--- description: Scopri le funzionalità di MortgageHalo, i dettagli del prodotto, chi utilizza il software e quali sono i prodotti suggeriti. Attraverso le recensioni di utenti verificati potrai capire com’è la user experience, l’assistenza post-vendita e molto altro. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: MortgageHalo - Prezzi, recensioni, informazioni - Capterra Italia 2026 --- Breadcrumb: [Home](/) > [Software per mutui](/directory/30038/mortgage-and-loans/software) > [MortgageHalo](/software/173535/mortgagehalo) # MortgageHalo Canonical: https://www.capterra.it/software/173535/mortgagehalo Pagina: 1/3\ Avanti: [Pagina successiva](https://www.capterra.it/software/173535/mortgagehalo?page=2) > MyCRMDashboard è un sistema CRM per la generazione di potenziali clienti di mutui creato appositamente per istituti di credito residenziale, banche e istituti di credito. > > Conclusione: valutazione di **4.4/5** stelle assegnate da 48 utenti. Miglior punteggio per il parametro **Lo consiglieresti?**. ----- ## Panoramica ### Chi utilizza MortgageHalo? Istituti di credito ipotecario, banche e unioni di credito alla ricerca di un sistema CRM pronto all'uso per la generazione di potenziali clienti di mutui con funzionalità di marketing automatizzate. ## Statistiche e valutazioni | Parametro | Valutazione | Dettaglio | | **Nel complesso** | **4.4/5** | 48 Recensioni | | Facilità d'uso | 4.5/5 | Sulla base delle recensioni complessive | | Assistenza clienti | 4.6/5 | Sulla base delle recensioni complessive | | Rapporto qualità-prezzo | 4.4/5 | Sulla base delle recensioni complessive | | Funzionalità | 4.2/5 | Sulla base delle recensioni complessive | | Percentuale di raccomandazione | 80% | (8/10 Lo consiglieresti?) | ## Informazioni sul fornitore - **Azienda**: Halo Programs - **Area geografica**: Walled Lake, USA - **Anno di fondazione**: 1973 ## Contesto commerciale - **Prezzo di partenza**: 417,00 USD - **Modello tariffario**: (Versione gratuita disponibile) (Versione di prova gratuita (free trial)) - **Pubblico target**: 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001-5.000, 5.001-10.000, 10.000+ - **Implementazione e piattaforme**: Cloud, SaaS, Web - **Lingue supportate**: inglese - **Paesi disponibili**: Stati Uniti ## Funzionalità - Automazione del marketing - Banca dati cliente - Database clienti - For Financial Institutions - Gestione contatti - Gestione dei clienti - Gestione di potenziali clienti - Quadro della attività - Third-Party Integrations - Tracciamento delle interazioni ## Integrazioni (7 in totale) - Calyx Point - Encompass - ICE - LOS - LendingPad - MeridianLink Mortgage - Mortgage Cadence Platform ## Opzioni di supporto - Email/Help desk - FAQ/Forum - Knowledge Base - Assistenza telefonica - Chat ## Categoria - [Software per mutui](https://www.capterra.it/directory/30038/mortgage-and-loans/software) ## Categorie correlate - [Software per mutui](https://www.capterra.it/directory/30038/mortgage-and-loans/software) - [Software CRM per il settore finanziario](https://www.capterra.it/directory/30562/financial-crm/software) - [Software di monitoraggio delle vendite](https://www.capterra.it/directory/32744/sales-tracking/software) ## Alternative 1. [monday.com AI Work Platform](https://www.capterra.it/software/147657/monday-com) — 4.6/5 (6072 reviews) 2. [BNTouch Mortgage CRM](https://www.capterra.it/software/37032/bntouch) — 4.5/5 (98 reviews) 3. [The Mortgage Office](https://www.capterra.it/software/9277/the-mortgage-office) — 4.8/5 (285 reviews) 4. [Financial Services Cloud](https://www.capterra.it/software/166075/financial-crm) — 4.8/5 (6 reviews) 5. [Creatio CRM](https://www.capterra.it/software/130149/bpm-online-crm) — 4.7/5 (149 reviews) ## Recensioni ### "Set It and Forget It" — 5.0/5 > **Utente Verificato** | *12 febbraio 2019* | Servizi bancari | Tasso di raccomandazione: 10.0/10 > > **Vantaggi**: Ease of use, automatic marketing platform, ability to add additional contacts. > > **Inconvenienti**: 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 maggio 2018* | Proprietà immobiliari | Tasso di raccomandazione: 10.0/10 > > **Vantaggi**: 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. > > **Inconvenienti**: 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 maggio 2018* | Servizi bancari | Tasso di raccomandazione: 5.0/10 > > **Vantaggi**: 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. > > **Inconvenienti**: 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 febbraio 2019* | Servizi bancari | Tasso di raccomandazione: 10.0/10 > > **Vantaggi**: 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. > > **Inconvenienti**: 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 febbraio 2019* | Servizi finanziari | Tasso di raccomandazione: 9.0/10 > > **Vantaggi**: It is easy and quick to use--automation is good and I like the outgoing messages. > > **Inconvenienti**: 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\ Avanti: [Pagina successiva](https://www.capterra.it/software/173535/mortgagehalo?page=2) ## Link - [Visualizza su Capterra](https://www.capterra.it/software/173535/mortgagehalo) ## Questa pagina è disponibile nelle seguenti lingue | Lingua | 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 | | ----- ## Dati strutturati