Founded in 1973 in Walled Lake, Michigan, Halo Programs (formerly Continuity Programs) was built to make it easy to stay in touch with past clients. Its mission today is to automate the time-consuming work of marketing, customer relationship building, and lead generation—delivering timely outreach across the customer lifecycle (from acquisition to advocacy). MortgageHalo is an all-in-one loan officer CRM and mortgage lead management platform built exclusively for mortgage loan officers and lenders—automating daily marketing tasks and delivering up to 3X more repeat business. ClientTracker™ monitors opportunities like refis and “home listed” events and flags them as hot leads, while loan origination (LOS) integration keeps your pipeline and borrower data in sync. Add RESPA-compliant co-marketing to expand agent referral networks with “Just Sold/Just Closed” style campaigns. RealEstateHalo is a real estate CRM built for brokerages, agents, and teams who want automated agent marketing. It combines a Client Follow-Up System (contact management, hot/future lead prompts, reputation workflows) with automated prospecting such as “Just Listed/Just Sold,” EDDM, and targeted email/direct mail—plus MLS integration (MLS/API) and on-demand branded marketing assets. Co-marketing connects agents with loan officers to expand reach and referrals. ContractorHalo is an HVAC-focused CRM and marketing automation platform for residential contractors and comfort advisors—driving equipment sales and maintenance agreements with automated campaigns, 24/7 lead monitoring, and tools to strengthen retention. It supports co-op marketing with manufacturers and integrates with dispatch systems. Ready to grow repeat business with less manual follow-up? Request a demo or start with a free account.