DEVELOP BUSINESS STRATEGIES

At Usherpa, we care about your success – which is why we crafted our Master Ascent Plan! MAP gives you everything you need to fully employ the tools available from Usherpa.

Usherpa Guides start you off at Basecamp where you’ll learn the 10 Essentials you need to become a Usherpa power user. These power-packed 20-minute sessions teach you the basics to get you started on your ascent to reaching peak performance in your business.

Learn more about Basecamp

ON-BOARDING

Individual Welcome Call and training for all new LOs to get the set up correctly right away.

WEEKLY TRAINING WEBINARS

Gives all LOs the opportunity to learn the basics to get comfortable with the system.

CUSTOM LMS SYSTEM

A new system with a ton of videos tutorials and other helpful items that can be tracked by Branch Managers to make sure they completed the necessary training.

Our Summit Series takes what you learned in Basecamp into the real world. These bi-weekly sessions focus on advanced business-building strategies and habits of top producers that you can implement immediately to create opportunities!

Learn more about Summit Series

ADVANCED WEBINARS

Bi-weekly webinars that take the LOs through more advanced training.

STRATEGIES FOR SUCCESS

Targeted money-making strategies.

Our Peak Performance Program consists of private branch-specific strategy sessions with customized tactics that focus on each branch’s unique needs. This custom training helps branch managers get the most out of each LO’s strengths and minimizes any weaknesses. Our Usherpa Guides train Loan Officers how to create their own unique strategies within their Usherpa platform to increase their production no matter what type of producer they are, and no matter the market environment.

Learn more about Peak Performance

BRANCH ENGAGEMENT PROGRAM

Analysis of each Loan Officer’s Userhap account to-date
Highlight areas of your LOs are utilizing Usherpa to the fullest and discover common areas of improvement.

Branch Manager Discovery Call
Identify custom tactics for the branch based on how you can your team do business and determine areas where your LOs are currently struggling in the market.

Basecamp and Field Guide for Success
Your branch will be registered for our targeted learning series–Basecamp–where they will learn the Usherpa 10 Essentials prior to starting Peak Performance.

Loan Officers will also receive our Field Guide for Success with a self-assessment to help Usherpa Guides better understand their goals.

Two Customized 90-Min Strategy Sessions
Usherpa will provide key takeaway materials and recordings of the webinars

Post-Program Analysis
Usherpa will analyze the LOs accounts and provide feedback to Branch Managers