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!

  • 2 Effective Ad Writing Tips for Small Business

    2 Effective Ad Writing Tips for Small Business

    Small business marketing isn’t an easy task. Around every corner and on every page, you’ve got a competitor. Even if you excel at what you do, getting customers to come to you the first time and return to you over and over again can be difficult. Writing effective ads for your small business is essential…

  • 3 Facts to Know About Compliant Mortgage Marketing

    3 Facts to Know About Compliant Mortgage Marketing

    Advertising for mortgage or other loan products is a highly-regulated activity in the financial industry. Restricted words and phrases, along with buzzwords and trigger terms, are a slippery slope that can lead to a regulator’s door. No surprise, then, that today’s mortgage lenders are deeply concerned about compliant mortgage marketing. Inadvertent or otherwise, violations of…

  • Homeowner Fears: What Are They and How Can Contractors Manage Them?

    Homeowner Fears: What Are They and How Can Contractors Manage Them?

    HVAC maintenance can be costly. For many homeowners, the idea of cutting a check for big expenses can be overwhelming. As a reputable contractor, it is your job to identify those fears, and squelch them before your future customers can doubt your abilities. Truly, knowing what homeowners’ fears are – and finding ways to manage…

  • Field Service Tech Performance: Tips for Effective Evaulation

    Field Service Tech Performance: Tips for Effective Evaulation

    Your HVAC business doesn’t mean much if you don’t have awesome techs in the field who can do double duty by providing your customers with excellent customer service and superior skills. Unfortunately, you’re seldom out in the field with your service team members, which can make it hard to evaluate the way they represent your…

  • 3 Places to Reach Buyers and Sellers Online

    3 Places to Reach Buyers and Sellers Online

    There is no doubt that real estate marketing is already and will continue to be an online game. This is where buyers and sellers start their home search and where they are likely to find their realtor. What does this mean for you as an agent? That if you aren’t online already you need to…

  • How to Encourage Positive Mortgage Reviews

    How to Encourage Positive Mortgage Reviews

    One of the most powerful pages on your website is the testimonials page. Great mortgage reviews let people know that your products and services inspire those who use them to take the time to recommend them to others. What customers are saying about your mortgage business online can dramatically affect its prospects. Since few things…

  • 3 Outside-the-Box Real Estate Marketing Ideas

    3 Outside-the-Box Real Estate Marketing Ideas

    A successful real estate marketing strategy requires more than generating new leads and cultivating a professional business profile. Successful agents actively seek out new referrals and leads. They take advantage of social media, refine their people skills, and establish an effective local presence. Here are three creative real estate marketing ideas that can get more…

  • 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…