In your HVAC marketing strategy, it’s important to remember that retaining customers is just as essential as bringing in new customers. This is because the lifetime value of an HVAC customer can continue to bring in revenue for your company. Calculating lifetime value is a good idea to help give your business undeniable proof that…
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…
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…
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…
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…
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…
If you’re in the market for a new mortgage CRM software, there are perhaps hundreds of options to choose from. To create a shortlist and eventually make a final decision, you’ll need a list of criteria to compare each CRM in an organized way. This article will help you identify which key features to look…
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