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MortgageHalo

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(4)5.0/5

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.

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