--- description: Tudo sobre MortgageHalo: preço, alternativas, vantagens e desvantagens, funcionalidades e avaliações de outros usuários graças à Capterra Portugal. Saiba mais! image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: MortgageHalo - Preço, avaliações e classificação - Capterra Portugal 2026 --- Breadcrumb: [Home](/) > [Software de Hipotecas](/directory/30038/mortgage-and-loans/software) > [MortgageHalo](/software/173535/mortgagehalo) # MortgageHalo Canonical: https://www.capterra.pt/software/173535/mortgagehalo Page: 1 / 3\ Seguinte: [Next page](https://www.capterra.pt/software/173535/mortgagehalo?page=2) > O MyCRMDashboard é um CRM de geração de leads de hipotecas construído especificamente para credores residenciais, bancos e uniões de crédito. > > Verdict: Rated **4.3/5** by 45 users. Top-rated for **Probabilidade de recomendação**. ----- ## Resumo ### Quem usa MortgageHalo? Credores de hipotecas, bancos e uniões de crédito que procuram um CRM de geração de leads de hipotecas com mercado automatizado. ## Quick Stats & Ratings | Metric | Classificação | Detail | | **Geral** | **4.3/5** | 45 Avaliações | | Praticidade | 4.4/5 | Based on overall reviews | | Suporte ao cliente | 4.6/5 | Based on overall reviews | | Relação qualidade/preço | 4.3/5 | Based on overall reviews | | Recursos | 4.2/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Probabilidade de recomendação) | ## Sobre o fornecedor - **Empresa**: Halo Programs - **Location**: Walled Lake, EUA - **Founded**: 1973 ## Commercial Context - **Preço inicial**: 69,00 US$ - **Modelo de preços**: (Free version available) (Teste Grátis) - **Target Audience**: 2 - 10, 11 - 50, 51 - 200, 201 - 500, 501 - 1 000, 1 001 - 5 000, 5 001 - 10 000, 10 000+ - **Deployment & Platforms**: Nuvem, SaaS, baseado na web - **Idiomas**: inglês - **Available Countries**: Estados Unidos ## Recursos - Automação de marketing - Banco de dados de clientes - Banco de dados do cliente - For Financial Institutions - Gerenciamento de contatos - Gestão de clientes - Gestão de leads - Painel de atividades - Rastreamento de interações - Third-Party Integrations ## Integrations (7 total) - Calyx Point - Encompass - ICE - LOS - LendingPad - MeridianLink Mortgage - Mortgage Cadence Platform ## Opções de suporte - Email/Help Desk - FAQs/Fórum - Base de conhecimento - Suporte por telefone - Bate-papo ## Category - [Software de Hipotecas](https://www.capterra.pt/directory/30038/mortgage-and-loans/software) ## Categorias relacionadas - [Software de Hipotecas](https://www.capterra.pt/directory/30038/mortgage-and-loans/software) - [Software de CRM Financeiro](https://www.capterra.pt/directory/30562/financial-crm/software) - [Software de Acompanhamento de Vendas](https://www.capterra.pt/directory/32744/sales-tracking/software) ## Alternativas 1. [Zoho CRM](https://www.capterra.pt/software/155928/zoho-crm) — 4.3/5 (6973 reviews) 2. [Bitrix24](https://www.capterra.pt/software/113540/bitrix24) — 4.2/5 (990 reviews) 3. [Creatio CRM](https://www.capterra.pt/software/130149/bpm-online-crm) — 4.7/5 (133 reviews) 4. [monday.com](https://www.capterra.pt/software/147657/monday-com) — 4.6/5 (6035 reviews) 5. [EngageBay CRM](https://www.capterra.pt/software/178819/engagebay-marketing) — 4.7/5 (907 reviews) ## Avaliações ### "Overall a very good program" — 5.0/5 > **Tom** | *7 de junho de 2018* > > **Vantagens**: CRM Dashboard is easy to use and they are very responsive on any operational questions or issues. I recommend this program to anyone in the mortgage industry. > > **Desvantagens**: None really. It's very easy to use and if you ever have questions they are quick to respond and assist with training. ----- ### "Stay in touch" — 5.0/5 > **Mark** | *26 de setembro de 2018* | Serviços financeiros | Recommendation rating: 9.0/10 > > **Vantagens**: I like the autonomy and presentation. Once you set up a contact...everything is automatic. The best part is....the clients keyed into our loan software get imported automatically. > > **Desvantagens**: I wish there was a way to have the product send more than one email per month....wish we could choose the frequency of the emails. > > I am happy with the product overall. ----- ### "I haven't had any leads that have turned into a new loan or additional product with a customer." — 3.0/5 > **Sherry** | *30 de maio de 2018* | Bancos | Recommendation rating: 5.0/10 > > **Vantagens**: 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. > > **Desvantagens**: 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. ----- ### "Easy to use system." — 4.0/5 > **Eric** | *7 de junho de 2018* | Bancos | Recommendation rating: 8.0/10 > > **Vantagens**: Easy to use, and colorful also. The gauges that you use that look like automobile gauges are easy to use and see at a glance. > > **Desvantagens**: It would be nice to have an active link on the website for the realtors that are listed. That way you could click on it and contact them very easily. ----- ### "Good quality" — 4.0/5 > **Ross** | *24 de setembro de 2018* | Bancos | Recommendation rating: 9.0/10 > > **Vantagens**: I like that it automatically sends out the emails without me going in and manually doing it. > > **Desvantagens**: Some of the emails are a little short on content, or may be slightly irrelevant to the times. > > I've definitely seen my business take a step in the positive direction and my name stays out there in front of my contacts more now than it ever has. ----- Page: 1 / 3\ Seguinte: [Next page](https://www.capterra.pt/software/173535/mortgagehalo?page=2) ## Links - [View on Capterra](https://www.capterra.pt/software/173535/mortgagehalo) ## This page is available in the following languages | Locale | 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 | | ----- ## Structured Data