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…
WALLED LAKE, MI (January 8, 2019) – Loan officers and real estate agents will soon have an easier time establishing social proof thanks to Halo Programs’ latest addition to their platform’s offerings. Social proof is what consumers look for when starting their home buying journey online. With Halo Programs’ new reputation management service, asking for…
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…
Customer Relationship Management (CRM) software has grown by leaps and bounds since its original conception in the late 1990s. Today, there are hundreds of CRMs on the market. Some are broad in scope, designed to be implemented into almost any industry. But many others are industry-specific and contain features that you can’t find in generic…
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…
There are plenty of mortgage CRM systems on the market. Almost all of them claim to be the best of the best, but most of them won’t live up to that title. If your organization went all-in on a system in the past but it isn’t meeting your expectations, it may be time to switch…
Financial, mortgage, and bank marketing are increasingly challenging in today’s demanding environment. The mortgage lending market, once the sole purview of banks, is rapidly being taken over by nonbank lenders and other nontraditional players. During 2016, the share of first-lien, owner-occupied purchase mortgages made by nonbank mortgage companies rose from 50% to 53%, according to…
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