MortgageHalo
Most CRMs create more work. MortgageHalo does the work for you—automating reliable, consistent, and compliant communications while delivering timely opportunities from your own database. Loan officers stay focused on closings while MortgageHalo helps keep pipelines active and future business flowing.
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MortgageHalo, part of Halo Programs, is built on a simple mission: help lenders and loan officers grow through consistent, professional client engagement. For over 50 years, Halo has specialized in relationship marketing solutions across industries, bringing proven strategies to mortgage professionals through MortgageHalo.
MortgageHalo delivers more than technology—it’s a self-driving system designed for the realities of busy loan officers and the institutions that support them. By automating multi-channel marketing campaigns, delivering timely lead alerts, and ensuring every message is branded and compliant, MortgageHalo helps lenders strengthen client relationships, improve retention, and drive long-term growth.
Trusted by leading lenders and loan officers nationwide, MortgageHalo combines SaaS technology, an expert-built CRM platform with automated campaigns, and live support into one seamless platform. Notable results include higher client retention, increased repeat and referral business, and improved adoption compared to heavy CRMs that demand more work from loan officers.
MortgageHalo reflects Halo Programs’ expertise: delivering an automated CRM that is reliable, consistent, and proven to fuel growth for the institutions and professionals who rely on it.
Highlights
Why Lenders Choose MortgageHalo
- Too busy to market? Done-for-you campaigns—consistent, professional, and compliant—are sent automatically on the loan officer’s behalf with responses and leads delivered to loan officers.
- Tired of missing deals? Get timely alerts when clients are back in the market—whether it’s a new listing, refinance opportunity, referral trigger, etc...
- Hard to stay in touch? Reliable, automated messages cover the full client lifecycle, from loan milestones to birthdays, surveys, and post-closing follow-up.
- Not sure what works? Proven channels—email, texts, social media, and optional print campaigns—reach clients where they respond best.
- Worried about compliance or adoption? A SaaS platform that’s SOC III compliant, with full implementation and live support.
MortgageHalo is the self-driving CRM loan officers rely on for consistent follow-up, timely opportunities, and long-term growth.
Details
Vendor Category
Customer Relationship Management (CRM)
Pricing Model
Subscription-Based Pricing
Works well with
Overview
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Interested in learning how this solution can transform your mortgage business? Request more details to discover how it can streamline operations, improve efficiency, and integrate seamlessly with your existing workflow.
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Product comparison
MortgageHalo
Usherpa
Volly
Overview
Most CRMs create more work. MortgageHalo does the work for you—automating reliable, consistent, and compliant communications while delivering timely opportunities from your own database. Loan officers stay focused on closings while MortgageHalo helps keep pipelines active and future business flowing.
Where Mortgage Expertise Meets Smart Technology.
Industry leaders rely on Volly’s Marketing Automation Suite to CAPTURE and CONVERT new business faster and RETAIN customers for life.
Highlights
Why Lenders Choose MortgageHalo
- Too busy to market? Done-for-you campaigns—consistent, professional, and compliant—are sent automatically on the loan officer’s behalf with responses and leads delivered to loan officers.
- Tired of missing deals? Get timely alerts when clients are back in the market—whether it’s a new listing, refinance opportunity, referral trigger, etc...
- Hard to stay in touch? Reliable, automated messages cover the full client lifecycle, from loan milestones to birthdays, surveys, and post-closing follow-up.
- Not sure what works? Proven channels—email, texts, social media, and optional print campaigns—reach clients where they respond best.
- Worried about compliance or adoption? A SaaS platform that’s SOC III compliant, with full implementation and live support.
MortgageHalo is the self-driving CRM loan officers rely on for consistent follow-up, timely opportunities, and long-term growth.
Built for Mortgage Teams – Purpose-driven solutions designed specifically for loan officers, branches, and enterprise lenders, supporting real-world workflows without unnecessary complexity.
Teams stay focused on originating loans and strengthening relationships instead of managing technology.Fast Adoption at Scale – Quick to launch and easy to use, helping teams drive consistent adoption without heavy training or disruption.
Leadership sees faster time to value while loan officers stay productive from day one.Automated, Consistent Engagement – Always-on outreach to prospects, past clients, and referral partners that supports relationship building without adding to loan officer workload.
Meaningful touchpoints happen consistently in the background while loan officers focus on high-impact conversations.Customer Intelligence & Local Credibility – Actionable customer intelligence reveals borrower behavior, engagement signals, and key life moments, guiding loan officers on who to contact, when to reach out, and why it matters.
Combined with localized market insights, every interaction feels timely, relevant, and advisor-led.Enterprise-Grade Support & Connectivity – Seamless alignment with existing systems, backed by hands-on, human support enterprises can rely on.
Teams get responsive guidance from people who understand mortgage and move at the speed of the business.
Volly can help you:
Acquire new business faster
Retain customers and drive repeat business
Increase marketing and loan officer capacities
Reduce the cost of acquiring new business
Gain peace of mind in meeting brand and regulatory requirements
Measurable results – Higher open rates, portfolio growth, and stronger customer relationships.
MortgageHalo
Customer reviews
MortgageHalo
Sagent
