Story as published in Scotsman Guide, the leading resource for mortgage originators. By Kirk King, President of Halo Programs, Inc. Every client has the potential of becoming a million-dollar sale. Once you realize the value of each borrower, you can begin to implement a system so you don’t lose them to the competition without even…
Using CRM software can be a game-changer for your mortgage company, helping you provide better customer experiences and grow your business. But adopting this software can be a bit tricky. If you’re thinking about switching to a new CRM system or want to improve how you use your current one, we’ve got some tips to…
Story as published in Scotsman Guide, the leading resource for mortgage originators. By Kirk King, President of Halo Programs, Inc. The majority of a mortgage originator’s time is spent managing and meeting borrower expectations, networking with prospective clients and industry peers, and maintaining strong relationships with referral partners. Keeping up with those tasks is a…
Halo Programs Provides Automated Marketing For LOs MyCRMDashboard provides LOs an automated platform to stay in touch with borrowers While it’s important for loan officers to win new business, it’s just as important to stay front-of-mind with past borrowers. Lenders have a poor track record of capturing repeat business, retaining less than 8% of their…
Story as published in MReport, your trusted source for mortgage banking news. By Kirk King, President of Halo Programs, Inc. Thanks to mortgage CRM technology, lenders can address many of the pain points they face. This means lenders can improve their time management, lead generation, and customer retention rates, as well as providing the best…
Halo Programs, Inc. is excited to announce a new integration with Testimonial Tree. Halo Programs’ real estate marketing and mortgage CRM software is now integrated with Testimonial Tree’s online reputation management system. This partnership will benefit real estate agents and loan officers by automatically passing online reviews between the two platforms. Kirk King, President of…
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…
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…
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…
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