MortgageHalo 2026: Benefits, Features & Pricing

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.

How Software Advice ensures transparency

Software Advice lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Users can talk to our advisors for free to receive software recommendations matching their needs. Software providers pay us for sponsored profiles to reach users interested in their products.

How Software Advice verifies reviews

Software Advice carefully verified over 2 million reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

Independent research methodology

Researchers at Software Advice use a mix of verified reviews, independent research, and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or talk to an advisor, this has no influence on our research or methodology.

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
Pricing and Plans
Features
Integrations
User Reviews

Overview

MortgageHalo

4.3

(44)

Pricing

Starting at $69.00 per month

About MortgageHalo

MortgageHalo from Halo Programs is a cloud-based customer relationship management (CRM) solution designed for the residential mortgage industry. It includes automated marketing on behalf of loan officers to their prospects, referral partners and borrowers. All leads generated are exclusive to the LO.

The CRM keeps track of clients’ mortgage needs and sends notifications to LOs whenever their client needs a new mortgage or has a referral. Client satisfaction surveys with Net Promoter Score are built in, along with executive reporting. The surveys also generate testimonials that clients can share on social media.

The online reputation management feature help lenders build social proof. The built-in vendor-managed automation helps lenders increase customer retention, generate new business opportunities, and drive down the cost to originate loans. It also allows banks to drive more CRA business with native geo-targeting and demographic targeting features.

The ClientTracker feature generates leads for pre-approvals and new mortgages. The CRM is also connected to a custom online storefront for the lender, where approved postcards, flyers and emails are set up for LOs to send. It of...

MortgageHalo Screenshots

MortgageHalo Pricing and Plans

Starting price: $69.00 per month

Free Trial

Free Version

Basic

$69.00

per user, per month

Plan includes:

Includes CRM Administrator
CRM Software
Advanced Marketing Store with Co-Branding
Automated Marketing

Individual

$165.00

per user, per month

Plan includes:

Includes CRM Administrator
CRM Software
Automated Marketing
Advanced marketing Store with Co-Branding

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

Mortgage Cadence Platform

Encompass

Calyx Point

LendingPad

MortgageHalo User Reviews

Overall Rating

4.3

Ratings Breakdown

45%

43%

Secondary Ratings

Ease of Use

4.4

Value for money

4.3

Customer support

4.6

Functionality

4.2

Jett L.

Verified reviewer

Banking

11-50 employees

Used daily for less than 12 months

Review source

Reviewed September 2018

Hands-Free, A++ Customer Support, Great Service

Our business is extremely satisfied with our choice of CRM and would strongly recommend MyCRMDashboard.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Charles S.

Verified reviewer

Real Estate

201-500 employees

Used daily for less than 12 months

Review source

Reviewed May 2018

Honestly I couldn't be happier with product...very easy to use and my customers respond to it.

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

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 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!

Replied June 2018

Verified

Reviewer

Financial Services

201-500 employees

Used daily for less than 6 months

Review source

Reviewed February 2019

Good System

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Frank F.

Banking

51-200 employees

Used weekly for more than 2 years

Review source

Reviewed February 2019

Continuity Programs provids sales support

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.

Ratings Breakdown

Ease of use

Functionality

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.

Vendor Response

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!

Replied February 2019

Jamie O.

Verified reviewer

Banking

51-200 employees

Used daily for less than 12 months

Review source

Reviewed February 2019

Customer Support is Outstanding

We are making more consistent communications with our past customers.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Josh T.

Verified reviewer

Financial Services

11-50 employees

Used weekly for less than 2 years

Review source

Reviewed May 2018

easy to use, great tool for business

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Molly S.

Verified reviewer

Financial Services

201-500 employees

Used weekly for less than 2 years

Review source

Reviewed February 2019

Overall a great CRM system

Overall I really like the system. I have used a few different CRM systems and this is the most logical and user friendly.

Ratings Breakdown

Ease of use

Functionality

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/

Vendor Response

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!

Replied February 2019

Stephanie S.

Banking

201-500 employees

Used weekly for less than 2 years

Review source

Reviewed June 2018

The experience has been more than satisfactory.

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Vendor Response

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!

Replied June 2018

Jacob C.

Verified reviewer

Banking

201-500 employees

Used daily for less than 6 months

Review source

Reviewed September 2018

The GameChanger

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

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 find our mortgage CRM user friendly and detailed. Also, it is so great to know you appreciate how it can run itself! Thanks again!

Replied September 2018

Verified

Reviewer

Banking

51-200 employees

Used weekly for less than 12 months

Review source

Reviewed February 2019

Set It and Forget It

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Vendor Response

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!

Replied February 2019

Showing 1 - 10 of 44 Reviews

See All Reviews