Automated Mortgage Marketing Solution
For mortgage lenders, staying top-of-mind across hundreds of client relationships is nearly impossible to do manually. MortgageHalo’s automated mortgage marketing platform does the heavy lifting for your team, monitoring your client base 24/7, detecting new opportunities, and sending the right message at exactly the right time.
Whether you’re a credit union looking to cross-sell mortgage products, a mortgage lender managing a large loan officer team, or a bank trying to capture refinance opportunities before the competition, MortgageHalo’s mortgage sales automation tools keep your pipeline full without adding to your team’s workload.
From automated lead detection and milestone marketing to branded email campaigns and personalized direct mail, every touchpoint is handled automatically, so your loan officers can focus on closing, not chasing.
Automated Mortgage Marketing for Loan Officers
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!
Detect Houses On Market
Now you can connect with new clients before their house even goes to market, letting them know you’re here to help.
Detect Refinancing Opportunities
When interest rates change in your client’s favor, get automatic notifications that open new refinancing opportunities.
Loan Officer Follow-Up
Loan Rep hasn’t followed up? We’ll call your Loan Officer to remind them that they have a hot lead waiting in their customer pipeline.
Financing Monitored 24/7
Our systems automatically compare the client base to your current rates, identifies and informs immediately regarding any new refinancing opportunities.
Auto Contact Prospects
Expand and optimize opportunities with personalized eMails sent automatically to new prospects and current clients.
1 Client, 2 Mortgages
Pre-approve your current client AND their buyer, making for a smoother process for all parties, and giving a superior customer experience!
Company & LO Branded
All communications are automatically branded with your company brand – including but not limited to the logo, Loan Officer photo, and contact information.
Loan Officer Review Pages
Personal URLs for each Loan Officer gives contacts easy access to ask a question, leave a review or read testimonials, helping to generate new leads that flow right into your CRM.
Cross-Selling Opportunities
Mortgage companies can cross-sell other services for partners and other business subsidiaries such as real estate, title, and insurance policies.
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!
Relationship Program
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.
Thank You Cards
Relevant Surveys
Personalized Letters
Birthday Cards
Personalized eMails
eNewsletters
Holiday eCards & eMails
eVideos
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!
Loan Application Started
Processing
Ordered
Completed
Submitted to Underwriting
Loan Application Approved
MortageHalo Has You Covered
We’re continuously improving our applications, database, processes and systems to give your team the best tools available.
Cloud Based
Our applications are mobile friendly, ensuring you have access to contacts, reporting, data, and functions from anywhere at any time!
LOS Integration
We integrate into your business’ Loan Origination System, seamlessly syncing with your client data and business software.
Custom Development
We offer custom development for our platform to API with any software, customize marketing campaigns, and create workflows to make your enterprise run smoother.
Staff Training & Support
We will train your entire team, including the Loan Officers and Sales Managers. We’re always ready to help!
Data Encryption
All your data is protected with military-grade encryption, where it is securely stored, archived and never deleted.
Industry Compliant
Up-to-date on all industry regulations and standards to help safeguard your brand and avoid compliance issues.