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!

  • Improve the Quality of Your Mortgage Leads

    Improve the Quality of Your Mortgage Leads

    In the mortgage business, customer leads are an essential part of success. The issue is not simply having enough leads; a large number of leads can be a drain on your resources. If your loan officers must waste time sifting through hundreds of leads for every actual sale, your profit margin will shrink. If you could improve the…

  • Service Agreements: Keeping Your Customers Coming Back

    Service Agreements: Keeping Your Customers Coming Back

    All too often contractors spend a lot of time trying to determine how to generate new customers for their business. Often forgotten in the equation is the process of building relationships with existing customers to generate future business. Determining how to keep customers on service agreements is the first step in maintaining a long-term business…

  • Creating a Real Estate Client Follow Up System That Works

    Creating a Real Estate Client Follow Up System That Works

    As a real estate professional, you already know the importance of what might be called the revenue trifecta: repeat customers, referrals, and new business leads. The good news is that your clients are standing ready to help you succeed: the majority of home buyers and sellers already report a high degree of satisfaction with their…

  • Creating a System to Become a Top Producing Real Estate Agent

    Creating a System to Become a Top Producing Real Estate Agent

    If you are looking to increase your profits as a real estate agent and start producing numbers that help you stand out in your community, there are things you need to do to make this happen. You can’t just put your allotted time in every day expecting great outcomes. You have to go above and beyond…

  • Setting up Fall Lead Generation Campaigns for Contractors

    Setting up Fall Lead Generation Campaigns for Contractors

    Each change of the season brings new maintenance needs to homeowners. This means that for you, as a Contractor, each new season brings opportunities to touch base with your customers and put your expertise at the front of their minds. As summer comes to a close, it is time to execute your fall lead generation efforts to ensure…

  • In Direct Mail, Frequency Matters

    How much is too much? A good direct mail campaign can do wonders for your business. But how often do you need to send things out in order to be effective? The frequency of direct mail is an essential aspect of your campaign. Here is a brief guide for getting the balance just right. Concentrating…

  • Tips For Designing Your Own Postcards & Uploading For Print

    Tips For Designing Your Own Postcards & Uploading For Print

    Catching your customer’s eye and distinguishing your mail from the junk mail pile is easy with a well-designed postcard. Information can be presented without the hassle of opening an envelope, and eye-catching colors with a clear call-to-action mean higher engagement and a greater sense of value from the reader. Here are some postcard design tips for…

  • Implementing a Multi-Channel Marketing Strategy

    Today’s savvy consumers are no longer passive advertising recipients — they’re actively seeking out information on the goods and services they buy using multiple platforms. To reach out and attract prospects and customers, your business needs to implement a matching multi-channel marketing strategy. Here’s a guide brought to you by Halo Programs. Multi-Channel Marketing 101…

  • 4 Effective Ways to Cross-Sell Your Brand

    It’s a standard rule of business that whatever the customer is looking for, you should sell them something more. Whether it’s an upgrade to their service agreement or extra features on a new car, the more value you can get out of a single sale, the better. This is called cross selling. But it can’t be…

  • 4 Essential Database Marketing Techniques

    In today’s digital world, a well constructed and maintained customer database is a vital asset for a comprehensive marketing strategy. Your company’s ability to connect your services and products to the needs of current, past, and potential customers helps retention and generates leads. The following are four essential database marketing strategies and techniques to drive your company’s marketing ROI…

  • Does Your Business Understand Relationship Marketing?

    Does Your Business Understand Relationship Marketing?

    Does Your Business Understand Relationship Marketing? It’s estimated that, for the average company, less than 20 percent of their customers will return for another sale. Customer retention can be tricky, and a lot of organizations don’t do it right. So how do you keep customers around, and even get them to tell their friends about…

  • How to Generate the Best Possible Mortgage Leads

    How to Generate the Best Possible Mortgage Leads

    Whether tapping your own ingenuity, utilizing the Internet’s resources or trekking time-tested and proven marketing avenues, there’s a bountiful supply of mortgage leads to win over. The best possible leads will be qualified parties interested in your services, your products and in you. On that account, you will need all of the preceding skills, tools and strategies…