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…
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….
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 is pleased to announce we’ll be exhibiting our mortgage CRM technology at the Mortgage Bankers Association’s Technology Solutions Convention & Expo in Dallas, Texas, from March 24-27. Visit us at booth #701 to demo MyCRMDashboard.com and learn about how our mortgage technology solutions are helping mortgage lenders, banks, and credit unions generate exclusive…
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…
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…
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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