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Halo Programs Introduces New Marketing CRM for Lenders

Release of MyCRMDashboard Transforms Seasoned Marketing Experts into Software Providers WALLED LAKE, MI (December 29, 2016) – Maintaining customer relationships calls for easy-to-use technology. Lenders want to focus on closing more loans. Halo Programs, Inc. is happy to introduce MyCRMDashboard. MyCRMDashboard is the only solution loan officers need. This CRM system takes care of communications…

Examples of Automated Marketing Programs that Retain Customers & Generate Leads

The technology is readily available to automate many marketing tasks, such as emails, posts to social media, and content updates on your website. It is important that you fully understand the capabilities of any automated marketing program you choose. Ideally, it helps you maintain individualized contact with your existing customers while connecting with potential customers…

Mortgage Marketing Campaigns: 3 Ways to Skyrocket Customer Retention

Lenders constantly feel the pressure to find more effective and efficient ways to retain customers. Customer retention is always a challenge, but there are ways to make your mortgage marketing campaigns more successful at building better customer loyalty. It starts with understanding that it takes a different marketing approach to keep current customers than to gain…

Streamline Your Bank’s Customer Onboarding Process

A bank’s customer onboarding process is a critical function. It impacts customer experience, servicing, and relationships which, in turn, impact profits. Often considered a routine and even insignificant process, inefficient onboarding unfortunately leads to customer attrition and missed growth opportunities, including cross-selling. Many banks still have fragmented processes that prevent a seamless onboarding function. You can…

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