HW Tech100

CRM platform that automates data-flow from mortgage company LOS to LOs databases to create personalized, effective marketing campaigns targeting customers, prospects and business partners

USHERPA -2021 Tech100 winners-mortgage

Usherpa’s Relationship Engagement Platform (REP) combines intuitive CRM with a customizable marketing suite built to satisfy the diverse needs of mortgage teams at every professional level, from targeted, automated marketing content, to custom-configured corporate marketing portals. Dynamic data intelligence mines LOs’ databases serving up timely push notifications with high probability of closing. Coupled with Usherpa’s proprietary UsherpAlert System, LOs have the power of their CRM with them wherever they are – with instant notifications ensuring they never miss an opportunity, loan milestone alert, or important Realtor update. REP is powered by robust technology that automates workflows, users increase productivity regardless of their industry experience. The UsherpAlert framework solution employs exclusive data intelligence algorithms and machine learning to find timely opportunities critical to LOs. By helping them focus on the right information, they are guaranteed to create a perpetual referral machine that performs no matter the market conditions. UsherpAlert facilitates maximum user adoption and engagement even when LOs are working virtually with their team and Realtor partners, allowing LOs to add contacts on the fly, text clients throughout the loan process and even remote teams never miss a step with real-time push notifications. 

  • Members double production, converting 46% more prospects and increasing repeat business by 57% year-over-year
  • A NuView study of 19,500 Usherpa users over 13 years looked at the overall production of Usherpa’s LO contingent compared to non-user LOs and found the Usherpa group averaged 48% more loans per month than non-users
  • UsherpAlert push notifications based on exclusive data intelligence algorithms show refinance alerts have a 360% higher likelihood to close while purchase alerts have a 297% higher likelihood to close

Company Website:

Markets Served:

Loan Origination

Company HQ:

Denver, CO

3d rendering of a row of luxury townhouses along a street

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