Is Your Mortgage CRM Hurting Loan Officer Retention?

Is Your Mortgage CRM Hurting Loan Officer Retention?

Mortgage companies that are staffed by top-producing loan officers can maintain consistent growth and position themselves for the future. But across the mortgage industry, recruiting and retaining loan officers is still one of the biggest challenges for lenders. Conversations about retaining top talent often veer into topics like compensation and benefits packages. But surprisingly, the…

One of the Best Productivity ‘Hacks’ You Could  Provide Your Team
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One of the Best Productivity ‘Hacks’ You Could Provide Your Team

Story As Published in the Mortgage Bankers Association MBA Insights By Kirk King, President of Halo Programs, Inc. Loan officers’ jobs demand a blend of sales, communications, analytical and time management skills. It can be a pressure cooker of stress from realtors, buyers, and attorneys… plus deadlines, quotas, missed opportunities and long work hours. That…

Co-Branding Marketing With Preferred Partners: 3 Tips
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Co-Branding Marketing With Preferred Partners: 3 Tips

Co-branding is a type of marketing that relies on forming strategic partnerships to increase brand awareness. Frequently used with consumer goods, fashion, and the automotive business, co-branding is also effective for service-related industries, including mortgage lenders. Co-Branded Mortgage Marketing Also known as strategic partnerships, the practice of co-branding is extremely effective at strengthening brand recognition for both parties while…

Join Halo Programs at the 2018 MBA Technology Solutions Convention & Expo

Join Halo Programs at the 2018 MBA Technology Solutions Convention & Expo

Halo Programs is pleased to announce we’ll be exhibiting our latest SaaS technology at the Mortgage Bankers Association’s Technology Solutions Convention & Expo in our hometown of Detroit, Michigan, from April 15-18. Visit us at booth #531 to demo MyCRMDashboard.com and learn about how our mortgage technology solutions are helping mortgage lenders, banks, and credit…

7 Steps to Building Valuable Mortgage Referral Partners

7 Steps to Building Valuable Mortgage Referral Partners

Strategic partners are an important source of mortgage referrals and add value to your overall marketing strategy. Whether you partner with real estate agents, accountants, appraisers, builders, and/or real estate attorneys, here are seven essential steps to building relationships that help increase your mortgage lead generation while boosting revenue. Make the first move. No matter…

The Future of Mortgage Lead Generation: MyCRMDashboard.com

Want a powerful tool that helps you create more lending opportunities by managing activities that lead to more business? MyCRMDashboard from Halo Programs is much more than a marketing tool. It generates leads, testimonials and three times more repeat business for your lending institution. Mortgage Lead Generating CRM The ideal mortgage lead generation CRM lets you…

Creating a Long-Term Mortgage Marketing Plan

Creating a Long-Term Mortgage Marketing Plan

The best mortgage marketing plans have a multi-layered strategy aimed at finding qualified borrowers. Creating a long-term, layered mortgage marketing plan helps you reach qualified leads and strengthen referral relationships. From learning everything you can about client demands to offering the solutions they need, here are ways to get serious about your organization’s mortgage marketing…

Big Challenges Ahead for Mortgage Lead Generation

Big Challenges Ahead for Mortgage Lead Generation

It’s quickly become a mobile-first world. Lenders who use digital marketing techniques and automation for their mortgage lead generation efforts will be one step ahead of the competition and well on their way to improving their bottom line. Here’s how to face the coming challenges by optimizing your marketing assets for today’s digital reality. Face Tomorrow’s Mortgage Lead…

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