Smart Match
Never Miss the Right Deal. Get Matched Instantly.
Smart Match automatically scans every new listing on Halo Loan Xchange and alerts you the moment an opportunity fits your criteria — built for buyers and brokerages who can't afford to be slow.
How Smart Match Works
A simple, automated path from your criteria to a closed deal.
Set Your Criteria
Define the verticals, states, price ranges, and collateral types you care about.
We Watch the Exchange
Smart Match continuously scans new and updated listings across the platform.
Get Instantly Notified
The moment a matching note goes live, you receive an email and/or SMS alert.
Act Before Anyone Else
Review the data room and submit a bid while the opportunity is freshest.
Stay Notified, Your Way
Choose how you want to hear about a match — or use all three.
Email Alerts
Detailed listing summaries delivered straight to your inbox as soon as a match is found.
SMS Alerts
Opt in for real-time text notifications so time-sensitive opportunities never slip by.
In-Platform Notifications
A live notification center keeps every match, bid update, and status change in one place.
For Buyers
Built to Help You Win the Right Deals
Never Miss a Fit
Only see opportunities that match your exact investment criteria — no manual searching required.
First-Mover Advantage
Instant alerts mean you can review and bid before competing buyers even see the listing.
Fully Customizable Alerts
Filter by vertical, state, UPB range, collateral type, and SOP status to keep alerts relevant.
For Brokerages
Smart Match Multiplies Your Deal Flow
Give every client a personalized alert profile and stay ahead of every opportunity that fits their mandate.
Match Client Demand Automatically
Set alert profiles for each buyer relationship so you never miss a deal that fits their mandate.
Faster Deal Flow to Your Network
Forward matching opportunities to investors the moment they hit the exchange, strengthening your value.
More Closed Referrals
Faster matching means faster introductions — and more commission-generating closings.
Ready to Get Matched Instantly?
Set up your Smart Match alert profile and let the right opportunities come to you.
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