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!

  • HVAC Business: 5 Tips for Effective Delegation

    HVAC Business: 5 Tips for Effective Delegation

    When you’re running your HVAC business, it’s important to learn how to properly and effectively delegate so that you’re not a slave to your business. You want to work on your business, not constantly for it. So learning how to delegate is an essential skill to master. Here are a few tips for effective delegation. 1. Hire…

  • The Future of Mortgage Lead Generation: MyCRMDashboard.com

    Want a powerful tool that helps you create more lending opportunities by managing activities that lead to more business? MyCRMDashboard from Halo Programs is much more than a marketing tool. It generates leads, testimonials and three times more repeat business for your lending institution. Mortgage Lead Generating CRM The ideal mortgage lead generation CRM lets you…

  • How to Keep HVAC Customers for Life [Infographic]

    How to Keep HVAC Customers for Life [Infographic]

    In your HVAC marketing strategy, it’s important to remember that retaining customers is just as essential as bringing in new customers. This is because the lifetime value of an HVAC customer can continue to bring in revenue for your company. Calculating lifetime value is a good idea to help give your business undeniable proof that retaining…

  • Real Estate Marketing Scripts: 3 Things to Include

    Real Estate Marketing Scripts: 3 Things to Include

    Any successful agent will tell you that hitting the phones or sending prospecting emails is an important part of their real estate marketing strategy. For some, it’s an instinctive part of doing business. For others, it doesn’t come quite so naturally. They’re reluctant to make the call or hit send because they’re not sure what…

  • Creating a Long-Term Mortgage Marketing Plan

    Creating a Long-Term Mortgage Marketing Plan

    The best mortgage marketing plans have a multi-layered strategy aimed at finding qualified borrowers. Creating a long-term, layered mortgage marketing plan helps you reach qualified leads and strengthen referral relationships. From learning everything you can about client demands to offering the solutions they need, here are ways to get serious about your organization’s mortgage marketing…

  • See You in Vegas for the 2018 LeadingRE Conference Week!

    See You in Vegas for the 2018 LeadingRE Conference Week!

    Ready to learn from and connect with some of the hottest names in real estate? Halo Programs is pleased to announce it will be sponsoring the Awards Gala entertainment at this year’s LeadingRE Annual Conference Week. Bringing together the power of the world’s largest community of independent real estate firms, the renowned professional development event will be held from…

  • 3 Bank Marketing Strategies for 2018

    3 Bank Marketing Strategies for 2018

    Internal struggles and external threats to the industry itself will continue to be the two biggest challenges banks face heading into 2018. In its recently released report, “Predictions 2018: Financial Services Companies Get Serious About Digital Transformation,” Forrester projects that, as regulators continue to promote competition, most banks will spend the coming year working on new and…

  • Elements of a Well-Designed Business Card

    Elements of a Well-Designed Business Card

    Have you ever received a business card that stands out from others? There may be several you have seen that were exceptionally well made. A business card is an inexpensive and quick way to make a lasting impression. Regardless of your final business card design, be sure to include these core elements. Your company brand. To…

  • Big Challenges Ahead for Mortgage Lead Generation

    Big Challenges Ahead for Mortgage Lead Generation

    It’s quickly become a mobile-first world. Lenders who use digital marketing techniques and automation for their mortgage lead generation efforts will be one step ahead of the competition and well on their way to improving their bottom line. Here’s how to face the coming challenges by optimizing your marketing assets for today’s digital reality. Face Tomorrow’s Mortgage Lead…

  • HVAC Marketing: Collecting High-Quality Testimonials

    HVAC Marketing: Collecting High-Quality Testimonials

    One of the best strategies for HVAC marketing is to utilize the good testimonials that your past customers have given you. There’s nothing stronger than the social proof of happy customers to make someone want to work with you. So how do you go about collecting high-quality testimonials to share on your website, on your…

  • Contractor Marketing: Building a Killer Value Proposition

    Contractor Marketing: Building a Killer Value Proposition

    Do you know what a value proposition is? It’s the thing that attracts customers to your product or service. The value that your business is able to provide. And this is more than just what your product or service is. There are tons of other businesses that offer your exact same product or service. But why should…

  • Why You Should Be Working With and Following-up With Renters

    Why You Should Be Working With and Following-up With Renters

    Marketing to renters has traditionally been used to attract first-time buyers. But in today’s market, many renters are not first-time buyers at all. For instance, renters are often in transition – changing jobs, between homes, or going through a divorce. Marketing to this diverse group can sustain your business for years to come. Real Estate…