Be Remembered. Be Recommended. We Manage the Marketing.

CRM and automated marketing for mortgage lenders, real estate brokerages and home service contractors, managed for you by a team in business since 1973.

Choose your industry: Mortgage | Real Estate | Home Services

Halo Programs | Homemortgage-halo-feature

HELPING MORTGAGE LENDERS PROTECT RELATIONSHIPS AND DRIVE MORE REPEAT AND REFERRAL BUSINESS

Self-Driving Relationship System
Lifecycle Communications
Opportunity Intelligence
Portfolio Retention

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Halo Programs | Homereal-estate-halo-happy-lady

empowering real estate agents, realtors, and Brokerages to prospect and retain clients for life

Automated Prospecting
Client Follow-Up System
Co-Marketing Opportunities
Retain Clients for Life!

SEE REALESTATEHALO

Halo Programs | Homecontractor-halo-feature

Halo Programs | Homecontractorhalo-whitelogo

ACCELERATING RESIDENTIAL CONTRACTORS’ GROWTH THROUGH AUTOMATED MARKETING

Easy to Use CRM Interface
Client Relationship Cultivation
Satisfaction Measurement Tools
Win More Jobs!

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TRUSTED BY INDUSTRY LEADERS

Trusted Solutions for Building Lasting Customer Relationships

For more than 50 years, businesses have trusted Halo Programs to help them stay connected with their customers and build relationships that drive future opportunities. Our industry-specific solutions make consistent communication easier while helping teams get more value from the relationships they’ve already earned.

See Real Results

The Measurable Difference of Using Halo Programs

Consistent engagement helps drive repeat business, customer satisfaction and strong user adoption. Consistent marketing can increase a company’s repeat-customer rate up to threefold over 3 to 4 years.

CLIENT SATISFACTION RATING

USER ADOPTION RATE

Built to Support Your Business

Our technology, integrations and automated processes work behind the scenes, keeping your programs running smoothly without adding more work to your team.

Cloud-Based

Our applications are mobile friendly, giving you access to contacts, reporting, data and other features.

System Integration

We integrate with your business systems, seamlessly syncing with your client data and business software.

Staff Training & Support

Our team provides training and ongoing support to help your organization get the most from the system.

Data Security

All your data is securely stored and protected using safeguards designed to keep your information safe.

Industry Compliant

We stay up to date on industry regulations and standards, with safeguards in place to help protect your brand and support compliance requirements.

Custom Development

We offer custom integrations, marketing campaigns, and workflows to support your organization’s
unique needs.

Testimonials

Just a great way to touch your clients throughout the year.

Holly S.

Always professional, helpful, and responsive. Great attention to detail! The customer service is beyond amazing!

Pilar C.

Awesome CRM and automated marketing programs for real estate agent and loan officers!

Gina S.

Very smart marketing company designed to help service providers in and around the real estate business stay top of mind with their clients. Great team. Awesome results.

Terry B.

Celebrating 50+ Years of Relationship Marketing

Halo Programs was originally founded as Continuity Programs in Walled Lake, Michigan in 1973. It began with a simple idea: help businesses stay connected with the customers they worked so hard to earn. That commitment continues today across the mortgage, real estate and residential contracting industries.

Innovative Services Since 1973

Long before digital marketing, our programs were managed by hand from our founder’s basement. By the mid-1980s, Halo was recognized for customer retention and relationship marketing. Over the decades, we expanded into direct mail, digital communications, automation and technology integrations, all designed to maintain valuable relationships and generate future opportunities.

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