--- description: ¿Qué piensan los usuarios de MortgageHalo? Lee las reseñas y opiniones verificadas, descubre sus características y el nivel de usabilidad, consulta los precios y conoce las ventajas y desventajas de MortgageHalo gracias a Capterra República Dominicana. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: MortgageHalo - Opiniones, precios y características - Capterra República Dominicana 2026 --- Breadcrumb: [Inicio](/) > [Software para préstamos e hipotecas](/directory/30038/mortgage-and-loans/software) > [MortgageHalo](/software/173535/mortgagehalo) # MortgageHalo Canonical: https://www.capterra.do/software/173535/mortgagehalo Página: 1 de 3\ Siguiente: [Página siguiente](https://www.capterra.do/software/173535/mortgagehalo?page=2) > MyCRMDashboard es un sistema de gestión de la relación con los clientes (CRM) de generación de potenciales clientes hipotecarios que fue diseñado específicamente para prestamistas residenciales, bancos y cooperativas de crédito. > > Veredicto: 48 usuarios lo han valorado con **4.4/5**. De los mejores valorados en **Probabilidad de recomendación**. ----- ## Vista rápida ### ¿Quién usa MortgageHalo? Prestamistas hipotecarios, bancos y cooperativas de crédito que buscan un CRM de generación de potenciales clientes hipotecarios llave en mano con marketing automatizado. ## Estadísticas y valoraciones rápidas | Métrica | Calificación | Detalles | | **En general** | **4.4/5** | 48 Opiniones | | Facilidad de uso | 4.5/5 | Basado en las opiniones generales | | Asistencia al cliente | 4.6/5 | Basado en las opiniones generales | | Relación calidad-precio | 4.4/5 | Basado en las opiniones generales | | Funcionalidades | 4.2/5 | Basado en las opiniones generales | | Porcentaje de recomendaciones | 80% | (8/10 Probabilidad de recomendación) | ## Sobre el proveedor - **Empresa**: Halo Programs - **Ubicación**: Walled Lake, EE. UU. - **Constitución**: 1973 ## Contexto comercial - **Precio de partida**: US$69.00 - **Modelo de precios**: (versión gratuita disponible) (Prueba gratis) - **Público objetivo**: 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000, 5,001-10,000, 10,000+ - **Despliegue y plataformas**: Cloud, SaaS, Web - **Idiomas admitidos**: inglés - **Países disponibles**: Estados Unidos ## Funcionalidades - Automatización de marketing - Base de datos de clientes - Base de datos de clientes - For Financial Institutions - Gestión de clientes - Gestión de clientes potenciales - Gestión de contactos - Panel de actividades - Seguimiento de interacciones - Third-Party Integrations ## Integraciones (en total: 7) - Calyx Point - Encompass - ICE - LOS - LendingPad - MeridianLink Mortgage - Mortgage Cadence Platform ## Opciones de asistencia - E-mail/Help Desk - Preguntas frecuentes/foro - Base de conocimientos - Asistencia telefónica - Chat ## Categoría - [Software para préstamos e hipotecas](https://www.capterra.do/directory/30038/mortgage-and-loans/software) ## Categorías relacionadas - [Software para préstamos e hipotecas](https://www.capterra.do/directory/30038/mortgage-and-loans/software) - [Software CRM para el sector financiero](https://www.capterra.do/directory/30562/financial-crm/software) - [Software de seguimiento comercial](https://www.capterra.do/directory/32744/sales-tracking/software) ## Alternativas 1. [BNTouch Mortgage CRM](https://www.capterra.do/software/37032/bntouch) — 4.5/5 (97 reviews) 2. [The Mortgage Office](https://www.capterra.do/software/9277/the-mortgage-office) — 4.8/5 (285 reviews) 3. [Financial Services Cloud](https://www.capterra.do/software/166075/financial-crm) — 4.8/5 (5 reviews) 4. [Creatio CRM](https://www.capterra.do/software/130149/bpm-online-crm) — 4.7/5 (135 reviews) 5. [monday.com](https://www.capterra.do/software/147657/monday-com) — 4.6/5 (6050 reviews) ## Opiniones ### "Set It and Forget It" — 5.0/5 > **Usuario verificado** | *12 de febrero de 2019* | Banca | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: Ease of use, automatic marketing platform, ability to add additional contacts. > > **Puntos en contra**: 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 de mayo de 2018* | Propiedad inmobiliaria | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: 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. > > **Puntos en contra**: 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 de mayo de 2018* | Banca | Valoración de la recomendación: 5.0/10 > > **Puntos a favor**: 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. > > **Puntos en contra**: 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 de febrero de 2019* | Banca | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: 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. > > **Puntos en contra**: 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 de febrero de 2019* | Servicios financieros | Valoración de la recomendación: 9.0/10 > > **Puntos a favor**: It is easy and quick to use--automation is good and I like the outgoing messages. > > **Puntos en contra**: 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. ----- Página: 1 de 3\ Siguiente: [Página siguiente](https://www.capterra.do/software/173535/mortgagehalo?page=2) ## Enlaces - [Ver en Capterra](https://www.capterra.do/software/173535/mortgagehalo) ## Esta página se encuentra disponible en los siguientes idiomas | Local | 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 | | ----- ## Datos estructurados