Mortgage CRM with Marketing Automation

From your first contact to a borrower for life

MortgageHalo follows each borrower from first contact through the loan and for years after.

1. Email on autopilot. Personalized email to prospects and past clients each month, done for you.
2. Close the loan. Borrower and agent stay informed, and a survey and thank-you card follow closing.
3. Tell the neighbors. Just Financed and Just Sold postcards, co-branded with you and the real estate agent.
4. Keep the borrower. A multi-year program by mail and email, or an email-only post-close campaign.
5. Stay in touch. When it ends, they go back to monthly email. If they buy or refinance again, enroll them in a new program.

Banks and credit unions use the programs to offer their other services. If you sell your loans, a program keeps your name in front of the borrower after the loan is sold. Email, including post-close campaigns, is in every plan; postcards and multi-year programs are ordered through the Marketing Store.

Plans, and what happens after you sign up

Every standard plan is done-for-you email marketing: account setup by our team, a personalized profile, contact list import, monthly emails written and sent for you, replies to your inbox, ClientTracker listing alerts and application triggers.

• Standard plans (Starter, Growth and Pro): priced by the number of users and contacts. Starter is $499 a month or $4,999 a year (up to 3 users and 4,500 contacts). Growth is $749 a month or $7,499 a year (up to 6 users and 9,000 contacts). Pro is $999 a month or $9,999 a year (up to 10 users and 15,000 contacts).
• Enterprise, for banks, credit unions and larger lenders: adds custom branding and campaigns, LOS integration, a lead assignment module, satisfaction and executive reporting, and multi-location and multi-brand setups. Priced for your organization, so it starts with a demo.
• Additional campaigns: print mail, Every Door Direct Mail, on-demand pieces and multi-year client follow-up programs are ordered through the Marketing Store when you want them, and are priced separately from your plan.

After you pay online:

1. You complete a short onboarding form.
2. Our team builds your account.
3. You review and approve it.
4. You send us your contact list.
5. We launch your marketing.

Our customer service team may call or email you during setup.

Or call 1-248-669-6900 or email sales@haloprograms.com.