--- description: Learn more about MortgageHalo price, benefits, and disadvantages for businesses in Ireland. Read verified software reviews and discover tools that fit your business needs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: MortgageHalo Pricing, Cost & Reviews - Capterra Ireland 2026 --- Breadcrumb: [Home](/) > [Mortgage Software](/directory/30038/mortgage-and-loans/software) > [MortgageHalo](/software/173535/mortgagehalo) # MortgageHalo Canonical: https://www.capterra.ie/software/173535/mortgagehalo Page: 1 / 3\ Next: [Next page](https://www.capterra.ie/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 44 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** | 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 - 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.ie/directory/30038/mortgage-and-loans/software) ## Related Categories - [Mortgage Software](https://www.capterra.ie/directory/30038/mortgage-and-loans/software) - [Financial CRM Software](https://www.capterra.ie/directory/30562/financial-crm/software) - [Sales Tracking Software](https://www.capterra.ie/directory/32744/sales-tracking/software) ## Alternatives 1. [Creatio CRM](https://www.capterra.ie/software/130149/bpm-online-crm) — 4.7/5 (133 reviews) 2. [monday.com](https://www.capterra.ie/software/147657/monday-com) — 4.6/5 (5726 reviews) 3. [Zoho CRM](https://www.capterra.ie/software/155928/zoho-crm) — 4.3/5 (6964 reviews) 4. [Bitrix24](https://www.capterra.ie/software/113540/bitrix24) — 4.2/5 (984 reviews) 5. [EngageBay CRM](https://www.capterra.ie/software/178819/engagebay-marketing) — 4.7/5 (907 reviews) ## Reviews ### "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. ----- ### "Easy to use system." — 4.0/5 > **Eric** | *7 June 2018* | Banking | Recommendation rating: 8.0/10 > > **Pros**: Easy to use, and colorful also. The gauges that you use that look like automobile gauges are easy to use and see at a glance. > > **Cons**: It would be nice to have an active link on the website for the realtors that are listed. That way you could click on it and contact them very easily. ----- ### "Good quality" — 4.0/5 > **Ross** | *24 September 2018* | Banking | Recommendation rating: 9.0/10 > > **Pros**: I like that it automatically sends out the emails without me going in and manually doing it. > > **Cons**: Some of the emails are a little short on content, or may be slightly irrelevant to the times. > > I've definitely seen my business take a step in the positive direction and my name stays out there in front of my contacts more now than it ever has. ----- Page: 1 / 3\ Next: [Next page](https://www.capterra.ie/software/173535/mortgagehalo?page=2) ## Links - [View on Capterra](https://www.capterra.ie/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