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.
Banking
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!
Guides by institution type
Every institution runs a different playbook. These guides go deep on each one rather than treating lending as a single audience.
- Credit unions: The complete guide, plus CRM features, implementation, ROI, and member onboarding.
- Credit union member retention: Holding members against digital-first competitors.
- Community banks: Deposit growth, advertising compliance, and in-house versus agency decisions.
- Independent mortgage brokers: Referral programs, paid ads, video, and content for solo brokers.
- Mortgage teams and branches: Team-level marketing, branding, budgets, and calendars.
- Mortgage lenders: What a mortgage CRM should do for a lending operation of any size.
