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!

  • Elements of an Effective Contractor Tuneup Reminder Postcard

    Everything a heating & cooling contractor comes into contact with on a daily basis requires a tune up from time to time. Although you’re fully aware of this as a business leader, many of your customers may find themselves letting the maintenance of their household items fall to the bottom of their to-do list when life gets…

  • Join Halo Programs at the 2016 MBA Annual Convention & Expo

    Halo Programs is pleased to announce we’ll be unveiling our newest product at the Mortgage Bankers Association’s Annual Convention & Expo in Boston, Massachusetts, from October 23-26. MyCRMDashboard.com is here! Join us at booth #131 and be among the first to demo MyCRMDashboard.com and learn about how our mortgage marketing solutions are helping mortgage lenders, banks, and credit…

  • Join Halo Programs at the 2016 HVAC/R Expo of Michigan

    Ready to dig in and really learn about contractor marketing straight from the source? We’re excited to announce that Halo Programs will be a major player in this year’s 2016 HVAC/R Expo of Michigan presented by Behler-Young! The HVAC/R Expo of Michigan is a major event, and contractors from far and wide will converge on Suburban…

  • 5 Ways to Boost Mortgage Lead Generation With a CRM

    CRM software offers a quick method for growing your pipeline by finding more high-quality leads. A multi-faceted mortgage lead generation approach that helps you build your mortgage business and increase sales, customer relationship management applications are an invaluable tool for simplifying the entire sales process. And when you automate the sales process, you get to spend…

  • Top Tips for Real Estate Marketing on LinkedIn

    If you have mastered your business page on Facebook and you can tweet with the best of them, you may be wondering what type of social media you can use next to reach out and increase your real estate leads. The next place for you to head may be LinkedIn. You may wonder what LinkedIn can…

  • 3 Signs Your Email List Is Stale & How To Fix It

    Email is an incredible marketing tool for small business owners. Not only is email cost effective, but it allows you to reach thousands of people at once. If you’ve got a stale email list though, all that marketing won’t do anything. Here’s how to spot and fix a stale email list: 1. Lack of Response If you send…

  • 5 Benefits of Corporate Database Marketing

    Corporate database marketing involves collecting, analyzing, and processing your data on both current and potential customers. Companies have been using database marketing for many years. However, you can now leverage social media and innovative marketing strategies to collect more detailed profiles and use this enhanced information to create sophisticated marketing programs that target specific segments….

  • Top Tips for Generating and Using Borrower Testimonials

    Generating positive feedback from your customers is one of the most effective ways to demonstrate that you have what it takes to build successful relationships and offer borrowers what they need. Word of mouth drives nearly 75 percent of all customer buying decisions, and 63 percent of customers say they are more likely to use a service…

  • 2 Key Ways to Make Service Agreements More Attractive

    In the HVAC world, service agreements can be the bread and butter of a business. They tend to offer the luxuries of loyalty, repeat business, and up-sale opportunities that aren’t always available from non-service agreement situations. Not every customer will commit to a service agreement, but that doesn’t mean you should quit trying for the…

  • Real Estate Lead Generation Myths Versus Facts

    With real estate lead generation it can be hard to know what is a myth and what actually works. Here are three myths and facts you should explore for real estate lead generation: You Need to Pay for Leads – Ask most agents that have forked out hundreds of dollars on lead sites and you will likely hear the same…

  • Marketing Personas: Can They Help Your Business?

    Marketing personas is a problematic term for many people running small businesses and looking to grow. In a way, it conjures up images of deceptive marketing and implies that your customers are only as valuable as the cash in their pocket. The fact is that marketing personas are essential if you want to know what your…

  • What Customer Satisfaction Surveys Tell You About Your Business

    Satisfied customers are less likely to consider doing business with your competitors. They look forward to working with you. Customers who have one bad experience with a business are unlikely to give that business a second chance and will almost always seek an alternative source for needed goods or services. Anytime you fail to meet…