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…
We’re excited to participate in two wonderful events next month! The Virginia Mortgage Lenders Association Annual Convention takes place from September 20-21, 2018 at the Hilton Norfolk The Main in Norfolk, VA. The conference will cover pertinent topics that include discussion of best practices as well as latest approaches to today’s lending challenges. It’s a…
Having a real estate CRM is like having an assistant to help you keep track of your clients, properties, and campaigns. These days, a CRM is an indispensable and necessary tool for any real estate business that wants to compete and stay efficient. But the CRM market is saturated. It can be confusing finding the…
There are plenty of mortgage CRM systems on the market. Almost all of them claim to be the best of the best, but most of them won’t live up to that title. If your organization went all-in on a system in the past but it isn’t meeting your expectations, it may be time to switch…
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