# MortgageHalo vs The Mortgage Office - 2026 Comparison - Software Advice > MortgageHalo vs The Mortgage Office - See how these products stack up against each other with real user reviews, product feature comparisons and screenshots. Find out which one is best for your organization. Source: https://www.softwareadvice.com/compare/54657-MortgageHalo/vs/84138-the-mortgage-office --- [Home](https://www.softwareadvice.com/) / [CRM for Startups Software](https://www.softwareadvice.com/crm/startup-comparison/) / MortgageHalo vs The Mortgage Office Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Updated June 11, 2026 # MortgageHalo vs. The Mortgage Office: 2026 Comparison Skip hours of research. Get your top 5 matches from an expert in 15 minutes, 100% free. Free Expert Guidance Real Human Advice 1M + Businesses Helped Updated June 11, 2026 # MortgageHalo vs. The Mortgage Office: 2026 Comparison Skip hours of research. Get your top 5 matches from an expert in 15 minutes, 100% free. Free Expert Guidance Real Human Advice 1M + Businesses Helped Product comparison Compare up to 3 products side-by-side + Add product [](https://www.softwareadvice.com/product/54657-MortgageHalo/) [MortgageHalo](https://www.softwareadvice.com/product/54657-MortgageHalo/) 4.4 [(48)](https://www.softwareadvice.com/product/54657-MortgageHalo/reviews/) Starting Price $69.00per month Free trial Free version Pros: Not enough reviews Cons: Not enough reviews Who uses MortgageHalo Based on 48 reviews - Top use cases: Mortgage (10%), Banking CRM Software (4%) 75% of users recommend this product [](https://www.softwareadvice.com/crm/the-mortgage-office-profile/) [The Mortgage Office](https://www.softwareadvice.com/crm/the-mortgage-office-profile/) 4.8 [(285)](https://www.softwareadvice.com/crm/the-mortgage-office-profile/reviews/) Starting Price Not provided by vendor Free trial Free version Pros: Not enough reviews Cons: Not enough reviews Who uses The Mortgage Office Based on 285 reviews - Popular among: Small businesses - Most common industry: Finance & Accounting (35%) - Top use cases: Loan Servicing (25%), Loan Origination (5%) and Mortgage (4%) 95% of users recommend this product [](https://www.softwareadvice.com/product/54657-MortgageHalo/) MortgageHalo 4.4 [(48)](https://www.softwareadvice.com/product/54657-MortgageHalo/reviews/) [](https://www.softwareadvice.com/crm/the-mortgage-office-profile/) The Mortgage Office 4.8 [(285)](https://www.softwareadvice.com/crm/the-mortgage-office-profile/reviews/) + Add product Add product ## User satisfaction * * * 4.4 Based on 48 reviews Ease of use 4.5 Value for money 4.4 Customer support 4.6 Functionality 4.2 4.8 Based on 285 reviews Ease of use 4.7 Value for money 4.7 Customer support 4.8 Functionality 4.7 ## User interface * * * ## Key features Features selected based on 333 reviews from CRM for Startups * * * Accounting N/A Amortization Schedule N/A Automatic Funds Distribution N/A Collateral Tracking N/A Compliance Management N/A Contact Management N/A Accounting 4.7 Amortization Schedule 4.9 Automatic Funds Distribution 5.0 Collateral Tracking 4.6 Compliance Management 4.7 Contact Management 4.6 ### Wondering if these products fit your needs? Skip the manual research. Talk to a real advisor like Lexi to get a 100% free, personalized shortlist in 15 minutes. LexiAdvisor for 8 years ### Wondering if these products fit your needs? Skip the manual research. Talk to a real advisor like Lexi to get a 100% free, personalized shortlist in 15 minutes. LexiAdvisor for 8 years ## Integrations * * * [ MeridianLink MortgageNot enough reviews ](https://www.softwareadvice.com/mortgage/lendingqb-profile/)[ Mortgage Cadence PlatformNot enough reviews ](https://www.softwareadvice.com/loan-origination/loan-fulfillment-center-profile/)[ EncompassNot enough reviews ](https://www.softwareadvice.com/product/133471-Encompass360/) [ Microsoft WordNot enough reviews ](https://www.softwareadvice.com/cms/microsoft-word-profile/)[ QuickBooks DesktopNot enough reviews ](https://www.softwareadvice.com/accounting/quickbooks-pro-profile/)[ QuickBooks EnterpriseNot enough reviews ](https://www.softwareadvice.com/construction/qb-desktop-enterprise-profile/) ## Reviews * * * BD Brad D.Vice PresidentBanking, 1001-5000 employees "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" Jun 1, 2026 Marc R.Chief Mortgage OfficerBanking, 51-200 employees "That level of responsiveness is uncommon among vendors and creates a true sense of collaboration and shared investment in success." May 19, 2026 SS Stacey S.Account ManagerReal Estate, 2-10 employees "I also love that it’s cloud-based, which allows me to access loan information and stay on top of issues even when I’m not in the office." Jan 14, 2026 JW Jordan W.DirectorFinancial Services, 11-50 employees "Some processes feel a bit too manual in some areas." Jan 5, 2026 ## Customer support * * * Email/Help Desk FAQs/Forum Knowledge Base Phone Support 24/7 Chat Email/Help Desk FAQs/Forum Knowledge Base Phone Support 24/7 Chat ## Training options * * * In Person Live Online Webinars Documentation Videos In Person Live Online Webinars Documentation Videos ## Popular Comparisons * * * [BNTouch Mortgage CRM vs MortgageHalo](https://www.softwareadvice.com/compare/54657-MortgageHalo/vs/127795-bntouch/)[Salesforce Sales Cloud vs MortgageHalo](https://www.softwareadvice.com/compare/2764-Salesforce/vs/54657-MortgageHalo/)[HES LoanBox vs The Mortgage Office](https://www.softwareadvice.com/debt-collection/hes-loanbox-profile/vs/the-mortgage-office/)[Mortgage Automator vs The Mortgage Office](https://www.softwareadvice.com/loan-origination/mortgage-automator-profile/vs/the-mortgage-office/)