MortgageHalo Reviews & Product Details

What I like best about MortgageHalo is that it goes far beyond a traditional mortgage CRM. It allows us to strengthen relationships across the entire bank, not just within the mortgage department. The automation keeps our team consistently connected with clients and referral partners, while the MortgageHalo team’s responsiveness and willingness to improve the platform make it feel like a true partnership rather than just another vendor relationship. Review collected by and hosted on G2.com.

The only drawback I’ve experienced is that because MortgageHalo is built to reach across an entire organization, maximizing its value requires broad adoption and consistent engagement from multiple teams. Like any strong platform, the more fully you implement it, the greater the return. Review collected by and hosted on G2.com.

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.

I have helped the same customers repeatedly, and now I am helping their kids. That is what consistent, long-term relationship marketing does. It is a no-brainer. I hardly ever need to contact support, but when I do, they fix issues fast.

Nevin Mitchell, Senior Loan Officer, Bank of Ann Arbor

100% Automatic Mortgage CRM Review collected by and hosted on G2.com.

There is nothing that I dislike about MortgageHalo. I have been using Continuity Programs now MortgageHalo - since 2013, across 3 different financial institutions. It is amazing how it runs in the background automatically, pulling records from Encompass and sending all campaigns out on my behalf. I get listing alerts, hot leads, and testimonials every week. Review collected by and hosted on G2.com.

Ease of integration and how it works with our LOS, Encompass. Review collected by and hosted on G2.com.

There is not anything I dislike about HALO Review collected by and hosted on G2.com.