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Simplify Mortgage Broker CRM with MortgageHalo

MortgageHalo Overview

MortgageHalo is an innovative software developed specifically for mortgage brokers and lenders, aiming to modernize and simplify the mortgage process. Its standout feature is the integration of AI technology, which enhances efficiency by automating complex tasks like underwriting and data analysis. This leads to faster, more accurate loan decisions. MortgageHalo offers a user-friendly interface that streamlines client interactions, making information exchange and document handling more efficient. Its powerful CRM system helps manage client relationships effectively, fostering better communication and follow-up. Additionally, the software ensures regulatory compliance, keeping all transactions secure and within legal parameters. MortgageHalo's real-time reporting and analytics tools provide valuable insights, helping users make informed business decisions and improve their service quality.

MortgageHalo screenshot & Video

Contact Details

  • Vendor Name Halo Programs
  • Founded 1973
  • Location United States
  • Employees 1-10

Support

  • Chat Chat

Training

  • In-person In-person
  • Webinar Webinar

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Small-Business Small-Business
  • Midsize-Business Midsize-Business
  • Large-Enterprise-Business Large-Enterprise-Business

Language Supported

English


Industries

Information Services, Information Technology & Services

MortgageHalo Features

  • Third Party Loan Origination
  • Loan Origination
  • Activity Dashboard
  • Pipeline Management
  • Pricing Management
  • Pre-Qualification
  • Lender Search
  • Electronic Applications
  • Refinance Management
  • Payment Tracking
  • Document Storage
  • Property Tax Management
  • Contact Management
  • Marketing Automation
  • HUD Settlement Statements
  • Commercial Mortgages
  • Loan Management
  • Government Loans
  • Promissory Notes
  • Lead Management
  • Outsource Processing
  • Credit Reporting
  • Compliance Management
  • Escrow Management
  • Amortization Schedule
  • Customer Statements
  • Task Management
  • Client Database
  • Loan Servicing
  • Residential Mortgages
  • Accounting
  • CRM
  • Borrower Management
  • For Brokers

MortgageHalo Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

MortgageHalo FAQ's

  • No, MortgageHalo does not offer a free version.

  • No, MortgageHalo does not offer any free trial.

  • No, Credit Card details are not required for the MortgageHalo trial.

  • No, MortgageHalo does not offer an API.

  • MortgageHalo offers support with the following options:
    • Chat

  • MortgageHalo offers training with the following options:
    • In-person , Webinar

  • MortgageHalo supports the following languages:
    • English

  • Following are the typical users of the MortgageHalo:
    • Small-Business , Midsize-Business , Large-Enterprise-Business

  • MortgageHalo supports the following deployment:
    • Cloud Hosted

  • MortgageHalo supports the following devices and operating systems:
    • Web-Based