Halo Programs

08/28/2026

Mortgage brokers spend a lot of time finding new business, but your next opportunity may already be in your database.

A consistent client newsletter helps you stay connected with past borrowers, remain top of mind, and create more opportunities for repeat business and referrals. The key is providing useful content and staying consistent.

See how a mortgage newsletter can become a valuable part of your client retention strategy and how MortgageHalo helps automate the process.

https://haloprograms.com/mortgagehalo/broker/mortgage-broker-client-newsletter/

How a solo mortgage broker builds a client newsletter that stays top of mind, earns repeat loans, and generates referrals, with real cadence, content, and metrics.

08/06/2026

Read the full press release:
https://www.send2press.com/wire/halo-programs-launches-self-service-crm-registration-while-preserving-white-glove-service/

The cat’s out of the bag.

We’re excited to announce that online signup is now available for MortgageHalo, RealestateHalo and ContractorHalo.

Professionals can create and activate their accounts in just a few clicks, making it faster and easier than ever to get started.

What hasn’t changed? Our commitment to white-glove service.

Every Halo client still receives personalized onboarding, implementation support, managed marketing and long-term guidance from a real team dedicated to their success.
Self-service convenience. White-glove support. The best of both worlds.

COMMERCE TOWNSHIP, Mich., Aug. 5, 2026 (SEND2PRESS NEWSWIRE) -- Halo Programs, formerly Continuity Programs, today announced the launch of self-service online registration across its industry-specific CRM and relationship marketing platforms serving mortgage lenders, real estate brokerages and resid...

07/31/2026

MortgageHalo is doing great things!

Behind every great technology platform is a team committed to customer success. MortgageHalo combines automated relationship marketing with responsive support to help lenders build stronger borrower relationships at scale.

Check them out here: Https://www.mortgageadvisortools.com/companies/mortgagehalo/

07/16/2026

Customer retention is not limited to one industry. Whether you serve borrowers, homeowners, real estate clients, or contractor customers, staying connected after the initial transaction is what creates long-term value.

Halo Programs helps businesses strengthen customer relationships through automated, personalized marketing programs designed to keep their brand visible, contact information current, and services top-of-mind. Our industry-specific platforms support mortgage professionals, real estate agents, and contractors with consistent communication that encourages repeat business, referrals, and future opportunities.

You worked hard to earn each customer. Halo Programs helps you keep the relationship going.

Learn more at www.haloprograms.com

07/10/2026

A strong does more than generate . It builds trust, strengthens referral partnerships, and keeps your pipeline moving.

Explore proven mortgage broker marketing strategies and see how MortgageHalo can help .

https://haloprograms.com/mortgagehalo/mortgage-broker-marketing-strategies-complete-guide/

06/19/2026

RealestateHalo was proud to be part of the Black & Blue Charity Golf Classic alongside Coldwell Banker Professionals and CENTURY 21 Professionals. This meaningful event supports St. Jude Children’s Hospital and Easterseals. ⛳💙🖤

06/17/2026

Fresh marketing ideas can be hard to come up with, especially when you’re busy serving borrowers, supporting referral partners, and keeping loans moving.

That’s why MortgageHalo put together a list of 50 mortgage marketing ideas designed to help loan officers and mortgage teams stay visible, build stronger relationships, and create more consistent marketing momentum.

Inside, you’ll find ideas for:
Social media content
Email campaigns
Referral partner marketing
Video topics
Community events
CRM-powered automation
Quick wins you can start using today

Read the full article from Halo Programs here:
https://haloprograms.com/mortgagehalo/50-mortgage-marketing-ideas-to-grow-your-mortgage-business/

06/01/2026

work hard to earn member trust. Keeping that trust takes the right follow-up, timing, and borrower engagement strategy.

Check out our article on improving credit union member retention with MortgageHalo:

https://haloprograms.com/mortgagehalo/credit-union-member-retention/

05/28/2026

In a world full of AI-generated emails, digital ads, and endless online noise, direct mail is starting to feel different again.

For real estate agents, Just Listed and Just Sold postcards are more than property announcements. They are proof of activity, local expertise, and market momentum.

A postcard does something a digital ad often cannot: it shows up physically in someone’s home.

It can sit on a counter.
It can be saved for later.
It can spark a conversation with a neighbor who is wondering what their own home might be worth.

The challenge, of course, is time.

Designing, printing, addressing, mailing, and tracking postcards manually can pull agents away from the work that matters most: building relationships, following up with leads, and helping clients move forward.

That is where automation makes the difference.

Automated Just Listed and Just Sold campaigns help agents stay consistent, connect offline marketing to online lead generation through QR codes and personalized landing pages, and capture valuable prospect data directly in their CRM.

The future of real estate marketing is not digital versus print.

It is using smart automation to make proven marketing channels work harder.

In 2026, standing out may not mean sending more messages. It may mean sending something people can actually hold.

Read more: https://haloprograms.com/posts/save-time-with-your-real-estate-marketing/

05/04/2026

Check out the latest episode of the Chrisman Commentary Podcast featuring our CEO, Kirk King.

Chrisman Commentary is a widely respected daily newsletter and podcast covering mortgage banking, capital markets, and industry trends. Founder Rob Chrisman is known for his decades of experience and trusted insights that keep professionals across the housing finance space informed and ahead of the curve.

In this conversation, Kirk shares how originators are leveraging technology to automate marketing, generate high-quality leads, and strengthen client relationships in today’s evolving market.

🎧 Listen here: https://www.youtube.com/watch?v=KgeHvVT6I5M

Chrisman Commentary Daily Mortgage News 04.29.26: Kirk King