Usherpa

Usherpa’s Relationship Engagement Platform combines an intuitive CRM with automated multi-channel marketing and customizable corporate marketing portals.

New Pipeline functionality offers built-in, best-practice marketing and lead generation workflows that can easily be extended. The tool will alert Usherpa LOs via in-platform dashboard, email, and mobile app about their scheduled tasks and even send tasks to loan officer assistants automatically.

Create relationships that last a lifetime using data intelligence and Done-For-You automated marketing. The future of CRM is Relationship Engagement.

Usherpa shares industry trends, company news, and resources for the mortgage sector.

Short Message Service (SMS) has become an indispensable tool for mortgage professionals to connect with clients efficiently. However, recent changes in regulations have brought about the need for more compliance.

The page discusses challenges in the mortgage industry, including layoffs, as the real estate market cools.

It’s not a question of if—it’s a matter of when. And when the floodgates open, only the lenders who are ready will capture the new mortgage business that results.

Chris Harrington, Usherpa’s co-founder and President, is named among Progress in Lending’s leading female executives for 2023.

HousingWire magazine ranks Usherpa among the top 100 companies in real estate and mortgage industries.

Usherpa offers a marketing and CRM platform with customer support and training, originating from early industry needs.

Laila Stout joins Usherpa as Senior Marketing Manager to enhance internal capabilities and support enterprise clients.

Usherpa provides an easy-to-use marketing CRM for loan officers and realtors to manage relationships and automate marketing.