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.