--- description: Discover the benefits and disadvantages of MortgageHalo. Learn the software price, see the description, and read the most helpful reviews for UK business users. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: MortgageHalo Pricing, Cost & Reviews - Capterra UK 2026 --- Breadcrumb: [Home](/) > [Mortgage Software](/directory/30038/mortgage-and-loans/software) > [MortgageHalo](/software/173535/mortgagehalo) # MortgageHalo Canonical: https://www.capterra.co.uk/software/173535/mortgagehalo Page: 1 / 3\ Next: [Next page](https://www.capterra.co.uk/software/173535/mortgagehalo?page=2) > MortgageHalo is a mortgage lead-generating CRM that was built specifically for residential lenders, banks, and credit unions. > > Verdict: Rated **4.3/5** by 46 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Who Uses MortgageHalo? Mortgage lenders, banks and credit unions looking for a turnkey best mortgage lead generating CRM with automated marketing. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.3/5** | 46 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 - Client Database - Client Management - Contact Management - Customer Database - For Financial Institutions - Interaction Tracking - Lead Management - Marketing Automation - Third-Party Integrations ## 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 - [Mortgage Software](https://www.capterra.co.uk/directory/30038/mortgage-and-loans/software) ## Related Categories - [Mortgage Software](https://www.capterra.co.uk/directory/30038/mortgage-and-loans/software) - [Financial CRM Software](https://www.capterra.co.uk/directory/30562/financial-crm/software) - [Sales Tracking Software](https://www.capterra.co.uk/directory/32744/sales-tracking/software) ## Alternatives 1. [Zoho CRM](https://www.capterra.co.uk/software/155928/zoho-crm) — 4.3/5 (6974 reviews) 2. [Bitrix24](https://www.capterra.co.uk/software/113540/bitrix24) — 4.2/5 (991 reviews) 3. [Creatio CRM](https://www.capterra.co.uk/software/130149/bpm-online-crm) — 4.7/5 (134 reviews) 4. [monday.com](https://www.capterra.co.uk/software/147657/monday-com) — 4.6/5 (6037 reviews) 5. [EngageBay CRM](https://www.capterra.co.uk/software/178819/engagebay-marketing) — 4.7/5 (908 reviews) ## Reviews ### "Strong for Mortgage & Beyond" — 5.0/5 > **Marc** | *19 May 2026* | Banking | Recommendation rating: 10.0/10 > > **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 > > 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. ----- ### "No CRM Admin Needed\!" — 5.0/5 > **Brian** | *14 May 2026* | Banking | Recommendation rating: 10.0/10 > > **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. > > 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 ----- ### "Overall a very good program" — 5.0/5 > **Tom** | *7 June 2018* > > **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. ----- ### "Stay in touch" — 5.0/5 > **Mark** | *26 September 2018* | Financial Services | Recommendation rating: 9.0/10 > > **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. > > I am happy with the product overall. ----- ### "I haven't had any leads that have turned into a new loan or additional product with a customer." — 3.0/5 > **Sherry** | *30 May 2018* | Banking | Recommendation rating: 5.0/10 > > **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. > > Keeps my name in the mind of my customers and prospective referrers. ----- Page: 1 / 3\ Next: [Next page](https://www.capterra.co.uk/software/173535/mortgagehalo?page=2) ## Links - [View on Capterra](https://www.capterra.co.uk/software/173535/mortgagehalo) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Structured Data