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A Better Way to Handle Marketing

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…

MyCRMDashboard Featured in Fintech Product Showcase by HousingWire Magazine
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MyCRMDashboard Featured in Fintech Product Showcase by HousingWire Magazine

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…

Clients for Life Await
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Clients for Life Await

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…

Here’s How a Mortgage CRM Can Improve the Quality of Your Lead Generation
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Here’s How a Mortgage CRM Can Improve the Quality of Your Lead Generation

It’s impossible for any company to survive without consistent lead generation. Without a steady influx of new and qualified leads, then your mortgage lending business will be unable to grow. Thankfully, there’s an easy way to seamlessly, and autonomously, improve lead generation for your company. With a mortgage-specific CRM software, you’ll be able to use…

Pain Points Lenders Can Resolve With Mortgage CRM Technology
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Pain Points Lenders Can Resolve With Mortgage CRM Technology

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…

4 Tips to Help Achieve Successful Mortgage CRM Adoption
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4 Tips to Help Achieve Successful Mortgage CRM Adoption

Adopting CRM software is one of the best things your mortgage company can do for itself. However, as sophisticated and effective as today’s CRM softwares have become, the adoption process can still prove troublesome. If you’re on the verge of adopting a new CRM system or want to help your lenders better adjust to your…

Mortgage CRM Software – Everything To Know
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Mortgage CRM Software – Everything To Know

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…

How MyCRMDashboard Helps North Shore Bank Generate Leads & Stay Top of Mind: A Case Study
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How MyCRMDashboard Helps North Shore Bank Generate Leads & Stay Top of Mind: A Case Study

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…

Kirk King to Speak at VMLA Annual and NE Mortgage Conferences 2018
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Kirk King to Speak at VMLA Annual and NE Mortgage Conferences 2018

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…

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