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…
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…
Contractor marketing extends beyond your online visibility and local advertising. Engaging with your local community can be a powerful way to promote your business. Wondering how to kickstart your local contractor marketing strategy? Here are some valuable tips: 1. Sponsor Local Events: Identify events in your community seeking sponsors. Partner with events that attract 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…
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…
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…
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…
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