--- description: Detaillierte Informationen über MortgageHalo zu Benutzerfreundlichkeit, Funktionen, Kosten, Vor- und Nachteilen aus verifizierten Nutzer-Erfahrungen. Lies Ratings & Bewertungen und entdecke ähnliche Tools. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: MortgageHalo Erfahrungen, Vor- und Nachteile – Capterra Deutschland 2026 --- Breadcrumb: [Startseite](/) > [Hypotheken Software](/directory/30038/mortgage-and-loans/software) > [MortgageHalo](/software/173535/mortgagehalo) # MortgageHalo Canonical: https://www.capterra.com.de/software/173535/mortgagehalo Seite: 1 / 3\ Weiter: [Nächste Seite](https://www.capterra.com.de/software/173535/mortgagehalo?page=2) > MyCRMDashboard ist ein Hypotheken-CRM für Lead-Generierung, das speziell für Hypothekengeber, Banken und Kreditgenossenschaften entwickelt wurde. > > Bewertung: **4.4/5** von 48 Nutzern. Top bewertet für **Weiterempfehlungsquote**. ----- ## Übersicht ### Wer verwendet MortgageHalo? Hypothekengeber, Banken und Kreditgenossenschaften, die nach einem schlüsselfertigen Hypotheken-CRM für Lead-Generierung mit automatisiertem Marketing suchen. ## Kurzstatistiken und Ratings | Metrik | Bewertung | Detail | | **Gesamt** | **4.4/5** | 48 Nutzerbewertungen | | Bedienkomfort | 4.5/5 | Auf Basis der Gesamtbewertungen | | Kundenbetreuung | 4.6/5 | Auf Basis der Gesamtbewertungen | | Preis-Leistungs-Verhältnis | 4.4/5 | Auf Basis der Gesamtbewertungen | | Funktionen | 4.2/5 | Auf Basis der Gesamtbewertungen | | Empfehlungsprozentsatz | 80% | (8/10 Weiterempfehlungsquote) | ## Über den Anbieter - **Unternehmen**: Halo Programs - **Region**: Walled Lake, USA - **Gegründet**: 1973 ## Gewerblicher Kontext - **Startpreis**: 417,00 $ - **Preismodell**: (Kostenlose Version verfügbar) (Kostenlose Testversion) - **Zielgruppe**: 2–10, 11–50, 51–200, 201–500, 501–1.000, 1.001–5.000, 5.001–10.000, 10.000+ - **Bereitstellungen und Plattformen**: Cloud, SaaS, webbasiert - **Unterstützte Sprachen**: Englisch - **Verfügbare Länder**: Vereinigte Staaten ## Funktionen - Aktivitäts-Dashboard - For Financial Institutions - Kontaktmanagement - Kundendatenbank - Kundendatenbank - Kundenmanagement - Leadmanagement - Marketing-Automatisierung - Third-Party Integrations - Verfolgung von Interaktionen ## Integrationen (7 insgesamt) - Calyx Point - Encompass - ICE - LOS - LendingPad - MeridianLink Mortgage - Mortgage Cadence Platform ## Optionen für Kundensupport - E-Mail/Helpdesk - FAQ/Forum - Wissensdatenbank - Telefon-Support - Chat ## Category - [Hypotheken Software](https://www.capterra.com.de/directory/30038/mortgage-and-loans/software) ## Ähnliche Kategorien - [Hypotheken Software](https://www.capterra.com.de/directory/30038/mortgage-and-loans/software) - [CRM Software für Banken & Finanzdienstleister](https://www.capterra.com.de/directory/30562/financial-crm/software) - [Sales Tracking Software](https://www.capterra.com.de/directory/32744/sales-tracking/software) ## Alternativen 1. [BNTouch Mortgage CRM](https://www.capterra.com.de/software/37032/bntouch) — 4.5/5 (98 reviews) 2. [The Mortgage Office](https://www.capterra.com.de/software/9277/the-mortgage-office) — 4.8/5 (285 reviews) 3. [Financial Services Cloud](https://www.capterra.com.de/software/166075/financial-crm) — 4.8/5 (6 reviews) 4. [Creatio CRM](https://www.capterra.com.de/software/130149/bpm-online-crm) — 4.7/5 (149 reviews) 5. [monday.com AI Work Platform](https://www.capterra.com.de/software/147657/monday-com) — 4.6/5 (6072 reviews) ## Nutzerbewertungen ### "Set It and Forget It" — 5.0/5 > **Verifizierter Rezensent** | *12. Februar 2019* | Bankwesen | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: Ease of use, automatic marketing platform, ability to add additional contacts. > > **Nachteile**: 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. Mai 2018* | Immobilien | Empfehlungsbewertung: 10.0/10 > > **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. > > 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. Mai 2018* | Bankwesen | Empfehlungsbewertung: 5.0/10 > > **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. > > Keeps my name in the mind of my customers and prospective referrers. ----- ### "Continuity Programs provids sales support" — 5.0/5 > **Frank** | *22. Februar 2019* | Bankwesen | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: 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. > > **Nachteile**: 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. Februar 2019* | Finanzdienstleistungen | Empfehlungsbewertung: 9.0/10 > > **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/ > > Overall I really like the system. I have used a few different CRM systems and this is the most logical and user friendly. ----- Seite: 1 / 3\ Weiter: [Nächste Seite](https://www.capterra.com.de/software/173535/mortgagehalo?page=2) ## Links - [Auf Capterra anzeigen](https://www.capterra.com.de/software/173535/mortgagehalo) ## Diese Seite ist in den folgenden Sprachen verfügbar | Sprache | 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 | | ----- ## Strukturierte Daten