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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.
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HELOC Marketing for Banks and Credit Unions: Start With the Customers You Already Have
Why home equity lending favors the institution that already holds the account, who to reach first, what Regulation Z requires in a HELOC advertisement, and how to measure the campaign honestly.
Sphere of Influence Real Estate Marketing: Turning Past Clients Into Your Next Deals
Why most of an agent’s next business comes from people who already know them, what the NAR figures do and do not show, how past-client follow-up and neighborhood postcards work together, and how to track results.
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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E-Mail Marketing Campaigns
eConnectionsTM Turn-Key E-mail Marketing Campaign Have you been collecting your customers’ e-mail addresses and not sure what the best e-mail marketing campaign for your business is? Halo Programs eConnections customer retention program is your turn-key e-mail marketing solution. eConnections is a low cost e-mail marketing campaign for your entire customer database. eConnections E-mail Marketing Programs eConnections…
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Marketing Solutions
Free your mind and let Halo Programs generate leads for you. Don’t worry about setting reminders, printing labels, licking stamps, or sending your own e-mail newsletters Halo Programs will validate and maintain your customer database. Halo Programs offers a variety of 100% turn-key customer retention drip marketing programs that are designed to generate leads, get…
