Usherpa is the mortgage industry’s original SmartCRM. Combining the most intuitive user interface, automated Done-For-You Experiences and robust data intelligence with a customizable marketing suite, Usherpa’s Relationship Engagement Platform has helped tens of thousands of loan officers and hundreds of companies boost their bottom line. Targeted, relevant and engaging marketing is instantly automated and can be custom configured inside corporate marketing portals. Dynamic, proprietary algorithms regularly evaluate the records in loan officer databases, serving up timely push notifications with a high probability of closing.
Coupled with Usherpa’s exclusive SmartScore Opportunity Alert system, loan officers now have all of this power wherever they are, with instant alerts pushed to their mobile phone via the UsherpAlert App in real time — ensuring they never miss crucial opportunities. While the rest of the industry contracted in 2023, Usherpa’s SmartScore Opportunity Alerts helped its enterprise clients’ pipeline volume grow by an additional $934.1 million, resulting in over $373.3 million in funded loans as of November 30, 2023 — an increase of nearly 40% since the launch of the SmartScore Opportunity Alerts program.
Loan Origination and CRM