# MortgageHalo Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is MortgageHalo the right Mortgage solution for you? Explore 48 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/173535/MyCRMDashboard-com/reviews --- MortgageHalo 4.4 (48) [View alternatives](https://www.capterra.com/p/173535/MortgageHalo/alternatives/) 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 4.5 Customer Service 4.6 ## Showing most helpful reviews Showing 1-25 of 48 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Mortgage Loan Consultant Banking Used the software for: 6-12 months ### "Set It and Forget It" February 12, 2019 5.0 Pros Ease of use, automatic marketing platform, ability to add additional contacts. Cons I do not have any cons to list about this software at this time. Review Source Response from Halo Programs February 15, 2019 Thank you for leaving a review! The team at Continuity Programs is pleased to receive a perfect 10/10 on your likelihood to recommend us! Satisfaction of our users means everything to us. We are happy to hear that you find our mortgage CRM easy to use. Also, it is so great to know you like the automated marketing! 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! 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! 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! 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! 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! 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! MY Marissa Y. Mortgage Loan Assistant Banking Used the software for: Less than 6 months ### "User Friendly & Convenient" September 18, 2018 5.0 So far, the best thing about the dashboard is the ease of finding information and having so much available to me. Working with different originators also makes this easy to sort by loan officer as well. Pros I liked the most that I could see all of my loan officers under one login and did not need to have a separate login for each originator. Very easy to see survey's and I appreciate the email notifications so I know when I should login. Cons So far, I have not ran into a situation where I did not like the software. 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 convenient. Also, it is so great to know you appreciate seeing all your loan officers under one login ¿ you must be an administrator! Thanks again! CD Carrie D. Loan Officer Assistant Banking Used the software for: Less than 6 months ### "MyCRMDashboard Mortgage CRM" February 12, 2019 4.0 Pros Good information available to view. Client tracker in the Leads is valuable info. Like being able to download the contact list when needed. Cons Trying to find things is a little cumbersome. 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 the ClientTracker leads are valuable info to you. Regarding your comments on finding things being a little cumbersome, we are able to provide additional training if you need it. Please do not hesitate to reach out to our Customer Service Specialists. Also, you are able to submit requests for the improvements and/or features you would like to see added directly through the CRM to our development team when you are logged in. Thanks again! CM Christie M. Loan Officer Banking Used the software for: Less than 6 months ### "Easy to navigate, useful content" May 30, 2018 4.0 Pros Automated contact with client base. Good reference tool for prior relationships. Ability to upload spreadsheet of contacts Cons too many e-mail messages - I'd prefer to check in on my own and maybe receive one weekly e-mail for updates 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 navigate. Regarding your comment about too many email messages, those are mortgage lead notifications! I have passed along your feedback to our development team to consider a more intuitive method of notifying you when a lead comes in. Thanks again! RC Ray C. Presdient Banking Used the software for: 6-12 months ### "MyCRMDashboard.com review" February 20, 2019 4.0 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 Response from Halo Programs 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! DM Dino M. Branch Manager - 2nd VP Banking Used the software for: Less than 6 months ### "A Great Way to Connect! " February 22, 2019 4.0 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 Response from Halo Programs 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. CF Christina F. Lending Compliance Banking Used the software for: Less than 6 months ### "Good functional system" February 22, 2019 4.0 Pros The ability to track customer reviews and referrals. Cons Wish there was the ability to pull reports on the survey data. Review Source Response from Halo Programs 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! Marc R. Chief Mortgage Officer Banking Used the software for: 2+ years ### "Strong for Mortgage & Beyond " May 19, 2026 5.0 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/) Reason for choosing MortgageHalo Overall their level of attentiveness to us during the process stood out as well as their price point. Review Source DG Daniel G. CMB - SVP Financial Services Used the software for: 2+ years ### "Listing Alerts & Replies" June 8, 2026 5.0 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/) Reason for choosing MortgageHalo local support and great integration. Big help on the intergration. Review Source 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 BD Brad D. Vice President Banking Used the software for: 2+ years ### "Great support and great company " June 1, 2026 5.0 \[sensitive content hidden\] 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 NM Nevin M. Senior Mortgage Lender Banking Used the software for: 2+ years ### "MortgageHalo is the Best!" June 2, 2026 5.0 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 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! 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! 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! 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