Discover the Loan Officer Automated CRM!

Designed exclusively for Loan Officers within Mortgage Lenders, Credit Unions and Banks, our powerful marketing automation and CRM tools automatically perform daily marketing tasks, pull in new leads and optimize current customer relationships. Generate more low cost, high yield leads, 3X more repeat business and more with MortgageHalo!

Low Cost of Automating Marketing

Halo Programs offers the best deals on the market for an all-in-one solution helping you simplify your customer acquisition, management and retention. Features such as Co-Marketing with Real Estate agents and the On-Demand Marketing Platform increase the reach of your business exponentially, ensuring that you are top-of-mind for your past and future clients and industry partners. Still not sure if MortgageHalo is right for you? Start on the path of growth and success by trying our free demo or getting a Loan Officer account today!

Automated CRM Prices Tailored to Your Needs

Whether you are part of a company large or small, you can benefit from the free time and better customer relationships MortgageHalo offers.

Call us today and one of our experts will help you find the best package option for your Mortgage business!

Starter

Free

Select

  • Up to 500 Contacts
  • 5 Co-Marketing Partners
  • Cloud-Based CRM
  • Agent Branding
  • Free Activation

Marketing Pro

$1,899.99 per year or $199.99/Month

Select

  • Free Activation
  • Up to 1,000 Contacts (+25 per additional 1,000)
  • 25 Co-Marketing Partners
  • Cloud-Based CRM
  • Agent Branding
  • Lead Generation & Notification
  • Automated Email Campaigns

Enterprise

Based on Agreement Selections

Select

  • Activation Quoted Based
  • Unlimited Contacts
  • Unlimited Co-Marketing Partners
  • Cloud-Based CRM
  • Agent Branding
  • Lead Generation & Notification
  • Automated Email Campaigns
  • Multi-Level Permissions
  • Access to Custom Development

Compare plans & features

StarterMarketing ProEnterprise
Activation FeeIndividual User TrainingCustom Company Exclusive User Training
Record Limit
Co-Marketing Limit
Individual Training
Online Training Center
Support
Cloud-Based CRM
Co-Marketing
Moving Coupon Campaigns
Agent Branding
Access to On-Demand EDDM
Access to On-Demand Email Blasts
Lead Generation & Notifications
Market Reporting
Automated Social Media Review Posting
SMS Texting – Dedicated Number
Automated Email Campaigns
Automated Email Birthday Cards
Electronic Thank You Cards & Survey Post-Closing Campaign
Access to 3,5,7-Year Post-Closing Client Follow-up Campaigns
Access to Just Listed/Just Sold Campaigns
Access to Library of Marketing Designs
Access to On-Demand Direct Mail
Access to On-Demand Printed Media
Access to Graphic Design Services
Multi-Level Permissions
Data Integrations
Website Integrations
Access to Custom Development Services
Company Branded Downloadable Content
Lead Assignments