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!

  • 4 Keys to a Mortgage Referral Program That Works

    4 Keys to a Mortgage Referral Program That Works

    If you hope to succeed in the mortgage business, you need a steady source of new customers.  Advertising and marketing have their places, but a mortgage referral program, where you reward your existing customers for providing leads on new customers, can be a highly effective tool.  If you depend on high-quality, actionable leads, a customer…

  • 5 HVAC Marketing Tips for the Slow Times

    5 HVAC Marketing Tips for the Slow Times

    If you think HVAC marketing is best done during the busy times, think again!  There are tons of opportunities awaiting you with customers who need to be reminded about your services during slow times! Here are a few HVAC marketing tips to keep in mind when your appointment levels are low: 1.  Thank Your Customers. …

  • Characteristics of Successful Real Estate Agents

    Characteristics of Successful Real Estate Agents

    There’s no better example of a self-motivated entrepreneur than a real estate agent. Entrepreneurs are defined by their initiative, willingness to take risks, and ability to dig in and get their hands dirty. So, what makes a successful real estate agent? While it’s important to stay on trend with the latest marketing techniques and technological…

  • Maximize Profits With Mortgage Customer Relationship Marketing

    Maximize Profits With Mortgage Customer Relationship Marketing

    Marketing is a primary key to success in every industry.  Without marketing, you depend on your customers to find you.  Marketing is your way of reaching out to potential customers, so you can turn them into actual customers.  There are many different methods to choose from; you could rely on advertising, frequent home shows or…

  • How to Unlock The Potential in Your Real Estate Client Database

    How to Unlock The Potential in Your Real Estate Client Database

    Clients are a real estate agent’s most important asset—and a real estate client database is essential to best serving those customers through consistent delivery of relevant, valuable information that keeps your brand and name at the top of their minds. Effective use of your real estate client database opens the door to easier prospecting, more…

  • How to Propel Your Small Business With Radius Marketing

    How to Propel Your Small Business With Radius Marketing

    Marketing to your existing customers and using marketing to expand is obviously important for any small business. Radius marketing, which targets people around a certain address, could be just what your company needs. Keep reading to learn more about this style of marketing and how it can help you retain your current customers and find…

  • What Is Your Client Follow-Up Program Missing?

    What Is Your Client Follow-Up Program Missing?

    For any business, the client follow-up program is a vital aspect of the marketing strategy. In addition to repeat business from the client database, follow-up should also bring you referrals. Anytime you communicate with your valued clients, you should be asking for referrals. But you must do more than just include the request in an automated…

  • Must-Have Tools for Mortgage Lead Generation

    Must-Have Tools for Mortgage Lead Generation

    Without customers, you have no business. Without new customers, you have no growth. You know that gathering leads is crucial to continued success in your mortgage business. With the changing landscape in everything related to real estate, what are the must-have tools for mortgage lead generation today? Social Media You’re no doubt in one of…

  • How to Sell More to Your HVAC Customers with Cross-Selling

    How to Sell More to Your HVAC Customers with Cross-Selling

    As a contractor, you’re a Jack of Many Trades, and you’re well-connected within the home improvement and fix-it communities.  These are great attributes that can lead to success, especially when you consider that many of your customers have more than a single need when they call upon you to help them with their homes. Contractor…

  • Creative Ideas for the Best Sold Postcards

    Creative Ideas for the Best Sold Postcards

    In real estate, if you’re not busy selling, you’re busy marketing. And while there are many impressive ways to market, one of the most proven techniques is sending out just sold real estate postcards. Real estate postcards have endured the test of time for good reason—they work. With the right design and lead generation built…

  • Developing a Better Mortgage Lead Management System

    Developing a Better Mortgage Lead Management System

    In any industry, attracting and maintaining customers is a necessary part of doing business. The first step to getting customers is getting leads. There are many potential sources of leads; here are a few common sources: Website In the modern connected world, your website is your primary point of contact with potential customers. When people…

  • 4 Real Estate Marketing Rules You Should Break

    4 Real Estate Marketing Rules You Should Break

    While traditional real estate marketing techniques should be respected (they wouldn’t be traditional if they didn’t work), the biggest results usually go to those willing to periodically buck the tried and true. A strong web presence and memorable business cards will always be important, but there are times that breaking out of your rut is…