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!

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Mortgage Borrower Satisfaction Surveys: What to Ask After Closing and What to Do Next

What a post-closing survey can produce beyond a score: a Net Promoter Score, referrals, testimonials, cross-sell opportunities and future leads, plus the questions to ask and how to invite reviews fairly.
Mortgage Direct Mail Marketing: What Still Works and What to Get Right First

Where direct mail earns its cost for a mortgage lender, the advertising rules that apply to a mailer, why the list decides whether the money is wasted, and how to tell whether it worked.
Mortgage Trigger Leads After the 2026 Law: What Lenders Can Still Do

Federal law now limits who can buy the signal that a borrower applied for a mortgage. Here is who still qualifies, what banks and credit unions should check, and why the relationship matters more than the trigger.
Mortgage Recapture Rate: How to Measure It and What Moves It

Recapture rate tells you how many past borrowers come back for their next loan. Here is how to calculate it with the data you have, what the industry figures say, and what actually changes the number.
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Lead Generation Techniques to Further Your Business
Without a successful program of lead generation, you’ll be unable to acquire the steady stream of new customers you need to maintain your company’s existence. The following list includes some practical and proven lead generation techniques for getting the word out about your company and acquiring leads that you can turn into customers.
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Join Us at Berkshire Hathaway HomeServices Revolution Sales Convention 2015
Las Vegas will be a prime destination for real estate professionals when the Berkshire Hathaway HomeServices Revolution Sales Convention 2015 gets underway. #REvolution2015
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7 Lead Generation Techniques to Incorporate Into Your Marketing Campaign
A steady stream of new customers is vital to the continued success of your business. Here are seven reliable lead generation techniques that you can apply immediately to attract more attention to your company and produce more leads and customers. Offer valuable content on your website: When people search for information online, they’re usually seeking…
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Join Us at LeadingRE’s 2015 Conference Week
Real estate professionals will have a once-a-year opportunity to learn from some of the best practitioners in the industry at LeadingRE’s 2015 Conference Week, to be held February 9-13 in Las Vegas, Nevada.
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How to Set Clear Marketing Objectives That Build Your Business
If you want to build your company, it’s necessary that you establish workable plans and measurable marketing objectives. When you know what you’re reaching toward, you’ll be able to formulate detailed plans to achieve it. Better yet, you’ll know when your objectives have been met and when you need to form new goals to take…
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Build Your Customer Base by Earning That “Best of” Distinction in Your Industry
In a competitive business environment, sometimes having a better reputation than your competition is enough to cause customers to choose you over others. Customers want reassurance that they’re getting the best possible products and services for their money. You can build your customer base effectively by showing leads and customers that you’ve been acknowledged by…


