--- description: Ontdek de plus- en minpunten van MortgageHalo en leer meer over de functies, de prijs en het gebruiksgemak van de software. Lees nuttige beoordelingen van geverifieerde gebruikers en ontdek vergelijkbare programma's. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: MortgageHalo - Bekijk prijzen, reviews en scores - Capterra Nederland 2026 --- Breadcrumb: [Startpagina](/) > [Hypotheek software](/directory/30038/mortgage-and-loans/software) > [MortgageHalo](/software/173535/mortgagehalo) # MortgageHalo Canonical: https://www.capterra.nl/software/173535/mortgagehalo Pagina: 1 / 3\ Volgende: [Volgende pagina](https://www.capterra.nl/software/173535/mortgagehalo?page=2) > MyCRMDashboard is een leads genererende hypotheek-CRM die speciaal is gebouwd voor residentiële kredietverstrekkers, banken en kredietunies. > > Oordeel: score van **4.4/5** door 48 gebruikers. Hoge score voor **Waarschijnlijkheid van aanbeveling**. ----- ## Overzicht ### Wie gebruikt MortgageHalo? Hypotheekverstrekkers, banken en kredietunies op zoek naar een turnkey leads genererende hypotheek-CRM met geautomatiseerde marketing. ## Snelle statistieken en scores | Metriek | Score | Details | | **In totaal** | **4.4/5** | 48 Reviews | | Gebruiksgemak | 4.5/5 | Gebaseerd op alle reviews | | Klantenondersteuning | 4.6/5 | Gebaseerd op alle reviews | | Prijs-kwaliteitverhouding | 4.4/5 | Gebaseerd op alle reviews | | Functies | 4.2/5 | Gebaseerd op alle reviews | | Aanbevelingspercentage | 80% | (8/10 Waarschijnlijkheid van aanbeveling) | ## Over de leverancier - **Bedrijf**: Halo Programs - **Locatie**: Walled Lake, VS - **Opgericht**: 1973 ## Commerciële context - **Beginprijs**: US$ 417,00 - **Prijsmodel**: (Gratis versie beschikbaar) (Gratis proef) - **Doelgroep**: 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001-5.000, 5.001-10.000, 10.000+ - **Implementatie en platforms**: Cloud, SaaS, Web - **Ondersteunde talen**: Engels - **Beschikbare landen**: Verenigde Staten ## Functies - Activiteitendashboard - Contactenbeheer - For Financial Institutions - Interactie bijhouden - Klantenbeheer - Klantendatabase - Klantendatabase - Leads beheren - Marketingautomatisering - Third-Party Integrations ## Integraties (7 in totaal) - Calyx Point - Encompass - ICE - LOS - LendingPad - MeridianLink Mortgage - Mortgage Cadence Platform ## Ondersteuningsopties - E-mail/helpdesk - Veelgestelde vragen/forum - Kennisbank - Telefonische ondersteuning - Chatten ## Categorie - [Hypotheek software](https://www.capterra.nl/directory/30038/mortgage-and-loans/software) ## Gerelateerde categorieën - [Hypotheek software](https://www.capterra.nl/directory/30038/mortgage-and-loans/software) - [CRM-systemen voor banken en verzekeraars](https://www.capterra.nl/directory/30562/financial-crm/software) - [Sales tracking software](https://www.capterra.nl/directory/32744/sales-tracking/software) ## Alternatieven 1. [monday.com AI Work Platform](https://www.capterra.nl/software/147657/monday-com) — 4.6/5 (6072 reviews) 2. [BNTouch Mortgage CRM](https://www.capterra.nl/software/37032/bntouch) — 4.5/5 (98 reviews) 3. [Financial Services Cloud](https://www.capterra.nl/software/166075/financial-crm) — 4.8/5 (6 reviews) 4. [Creatio CRM](https://www.capterra.nl/software/130149/bpm-online-crm) — 4.7/5 (149 reviews) 5. [EngageBay CRM](https://www.capterra.nl/software/178819/engagebay-marketing) — 4.7/5 (908 reviews) ## Reviews ### "Set It and Forget It" — 5.0/5 > **Geverifieerde reviewer** | *12 februari 2019* | Bankwezen | Aanbevelingsscore: 10.0/10 > > **Pluspunten**: Ease of use, automatic marketing platform, ability to add additional contacts. > > **Minpunten**: I do not have any cons to list about this software at this time. ----- ### "Honestly I couldn't be happier with product...very easy to use and my customers respond to it." — 5.0/5 > **Charles** | *30 mei 2018* | Vastgoed | Aanbevelingsscore: 10.0/10 > > **Pluspunten**: My customers respond to the emails...it feels personal to them. I can thank them for past business and stay in touch for future opportunities. > > **Minpunten**: I would like the ability to give milestone updates to clients in real time. I find that feature to be very important to my clients as it keeps them involved in the process and updsates the progress of the loan. > > keeping my data base organized and involved in my business is very important.People who I did business with several years ago still have my name in front of them which is important as I fight to retain current clients. ----- ### "I haven't had any leads that have turned into a new loan or additional product with a customer." — 3.0/5 > **Sherry** | *30 mei 2018* | Bankwezen | Aanbevelingsscore: 5.0/10 > > **Pluspunten**: It is easy to add contacts. I try to enter prospects monthly but will use the software weekly as needed if there is a Hot Lead. I have received thank you replies to some of the quarterly e-mails sent to my contacts which enhances the customer relationship. It is good to keep my name and contact information in the forefront. > > **Minpunten**: Some leads take alot of research to determine if the potential buyer / seller is the correct person to contact. Value is unknown as I do not know the cost. However it doesn't appear that many of my peers have had many results. > > Keeps my name in the mind of my customers and prospective referrers. ----- ### "Continuity Programs provids sales support" — 5.0/5 > **Frank** | *22 februari 2019* | Bankwezen | Aanbevelingsscore: 10.0/10 > > **Pluspunten**: Your sales support to my closed customers and prospective clients. I have more time for other work and my goals. Closed customer feedback is important to reflect upon. A great tool to gain this information is Continuity Programs surveys. For my referral partners, this has strengthened and developed my relationships and trust that leads to building my business. > > **Minpunten**: No comments or complaints. I have needed support, Rep and staff have got back to me the same day with help. > > Continuity Programs provides sales support to my closed customers and prospective clients. I have found this is a great way to keep myself in front of my customers and remind them of the success we shared. For new clients, past customers and my referral partners, their marketing support has strengthened and developed my relationships and trust that leads to building my business. Continuity Programs sends greetings and reminders, assuring them I’m here for questions, future needs and referrals. Closed customer feedback is important to reflect upon. A great tool to gain this information is Continuity Programs surveys. I’m very satisfied and will continue to use Continuity Programs. ----- ### "Overall a great CRM system" — 4.0/5 > **Molly** | *15 februari 2019* | Financiële dienstverlening | Aanbevelingsscore: 9.0/10 > > **Pluspunten**: It is easy and quick to use--automation is good and I like the outgoing messages. > > **Minpunten**: I would like to be able to download directly from Encompass. We have been manually entering leads. Also, It would be nice if there were some templates available to pick from...i.e. sending a birthday message with some graphics/ > > Overall I really like the system. I have used a few different CRM systems and this is the most logical and user friendly. ----- Pagina: 1 / 3\ Volgende: [Volgende pagina](https://www.capterra.nl/software/173535/mortgagehalo?page=2) ## Links - [Bekijk op Capterra](https://www.capterra.nl/software/173535/mortgagehalo) ## Deze pagina is beschikbaar in de volgende talen | Locatie | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Gestructureerde gegevens