--- title: "MortgageHalo Software Reviews, Demo & Pricing - 2026" description: "Review of MortgageHalo Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/crm/mycrmdashboard-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Sales Tracking Software](https://www.softwareadvice.com/crm/sales-tracking-comparison/) / MortgageHalo 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. Overview [Reviews](https://www.softwareadvice.com/product/54657-MortgageHalo/reviews/) # MortgageHalo Review From $417-$833/month Free version Free trial 4 plans Wondering if MortgageHalo is right for your organization? Our Sales Tracking Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview MortgageHalo 4.4 [(49)](https://www.softwareadvice.com/product/54657-MortgageHalo/reviews/) Pricing Starting at $417.00 per month ### About MortgageHalo MortgageHalo by Halo Programs is a cloud-based mortgage CRM and marketing automation solution with loan origination system (LOS) integration. Built for banks, credit unions, mortgage lenders, brokers, and loan officers, it uses LOS data to support automated borrower communication, loan milestone updates, referral partner marketing, and post-closing follow-up. Done-for-you mortgage marketing helps teams stay connected throughout the borrower lifecycle to encourage repeat business, referrals, client retention, and mortgage recapture. MortgageHalo offers a 7-year campaign with 95 client touch points, plus a referral thank-you card, and includes two text messages per year. Increase your repeat business, referrals, reviews, testimonials, and more! The built-in vendor-managed automation helps lenders increase customer retention, generate new business opportunities, and drive down the cost to originate loans. Do you work for MortgageHalo? [Manage this product listing](https://www.g2.com/products/mortgagehalo/claim_requests/new?auto=true) Wondering if MortgageHalo is right for your organization? Our Sales Tracking Software selection experts can help you in 15 minutes or less. ## MortgageHalo User Interface ## Popular MortgageHalo Alternatives Main Product MortgageHalo 4.4 [(49)](https://www.softwareadvice.com/product/54657-MortgageHalo/reviews/) Ratings Breakdown - 4.47Ease of use - 4.38Value for money - 4.64Customer support - 4.24Functionality Pricing Starting at $417.00 per month Get Price Alternative Product [BNTouch Mortgage CRM](https://www.softwareadvice.com/crm/bntouch-profile/) 4.5 [(98)](https://www.softwareadvice.com/crm/bntouch-profile/reviews/) Ratings Breakdown - 4.26Ease of use - 4.33Value for money - 4.52Customer support - 4.41Functionality Pricing Starting at $95.00 per month Get Price Alternative Product [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.4 [(18816)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Ratings Breakdown - 3.99Ease of use - 4.05Value for money - 4.13Customer support - 4.38Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [The Mortgage Office](https://www.softwareadvice.com/crm/the-mortgage-office-profile/) 4.8 [(289)](https://www.softwareadvice.com/crm/the-mortgage-office-profile/reviews/) Ratings Breakdown - 4.71Ease of use - 4.67Value for money - 4.77Customer support - 4.71Functionality Pricing Available upon request Get Price Alternative Product [HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/) 4.5 [(506)](https://www.softwareadvice.com/crm/hubspot-sales-profile/reviews/) Ratings Breakdown - 4.39Ease of use - 4.19Value for money - 4.43Customer support - 4.43Functionality Pricing Starting at $15.00 per month Get Price Alternative Product [Salesforce Financial Services Cloud](https://www.softwareadvice.com/insurance/salesforce-fin-serv-cloud-profile/) 4.8 [(6)](https://www.softwareadvice.com/insurance/salesforce-fin-serv-cloud-profile/#reviews) Ratings Breakdown - 4.33Ease of use - 4.50Value for money - 4.75Customer support - 4.50Functionality Pricing Starting at $325.00 per month Get Price ## MortgageHalo Pricing and Plans Starting price: $417.00 per month Free Trial Free Version Starter $417.00 per month Plan includes: - White glove account setup - Personalized profile - Contact list import - Email address verification - Done-for-you email marketing - Automated monthly delivery - Replies sent directly to your inbox - Direct lead form responses - Email analytics & reporting - ClientTracker listing alerts Read More Growth $625.00 per month Plan includes: - White glove account setup - Personalized profile - Contact list import - Email address verification - Done-for-you email marketing - Automated monthly delivery - Replies sent directly to your inbox - Direct lead form responses - Email analytics & reporting - ClientTracker listing alerts Read More Pro $833.00 per month Plan includes: - White glove account setup - Personalized profile - Contact list import - Email address verification - Done-for-you email marketing - Automated monthly delivery - Replies sent directly to your inbox - Direct lead form responses - Email analytics & reporting - ClientTracker listing alerts Read More Enterprise - Large Lenders Call for pricing 248-669-6900 Plan includes: - Everything in Pro - Custom branding - Custom campaigns - Custom marketing materials - LOS integration - Lead assignment module - Automated thank you's - Referral partner thank yous - Corporate satisfaction with NPS - Branch satisfaction with NPS Read More Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## MortgageHalo Features - Popular features found in Sales Tracking Activity Dashboard Appointment Scheduling Interaction Tracking Task Management - More features of MortgageHalo Client Database Client Management Contact Management CRM Customer Database Dashboard Data Import/Export Email Marketing Email Templates For Financial Institutions Lead Capture Lead Management Live Chat Loan Origination Marketing Automation Mobile Access Relationship Tracking Reminders Reporting & Statistics Task Scheduling Third-Party Integrations ## MortgageHalo Integrations MeridianLink Mortgage Integration rated undefined from -1 review Mortgage Cadence Platform Integration rated undefined from -1 review Encompass Integration rated undefined from -1 review Calyx Point Integration rated undefined from -1 review LendingPad Integration rated undefined from -1 review ## MortgageHalo User Reviews ## MortgageHalo customer ratings - Overall rating: 4.4/5 - Total reviews: 49 ### Rating distribution - 5 stars: 25 reviews (51%) - 4 stars: 19 reviews (39%) - 3 stars: 4 reviews (8%) - 2 stars: 1 reviews (2%) - 1 star: 0 reviews (0%) ### Secondary ratings - Ease of use: 4.5/5 - Value for money: 4.4/5 - Customer support: 4.6/5 - Functionality: 4.2/5 --- ### Strong for Mortgage & Beyond - Overall rating: 5/5 - Reviewer: Marc R. - Verified reviewer: Yes - Industry: Banking - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: May 2026 - Review source details: This review was submitted organically. No incentive was offered 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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 #### Reasons for choosing MortgageHalo Overall their level of attentiveness to us during the process stood out as well as their price point. #### Vendor response Thank you for your thoughtful review and for trusting us since 2013! It’s been a pleasure supporting First State Bank as you’ve grown your mortgage operation and expanded MortgageHalo to your branch managers. We’re glad the platform helps your lenders and branch teams stay connected with customers and referral partners while reducing administrative work. We also appreciate your perspective on adoption and personalized outreach. Your feedback helps us understand how to better support the way your teams build relationships. Your kind words about our partnership mean a great deal. Thank you for sharing your ideas, helping shape improvements, and recommending MortgageHalo to other bank leaders! Replied October 2026 --- ### Listing Alerts & Replies - Overall rating: 5/5 - Reviewer: Daniel G. - Verified reviewer: Yes - Industry: Financial Services - Company size: 201-500 employees - Product usage: Used daily for more than 2 years - Reviewed: June 2026 - Review source details: This review was submitted organically. No incentive was offered 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. #### Reasons for choosing MortgageHalo local support and great integration. Big help on the intergration. #### Vendor response Thank you for sharing your experience! We’re glad ClientTracker listing alerts help you reconnect with past clients when a move is on their minds. Hearing that those alerts lead to natural, meaningful conversations is exactly the kind of feedback our team loves to receive. We also appreciate your kind words about our local support and integration assistance. Thank you for trusting MortgageHalo to help you stay connected and for recommending us! Replied October 2026 --- ### Automation and Communication - Overall rating: 5/5 - Reviewer: Joan B. - Verified reviewer: Yes - Industry: Banking - Company size: 501-1000 employees - Product usage: Used weekly for more than 2 years - Reviewed: August 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review. They have been very responsive, open communication and interested in how our company can best utilize their product rather than having us change our culture to use their product. We have monthly check in meetings that allow us to ensure we are getting the best return on our investment #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The automation that allows our lenders to click on a link and be responsive to customers quickly and proactively #### Cons We ahve been able to move to the newer integration with Encompass which resolved our issues of having to reset the SDK periodically #### Vendor response Thank you for your thoughtful feedback! We’re glad MortgageHalo helps your lenders respond quickly and proactively, and that the newer Encompass integration resolved the need for periodic SDK resets. We appreciate the opportunity to work with your team through our monthly check-ins. Understanding your company’s culture and goals helps us support the way you work and help you get more value from MortgageHalo. Thank you for your continued partnership! Replied October 2026 --- ### Good System - Overall rating: 2/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Financial Services - Company size: 201-500 employees - Product usage: Used daily for less than 6 months - Reviewed: February 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Love the surveys, the notifications and reminders. #### Cons Not easy to use for data tracking such as trace notes #### Vendor response 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! Replied February 2019 --- ### No CRM Admin Needed! - Overall rating: 5/5 - Reviewer: Brian C. - Verified reviewer: Yes - Industry: Banking - Company size: 51-200 employees - Product usage: Used monthly for more than 2 years - Reviewed: May 2026 - Review source details: This review was submitted organically. No incentive was offered 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 #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. #### Reasons for choosing MortgageHalo Past experience with them. The operation is smooth and effective #### Vendor response Thank you, Brian, for your thoughtful review and for trusting MortgageHalo since 2016! It means a great deal to have continued supporting you through the transition from Sunset Bank to Westbury Bank. We’re glad our done-for-you marketing and Encompass integration help you stay connected with more than 5,000 contacts while keeping the workload light for your team. Hearing that your clients respond positively and that the alerts and ongoing communications help you maintain and grow your pipeline is especially rewarding. We also appreciate your kind words about our team’s responsiveness and professional content. Thank you for your continued partnership and for recommending MortgageHalo to other mortgage leaders! Replied October 2026 --- ### Great support and great company - Overall rating: 5/5 - Reviewer: Brad D. - Verified reviewer: Yes - Industry: Banking - Company size: 1001-5000 employees - Product usage: Used daily for more than 2 years - Reviewed: June 2026 - Review source details: This review was submitted organically. No incentive was offered [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 #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 #### Vendor response Thank you for your kind words and for your longstanding partnership, dating back to Continuity! We’re glad our onboarding support and ongoing training help your sales team get more out of MortgageHalo. Your feedback and suggestions mean a great deal to us. Listening to your team and helping you put best practices into action are central to our partnership. Thank you for your continued trust and for recognizing our team’s commitment to service! Replied October 2026 --- ### MortgageHalo is the Best! - Overall rating: 5/5 - Reviewer: Nevin M. - Verified reviewer: Yes - Industry: Banking - Company size: 201-500 employees - Product usage: Used daily for more than 2 years - Reviewed: June 2026 - Review source details: This review was submitted organically. No incentive was offered Could not be better. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. #### Vendor response Thank you, Nevin, for trusting MortgageHalo since 2013 across three financial institutions! Hearing that you’ve helped the same customers repeatedly and are now helping their children is especially meaningful. We’re glad the automated campaigns, Encompass integration, and timely alerts help you stay connected with customers and referral partners while keeping follow-up work off your plate. Thank you for recognizing our support team and for making us part of your business for so many years! Replied October 2026 --- ### Hands-Free, A++ Customer Support, Great Service - Overall rating: 5/5 - Reviewer: Jett L. - Verified reviewer: Yes - Industry: Banking - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: September 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Our business is extremely satisfied with our choice of CRM and would strongly recommend MyCRMDashboard. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. #### Vendor response 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! Replied September 2018 --- ### Customer Support is Outstanding - Overall rating: 4/5 - Reviewer: Jamie O. - Verified reviewer: Yes - Industry: Banking - Company size: 51-200 employees - Product usage: Used daily for less than 12 months - Reviewed: February 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. We are making more consistent communications with our past customers. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. #### Vendor response 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! Replied February 2019 --- ### easy to use, great tool for business - Overall rating: 5/5 - Reviewer: Josh T. - Verified reviewer: Yes - Industry: Financial Services - Company size: 11-50 employees - Product usage: Used weekly for less than 2 years - Reviewed: May 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. #### Vendor response 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! Replied June 2018 --- Showing 1 - 10 of 49 Reviews [See All Reviews](https://www.softwareadvice.com/product/54657-MortgageHalo/reviews/) ## MortgageHalo 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/)[The Mortgage Office vs MortgageHalo](https://www.softwareadvice.com/compare/54657-MortgageHalo/vs/84138-the-mortgage-office/)[Zoho CRM vs MortgageHalo](https://www.softwareadvice.com/compare/54657-MortgageHalo/vs/392464-zoho-crm/) ## Other Top Recommended Sales Tracking Software [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) **4.5** (256) Recently recommended **57** times [Rolldog](https://www.softwareadvice.com/marketing/rolldog-complete-profile/) **4.9** (33) Recently recommended **49** times [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) **4.4** (18816) Recently recommended **48** times [SalesNOW](https://www.softwareadvice.com/marketing/salesnow-profile/) **4.6** (81) Recently recommended **48** times Stuck Between Options? 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