Strengthen Relationships. Expand Opportunities. Drive Results.

Be Remembered. Be Recommended.

A CRM that Works Behind the Scenes.
Marketing Automation Done for You.

For mortgage lenders, real estate brokerages, and home service companies.

Choose your industry: Mortgage  |  Real Estate  |  Home Services

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CHOSEN BY INDUSTRY LEADERS

Proven Solutions for Building Lasting Customer Relationships

For more than 50 years, businesses have relied on 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.

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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 three times over a few years.

OUR CUSTOMERS’ AVG. CLIENT 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.

Testimonials

Halo Programs | Hometestimonial logo

They have been very responsive, open communication and interested in how our company can best utilize their product rather than having us change our culture to use their product.

Joan B. Vice President
Review on Capterra, August 2026

Awesome! I have been realtor for 47 years. It is a great way to stay in contact with your past clients.

Delores D. Real Estate Agent
Review on Capterra, December 2019

Easy ordering, quick turn times, and high quality for my direct mail, print, and client follow up needs.

Gary D. Real Estate Broker
Review on G2, August 2026

Staying Top Of Mind Has Never Been Easier! I love the multiple touch points throughout the year! It has never been easier to remain in touch with my past clients. With the automated postcards and online surveys, my clients receive several opportunities to ask for more information. I love the dashboard and ease of pulling reports.

Iris B. Real Estate Agent
Review on Capterra, December 2019

Allowed me to customize services for specific people and teams so that all our agents are happy. Postcards are a great marketing tool for our properties and we don’t even have to lift a finger to create them!

Jamie M. Office Administrator
Review on Capterra, August 2026

I would never use anyone else! Best buy for the money!

Donald S. Realtor
Review on Capterra, August 2026

If you are a mortgage leader at a bank or credit union evaluating CRM platforms, this is the one.

Brian C. Residential Lending Manager
Review on Capterra and G2, May 2026

I have helped the same customers repeatedly, and now I am helping their kids. That is what consistent, long-term relationship marketing does. It is a no-brainer.

Nevin M. Senior Mortgage Lender
Review on Capterra and G2, June 2026

The ClientTracker listing alerts are a game changer. I know when past clients are on the move and call them immediately. Those conversations are natural and meaningful.

Daniel G. CMB, SVP
Review on Capterra, June 2026

We did not limit it to the mortgage department. We expanded the platform to our branch managers, allowing them to strengthen and maintain customer relationships through the same system.

Marc R. Chief Mortgage Officer
Review on Capterra, May 2026

We have had a great experience. The customer feedback has been very beneficial to us. I really like the ease of use for my sales team. Once the contact is entered the system works automatically.

Ric S. Banking President
Review on Capterra, February 2019

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.

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.

Questions? See the Frequently Asked Questions. Comparing products? See pricing.