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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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…
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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…
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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…
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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…
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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…
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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…
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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…
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HVAC Business: 5 Tips for Effective Delegation
When you’re running your HVAC business, it’s important to learn how to properly and effectively delegate so that you’re not a slave to your business. You want to work on your business, not constantly for it. So learning how to delegate is an essential skill to master. Here are a few tips for effective delegation. 1. Hire…
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The Future of Mortgage Lead Generation: MyCRMDashboard.com
Want a powerful tool that helps you create more lending opportunities by managing activities that lead to more business? MyCRMDashboard from Halo Programs is much more than a marketing tool. It generates leads, testimonials and three times more repeat business for your lending institution. Mortgage Lead Generating CRM The ideal mortgage lead generation CRM lets you…
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Real Estate Marketing Scripts: 3 Things to Include
Any successful agent will tell you that hitting the phones or sending prospecting emails is an important part of their real estate marketing strategy. For some, it’s an instinctive part of doing business. For others, it doesn’t come quite so naturally. They’re reluctant to make the call or hit send because they’re not sure what…
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Creating a Long-Term Mortgage Marketing Plan
The best mortgage marketing plans have a multi-layered strategy aimed at finding qualified borrowers. Creating a long-term, layered mortgage marketing plan helps you reach qualified leads and strengthen referral relationships. From learning everything you can about client demands to offering the solutions they need, here are ways to get serious about your organization’s mortgage marketing…
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See You in Vegas for the 2018 LeadingRE Conference Week!
Ready to learn from and connect with some of the hottest names in real estate? Halo Programs is pleased to announce it will be sponsoring the Awards Gala entertainment at this year’s LeadingRE Annual Conference Week. Bringing together the power of the world’s largest community of independent real estate firms, the renowned professional development event will be held from…