Join Halo Programs at the 2016 MBA Annual Convention & Expo

Halo Programs is pleased to announce we’ll be unveiling our newest product at the Mortgage Bankers Association’s Annual Convention & Expo in Boston, Massachusetts, from October 23-26. MyCRMDashboard.com is here! Join us at booth #131 and be among the first to demo MyCRMDashboard.com and learn about how our mortgage marketing solutions are helping mortgage lenders, banks, and credit…

5 Ways to Boost Mortgage Lead Generation With a CRM

CRM software offers a quick method for growing your pipeline by finding more high-quality leads. A multi-faceted mortgage lead generation approach that helps you build your mortgage business and increase sales, customer relationship management applications are an invaluable tool for simplifying the entire sales process. And when you automate the sales process, you get to spend…

Top Tips for Generating and Using Borrower Testimonials

Generating positive feedback from your customers is one of the most effective ways to demonstrate that you have what it takes to build successful relationships and offer borrowers what they need. Word of mouth drives nearly 75 percent of all customer buying decisions, and 63 percent of customers say they are more likely to use a service…

Boost Referrals With a 5-Year Mortgage Marketing Campaign

We’re nearly half-way through 2016. Are you meeting your yearly mortgage marketing goals? More specifically, are you reaping the rewards from a post-closing campaign that sends borrowers milestone communications? Why Post-Closing Mortgage Marketing Matters Mortgage marketing is much more than getting the borrower through the door; it’s about consistent, sustained follow-up to create customers for life….

Mortgage Lead Generation From Referral Partners

Mortgage Lead Generation From Referral Partners

Using CRM (Customer Relationship Management) software, marketing to past customers, improving websites, targeting renters, and distributing marketing materials like brochures and flyers are all common strategies lenders use for mortgage lead generation. Leads, of course, are essential if you’re in the business of financing mortgages, with every lead a possible loan customer. While all of these methods…

4 Keys to a Mortgage Referral Program That Works
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4 Keys to a Mortgage Referral Program That Works

If you hope to succeed in the mortgage business, you need a steady source of new customers.  Advertising and marketing have their places, but a mortgage referral program, where you reward your existing customers for providing leads on new customers, can be a highly effective tool.  If you depend on high-quality, actionable leads, a customer…

Maximize Profits With Mortgage Customer Relationship Marketing

Maximize Profits With Mortgage Customer Relationship Marketing

Marketing is a primary key to success in every industry.  Without marketing, you depend on your customers to find you.  Marketing is your way of reaching out to potential customers, so you can turn them into actual customers.  There are many different methods to choose from; you could rely on advertising, frequent home shows or…

Developing a Better Mortgage Lead Management System

Developing a Better Mortgage Lead Management System

In any industry, attracting and maintaining customers is a necessary part of doing business. The first step to getting customers is getting leads. There are many potential sources of leads; here are a few common sources: Website In the modern connected world, your website is your primary point of contact with potential customers. When people…

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