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 Review collected by and hosted on G2.com.
All good on my end. Is any issues arise, the team at MortgageHalo always respond Review collected by and hosted on G2.com.