--- description: MortgageHalo : avantages et inconvénients. Lisez les avis clients, consultez les prix et découvrez les fonctionnalités. 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 Canada 2026 --- Breadcrumb: [Accueil](/) > [Logiciels pour prêts et hypothèques](/directory/30038/mortgage-and-loans/software) > [MortgageHalo](/software/173535/mortgagehalo) # MortgageHalo Canonical: https://fr.capterra.ca/software/173535/mortgagehalo Page : 1/3\ Suivant: [Page suivante](https://fr.capterra.ca/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 : 44 utilisateurs lui ont donné la note de **4.3/5**. 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** | **4.3/5** | 44 Avis | | Simplicité | 4.4/5 | D'après l'ensemble des avis | | Support client | 4.6/5 | D'après l'ensemble des avis | | Rapport qualité-prix | 4.3/5 | 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 du vendeur - **Entreprise**: Halo Programs - **Pays**: Walled Lake, É.-U. - **Fondé**: 1973 ## Contexte commercial - **À partir de**: 69,00 $ US - **Type de licence**: (Version gratuite disponible) (Version d’essai gratuite) - **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/courriel - FAQ/forums - Base de connaissances - Support téléphonique - Chat/Clavardage ## Category - [Logiciels pour prêts et hypothèques](https://fr.capterra.ca/directory/30038/mortgage-and-loans/software) ## Catégories connexes - [Logiciels pour prêts et hypothèques](https://fr.capterra.ca/directory/30038/mortgage-and-loans/software) - [Logiciels de CRM pour le service financier](https://fr.capterra.ca/directory/30562/financial-crm/software) - [Logiciels de suivi commercial](https://fr.capterra.ca/directory/32744/sales-tracking/software) ## Logiciels similaires 1. [monday.com](https://fr.capterra.ca/software/147657/monday-com) — 4.6/5 (5726 reviews) 2. [Zoho CRM](https://fr.capterra.ca/software/155928/zoho-crm) — 4.3/5 (6964 reviews) 3. [Creatio CRM](https://fr.capterra.ca/software/130149/bpm-online-crm) — 4.7/5 (133 reviews) 4. [Bitrix24](https://fr.capterra.ca/software/113540/bitrix24) — 4.2/5 (984 reviews) 5. [EngageBay CRM](https://fr.capterra.ca/software/178819/engagebay-marketing) — 4.7/5 (907 reviews) ## Avis ### "Overall a very good program" — 5.0/5 > **Tom** | *7 juin 2018* > > **Avantages**: 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. > > **Inconvénients**: 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 septembre 2018* | Services financiers | Taux de recommandation : 9.0/10 > > **Avantages**: 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. > > **Inconvénients**: 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 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. ----- ### "Easy to use system." — 4.0/5 > **Eric** | *7 juin 2018* | Banque | Taux de recommandation : 8.0/10 > > **Avantages**: 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. > > **Inconvénients**: 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 septembre 2018* | Banque | Taux de recommandation : 9.0/10 > > **Avantages**: I like that it automatically sends out the emails without me going in and manually doing it. > > **Inconvénients**: 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\ Suivant: [Page suivante](https://fr.capterra.ca/software/173535/mortgagehalo?page=2) ## Liens - [Afficher sur Capterra](https://fr.capterra.ca/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