Yes. MortgageHalo connects to OpenClose on Enterprise plans, so borrower follow-up works from the loan records your team keeps in OpenClose instead of a list exported by hand. MortgageHalo is not a loan origination system and does not replace OpenClose. It sits beside it and runs the follow-up with your past and current borrowers.
Why connect OpenClose to MortgageHalo
The moment that starts borrower follow-up is a closing, and it is recorded in OpenClose. 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 records your team already keeps.
What MortgageHalo does with your OpenClose loan records
- 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 OpenClose
- Your own OpenClose contract. Loan origination systems come from third-party providers. You generally need your own contract with the provider and pay its fees.
- Authorization. Someone on your side grants the access the connection needs.
- An Enterprise plan. Plans are compared on the MortgageHalo pricing page.
Questions about MortgageHalo and OpenClose
Does MortgageHalo integrate with OpenClose?
Yes. MortgageHalo connects to OpenClose on Enterprise plans.
Does MortgageHalo replace OpenClose?
No. MortgageHalo is not a loan origination system. OpenClose stays your system of record, and MortgageHalo runs the follow-up with your borrowers. See mortgage CRM vs. LOS for how the two divide the work.
Is the OpenClose connection on every plan?
No. Direct LOS connections are part of Enterprise plans.
What else does MortgageHalo connect to?
On Enterprise plans, Encompass, Empower, Calyx and Mortgage Cadence. ARIVE connects through Zapier, and MeridianLink and LendingPad are in progress. Halo builds custom integrations and can tie into almost any business system that has an API. The full list is on the MortgageHalo integrations page.
To map your OpenClose setup with the team, Schedule a MortgageHalo Demo.
