Usherpa for Loan Officers

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.