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…
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,…
If you want to build your company, it’s necessary that you establish workable plans and measurable marketing objectives. When you know what you’re reaching toward, you’ll be able to formulate detailed plans to achieve it. Better yet, you’ll know when your objectives have been met and when you need to form new goals to take…
The daily work of finding new leads and retaining customers will, over time, generate considerable amounts of data. To continue bringing in new leads and serving your current customer base, this data needs to be organized and managed effectively. Effective CRM and database tools will allow you to use the data you already possess for…
Successful companies realize their engagement with customers doesn’t end after a purchase of products or services. A client follow-up program offers you the chance to deepen your relationship with customers while also increasing the chance that they’ll return to you again.
It takes time and resources to nurture a prospect from qualified lead to paying customer. The return on investment you’ve made in acquiring customers can be compounded significantly by pursuing repeat business from existing clients. Here are some effective ways to keep your name in your clients’ awareness so that they’re likely to turn to you…
Finding new leads and cultivating them into customers is a necessary process, but it shouldn’t be the only method you use to keep the revenue flowing. Your past customers are also a rich source of potential sales, one that will take less commitment of resources and effort to reacquire. By reaching out to past clients, you’ll be…
In the flurry of planning and running a marketing campaign, it’s easy to forget that each marketing program will require specific steps and actions to be successful. Here are some marketing program examples that illustrate how Halo Programs can help you with customized, effective marketing processes.
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