---
description: Learn how MortgageHalo can help your business. GetApp provides users in Ireland with the most detailed information on software tools, prices and features.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: MortgageHalo Price, Reviews & Ratings | GetApp Ireland 2026
---

Breadcrumb: [Home](/) > [Sales Tracking Software](/directory/3059/sales-tracking/software) > [MortgageHalo](/software/2067153/mortgagehalo)

# MortgageHalo

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> MortgageHalo is a mortgage lead-generating CRM that was built specifically for residential lenders, banks and credit unions.
> 
> Verdict: Rated **4.3/5** by 44 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Key benefits of MortgageHalo

Maximize Talent and Productivity
Recruiting \& Talent Management: Attract and retain top-performing loan officers
Pipeline-Focused: Keep loan officers focused on closing deals, not data entry
Contact Management \& Relationship Nurturing: Build lasting client \& referral partner relationships Client Satisfaction Reports: Measure client experience with NPS and feedback
Delivers Leads When Clients are in the Market: Right leads at the right time
Weekly Follow-Up List: Automated reminders for client engagement

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.3/5** | 44 Reviews |
| Ease of Use | 4.4/5 | Based on overall reviews |
| Customer Support | 4.6/5 | Based on overall reviews |
| Value for Money | 4.3/5 | Based on overall reviews |
| Features | 4.2/5 | Based on overall reviews |
| Recommendation percentage | 80% | (8/10 Likelihood to recommend) |

## About the vendor

- **Company**: Halo Programs
- **Location**: Walled Lake, US
- **Founded**: 1973

## Commercial Context

- **Starting Price**: US$69.00
- **Pricing model**: Per User (Free version available) (Free Trial)
- **Pricing Details**: Flexible Plans for Every Lender

MortgageHalo offers scalable pricing designed to meet the needs of mortgage brokers, lenders, and financial institutions of all sizes.

Subscription-based model – Pay a predictable monthly fee with no hidden costs.

Transparent setup – One-time setup fee with LOS connection. 
 
Usage scaling – As your loan pipeline grows, you can easily upgrade without disruption.

All plans include core features such as borrower management, loan tracking, document automation, compliance tools, and reporting dashboards. Higher tiers unlock advanced analytics, text messaging, listing alerts, portfolio retention triggers, post closing cross-media campaigns, trigger mailings, and dedicated account support.

Request a Quote
Contact us to receive a customized pricing proposal aligned with your business model, loan volume, and integration needs.
- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Activity Dashboard
- CRM
- Client Database
- Client Management
- Contact Management
- Customer Database
- Dashboard
- Data Import/Export
- Email Marketing
- Email Templates
- For Financial Institutions
- Interaction Tracking
- Lead Capture
- Lead Management
- Live Chat
- Loan Origination
- Marketing Automation
- Mobile Access
- Relationship Tracking
- Reminders

## Integrations (7 total)

- Calyx Point
- Encompass
- ICE
- LOS
- LendingPad
- MeridianLink Mortgage
- Mortgage Cadence Platform

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat

## Category

- [Sales Tracking Software](https://www.getapp.ie/directory/3059/sales-tracking/software)

## Related Categories

- [Sales Tracking Software](https://www.getapp.ie/directory/3059/sales-tracking/software)
- [Mortgage Software](https://www.getapp.ie/directory/180/mortgage-loans/software)
- [Financial CRM Software](https://www.getapp.ie/directory/1265/financial-crm/software)

## Alternatives

1. [Creatio CRM](https://www.getapp.ie/software/90504/bpm-online-crm) — 4.7/5 (133 reviews)
2. [monday.com](https://www.getapp.ie/software/91734/monday-com) — 4.6/5 (5989 reviews)
3. [EngageBay CRM](https://www.getapp.ie/software/113999/engagebay-marketing) — 4.7/5 (907 reviews)
4. [Zoho CRM](https://www.getapp.ie/software/9908/zoho-crm) — 4.3/5 (6971 reviews)
5. [Bitrix24](https://www.getapp.ie/software/90602/bitrix24) — 4.2/5 (989 reviews)

## Reviews

### "Current user" — 5.0/5

> **Maria** | *18 September 2018* | Financial Services | Recommendation rating: 10.0/10
> 
> **Pros**: Its easy to use, wish we had more options to see the material and to send it in Spanish to our non English speaking clients.
> 
> **Cons**: I wish we could see the actual material that is being sent. Also we would like to have the material to be sent out to our Hispanic client in Spanish.

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### "Great System" — 5.0/5

> **Rebecca** | *12 February 2019* | Banking | Recommendation rating: 9.0/10
> 
> **Pros**: Easy to use. Great information\! Keeping a working relationship with customers.
> 
> **Cons**: Nothing, haven't run into any issues. Easy to navigate
> 
> Keeping in touch with customers

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### "Review" — 3.0/5

> **dustin** | *12 February 2019* | Banking | Recommendation rating: 6.0/10
> 
> **Pros**: great customer contact with the surveys and email reminders
> 
> **Cons**: i have been waiting for someone to fix the option I am trying to use but I just quit checking the website because it is not functioning

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### "Mortgage Banker" — 4.0/5

> **Jack** | *12 February 2019* | Banking | Recommendation rating: 10.0/10
> 
> **Pros**: The ease of getting in and out.  The daily updates keep me on top of my past and future clients.
> 
> **Cons**: No cons at this time.  If this is something that comes up in the future I will contact you.
> 
> Great\!

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### "My company is a new account so I am just starting to learn more about your company and what it can d" — 4.0/5

> **Alba** | *31 May 2018*
> 
> **Pros**: Again I am new at this and still not up and running and knowing all it can do but I loved how it let me know that my customer from 2 yrs ago had just listed his house.  i am still trying to make contact but I think that is a great feature to have and looking forward to understand more of the benefits first hand.
> 
> **Cons**: Not being well versed or well trained on using it.  I would like to better understand the many other benefits because I see that it could be a great tool on a daily basis.  Maybe

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## Links

- [View on GetApp](https://www.getapp.ie/software/2067153/mortgagehalo)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/customer-management-software/a/mortgagehalo/> |
| en-AE | <https://www.getapp.ae/software/2067153/mortgagehalo> |
| en-AU | <https://www.getapp.com.au/software/2067153/mortgagehalo> |
| en-CA | <https://www.getapp.ca/software/2067153/mortgagehalo> |
| en-GB | <https://www.getapp.co.uk/software/2067153/mortgagehalo> |
| en-IE | <https://www.getapp.ie/software/2067153/mortgagehalo> |
| en-NZ | <https://www.getapp.co.nz/software/2067153/mortgagehalo> |
| en-SG | <https://www.getapp.sg/software/2067153/mortgagehalo> |
| en-ZA | <https://www.getapp.za.com/software/2067153/mortgagehalo> |

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