Streamline Your Client Relationship Building

Our advanced cloud-based software automatically does all the lead generation and relationship marketing your team needs, giving them the forward-edge to nurture relationships and close more mortgages. Empower your team to do what they do best!

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Get the Best Mortgage CRM Software for Loan Officers

Almost 90% of Loan Officers say referrals from their current clients are one of their most successful marketing tactics. Our CRM Solution keeps you top-of-mind with current relationships, all while engaging with new leads. By improving your quality of communications, you can gain more new customers from your currently happy clients!

Contact Management

Quickly and easily locate, track and manage all of your contacts’ information and communications from one dashboard.

Hot Leads!

Immediate opportunities are generated and flagged as refi, home for sale or referral. And if the rep doesn’t connect in 2 days, we’ll call to remind them!

Future Leads

When a client isn’t quite ready to move forward, we’ll automatically remind the loan officer when to contact them at a future date.

On-Demand eMail Blasts

Easily send out personalized eMail blasts that deliver when you decide, including eCards, eNewsletters, and more!

Cross-Selling Opportunities

Receive weekly reminders that can include cross-selling opportunities for multiple product offerings to your clients, as well as notifications for birthdays, anniversaries and more.

Reputation Management

Generate a steady stream of testimonials and reviews! Evaluate your clients’ Satisfaction Surveys and use the in-depth feedback to address any customer experience issues that need attention.

Automated Social Media Review Posting

Automatically push client Satisfaction Survey reviews to social media so you can promote your services and boost your reputation to win more business.

Co-Marketing

Manage your co-marketing partners and send Just-Closed, Just-Sold and other campaigns with your top Real Estate Agents to increase referral and sales opportunities.

Multilevel Automated Reporting

Review KPIs and response results to measure and evaluate the performance of your team, including client survey data and Net Promoter Scores from the branch to the loan officer level.

Company & Employee Management

Update company, branch and Loan Officer information, set user permissions and controls, and even reassign clients to different branches or Loan Officers.

SMS Texting Features

To make a personal connection, Loan Officers can easily text their contacts from within the CRM dashboard to save conversations and manage all communications in one place.

MortageHalo Have You Covered

We’re continuously improving our applications, database, processes and systems to give your team the best tools available.

Cloud Based

Our applications are mobile friendly, ensuring you have access to contacts, reporting, data and functions from anywhere at anytime!

LOS Integration

We integrate into your business’ Loan Origination System, seamlessly syncing with your client data and business software.

Custom Development

Custom development for our platform to API with any software, customize marketing campaigns, and create workflows to make your enterprise run smoother.

Staff Training & Support

We will train your entire team including Loan Officers, Sales Managers and more. We’re always ready to help!

Data Encryption

All your data is protected with military-grade encryption, where it is securely stored, archived and never deleted.

Industry Compliant

Up-to-date on all industry regulations and standards to help safeguard your brand and avoid compliance issues.