. Answer based on 2 reviews Integrations ### Which third-party tools and platforms does MortgageHalo integrate with? MortgageHalo integrates with 7 loan origination platforms, including Calyx Point, Encompass, ICE, LOS, LendingPad, MeridianLink Mortgage, and Mortgage Cadence Platform. These catalog integrations cover common mortgage workflow systems used to connect loan data and origination processes across platforms. Answer based on 1 reviews Getting Started and Support ### What training and onboarding options does MortgageHalo offer? MortgageHalo provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars cover scheduled learning sessions, documentation offers written reference materials, and videos provide self-paced training content. Getting Started and Support ### What customer support options does MortgageHalo offer? MortgageHalo provides email/help desk, FAQ/forum, knowledge base, phone support, and chat. Support details from user feedback are not available here, so no claims can be made about response times, helpfulness, or common frustrations. Ease of use ### Is MortgageHalo easy to use? MortgageHalo feels straightforward for many mortgage teams, especially for contact entry, automated follow-up, and quick dashboard visibility. Sales users often find the layout logical and easy to learn, but some users say navigation can feel cumbersome, email volume can be distracting, and tracking notes or specific information takes extra effort. Answer based on 11 reviews ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Activity Dashboard 5.0 (5) 80.00% of 5 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 Marketing Automation 5.0 (5) 100.00% of 5 reviewers that rated this feature as important or highly important Automate workflows and trigger campaigns based on customer actions CRM 5.0 (4) 100.00% of 4 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 4.8 (4) 100.00% of 4 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 Reporting & Statistics 5.0 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Client Database 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Electronic storage of stakeholder contact information 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 (48) 4.2 Based on 48 reviews ## Pricing Value for money 4.4 (38) 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 4.4 (38) 4.4 Based on 38 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 (41) 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 (41) 4.6 Based on 41 reviews ## User reviews Overall rating 4.4 Based on 48 reviews Filter by rating 5(24) 4(19) 3(4) 2(1) 1(0) Mentioned topic Sorted by most recent DG Daniel G. CMB - SVP Financial Services ### "Listing Alerts & Replies" 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 June 8, 2026 The ClientTracker listing alerts are a game changer. I know when my past clients are on the move and call them immediately. Those conversations are perfect and natural and meaningful. MortgageHalo puts me back in their lives at exactly the right moment. Which is great. Pros The ClientTracker listing alerts are a game changer. I know when past clients are on the move and call them immediately. Those conversations are natural and meaningful. MortgageHalo puts me back in their lives at exactly the right moment. Cons Its all good. no issues and we love it. Seems like the perfect software for customer retention. Diverse and extremely deep.Recommend. Alternatives considered [Sales Force Automation-SFA](https://www.capterra.com/p/114993/Sales-Force-Automation-SFA/) Reasons for choosing MortgageHalo local support and great integration. Big help on the intergration. 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. NM Nevin M. Senior Mortgage Lender Banking ### "MortgageHalo is the Best!" 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 June 2, 2026 Could not be better. Pros I have been using Continuity Programs now MortgageHalo - since 2013, across 3 different financial institutions. It is amazing how it runs in the background automatically, pulling records from Encompass and sending all campaigns out on my behalf. I get listing alerts, hot leads, and testimonials every week. Customers and referral partners reply all the time to content that was sent out for me without me lifting a finger. I have helped the same customers repeatedly, and now I am helping their kids. That is what consistent, long-term relationship marketing does. It is a no-brainer. I hardly ever need to contact support, but when I do, they fix issues fast. Nevin Mitchell, Senior Loan Officer, Bank of Ann Arbor Cons No Cons. 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. BD Brad D. Vice President Banking ### "Great support and great company " 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 June 1, 2026 \[sensitive content hidden\] and his team have been a great partner for our sales team. Helping to increase our onboarding rates and continuous training of best practices for our sales team to get as much out of HALO as possible Pros Partnership, accessible and always willing to help. \[sensitive content hidden\] and his team have been a partner for years and always listen to our team if there are suggestions on ways to improve their product Cons I do not have a con with HALO. We have been using them (fka Continuity) for many many years. Their team and customer support are 2nd to none 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. Marc R. Chief Mortgage Officer Banking ### "Strong for Mortgage & Beyond " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 19, 2026 I have been using Continuity, now MortgageHalo, since 2013, and it has been a foundational part of building the mortgage operation at First State Bank. What separates MortgageHalo from every other platform I evaluated is the depth of its reach across an organization. We did not limit it to the mortgage department. We expanded the platform to our branch managers, allowing them to strengthen and maintain customer relationships through the same system. That level of flexibility and integration across a bank’s structure is rare and speaks to how thoughtfully the platform was designed. The automated relationship marketing works consistently in the background, keeping our lenders and branch teams engaged with clients and referral partners without creating additional administrative burden. For a lending operation growing at the pace ours has, that consistency and scalability are critical. What stands out most, however, is the partnership behind the product. When I provide feedback or suggest improvements, the MortgageHalo team listens and responds. That level of responsiveness is uncommon among vendors and creates a true sense of collaboration and shared investment in success. For bank leaders looking for a relationship marketing platform that can scale beyond the mortgage department and support relationship development across the entire organization, MortgageHalo deserves serious consideration. Pros Scales beyond the mortgage department into branch banking Strong relationship marketing automation Helps maintain consistent client and referral partner engagement Reduces administrative workload for staff Cons Success depends on active adoption across departments Reliance on automation may not fit teams wanting highly personalized manual outreach Alternatives considered [Total Expert](https://www.capterra.com/p/146103/Total-Expert/) [Sales Force Assistant](https://www.capterra.com/p/247040/Sales-Quote-Assistant/) Reasons for choosing MortgageHalo Overall their level of attentiveness to us during the process stood out as well as their price point. 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. 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! [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. Popular comparisons [BNTouch Mortgage CRM vs MortgageHalo](https://www.capterra.com/compare/37032-173535/BNTouch-vs-MortgageHalo)