Halo Programs Integrations: What MortgageHalo, RealEstateHalo and ContractorHalo Connect To
A follow-up program is only as current as its contact list, and a list exported by hand starts going stale the day it is pulled. Halo Programs integrations connect each product to the system where your customer records already live. MortgageHalo connects to ICE Mortgage Technology’s Encompass, Dark Matter Technologies’ Empower, Calyx, OpenClose and Mortgage Cadence, and to ARIVE through Zapier. RealEstateHalo connects to SkySlope, MoxiWorks, Reliance Network, Realtracs, MLS Grid and DeltaNet, plus direct MLS connections that support Just Listed and Just Sold marketing, and to Paperless Pipeline through Zapier. ContractorHalo connects to ServiceTitan, and uses QuickBooks as the data connection for other dispatch systems. Integrations are part of Enterprise plans.
Why integration matters for client follow-up
The moments that start follow-up happen in another system: a loan closes in the loan origination system, a transaction closes in transaction management, a job is completed in dispatch. Without a connection, someone has to notice each one, export it and load it. Every step is a chance for a client to be missed or contacted late. With a connection, the program works from the records your team already keeps, and nobody has to rebuild a list each month.
MortgageHalo integrations
| 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 |
MortgageHalo is not a loan origination system and does not replace one. It sits beside it. The difference is explained in mortgage CRM vs. LOS, and the product itself is on the MortgageHalo page.
RealEstateHalo integrations
| System | Status |
|---|---|
| SkySlope | Available on Enterprise plans |
| MoxiWorks | Available on Enterprise plans |
| Reliance Network | Available on Enterprise plans |
| Realtracs | Available on Enterprise plans |
| MLS Grid | Available on Enterprise plans |
| DeltaNet | Available on Enterprise plans |
| Additional MLS connections that support Just Listed and Just Sold marketing | Available on Enterprise plans |
| Paperless Pipeline | Available through Zapier |
Not every MLS is covered, and not every connection does the same thing. Ask about your MLS and your transaction system by name. More on the product is on the RealEstateHalo page.
ContractorHalo integrations
- ServiceTitan. The connection can be made within an hour once the required access and authorization are in place. That hour is the connection only, not onboarding or the first campaign.
- Other dispatch systems. QuickBooks is the data connection when the customer and service information the campaigns need is available there. What QuickBooks holds differs by version and by dispatch system, so the first question is which ones you use.
- Without an integration. Integrations are part of Enterprise plans. Standard plans start from a contact list that Halo’s team imports.
An integration is not the same as personalization. Technician and salesperson personalization is included in every ContractorHalo plan, with or without an integration.
What you need before you connect
- Your own access to the other system. MLS, loan origination and data services come from third-party providers. You generally need your own contract or membership with them and pay their fees.
- Authorization. Someone on your side grants the access the connection needs.
- The name and version of each system. Connections differ by system and, for QuickBooks, by version.
If your system is not listed here, ask. Halo builds custom integrations and can tie into almost any business system that has an API.
What the connection is for
In all three industries, Halo sends a satisfaction survey after the transaction. Halo’s customers average a 97% satisfaction rating from their own clients, and that average has held for more than five years (Halo survey data). That is their clients rating them, not a rating of Halo.
Halo’s observation is that the marketing works even better when the customer did great work. A connection does not make the work better. It makes sure the clients who had a good experience hear from you: the survey and the years of follow-up after it.
Questions about Halo Programs integrations
Does MortgageHalo integrate with Encompass?
Yes. MortgageHalo connects to ICE Mortgage Technology’s Encompass on Enterprise plans.
Does ContractorHalo integrate with ServiceTitan?
Yes. The connection can be made within an hour once the required access and authorization are in place.
Does RealEstateHalo integrate with SkySlope?
Yes, on Enterprise plans.
Which Halo integrations run through Zapier?
ARIVE for MortgageHalo and Paperless Pipeline for RealEstateHalo.
Do I need an integration to get started?
No. Integrations are part of Enterprise plans. On ContractorHalo’s standard plans, for example, Halo’s team imports a contact list to start.
Does Halo replace my LOS, MLS or dispatch system?
No. Halo connects to those systems and runs the client follow-up. MortgageHalo is not a loan origination system, and ContractorHalo does not do scheduling, invoicing or other field-service work.
To map your systems with the team: Schedule a MortgageHalo Demo, book a RealEstateHalo demo, or book a ContractorHalo demo.
