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!

  • MyCRMDashboard Featured in Fintech Product Showcase by HousingWire Magazine

    MyCRMDashboard Featured in Fintech Product Showcase by HousingWire Magazine

    Halo Programs Provides Automated Marketing For LOs MyCRMDashboard provides LOs an automated platform to stay in touch with borrowers While it’s important for loan officers to win new business, it’s just as important to stay front-of-mind with past borrowers. Lenders have a poor track record of capturing repeat business, retaining less than 8% of their…

  • Halo Programs Announces Integration with MooveGuru

    Halo Programs Announces Integration with MooveGuru

    Halo Programs, Inc. is pleased to announce a new integration with MooveGuru. Halo Programs’ real estate marketing software is now connected with MooveGuru’s Mover Platform. This partnership creates savings that are passed on to the consumer through their real estate agent. “This addition to MyLeadDashboard has the potential to save consumers millions on their moving…

  • Pain Points Lenders Can Resolve With Mortgage CRM Technology

    Pain Points Lenders Can Resolve With Mortgage CRM Technology

    Story as published in MReport, your trusted source for mortgage banking news. By Kirk King, President of Halo Programs, Inc. Thanks to mortgage CRM technology, lenders can address many of the pain points they face. This means lenders can improve their time management, lead generation, and customer retention rates, as well as providing the best…

  • Halo Programs Announces Integration with Testimonial Tree

    Halo Programs Announces Integration with Testimonial Tree

    Halo Programs, Inc. is excited to announce a new integration with Testimonial Tree. Halo Programs’ real estate marketing and mortgage CRM software is now integrated with Testimonial Tree’s online reputation management system. This partnership will benefit real estate agents and loan officers by automatically passing online reviews between the two platforms. Kirk King, President of…

  • Guide to Selecting the Best Real Estate Marketing Software

    Guide to Selecting the Best Real Estate Marketing Software

    If you’re one of the many companies looking for the best real estate marketing software, then you’re undoubtedly familiar with just how many options are on the market. If you hope to create a shortlist of viable options for your company and its needs, then you’re going to need a set of criteria that will…

  • Unlocking the Potential of Your Client Database with Automated Real Estate Marketing

    Unlocking the Potential of Your Client Database with Automated Real Estate Marketing

    Managing, overseeing, and staying in touch with your audience of contacts and customers is rarely easy. With so much data to interpret and expectations to meet, it’s not uncommon for companies of all sizes to experience some degree of strain as they try and keep up with their customer’s needs. This is where automated marketing…

  • 4 Questions to Start Your Spring – The Answers Might Surprise You

    4 Questions to Start Your Spring – The Answers Might Surprise You

    February and March.  These can be “bad words” in our industry.  We generally celebrate when either one, or both, of these months are over.  Take this slower time to get ready for a strong spring and summer season.  When April/May hits, it’s probably too late to get started. What would make this spring different than…

  • Halo Programs to Exhibit Mortgage CRM at the 2019 MBA Technology Solutions Conference

    Halo Programs to Exhibit Mortgage CRM at the 2019 MBA Technology Solutions Conference

    Halo Programs is pleased to announce we’ll be exhibiting our mortgage CRM technology at the Mortgage Bankers Association’s Technology Solutions Convention & Expo in Dallas, Texas, from March 24-27. Visit us at booth #701 to demo MyCRMDashboard.com and learn about how our mortgage technology solutions are helping mortgage lenders, banks, and credit unions generate exclusive…

  • Halo Programs Announces Reputation Management Technology Inside CRM Software

    Halo Programs Announces Reputation Management Technology Inside CRM Software

    WALLED LAKE, MI (January 8, 2019) – Loan officers and real estate agents will soon have an easier time establishing social proof thanks to Halo Programs’ latest addition to their platform’s offerings. Social proof is what consumers look for when starting their home buying journey online. With Halo Programs’ new reputation management service, asking for…

  • Join Us in Vegas for LeadingRE 2019 Conference Week!

    Join Us in Vegas for LeadingRE 2019 Conference Week!

    Excitement Builds For LeadingRE 2019 Ready to engage with leaders in real estate from around the globe? Halo Programs is pleased to announce it will be exhibiting at this year’s LeadingRE 2019 Annual Conference Week. Bringing together the power of the world’s largest community of independent real estate firms, the renowned professional development event will…

  • Mortgage CRM Software – Everything To Know

    Mortgage CRM Software – Everything To Know

    Consider this your one-stop guide to (nearly) everything you need to know about mortgage CRM software and its myriad of benefits to your customers, your loan officers, and your bottom line. In the digital age, automated marketing has become a driving force of repeat business, and customer satisfaction is more important than ever. Choosing the right…

  • FinancesOnline Awards MyCRMDashboard Mortgage CRM Great UX and Rising Star

    FinancesOnline Awards MyCRMDashboard Mortgage CRM Great UX and Rising Star

    Halo Programs’ MyCRMDashboard Mortgage CRM Presented with Two CRM Software Awards by Reputable Platform for Software Reviews. Halo Programs’ MyCRMDashboard Mortgage CRM software has recently been distinguished with two esteemed awards from FinancesOnline, a go-to platform for quality reviews on SaaS solutions. The cloud-based mortgage CRM earned their 2018 Great User Experience and 2018 Rising…