Mortgage CRMs have notoriously low adoption rates, often failing to engage users because of confusing interfaces that are difficult to use. Usherpa solves these problems. To ensure user adoption, Usherpa’s easy-to-use platform is powered by robust technology and authentic intelligence that automates workflows to increase productivity regardless of user industry experience. In fact, we have a 90% retention rate.

Usherpa’s Relationship Engagement Platform combines an intuitive CRM with automated multi-channel marketing and customizable corporate marketing portals. Usherpa’s intuitive CRM presents opportunities in an easy-to-use format that gives you everything you need to build bulletproof relationships and create a referral machine.

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 20 years.



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.

Usherpa’s Launch Pad Custom Email Wizard and branded Marketing Portal are designed for corporate marketing teams so your team can create materials that align with your unique company vision and brand strategies. Why switch between multiple systems to build content on demand when you can seamlessly design email campaigns within Usherpa CRM?

Launch Pad is your one-stop shop to getting the right messages out at the right time.

Effortlessly build a library of collateral that is directly linked to all your Loan Officers’ databases and Loan Origination System.



We’ve spent the last 25 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
  • Full compliance review on pieces in the Marketing Portal
  • Compliance locks and customization on Open House Flyers
  • Compliance approval check on BombBomb emails
  • Data is secure in the Microsoft Azure Cloud

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.

In addition our Open REST API’s connects with 20+ FinTech services and is highly secure in the Azure Cloud.