Halo Programs is pleased to announce we’ll be exhibiting our latest SaaS technology at the Mortgage Bankers Association’s Technology Solutions Convention & Expo in our hometown of Detroit, Michigan, from April 15-18. Visit us at booth #531 to demo MyCRMDashboard.com and learn about how our mortgage technology solutions are helping mortgage lenders, banks, and credit…
As a contractor business, your marketing and sales can work differently from many other types of businesses. That’s why it’s so important to work closely with professional marketing partners who understand how your business structure works and how to generate new leads and customers for your business. At Halo Programs, we have built an entire marketing…
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…
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…
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…
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…
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…
Postcards garner the most responses when they are sent to existing clients and customers, but they are also a good low-cost component of any marketing campaign. Five simple tips can help you make the most of this tried-and-true form of communication. Know Your Audience Speak directly to your target audience. Postcard marketing is great because…
Many banks, already sensitive to how their customers may view them, worry that the use of CRM automation will make them seem robotic and impersonal. The truth is the exact opposite! The right bank CRM gives you access to real-time data you don’t get with traditional business tools like spreadsheets or Google Docs. And you…
When you’re running your HVAC business, it’s important to learn how to properly and effectively delegate so that you’re not a slave to your business. You want to work on your business, not constantly for it. So learning how to delegate is an essential skill to master. Here are a few tips for effective delegation. 1. Hire…
End of content
End of content
