Explore Our Technology and Marketing Innovation Blog

Let Halo Programs guide you through the complicated world of marketing with our curated selection of articles. With topics centered around technology and marketing innovation, you are sure to find answers to any question you may have as a Loan Officer, Realtor or HVAC Specialist.

A leading force in the Automated Marketing industry for over 50 years, Halo Programs shares their insight into business, helping you get more leads and keep existing clients happy. This blog section contains countless insider tips that apply to both partners already using our Marketing Automation services and those who are still looking for the perfect Mortgage Broker marketing solution.

We invite you to try our innovative CRM for free today and experience the Halo Programs difference for yourself. It can almost be guaranteed that you will not want to go back to trying to find, manage and retain customers on your own!

  • CRM Versus Marketing Automation Campaigns

    CRM Versus Marketing Automation Campaigns

    Marketing automation software and CRM (customer relationship management) systems perform similar functions but have two very different purposes. CRM is primarily used for sales strategies and managing direct communications with both potential and current customers. Marketing automation software is used to streamline, automate, and measure the effectiveness of marketing campaigns. Both systems store key information…

  • Generating Leads With a Mortgage CRM

    Generating Leads With a Mortgage CRM

    If you hope to thrive in today’s mortgage industry, it’s absolutely essential that your mortgage CRM includes features that make your business more competitive by improving lead generation, capitalizing on client referrals, and focusing on client retention. Just what does CRM lead generation do for you? It helps you: Find more high-quality leads. Grow your…

  • Spring Lead Generation: Top Marketing Ideas for Your HVAC Business

    Spring Lead Generation: Top Marketing Ideas for Your HVAC Business

    There’s no doubt that the HVAC industry is a cyclical one. The seasonal nature of this business affords strategic contractors the ability to capitalize on consumers’ needs at the perfect time. Of course, this means you have to put HVAC lead generation to work for you so you can cast a wide net and capture…

  • How to Help Service Techs Succeed at Growing Revenue

    How to Help Service Techs Succeed at Growing Revenue

    As a contractor, you have to wear a lot of hats — literally. Being great at the technical side of your job is vital for obvious reasons. You also must have outstanding people skills and non-salesy salesmanship. Once you’ve mastered the perfect cocktail of job skills and personality traits, you need a team of techs who…

  • 5 Ways to Ensure Prospects Keep Your Business Card

    5 Ways to Ensure Prospects Keep Your Business Card

    Business cards can be a dime a dozen, especially when it comes to Realtors. Take a look at the Realtor business cards you have on hand; many of them feel the same and look the same. So how can you make your business card stand out so that prospects notice it and keep it? Make…

  • Mortgage Marketing: The Right Way to Do Lead Generation

    Mortgage Marketing: The Right Way to Do Lead Generation

    Most mortgage marketing is still based on traditional advertising methods. True, it is changing, with companies embracing a range of innovative and interactive approaches, but there’s still more you can do. Along with current client engagement and boosting customer loyalty, marketing automation enables you to generate more quality leads. Here’s how to take control of…

  • 6 Tips for Real Estate Marketing on Twitter

    6 Tips for Real Estate Marketing on Twitter

    If you use social media as part of your real estate marketing plan, Twitter should be in included. Although it is not as big as Facebook™, it is constantly growing and if you realize your target market is on Twitter, then jumping on the Twitter bandwagon is a smart idea! 6 Tips for Real Estate…

  • Kirk King to Speak at MI Bankers BEST Conference 2017

    Kirk King to Speak at MI Bankers BEST Conference 2017

    #mbaBEST The annual Michigan Bankers Association Bankers Education Summit and Trade (BEST) Show takes place from April 11-13, 2017 at the Grand Traverse Resort and Spa in Acme, MI. The conference runs from 8:00 a.m. to 5:00 p.m. daily and will cover pertinent topics that include discussion of best practices as well as latest approaches…

  • What to Look for When Choosing a CRM Software

    What to Look for When Choosing a CRM Software

    It is always important to keep your eye on the competition! However, you do not want to choose your CRM system based on what everyone else is using; their objectives may or may not be similar to the goals for your company. There are many CRM programs to consider. Ask yourself the following questions when…

  • 3 Tips for Making Your Email Marketing More Mobile Friendly

    3 Tips for Making Your Email Marketing More Mobile Friendly

    Everybody from small businesses to major corporations use email to reach out to existing customers and potential customers. The problem is that the average consumer is so flooded with marketing campaigns that they can’t see straight. Most consumers aren’t even using laptops or desktops anymore either, which makes email marketing a whole different ball game,…

  • What’s Wrong With Your Contractor Coupon Postcards?

    What’s Wrong With Your Contractor Coupon Postcards?

    Contractor coupon postcards are a great way to generate leads and remind people about your brand. That said, they’re only a great idea when done right. If it seems like you’re sending contractor coupon postcards into a black hole the moment you stick a stamp on them, it’s time to reevaluate your contractor marketing strategies….

  • Michigan Mortgage Lenders Association Sales & Marketing Symposium 2017

    Michigan Mortgage Lenders Association Sales & Marketing Symposium 2017

    You don’t want to miss the Michigan Mortgage Lenders Association’s largest event of the year! It’s time for the MMLA’s Sales & Marketing Symposium, scheduled for March 16 at the Crystal Gardens Banquet Center in Howell. It’s a great opportunity to get the motivation and information you need to excel during the spring sales season. Halo Programs…