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…
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…
Your contractor marketing involves a lot more than simply your online presence and your local advertising. In fact, a great way to get the word out about your company is local community involvement. What do you do around town to get people to take notice of you? Here are a few ways to get started on…
Marketing mortgage products and services is a challenge. One way to increase business, generate leads, and develop referrals is with loan officer marketing flyers. Effective Loan Officer Marketing Flyers What is an effective loan officer marketing flyer? Simple: the one that educates without boring your audience or coming across as too hard-sell. When you educate potential…
Advertising for mortgage or other loan products is a highly-regulated activity in the financial industry. Restricted words and phrases, along with buzzwords and trigger terms, are a slippery slope that can lead to a regulator’s door. No surprise, then, that today’s mortgage lenders are deeply concerned about compliant mortgage marketing. Inadvertent or otherwise, violations of…
Release of MyCRMDashboard Transforms Seasoned Marketing Experts into Software Providers WALLED LAKE, MI (December 29, 2016) – Maintaining customer relationships calls for easy-to-use technology. Lenders want to focus on closing more loans. Halo Programs, Inc. is happy to introduce MyCRMDashboard. MyCRMDashboard is the only solution loan officers need. This CRM system takes care of communications…
Drip campaigns are powerful email marketing tools that help you nurture customer relationships. They also help keep your email list healthy and responsive. Drip marketing for loan officers in particular is a great way to gain referrals and new customers. Well-executed drip campaigns include a multi-faceted combination of great information, useful tips and both online…
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…
Co-branded marketing occurs when two brands with related products team up to win customers. While you may not have heard of co-branded marketing, you have almost certainly seen it before. When you go to the grocery store, you invariably find certain types of products displayed close to each other. Whether it is cookies and milk,…
Regular mailings to your current and prospective clients are important for keeping your name in their psyche so that they’ll think of you when they actually need a loan. To that end, regular newsletters for loan officers, when done right, can be an asset to your business. The content should be brief, easy to read,…
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