MortgageHalo integrations connect MortgageHalo to the loan origination system your team already runs, so borrower follow-up works from your own loan records instead of a list exported by hand. On Enterprise plans, MortgageHalo connects to ICE Mortgage Technology’s Encompass, Dark Matter Technologies’ Empower, Calyx, OpenClose and Mortgage Cadence. ARIVE connects through Zapier. Connections to MeridianLink and LendingPad are in progress. MortgageHalo is not a loan origination system and does not replace one: it sits beside your LOS and runs the client follow-up.
Which loan origination systems MortgageHalo connects to
| Loan origination system | Status |
|---|---|
| Encompass (ICE Mortgage Technology) | Available on Enterprise plans |
| Empower (Dark Matter Technologies) | Available on Enterprise plans |
| Calyx | Available on Enterprise plans |
| OpenClose | Available on Enterprise plans |
| Mortgage Cadence | Available on Enterprise plans |
| ARIVE | Available through Zapier |
| MeridianLink | In progress |
| LendingPad | In progress |
If your LOS is not on this list, ask. Halo builds custom integrations and can tie into almost any business system that has an API.
Testimonial Tree
MortgageHalo also connects with Testimonial Tree, and testimonials move both ways. Testimonials collected through Testimonial Tree come into MortgageHalo, and testimonials collected through MortgageHalo go onto Testimonial Tree’s platform and site.
Why connect MortgageHalo to your LOS
The moment that starts borrower follow-up is a closing, and it is recorded in the LOS. Without a connection, someone has to export closed loans, clean the file and load it, every month. Each step is a chance for a borrower to be missed or reached late. With a connection, MortgageHalo works from the loan records your team already keeps.
That connected record is what MortgageHalo’s follow-up runs on:
- Milestone messages, birthday greetings, and holiday and seasonal email.
- A satisfaction survey and a thank-you card after closing.
- Alerts when a past borrower lists their home or enters the market for home financing.
- Replies that go to the loan officer’s own inbox.
What data MortgageHalo uses
The program uses the details a borrower follow-up needs: name, address, email, birth date, and loan details such as amount, rate, payment, program and closing date. MortgageHalo does not store Social Security numbers or account numbers.
Your customer data belongs to your company. Halo uses it only to run your campaigns, and does not sell it. MortgageHalo is hosted on Amazon Web Services (AWS).
What you need before you connect
- Your own LOS contract. Loan origination systems and data services come from third-party providers. You generally need your own contract with them and pay their fees.
- Authorization. Someone on your side grants the access the connection needs.
- An Enterprise plan for the direct LOS connections. Plans are compared on the MortgageHalo pricing page.
MortgageHalo integration pages by system
- MortgageHalo and Encompass
- MortgageHalo and Calyx
- MortgageHalo and Mortgage Cadence
- MortgageHalo and OpenClose
For RealEstateHalo and ContractorHalo as well, see what each Halo product connects to. For how a CRM and an LOS divide the work, see mortgage CRM vs. LOS.
Questions about MortgageHalo integrations
What does MortgageHalo integrate with?
On Enterprise plans, MortgageHalo connects to Encompass, Empower, Calyx, OpenClose and Mortgage Cadence. ARIVE connects through Zapier. MeridianLink and LendingPad are in progress. MortgageHalo also shares testimonials both ways with Testimonial Tree.
Does MortgageHalo integrate with Encompass?
Yes. MortgageHalo connects to ICE Mortgage Technology’s Encompass on Enterprise plans.
Does MortgageHalo integrate with MeridianLink or LendingPad?
Not yet. Both connections are in progress.
Does MortgageHalo replace my LOS?
No. MortgageHalo is not a loan origination system. It sits beside your LOS and runs the follow-up with your borrowers.
Do I need an integration to use MortgageHalo?
No. Direct LOS connections are part of Enterprise plans. The plans are on the pricing page, or Schedule a MortgageHalo Demo to map your LOS with the team.
