HALO Dashboard

The HALO Dashboard helps you manage your finances, so you stay on your roadmap to mortgage qualification!

Open your personal HALO Dashboard now.

What is the HALO Dashboard?

The HALO Dashboard allows you to view, track and monitor your financial health in real-time.  Together with your HALO Guide we will use these tools to accomplish your goal of becoming the official owner of your home!


Organize your financial life

Connect your financial data in one place, from checking accounts to credit cards to auto loans and even investment accounts.

Secure and Safe

You control what is shared and when; all data is encrypted with bank level security.

Planning tools for important milestones

Establish goals for saving and track your progress with real-time budgets to better understand your spending.

Readiness Assessment

Homeownership & Mortgage Education

Educational videos (over 140+) to learn more about homeownership, credit and borrowing, including mortgage terms, process and products.

Real Estate

Track the value of your property and recently sold homes in your area.

And it’s FREE!!!!

For a limited time HALO is making this available to consumers at no cost.


HALO would like to provide you with a secure financial application to help guide your through the mortgage process and beyond.

Your personalized financial dashboard summarizes important information such as: account balances, spending analysis, net worth snapshot, credit score and report, home value and includes tools to help with budgeting and savings.

Open Your HALO Dashboard!