Mortgage Broker Marketing Articles

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

  • 4 Keys to a Mortgage Referral Program That Works

    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

    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

    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

    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

    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

    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.

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  • Past Customer Reactivation: 8 Tips to Get Those Clients Back

    Past Customer Reactivation: 8 Tips to Get Those Clients Back

    The search for new clients shouldn’t be your only business goal. Here are eight past customer reactivation techniques that will bring former customers back and make them ready to buy from you again.

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  • Creating a Client Follow-Up System That’s Genuine and Works

    Creating a Client Follow-Up System That’s Genuine and Works

    As much as we might want sales to happen immediately, customers often don’t respond to sales and marketing efforts on the spot. For multiple reasons, they might not be ready or able to commit to a purchase.

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  • 5 Methods for Encouraging Customer Loyalty In Your Client Base

    5 Methods for Encouraging Customer Loyalty In Your Client Base

    Acquiring new leads and customers is certainly important, but without repeat customers who endorse your company and support you with their purchases, your business will likely fall short of its potential. Customer loyalty is built through effective follow-up that creates sincere and meaningful relationships with your customers.

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  • Repeat Customer Marketing Must Be Part Of Your Mix

    Repeat Customer Marketing Must Be Part Of Your Mix

    Repeat customer marketing is an essential component of any good marketing strategy. After all, you have already convinced the customer to make at least one purchase. If you provide a good product or service, convincing them to make future purchases will take much less effort than converting a customer that isn’t already familiar with your…

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