Managing, overseeing, and staying in touch with your audience of contacts and customers is rarely easy. With so much data to interpret and expectations to meet, it’s not uncommon for companies of all sizes to experience some degree of strain as they try and keep up with their customer’s needs. This is where automated marketing…
February and March. These can be “bad words” in our industry. We generally celebrate when either one, or both, of these months are over. Take this slower time to get ready for a strong spring and summer season. When April/May hits, it’s probably too late to get started. What would make this spring different than…
Halo Programs is pleased to announce we’ll be exhibiting our mortgage CRM technology at the Mortgage Bankers Association’s Technology Solutions Convention & Expo in Dallas, Texas, from March 24-27. Visit us at booth #701 to demo MyCRMDashboard.com and learn about how our mortgage technology solutions are helping mortgage lenders, banks, and credit unions generate exclusive…
Excitement Builds For LeadingRE 2019 Ready to engage with leaders in real estate from around the globe? Halo Programs is pleased to announce it will be exhibiting at this year’s LeadingRE 2019 Annual Conference Week. Bringing together the power of the world’s largest community of independent real estate firms, the renowned professional development event will…
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…
Halo Programs’ MyCRMDashboard Mortgage CRM Presented with Two CRM Software Awards by Reputable Platform for Software Reviews. Halo Programs’ MyCRMDashboard Mortgage CRM software has recently been distinguished with two esteemed awards from FinancesOnline, a go-to platform for quality reviews on SaaS solutions. The cloud-based mortgage CRM earned their 2018 Great User Experience and 2018 Rising…
Mortgage CRMs offer a litany of benefits to lenders, especially those few designed specifically for the mortgage industry. Keeping in touch with past and current clients can be a challenge, but a good mortgage lead generation CRM also provides marketing automation to take that burden off the loan officers. Halo Programs ran a case study…
If you’re in the market for a new mortgage CRM software, there are perhaps hundreds of options to choose from. To create a shortlist and eventually make a final decision, you’ll need a list of criteria to compare each CRM in an organized way. This article will help you identify which key features to look…
In the real estate industry, following up with clients and prospects is perhaps the most important part of maintaining sustainable growth. But if your goal is to capture as many real estate leads as you can, you need to generate prospects easily and follow up with all of them rapidly and extensively, even years after…
Customer Relationship Management (CRM) software has grown by leaps and bounds since its original conception in the late 1990s. Today, there are hundreds of CRMs on the market. Some are broad in scope, designed to be implemented into almost any industry. But many others are industry-specific and contain features that you can’t find in generic…
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