UNIQUELY USHERPA

USHERPA KNOWS WHAT EASY LOOKS LIKE.

For the last 25 years, we’ve been perfecting our technology to meet the needs of our members.
You could say that it’s technology that thinks like a sales professional.

WE GET IT. WE'VE BEEN THERE.

We understand exactly what mortgage and real estate professionals need to build bulletproof relationships and secure repeat business and referrals -
because our founders’ started as Loan Officers, Realtors and mortgage marketers (yes, we know this space really, really well!)

USHERPA'S EVOLUTION

A long time ago (1995 to be exact) our founder Dan Harrington was a Loan Officer who had been originating loans for 5 years, was burned out. Every month was the same old grind: chasing deals, get them closed, rinse and repeat. He knew life would be much better if he was getting more referrals and more repeat business. The problem was how could he get those repeat and refer deals?

The answer hit him one night: he needed to stay connected with his closed clients so they would remember to refer him and come back when they needed a mortgage. Also, he needed to give his Realtors information they could use to help them sell homes, so they’d think of him when referring buyers.

Dan armed himself with a fax machine (!) and a canned direct mail newsletter to clients. It worked and other LO’s noticed. And Usherpa was born.

​Now Usherpa is armed with the industry’s most sophisticated, cloud-based CRM/Marketing Automation system. We call it Relationship Engagement and we’ve helped thousands of Loan Officers stay connected with partners and clients. These LO’s have helped hundreds of thousands of borrowers fulfill their dreams of homeownership.

Here’s a true story from a long-time Usherpa member.

This is why we do what we do:

​On a Mortgage Company’s President's Club trip, a Loan Officer slipped by the pool landing on the back of his head. He was unconscious for about 20 minutes, when he woke up, he felt fine. Turns out he wasn’t. In fact, he almost died and spent an entire year in the hospital.

The crazy thing is he made the President's Club again, while flat on his back in the hospital. How? He had built great relationships, had a great assistant, and his marketing was personalized and automatic. His Realtors and Customers had no idea he was even sick. They continued to get great service from his assistant and targeted, personalized marketing from Usherpa.

​According to him “Without Usherpa I would have been out of business.”

Usherpa’s executive team brings over 50 years of experience in the mortgage industry and CRM software development—and our expertise shows in our customers’ success:

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