Explore Our Technology and Marketing Innovation Blog
Let Halo Programs guide you through the complicated world of marketing with our curated selection of articles. With topics centered around technology and marketing innovation, you are sure to find answers to any question you may have as a Loan Officer, Realtor or HVAC Specialist.
A leading force in the Automated Marketing industry for over 50 years, Halo Programs shares their insight into business, helping you get more leads and keep existing clients happy. This blog section contains countless insider tips that apply to both partners already using our Marketing Automation services and those who are still looking for the perfect Mortgage Broker marketing solution.
We invite you to try our innovative CRM for free today and experience the Halo Programs difference for yourself. It can almost be guaranteed that you will not want to go back to trying to find, manage and retain customers on your own!
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How to Choose the Best Real Estate CRM and Marketing Vendor
Having a real estate CRM is like having an assistant to help you keep track of your clients, properties, and campaigns. These days, a CRM is an indispensable and necessary tool for any real estate business that wants to compete and stay efficient. But the CRM market is saturated. It can be confusing finding the…
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It’s Easier to Switch to a New Mortgage CRM Than You Think
There are plenty of mortgage CRM systems on the market. Almost all of them claim to be the best of the best, but most of them won’t live up to that title. If your organization went all-in on a system in the past but it isn’t meeting your expectations, it may be time to switch…
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7 Ways to Generate Real Estate Leads You May Not Have Thought Of
Real estate professionals need to keep their lead pipeline flowing to reach their goals. When plenty of leads are coming in, it seems reasonable to generate real estate leads the same way you always have. But like any market, the real estate market fluctuates. It can be impacted by interest rates, the economy, government policy,…
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7 Ways to Get Better HVAC Leads
When you’re running an HVAC business, the more leads you can get, the better. Leads are the lifeblood of any contracting organization. But what about the quality of your leads? For example, if you’d prefer commercial contracts but most of the attention you’re getting is from homeowners, your strategy might need some adjusting. If you’ve…
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Bank Marketing: Best Practices for Automation Through Your Mortgage CRM
Financial, mortgage, and bank marketing are increasingly challenging in today’s demanding environment. The mortgage lending market, once the sole purview of banks, is rapidly being taken over by nonbank lenders and other nontraditional players. During 2016, the share of first-lien, owner-occupied purchase mortgages made by nonbank mortgage companies rose from 50% to 53%, according to…
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How to Save Time by Automating Your Just Listed & Just Sold Marketing Campaigns
There’s something iconic about “Just Listed” and “Just Sold” yard signs. People who see them just can’t help but take a quick look at the homes behind them. But as a real estate marketing strategy, they aren’t very effective. A sign won’t reach very many people, so other strategies are necessary. Although most people today…
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5 Tips for Creating a Goal-Driven HVAC Sales Team
HVAC sales professionals face unique challenges in today’s selling environment. Most customers are now accustomed to the typical sales pitch, so they won’t be impressed if your sales team is relying on the old standbys, like one-sided propositions. They can compare dozens, even hundreds of options online before they even reach out to an HVAC…
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Is Your Mortgage CRM Hurting Loan Officer Retention?
Mortgage companies that are staffed by top-producing loan officers can maintain consistent growth and position themselves for the future. But across the mortgage industry, recruiting and retaining loan officers is still one of the biggest challenges for lenders. Conversations about retaining top talent often veer into topics like compensation and benefits packages. But surprisingly, the…
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How the Right Real Estate CRM Can Help Busy Agents Boost Productivity
Every day, real estate agents must balance an enormous number of tasks and obligations to stay productive. Technology is supposed to help you stay organized, maximize your sales capability, and streamline your communications. A real estate CRM is an ideal tool for achieving these goals, but not every real estate CRM helps busy agents become…
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One of the Best Productivity ‘Hacks’ You Could Provide Your Team
Story As Published in the Mortgage Bankers Association MBA Insights By Kirk King, President of Halo Programs, Inc. Loan officers’ jobs demand a blend of sales, communications, analytical and time management skills. It can be a pressure cooker of stress from realtors, buyers, and attorneys… plus deadlines, quotas, missed opportunities and long work hours. That…
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4 Traits of a Star HVAC Salesperson
One of the most important jobs for a business owner to do is learn how to hire the best employees. If you constantly have star employees working for you, you won’t have to worry about your business as much. Here are four traits of a star HVAC sales employee so you know what to look…
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Co-Branding Marketing With Preferred Partners: 3 Tips
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…