Mortgage Broker Marketing Resources
Let MortgageHalo guide you through the complicated world of marketing with our curated selection of articles. With topics ranging from setting marketing objectives to guidelines for creating a memorable follow-up program, you are sure to find answers to any question you may have as a Loan Officer, Mortgage Broker or member of a Mortgage Division.
A leading force in the Automated Marketing industry for over 50 years, Halo Programs shares their insight into the Mortgage business in order to help 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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MortgageHalo Articles & Blogs
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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…
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Creating Effective Loan Officer Marketing Flyers
Marketing mortgage products and services is a challenge. One way to increase business, generate leads, and develop referrals is with loan officer marketing flyers. Effective Loan Officer Marketing Flyers What is an effective loan officer marketing flyer? Simple: the one that educates without boring your audience or coming across as too hard-sell. When you educate potential…
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3 Facts to Know About Compliant Mortgage Marketing
Advertising for mortgage or other loan products is a highly-regulated activity in the financial industry. Restricted words and phrases, along with buzzwords and trigger terms, are a slippery slope that can lead to a regulator’s door. No surprise, then, that today’s mortgage lenders are deeply concerned about compliant mortgage marketing. Inadvertent or otherwise, violations of…
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Halo Programs Introduces New Marketing CRM for Lenders
Release of MyCRMDashboard Transforms Seasoned Marketing Experts into Software Providers WALLED LAKE, MI (December 29, 2016) – Maintaining customer relationships calls for easy-to-use technology. Lenders want to focus on closing more loans. Halo Programs, Inc. is happy to introduce MyCRMDashboard. MyCRMDashboard is the only solution loan officers need. This CRM system takes care of communications…
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4 Keys to a Mortgage Referral Program That Works
If you hope to succeed in the mortgage business, you need a steady source of new customers. Advertising and marketing have their places, but a mortgage referral program, where you reward your existing customers for providing leads on new customers, can be a highly effective tool. If you depend on high-quality, actionable leads, a customer…
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How to Get Traction With Co-Branded Mortgage Marketing
Co-branded marketing occurs when two brands with related products team up to win customers. While you may not have heard of co-branded marketing, you have almost certainly seen it before. When you go to the grocery store, you invariably find certain types of products displayed close to each other. Whether it is cookies and milk,…
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How to Set Clear Marketing Objectives That Build Your Business
If you want to build your company, it’s necessary that you establish workable plans and measurable marketing objectives. When you know what you’re reaching toward, you’ll be able to formulate detailed plans to achieve it. Better yet, you’ll know when your objectives have been met and when you need to form new goals to take…
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Customer Database Marketing: The Key to Lead Generation and Retention
The daily work of finding new leads and retaining customers will, over time, generate considerable amounts of data. To continue bringing in new leads and serving your current customer base, this data needs to be organized and managed effectively. Effective CRM and database tools will allow you to use the data you already possess for…
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7 Qualities of a Memorable Client Follow-Up Program
Successful companies realize their engagement with customers doesn’t end after a purchase of products or services. A client follow-up program offers you the chance to deepen your relationship with customers while also increasing the chance that they’ll return to you again.
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Best Ways to Keep Your Name in Front of Clients for Repeat Business
It takes time and resources to nurture a prospect from qualified lead to paying customer. The return on investment you’ve made in acquiring customers can be compounded significantly by pursuing repeat business from existing clients. Here are some effective ways to keep your name in your clients’ awareness so that they’re likely to turn to you…
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Reaching Out to Past Clients Is Worth the Effort, Don’t Let Your Competition Steal Them
Finding new leads and cultivating them into customers is a necessary process, but it shouldn’t be the only method you use to keep the revenue flowing. Your past customers are also a rich source of potential sales, one that will take less commitment of resources and effort to reacquire. By reaching out to past clients, you’ll be…
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Marketing Program Examples For Your Business
In the flurry of planning and running a marketing campaign, it’s easy to forget that each marketing program will require specific steps and actions to be successful. Here are some marketing program examples that illustrate how Halo Programs can help you with customized, effective marketing processes.