List of MortgageHalo Customers
Walled Lake, 48390, MI,
United States
Since 2010, our global team of researchers has been studying MortgageHalo customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased MortgageHalo for Marketing Automation, CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using MortgageHalo for Marketing Automation, CRM include: North Shore Bank, a United States based Banking and Financial Services organisation with 500 employees and revenues of $150.0 million, Michigan First Credit Union, a United States based Banking and Financial Services organisation with 430 employees and revenues of $113.0 million, Rocky Mountain Mortgage Spec, a United States based Banking and Financial Services organisation with 10 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using MortgageHalo, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The MortgageHalo customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Michigan First Credit Union | Banking and Financial Services | 430 | $113M | United States | Halo Programs | MortgageHalo | Marketing Automation,CRM | 2022 | n/a |
In 2022, Michigan First Credit Union implemented MortgageHalo to support its Michigan First Mortgage operations in the United States. MortgageHalo was listed as a trusted mortgage CRM/marketing provider for Michigan First Mortgage and was engaged to automate client outreach, enable co-marketing with real estate agents, and manage lifecycle communication.
The deployment emphasized Marketing Automation,CRM capabilities within the MortgageHalo application, combining CRM functionality with automated marketing workflows. Configuration covered CRM modules for contact and relationship management, and marketing automation modules for campaign orchestration, automated lifecycle messaging, and agent co-marketing workflows aligned to borrower lifecycle stages.
Operational scope targeted the mortgage business line across Michigan First Mortgage in the United States, aligning outreach and agent collaboration to support higher repeat and referral business. Governance and detailed rollout sequencing were not disclosed, the vendor listing indicates the integration of CRM and automated marketing capabilities within MortgageHalo to standardize client touchpoints and agent collaboration.
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North Shore Bank | Banking and Financial Services | 500 | $150M | United States | Halo Programs | MortgageHalo | Marketing Automation,CRM | 2022 | n/a |
In 2022, North Shore Bank implemented MortgageHalo from Halo Programs. MortgageHalo is being used for mortgage marketing automation and CRM activities, classified under the Marketing Automation,CRM category, to improve borrower communications and referral generation across the United States.
Module usage is inferred from Halo Programs' 'Trusted by' roster, indicating North Shore Bank is leveraging MortgageHalo CRM and automated marketing modules. Functional capabilities in use likely include lead and referral capture, segmented campaign orchestration, automated borrower communications, and borrower lifecycle management consistent with Marketing Automation,CRM workflows.
Operationally the deployment targets mortgage origination and retail banking engagement functions, with marketing and loan operations coordinating campaign governance and content workflows. The implementation appears hosted by the vendor and deployed to front-office borrower touchpoints, emphasizing campaign orchestration, contact management, and referral tracking across North Shore Bank's U.S. mortgage channels.
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Rocky Mountain Mortgage Spec | Banking and Financial Services | 10 | $2M | United States | Halo Programs | MortgageHalo | Marketing Automation,CRM | 2022 | n/a |
In 2022, Rocky Mountain Mortgage Spec implemented MortgageHalo to provision mortgage-focused CRM and automated marketing for its loan officers and branch staff across the United States. The deployment emphasized Marketing Automation,CRM functionality within MortgageHalo, aligning contact management, lead tracking, and campaign orchestration to mortgage sales workflows.
The implementation leveraged MortgageHalo capabilities referenced on the vendor listing, notably the ClientTracker module and automated campaign workflows, to improve lead detection and client retention through continuous client lifecycle engagement and automated outreach. Operational scope was focused on front-line loan officers and branch staff, with configuration centered on CRM contact records, staged campaign sequences, and lead qualification triggers, and governance adjustments concentrated on centralizing client records and standardizing campaign templates for a small firm of approximately 10 employees.
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Buyer Intent: Companies Evaluating MortgageHalo
- Debra Of America, a United States based Non Profit organization with 11 Employees
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