Co-Marketing Connects You to New Opportunities
Our advanced cloud-based software automatically does all the lead generation and relationship marketing your team needs, giving them the forward-edge to nurture relationships and close more mortgages. Empower your team to do what they do best!
Your New Edge to Increasing Leads
Loan Officers and Real Estate Agents are already going for the same pool of home buyers – so why not team up and do it together? Our Co-Marketing features give you a competitive advantage by tapping into new opportunities, increasing your exposure and expanding your marketing reach – all while saving time and money. That’s a big plus in anyone’s book!
Free Accounts
Loan Officers can sign up at no cost to get access to MortgageHalo’s exclusive Co-Marketing and other basic CRM features!
For Loan Officers
Free MortgageHalo accounts include access to:
Partner Management
Allows you to build and manage your own Co-Marketing and referral network with the Real Estate Agents you partner with.
Messaging for all Occasions
Choose from many high-quality marketing designs and messages including Open House, Just Sold, Just Closed and more!
Easily Split Costs
Now both you and your co-marketing partners can each pay your part of the marketing costs within our RESPA compliant system.
Lead Sharing
Share contacts within your network of partners to exchange leads and help grow your businesses together.
More Agent Referrals
Build relationships with your Real Estate Agents, and they’ll refer you to more Agents, exposing you to more opportunities.
Increased Visibility
Real Estate Agents are heavily invested in their communities, and becoming a highly-visible part of their business creates more opportunities for you.
Ease of Process
By marketing together as a team, the buyer can feel added confidence that the entire home process will be simple and easy.
Win-Win-Win Solutions
The more buyers Agents reach, the more loans you close – who then refer their friends and family after their great experience. Everybody wins!
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 anytime!
LOS Integration
We integrate into your business’ Loan Origination System, seamlessly syncing with your client data and business software.
Custom Development
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 Loan Officers, Sales Managers and more. 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.