Understanding How the Mortgage Sphere of Influence Marketing Works
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Understanding How the Mortgage Sphere of Influence Marketing Works

The concept of using your sphere of influence in marketing isn’t a new one. You should look to your connections when you want to build or grow. Your particular sphere of influence could include current and previous business connections, family, friends, and college contacts. It could also include your softball team, your barber, and your…

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Unlocking Success with Drip Marketing: A Guide for Loan Officers

Drip campaigns are robust tools in email marketing, invaluable for nurturing customer relationships and maintaining a healthy and responsive email list. Specifically for loan officers, they offer an effective approach to garner referrals and new customers. A well-executed drip campaign involves a mix of informative content, practical advice, and a blend of online and offline…

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…

Making CRM Software Work for Your Mortgage Company
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Making CRM Software Work for Your Mortgage Company

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…

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…

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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…

Halo Programs Announces SMS Text Messaging Functionality Inside Mortgage CRM
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Halo Programs Announces SMS Text Messaging Functionality Inside Mortgage CRM

New integration allows loan officers to send SMS text messages to contacts through MyCRMDashboard Halo Programs, Inc. is pleased to announce a new software feature. Halo Programs connected its mortgage CRM software with Twilio’s communication platform. This technology integration enables users of MyCRMDashboard to create conversations with their prospects, customers and referral partners through SMS….

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…

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…

Halo Programs Announces Integration with Testimonial Tree
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Halo Programs Announces Integration with Testimonial Tree

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…

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