Regularly sending newsletters to your current and potential clients is essential for keeping your name top-of-mind when they need a loan. Well-crafted newsletters can be a valuable asset to your business. Here are three simple and engaging ideas for your newsletters: 1. Mortgage Tips Share brief, informative pieces about the loan process. Explain how a…
Introduction In an era defined by rapid technological evolution, the intersection of technology and financial services is more pronounced than ever. The fintech industry, a vibrant and ever-expanding field, continues to push the boundaries of what’s possible, profoundly transforming how businesses operate and how consumers manage their financial lives. As the pace of innovation accelerates,…
WALLED LAKE, Mich.–(BUSINESS WIRE)–For more than 50 years, Halo Programs has provided valuable industry-specific automated marketing to mortgage, real estate companies, and HVAC contractors, with tools designed to generate low-cost, high-yield customer leads. Over the last 10 years, the company has developed 3 industry-specific CRM solutions. It has taken another big step by promoting tech…
The concept of using your sphere of influence in marketing isn’t a new one. You should look to your connections when you want to build or grow. Your particular sphere of influence could include current and previous business connections, family, friends, and college contacts. It could also include your softball team, your barber, and your…
Drip campaigns are robust tools in email marketing, invaluable for nurturing customer relationships and maintaining a healthy and responsive email list. Specifically for loan officers, they offer an effective approach to garner referrals and new customers. A well-executed drip campaign involves a mix of informative content, practical advice, and a blend of online and offline…
Using CRM software can be a game-changer for your mortgage company, helping you provide better customer experiences and grow your business. But adopting this software can be a bit tricky. If you’re thinking about switching to a new CRM system or want to improve how you use your current one, we’ve got some tips to…
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…
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…
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