--- description: MortgageHalo : qu'en pensent les utilisateurs ? Lisez les avis clients sur MortgageHalo, consultez les prix, tarifs, abonnements et découvrez ses fonctionnalités grâce à Capterra Luxembourg. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: MortgageHalo - Avis, notes, prix et abonnements - Capterra Luxembourg 2026 --- Breadcrumb: [Accueil](/) > [Logiciels pour hypothèques](/directory/30038/mortgage-and-loans/software) > [MortgageHalo](/software/173535/mortgagehalo) # MortgageHalo Canonical: https://www.capterra.lu/software/173535/mortgagehalo Page : 1/3\ Suivant: [Page suivante](https://www.capterra.lu/software/173535/mortgagehalo?page=2) > MyCRMDashboard est un CRM de génération de leads pour le secteur des prêts hypothécaires qui a été conçu spécifiquement pour les agences de prêts aux particuliers, les banques et les coopératives de crédit. > > Conclusion : 48 utilisateurs lui ont donné la note de **4.4/5**. Figure au meilleur classement pour **Probabilité de recommander le produit**. ----- ## Présentation ### Qui utilise MortgageHalo ? Les prêteurs hypothécaires, les banques et les coopératives de crédit à la recherche d'un CRM de prêt clé en main qui inclut la génération de leads et le marketing automation. ## Statistiques et notes | Métrique | Notation | En détail | | **Note globale** | **4.4/5** | 48 Avis | | Simplicité | 4.5/5 | D'après l'ensemble des avis | | Support client | 4.6/5 | D'après l'ensemble des avis | | Rapport qualité-prix | 4.4/5 | D'après l'ensemble des avis | | Fonctionnalités | 4.2/5 | D'après l'ensemble des avis | | Pourcentage de recommandation | 80% | (8/10 Probabilité de recommander le produit) | ## À propos de l'éditeur - **Société**: Halo Programs - **Pays**: Walled Lake, É.-U. - **Entreprise fondée en**: 1973 ## Contexte commercial - **À partir de**: 417,00 $US - **Type de licence**: (Version gratuite disponible) (Essai gratuit) - **Public cible**: 2–10, 11–50, 51–200, 201–500, 501–1.000, 1.001–5.000, 5.001–10.000, 10.000+ - **Déploiement et plateformes**: Cloud, SaaS, web - **Langues**: anglais - **Pays disponibles**: États-Unis ## Fonctionnalités - Automatisation du marketing - Base de données de clients - Base de données de clients - For Financial Institutions - Gestion des clients - Gestion des contacts - Gestion des leads - Suivi des interactions - Tableau de bord d'activités - Third-Party Integrations ## Intégrations (7 au total) - Calyx Point - Encompass - ICE - LOS - LendingPad - MeridianLink Mortgage - Mortgage Cadence Platform ## Ressources d'aide - Service client/e-mail - FAQ/forums - Base de connaissances - Support téléphonique - Chat ## Category - [Logiciels pour hypothèques](https://www.capterra.lu/directory/30038/mortgage-and-loans/software) ## Catégories connexes - [Logiciels pour hypothèques](https://www.capterra.lu/directory/30038/mortgage-and-loans/software) - [Logiciels de CRM pour le secteur financier](https://www.capterra.lu/directory/30562/financial-crm/software) - [Logiciels de suivi commercial](https://www.capterra.lu/directory/32744/sales-tracking/software) ## Logiciels similaires 1. [BNTouch Mortgage CRM](https://www.capterra.lu/software/37032/bntouch) — 4.5/5 (98 reviews) 2. [The Mortgage Office](https://www.capterra.lu/software/9277/the-mortgage-office) — 4.8/5 (285 reviews) 3. [Financial Services Cloud](https://www.capterra.lu/software/166075/financial-crm) — 4.8/5 (6 reviews) 4. [Creatio CRM](https://www.capterra.lu/software/130149/bpm-online-crm) — 4.7/5 (149 reviews) 5. [monday.com AI Work Platform](https://www.capterra.lu/software/147657/monday-com) — 4.6/5 (6072 reviews) ## Avis ### "Set It and Forget It" — 5.0/5 > **Utilisateur vérifié** | *12 février 2019* | Banque | Taux de recommandation : 10.0/10 > > **Avantages**: Ease of use, automatic marketing platform, ability to add additional contacts. > > **Inconvénients**: 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* | Immobilier | Taux de recommandation : 10.0/10 > > **Avantages**: 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. > > **Inconvénients**: 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* | Banque | Taux de recommandation : 5.0/10 > > **Avantages**: 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. > > **Inconvénients**: 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 février 2019* | Banque | Taux de recommandation : 10.0/10 > > **Avantages**: 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. > > **Inconvénients**: 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 février 2019* | Services financiers | Taux de recommandation : 9.0/10 > > **Avantages**: It is easy and quick to use--automation is good and I like the outgoing messages. > > **Inconvénients**: 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. ----- Page : 1/3\ Suivant: [Page suivante](https://www.capterra.lu/software/173535/mortgagehalo?page=2) ## Liens - [Afficher sur Capterra](https://www.capterra.lu/software/173535/mortgagehalo) ## Cette page est disponible dans les langues suivantes. | Langue | 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 | | ----- ## Données structurées