Get the ClientTracker™ Advantage
ClientTracker™ monitors your client base 24/7, automatically qualifying and generating new leads. As soon as a contact’s house is listed or a potential refinance opportunity is detected, it’s instantly identified, labeled a “hot lead” and pushed into your CRM database, immediately notifying you and your Loan Officer. Now go close that deal!
When Opportunity Knocks, ClientTracker™ Answers
From our CRM database, ClientTracker™ continuously monitors both past clients and new prospect information by comparing their address to new MLS Listings to find potential mortgage leads. At the same time, it also checks your past client’s mortgage interest rates against current market rates to identify all new refinancing opportunities.
Automatic Communication Programs
So many relationships, so many touch points! Make the most of your database with an automated system that combines eMail and direct mail marketing for constant, meaningful engagement. You’ll always be on the mind of your clients!
Easily maintain relationships for past clients and current prospects with personalization of images and messaging within direct mail and eMail, as well as personalized URLs for generating leads and referrals.
Multiple Program Options
Our different program options allow you to choose how many years you would like to keep in touch with your clients.
3 Year Program
36 Total Touch-Points:
5 Year Program
59 Total Touch-Points
7 Year Program
82 Total Touch-Points:
Milestone Marketing Program
Instantly update all your clients on where they’re at within the loan process – while simultaneously informing the Real Estate Agent of how close they are to earning their commission, automatically keeping everyone up-to-date and in the loop!
MortageHalo Has You Covered
We’re continuously improving our applications, database, processes and systems to give your team the best tools available.