Wir helfen Unternehmen in Deutschland
seit 15 Jahren bei der Softwareauswahl

Was ist MortgageHalo?

MyCRMDashboard, das Hypotheken-CRM, wurde speziell für Hypothekengeber entwickelt. Geeignet für Unternehmen mit mehr als 5 Kreditberatern. Die nutzerfreundliche SaaS-Lösung umfasst automatisiertes Marketing auf Basis von über 45 Jahren Erfahrung in der Branche. Steigere die Anzahl der sich wiederholenden Geschäfte, Empfehlungen, Bewertungen, Referenzen und mehr. Die integrierte anbietergesteuerte Automatisierung unterstützt Kreditgeber dabei, die Kundenbindung zu steigern, neue Geschäftsmöglichkeiten zu schaffen und die Kosten für die Kreditvergabe zu senken.

Wer verwendet MortgageHalo?

Hypothekengeber, Banken und Kreditgenossenschaften, die nach einem schlüsselfertigen Hypotheken-CRM für Lead-Generierung mit automatisiertem Marketing suchen.

MortgageHalo Software - 1
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Du bist nicht sicher, ob MortgageHalo das Richtige ist? Mit einer beliebten Alternative vergleichen

MortgageHalo

MortgageHalo

4,3 (44)
49,99 $
Monat
Kostenlose Version
Kostenlose Testversion
6
Keine Integrationen gefunden
4,4 (44)
4,3 (44)
4,6 (44)
VS.
Startpreis
Preisoptionen
Funktionen
Integrationen
Benutzerfreundlichkeit
Preis-Leistungs-Verhältnis
Kundenservice
20,00 €
Monat
Kostenlose Version
Kostenlose Testversion
202
70
4,1 (6.689)
4,3 (6.689)
4,1 (6.689)
Die grünen Bewertungsbalken geben an, welches Produkt gemessen an der Durchschnittsbewertung und der Zahl der Bewertungen am besten abschneidet.

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Bewertungen über MortgageHalo

Durchschnittliche Bewertung

Gesamt
4,3
Benutzerfreundlichkeit
4,4
Kundenservice
4,6
Funktionen
4,2
Preis-Leistungs-Verhältnis
4,3

Nutzerbewertungen nach Unternehmensgröße (Angestellte)

  • <50
  • 51-200
  • 201-1.000
  • >1.001

Bewertungen nach Punktzahl finden

5
45%
4
43%
3
9%
2
2%
Jett
Jett
Project Analyst in USA
Verifizierter Nutzer auf LinkedIn
Bankwesen, 11–50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Hands-Free, A++ Customer Support, Great Service

5,0 vor 6 Jahren

Kommentare: Our business is extremely satisfied with our choice of CRM and would strongly recommend MyCRMDashboard.

Vorteile:

The best thing about MyCRMDashboard is that it's a hands-free - a great way to stay in touch with customers without tying up you resources. The ClientTracker generates mortgages leads by scrubbing the national change of address database and CP sends postcards to the new addresses.

Nachteile:

There should be a section of the CRM dashboard that tracks what marketing material that is being sent out and it should notify users whenever new material is added. However, Continuity Program's team is extremely responsive and helpful; upon request, they will send you the current marketing material.

Antwort von Halo Programs

vor 6 Jahren

Thanks for leaving a review! The team here at Continuity Programs is delighted to receive a perfect 5 star rating! We are happy to hear that you would strongly recommend our mortgage CRM. Also, it is so great to know you enjoy the hands-free way to stay in touch with customers. Regarding your comment about a section in the CRM to view the marketing material that is being sent, I am going to pass this along to our development team. Also, you are able to submit these types of feature requests directly through the CRM to our development team when you are logged in. Thanks again!

Charles
Charles
Loan Officer in USA
Immobilien, 201–500 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Honestly I couldn't be happier with product...very easy to use and my customers respond to it.

5,0 vor 6 Jahren

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Antwort von Halo Programs

vor 6 Jahren

Thanks for leaving a review! The team here at Continuity Programs is thrilled to hear such good feedback, and we are proud to hear that you find our mortgage CRM easy to use. Also, it is so great to know your customers respond to the automated mortgage marketing! Regarding the milestone updates, I am going to have your Account Manager reach out to you about this feature. Thanks again!

Sherry
Asst. Vice President / Branch Manager in USA
Bankwesen, 501–1.000 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

I haven't had any leads that have turned into a new loan or additional product with a customer.

3,0 vor 6 Jahren

Kommentare: Keeps my name in the mind of my customers and prospective referrers.

Vorteile:

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.

Nachteile:

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.

Antwort von Halo Programs

vor 6 Jahren

Thanks for leaving a review! The team here at Continuity Programs is thrilled to hear such good feedback, and we are proud to hear that you find our mortgage CRM easy to use, and you enjoy that it keeps your name in front of your customers and prospective referrers. Regarding your comment about taking time to research the leads, I would like to discuss this further regarding your specific leads! Please let me know when you would like to schedule a call. Thanks again!

Molly
Loan officer in USA
Finanzdienstleistungen, 201–500 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Overall a great CRM system

4,0 vor 5 Jahren

Kommentare: Overall I really like the system. I have used a few different CRM systems and this is the most logical and user friendly.

Vorteile:

It is easy and quick to use--automation is good and I like the outgoing messages.

Nachteile:

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/

Antwort von Halo Programs

vor 5 Jahren

Thank you for leaving a review! The team here at Continuity Programs is delighted to hear such wonderful feedback. We are happy to hear that our mortgage CRM is the most logical and user friendly system you have used! Regarding your comment integrating with Encompass, we do have an interface for that. I am going to pass this along to your Account Manager to see if your company is in the queue to be integrated. Also, there are automated birthday messages that go out in some programs and I will have the Customer Service team reach out to you with some info on that. Thanks again!

Jamie
Jamie
Real Estate Loan Officer in USA
Verifizierter Nutzer auf LinkedIn
Bankwesen, 51–200 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Customer Support is Outstanding

4,0 vor 5 Jahren

Kommentare: We are making more consistent communications with our past customers.

Vorteile:

The support we have received from representative is incredible. Representative is very friendly and knowledgeable about the product she supports.

Nachteile:

Sometimes the notification e-mails go to my junk mail.

Antwort von Halo Programs

vor 5 Jahren

Thanks for leaving a review! The team here at Continuity Programs is delighted to hear such wonderful feedback. We are happy to hear that our mortgage CRM is helping you communicate consistently with your past customers! Regarding your comment on notification emails sometimes going to your junk, I am going to pass this along to our development team to investigate. In the meantime, it may help if you add us to your Safe Sender List on your end. Thanks again!