Usherpa is one of the mortgage industry’s original SmartCRMs. Combining the most intuitive user interface and robust data intelligence with a customizable marketing suite, Usherpa has helped tens of thousands of LOs and hundreds of companies boost their bottom line. Targeted, relevant and engaging marketing can be instantly automated or 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™ System, Loan Officers now have all of this power wherever they are — with instant alerts ensuring they never miss crucial opportunities. While the rest of the industry contracted in 2022, Usherpa’s business grew 34%.
During the purchase money market that emerged in Q3 and Q4 of 2022, Usherpa expanded its technology to provide more SmartScore Opportunity Alerts. Built on proprietary algorithms using AI and machine learning, Usherpa’s system generated alerts that added over $162.7 million to Usherpa’s clients’ pipelines, resulting in over $67.8 million in funded loans.