Usherpa is the mortgage industry’s original SmartCRM, with over 26 years of experience supporting loan officers and companies. In 2024, the company introduced two technology tools designed to enhance client performance. Pipelines boosts team efficiency by eliminating the need for third-party task management systems, saving clients money and improving transparency in reporting. When combined with the enhanced AI SmartScore algorithm, these tools have contributed over $2.5 billion in additional revenue for enterprise partners.
Usherpa’s SmartCRM offers a user-friendly interface, automated Done-For-You Experiences and powerful data intelligence. It automates targeted marketing, using proprietary algorithms to evaluate loan officer databases and send push notifications for high-conversion opportunities. The AI-powered SmartScore alerts loan officers in real time about prospects likely to close, while the Pipelines feature creates customizable marketing workflows to help every loan officer perform at their best.
Usherpa boasts a 90% user retention rate at the 90-day mark and is recognized for its customer loyalty. Studies show that users double their production and see a 57% increase in repeat business. The introduction of Pipelines has further driven success, with users seeing an average 28% increase in closed loans. The company continues to lead the industry with innovative solutions that deliver measurable impact.
