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!

  • 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…

  • Developing a Winning HVAC Customer Retention Strategy

    Most CMOs explore outside their scope in search of sales when their greatest revenue source is waiting right at their doorstep. Customer retention rates that are increased by a mere 5% raise profits by between 25% and 95%. This applies to all industries, but HVAC customer retention generates profits per customer that soar high above…

  • How to Add Personalized URLs on Your Real Estate Mailings

    How to Add Personalized URLs on Your Real Estate Mailings

    Personal URLs (PURLs) are an extremely effective form of marketing, doubly so for real estate mailings. Just what are PURLs? Think of them as a personal website that’s been set up to capture direct or email campaign responses. They’re easy to use and can be customized using content specifically targeted to each recipient’s personal needs…

  • Boost Referrals With a 5-Year Mortgage Marketing Campaign

    We’re nearly half-way through 2016. Are you meeting your yearly mortgage marketing goals? More specifically, are you reaping the rewards from a post-closing campaign that sends borrowers milestone communications? Why Post-Closing Mortgage Marketing Matters Mortgage marketing is much more than getting the borrower through the door; it’s about consistent, sustained follow-up to create customers for life….

  • Three Reasons Why Agents Should Be Using a Real Estate CRM

    No matter what type of real estate business you’re running, whether it be a referral-based business or a hit the phones type of business, every agent should have a real estate CRM. A CRM or customer relationship management platform can help you maintain contact with your current leads and your former clients. A good real…

  • Small Business Email Marketing: How to Write Compelling Email Copy

    The average consumer is flooded with email messages each day. From advertisements for home products, to department store sales, to notifications from social media sites like Facebook and Twitter, most people simply don’t have time to wade through all of it. Marketing copy is often the first thing that gets moved to the trash. If…