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!

  • Co-Branding Marketing With Preferred Partners: 3 Tips

    Co-Branding Marketing With Preferred Partners: 3 Tips

    Co-branding is a type of marketing that relies on forming strategic partnerships to increase brand awareness. Frequently used with consumer goods, fashion, and the automotive business, co-branding is also effective for service-related industries, including mortgage lenders. Co-Branded Mortgage Marketing Also known as strategic partnerships, the practice of co-branding is extremely effective at strengthening brand recognition for both parties while…

  • The Virtual Open House Is Changing Real Estate Marketing

    The Virtual Open House Is Changing Real Estate Marketing

    Open house visits can be a fun way for buyers to explore a new home. But a high-tech approach to the traditional Sunday search is gaining speed and offers just as much, if not more, entertainment value. The best part? It also helps real estate agents increase their listing’s exposure and makes their efforts more successful. The virtual…

  • 5 Design Tips for Professional Flyers

    5 Design Tips for Professional Flyers

    Flyers remain a crucial aspect of any advertising and cross-platform marketing campaign. You want it to grab the attention of your intended market and be memorable to them. Regardless of your brand identity or scope of business, your professional flyer should be designed with your target market in mind. With a strong visual image and a…

  • Join Halo Programs at the 2018 MBA Technology Solutions Convention & Expo

    Join Halo Programs at the 2018 MBA Technology Solutions Convention & Expo

    Halo Programs is pleased to announce we’ll be exhibiting our latest SaaS technology at the Mortgage Bankers Association’s Technology Solutions Convention & Expo in our hometown of Detroit, Michigan, from April 15-18. Visit us at booth #531 to demo MyCRMDashboard.com and learn about how our mortgage technology solutions are helping mortgage lenders, banks, and credit…

  • Learn About How Our Contractor Marketing System Works

    Learn About How Our Contractor Marketing System Works

    As a contractor business, your marketing and sales can work differently from many other types of businesses. That’s why it’s so important to work closely with professional marketing partners who understand how your business structure works and how to generate new leads and customers for your business. At Halo Programs, we have built an entire marketing…

  • 7 Steps to Building Valuable Mortgage Referral Partners

    7 Steps to Building Valuable Mortgage Referral Partners

    Strategic partners are an important source of mortgage referrals and add value to your overall marketing strategy. Whether you partner with real estate agents, accountants, appraisers, builders, and/or real estate attorneys, here are seven essential steps to building relationships that help increase your mortgage lead generation while boosting revenue. Make the first move. No matter…

  • How to Integrate a Client Follow-up Process Into Your Real Estate Business

    How to Integrate a Client Follow-up Process Into Your Real Estate Business

    Whether you’re new to the game, or have been in the real estate business for years, a dynamic client follow-up process should be a part of your real estate marketing plan. Repeat and referral business is one of the most valuable and cost-effective opportunities available to you as a real estate agent. A typical agent…

  • How to Be a Real Estate Agent’s Best Friend

    How to Be a Real Estate Agent’s Best Friend

    Directly targeting borrowers is one important part of any mortgage marketing strategy. But, if you want to reach them more quickly than your competition does, getting help from local real estate agents is a great way to grow your business. While real estate agents may not be a direct market for mortgage lenders, they do…

  • The Key Cross-Selling Platform To Growing Wallet Share

    The Key Cross-Selling Platform To Growing Wallet Share

    Story As Published in the Michigan Bankers Association mbaBanking Magazine By Kirk King, President of Halo Programs, Inc. The mortgage process collects in-depth financial and demographic information about customers. Use it as a foundation to build on the relationship. It’s often a perfect time to identify cross-selling opportunities of various shades and colors. Cross-selling is…

  • Real Estate Marketing: Examples of Prospecting Letter Templates

    Real Estate Marketing: Examples of Prospecting Letter Templates

    To generate leads and attract new clients, real estate agents need a way to introduce themselves and keep in touch. Prospecting letters have long been an important part of real estate marketing. Many agents, though, find themselves at a loss as to what they should say. Prospecting Letter Templates Fortunately, if you’re looking for inspiration on…

  • Postcard Marketing: 5 Tips You Can Use

    Postcard Marketing: 5 Tips You Can Use

    Postcards garner the most responses when they are sent to existing clients and customers, but they are also a good low-cost component of any marketing campaign. Five simple tips can help you make the most of this tried-and-true form of communication. Know Your Audience Speak directly to your target audience. Postcard marketing is great because…

  • How to Choose the Right CRM System for a Bank

    How to Choose the Right CRM System for a Bank

    Many banks, already sensitive to how their customers may view them, worry that the use of CRM automation will make them seem robotic and impersonal. The truth is the exact opposite! The right bank CRM gives you access to real-time data you don’t get with traditional business tools like spreadsheets or Google Docs. And you…