GUARANTEE CLIENT LOYALTY
AND EXPLODE YOUR SALES

Create relationships that last a lifetime using data intelligence and multi-channel marketing.
The future of CRM is Relationship Engagement.

Usherpa knows what easy looks like.

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USHERPA IS RICHARD'S SECRET TO SUCCESS

Usherpa is the secret to my success. I would not have made it 23 years in the mortgage industry without a good, but very simple CRM. There are other options, but I have found most others to be way too confusing and a CRM is just not effective if you do not use it! The Usherpa CRM does everything that I need it to do and more! Also the support is great…they are like a family, very helpful and they care about your success! -Richard V. | Grand Rapids, MI

Simplify. Automate. Resonate.

Build Bulletproof Relationships
Create a Referral Machine
Explode Your Business

CAROL'S REFERRALS HAVE GONE THROUGH THE ROOF

After 4 years with Usherpa my referrals have gone through the roof. I would say referrals are now 70% of my business - there’s no way I’d have them without Usherpa keeping me connected. ​-Carol M.​ | Dallas, TX

THE FUTURE OF CRM IS... ​RELATIONSHIP ENGAGEMENT

Insanely Easy Technology

Usherpa knows what easy looks like. Our seamless, foolproof platform and robust data intelligence create opportunities you can bank on. Building repeat business and lifelong referrals is simple when you have the right tools. Usherpa is the last CRM you’ll ever need.

Engaging Multi-Channel Marketing

Forget the generic, uninspiring content you’ve seen before. Usherpa’s customized, highly localized, and automated content written by industry pros resonates with your leads, clients and partners to maintain meaningful, productive relationships.

Eliminate Missed Opportunities

Never stress for your success! Usherpa’s intuitive CRM presents opportunities in an easy-to-use format that gives you everything you need to stay on your client’s radar, generate referrals, and grow your business. Usherpa curates a marketing strategy that works with your workflows so your pipeline is always full.

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WITH USHERPA YOU'LL...

CONVERT 46 MORE PROSPECTS
CLOSE 2 MORE DEALS
INCREASE 57 REPEAT BUSINESS

USHERPA BRINGS KAREN
2-3 DEALS A MONTH

After joining Usherpa I’m hearing from Realtors I haven’t talked to in years - I would say Usherpa brings in 2-3 deals a month. -Karen S. | Jacksonville, FL

DAVID ATTRIBUTES
38 LOANS A YEAR ​TO USHERPA

I took a look at my last year's production numbers and I attribute 38 loans to Usherpa. Thank you guys and keep up the excellent work! ​-David J. | Washington, D.C.

UNIQUELY USHERPA FEATURES

Experience Easy

Usherpa knows what easy looks like. Our seamless, foolproof platform and robust data intelligence create opportunities you can bank on.

Automate and Grow

Never stress for your success! Usherpa’s intuitive Relationship Engagement Platform and robust CRM presents opportunities in an easy-to-use format.

Develop Business Strategies

At Usherpa, 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.

Deploy Data Intelligence

Your database contains opportunities just waiting to be found. Usherpa uses Authentic Intelligence to comb your database in real-time and serves up notifications daily.

Become a Thought Leader

By building relationships based on trust, your network is your biggest asset. With Usherpa, you’ll build your personal brand and become recognized as the go-to mortgage expert they continue to do business with again and again.

Build a Referral Machine

Usherpa helps you build your non-stop referral machine that performs regardless of market conditions.

USHERPA MEMBERS CLOSE AN AVERAGE OF
2X MORE LOANS EACH MONTH

* Usherpa data is from 2,541 users at 38 companies over same 12 month period.

** STRATMOR created and launched the Originator Census Survey. The latest set of results cover activity for 18 Independents and 15 Bank Owned or Affiliated mortgage companies - a total of 33 organizations.

The census collected information for 14,444 originators from companies with under 100 LOs to those with over 1,000.

Duplicate Habits of Top Producers

Over the last 25 years, Usherpa has been studying the mortgage industry's highest producing Loan Officers to uncover their most important habits. Download our guide "3 Habits of Top Producing Loan Officers (You Can Duplicate)" and take your business to the next level.

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CONNIE'S BRANCH HAS GROWN FROM 4 TO 17

Usherpa is instrumental in helping me recruit LO’s for my branch. I’ve grown my branch from 4 LO’s to 17 in the past year - Usherpa works! -Connie W. | Kirkland, WA

What Makes Usherpa Unique?

We know what easy looks like, that's Uniquely Usherpa. We believe engaging your network should be simple and marketing solutions shouldn't be a distraction from your business.

With Usherpa, you'll never stress for success! Our seamless Relationship Engagement Platform and robust CRM allow you to focus on what you do best. Our top priority is guiding you down the path to success. That's why over the last 25 years we've helped tens of thousands of loan officers and hundreds of companies strengthen their relationships and close more deals.

Usherpa's streamlined solutions, backed by data intelligence, take the headaches out of marketing, delivers the right content at the right time and propels your business. Usherpa is the only marketing platform and CRM you'll ever need.

Isn't it time to discover what easy looks like?

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CAROLYN GOT 2 CALLS FROM THE LOCAL HOUSING VIDEO

I want to let you know I’ve received 2 calls from the “Denver Local Housing Video!” One will turn into a loan, and the other one was a great connection after 8 years. -Carolyn C. | Denver, CO