7 Steps to Building Valuable Mortgage Referral Partners
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7 Steps to Building Valuable Mortgage Referral Partners

ByHalo Programs

Strategic partners are an important source of mortgage referrals and add value to your overall marketing strategy. Whether you partner with real estate agents, accountants, appraisers, builders, and/or real estate attorneys, here are seven essential steps to building relationships that help increase your mortgage lead generation while boosting revenue. Make the first move. No matter…

How to Integrate a Client Follow-up Process Into Your Real Estate Business
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How to Integrate a Client Follow-up Process Into Your Real Estate Business

ByHalo Programs

Whether you’re new to the game, or have been in the real estate business for years, a dynamic client follow-up process should be a part of your real estate marketing plan. Repeat and referral business is one of the most valuable and cost-effective opportunities available to you as a real estate agent. A typical agent…

How to Be a Real Estate Agent’s Best Friend
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How to Be a Real Estate Agent’s Best Friend

ByHalo Programs

Directly targeting borrowers is one important part of any mortgage marketing strategy. But, if you want to reach them more quickly than your competition does, getting help from local real estate agents is a great way to grow your business. While real estate agents may not be a direct market for mortgage lenders, they do…

The Key Cross-Selling Platform To Growing Wallet Share
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The Key Cross-Selling Platform To Growing Wallet Share

ByHalo Programs

Story As Published in the Michigan Bankers Association mbaBanking Magazine By Kirk King, President of Halo Programs, Inc. The mortgage process collects in-depth financial and demographic information about customers. Use it as a foundation to build on the relationship. It’s often a perfect time to identify cross-selling opportunities of various shades and colors. Cross-selling is…

Real Estate Marketing: Examples of Prospecting Letter Templates
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Real Estate Marketing: Examples of Prospecting Letter Templates

ByHalo Programs

To generate leads and attract new clients, real estate agents need a way to introduce themselves and keep in touch. Prospecting letters have long been an important part of real estate marketing. Many agents, though, find themselves at a loss as to what they should say. Prospecting Letter Templates Fortunately, if you’re looking for inspiration on…

The Future of Mortgage Lead Generation: MyCRMDashboard.com

ByHalo Programs

Want a powerful tool that helps you create more lending opportunities by managing activities that lead to more business? MyCRMDashboard from Halo Programs is much more than a marketing tool. It generates leads, testimonials and three times more repeat business for your lending institution. Mortgage Lead Generating CRM The ideal mortgage lead generation CRM lets you…

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