Automated Marketing & CRM Solutions for Mortgage Lenders

From our founding in 1973, MortgageHalo has been a pioneer in the Automated Marketing and CRM Industry. We provide solutions to Mortgage Companies, Credit Unions and Banks both big and small throughout the U.S.


Build More Business

Our solutions help maximize your Loan Officers’ time and sales performance with our automated lead generation and relationship marketing, giving them the forward-edge to nurture relationships, cross-sell products and close more mortgages.

Credit Unions

Give Your Members More

Our simple solutions are designed for Credit Unions looking to maintain the loyalty of existing members while reaching out to new prospects and opportunities. Our automated solution comes with a complete suite of user-friendly tools to grow relationships, expand referrals, cross-sell products and increase revenue growth.

Mortgage Lenders

Build Relationships for Life

Our solutions help Loan Officers manage new and existing clients while keeping organized and staying compliant. Additionally, it helps automate all communication, keeping all parties up-to-date on the entire lending process from beginning to end!