50+ years helping more than 50,000 Mortgage Loan Officers
Never Miss an Opportunity! Stay-Top-Of-Mind. Get Alerted When Clients List or Apply Elsewhere
MortgageHalo helps you stay consistently connected with past borrowers through professionally managed lifecycle communications, including seasonal and holiday emails, birthday greetings, and other relationship-building touchpoints. You’ll also receive alerts when a past borrower lists their home or applies for a mortgage elsewhere, helping you identify opportunities to reconnect at the right time.
We handle the setup, content, scheduling, and delivery so you can focus on serving clients while MortgageHalo works reliably in the background.
DONE-FOR-YOU EMAIL MARKETING
Everything handled for you from setup to send.
Your plan includes everything needed to launch and maintain professional email marketing for your business. No software to learn. No campaigns to create. No lists to manage.
How It Works
Four simple steps. Zero ongoing effort.
White-Glove Setup
We set up your account, profile, photo, logo, verify your emails, and import your contacts.
Content Creation
Each month, our team creates professionally written and designed emails.
Automatic Delivery
Emails are sent to your contacts on your behalf every month, keeping you connected
Direct Responses
Replies and leads are delivered directly to your inbox so you own every conversation.
When Opportunity Knocks ClientTracker™ Answers
Receive alerts when a past borrower lists a home for sale, shows intent to buy, or when a referral partner takes on a new listing. MortgageHalo helps you identify opportunities to reconnect, protect relationships, and capture potential mortgage business from the relationships you’ve already earned.
Be the First to Know When a Past Client Applies for a Loan
Mortgage Application Triggers alert you when a past client enters the market for home financing, giving you the opportunity to reconnect, and get the mortgage before another lender closes your client’s loan.
Bonus: Marketing Store Access
Unlock additional marketing resources at discounted prices, including Targeted Direct Mail and Every Door Direct Mail (EDDM) using professionally designed Just Listed, Just Sold, and other real estate marketing postcards. You’ll also gain access to our Client Follow-Up Programs, one of the best values in mortgage.
Invest in your business. Invest in your relationships. Own your data.
Plans & PricingSelect the plan that fits your client base.
Every plan includes the complete done-for-you experience. Simply choose the tier that matches the number of contacts you want included in your email marketing program.
- White glove account setup
- Personalized profile
- Contact list import
- Email address verification
- Done-for-you email marketing
- Automated monthly delivery
- Replies sent directly to your inbox
- Direct lead form responses
- Email analytics & reporting
- ClientTracker listing alerts
- Application triggers
- Marketing Store access
- Access to follow-up programs
- Live customer support
- White glove account setup
- Personalized profile
- Contact list import
- Email address verification
- Done-for-you email marketing
- Automated monthly delivery
- Replies sent directly to your inbox
- Direct lead form responses
- Email analytics & reporting
- ClientTracker listing alerts
- Application triggers
- Marketing Store access
- Access to follow-up programs
- Live customer support
- White glove account setup
- Personalized profile
- Contact list import
- Email address verification
- Done-for-you email marketing
- Automated monthly delivery
- Replies sent directly to your inbox
- Direct lead form responses
- Email analytics & reporting
- ClientTracker listing alerts
- Application triggers
- Marketing Store access
- Access to follow-up programs
- Live customer support
- Everything in Pro
- Custom branding
- Custom campaigns
- Custom marketing materials
- LOS integration
- Lead assignment module
- Automated thank you's
- Referral partner thank yous
- Corporate satisfaction with NPS
- Branch satisfaction with NPS
- MLO satisfaction NPS
- Executive reporting
- Converted lead reporting
- Net promoter score
- Testimonial capture
- Multi-location setup
- Multi-brand setups
- Marketing store w/leads module
- Hierarchy management
- Compliance & encryption
- Google reviews