TMC Preferred Partner: Usherpa
About Usherpa
Usherpa is the mortgage industry’s original SmartCRM. Combining the most intuitive user interface, automated Done-For-You Experiences and robust AI 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 AI 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. Loan Officers, Marketing Directors, & CEOs rave that Usherpa is the easiest to use system on the market. We have corporate clients that have been customers for over a decade, and individual users who have been with us for over 25 years. “We have worked with Usherpa for over 15 years and we are Super Fans of the company, team, and owners. Dana (LoanPeople CMO) would be happy to talk to your team about Usherpa in detail. They take data and automation very seriously (as do we!). Additionally, they have the best high-quality content in the biz. High subscription rates, agents asking to be added to databases. Simply put, they do what they say they are going to do and they treat you and your loan officers with five-star service.” – Max Leaman, CEO, LoanPeople “I have first-hand experience comparing Usherpa’s fabulous boutique CRM vs the other big-box solutions. Where I used to be drowning in SOWs for every request and taking hours and hours of my time to set up and launch campaigns for every LO, Usherpa’s truly automated experiences have saved me so much time – and money! The professional content written by industry experts are set up immediately on enrollment. I don’t even have to lift a finger, and the open rates are through the roof!” – Scott Blanton, CMO, GVC |
MARKETING DEPARTMENT TOOLS
How difficult is it to produce compliant marketing that is targeted, localized, and customizable, while meeting your Loan Officer’s deadlines? Not only does Usherpa curate compliant, on-brand content that you and your Loan Officers can send directly from the fully stocked Marketing Portal, Usherpa makes it easy for you to create your own using our award winning Launch Pad. (Added bonus: Admin and Support Accounts are FREE!) “The Usherpa team is awesome. 😊 I always heard this from my employees in the past, but now that I’m working with them personally, I am seeing just how great they really are. The client support is patient, answers all my questions, and spends one-on-one time with me going over database clean-up, and they even had a new Branch set up and running almost immediately after I sent in the request. That was a big win for our company! I don’t have to tell you that people make the difference, but it really makes Usherpa stand out in my experience with other CRMs. I appreciate ALL of you!” – Kate Pettique, CMO, Sente Mortgage COMPLIANCE SUPPORT We’ve spent the last 30 years complying with the law…to the letter. In our view there is no gray area here. Obey the law – it’s black and white. Compliant Features: • Complies with: RESPA, CFPB, Gramm Leach Bliley, TCPA • Never any triggering language • Compliance locks and customization on Open House Flyers & Websites • Compliance approval check on video emails • Data is secure in the Microsoft Azure Cloud TECHNOLOGY SUPPORT We know the main job of the IT department is to keep branches open and loans closing. Your IT team doesn’t have a lot of time for other projects. At Usherpa we do the heavy lifting. Every LOS integration is customized to how your company and Loan Officers use the system – not the other way around. We also have a proprietary LOS monitoring system that alerts us if the integration goes down so we can fix it before you hear about it. |
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