In SmartCRM - 3 min read
The Evolution of the Business CRM
Of all of the technologies businesses use today, few have undergone as dramatic a transformation as the Customer Relationship Management (CRM) system.
In SmartCRM - 3 min read
Preparing for the Return of the Mortgage Business
You'll have to live through all parts of the cycle when you're in a cyclical business. In the case of the U.S. real estate business, we’ve been on the downside for about three full years now. Now our favorite place to be. And yet, we all know that the cycle…
In mortgage crm - 3 min read
Usherpa Makes List of Top Tech Firms…Again!
For the fourth time, Usherpa and its Customer Relationship Engagement Platform (REP) platform have been listed in HousingWire’s prestigious Top 100 list of the mortgage industry’s leading technology firms.
In relationship engagement platform - 3 min read
What it Means to be Called an Innovator
We were pleasantly surprised when our Customer Relationship Engagement Platform (REP) won the 2025 Innovation Award from the PROGRESS in Lending Association.
In Authentic Intelligence - 3 min read
Why Usherpa’s Co-Founder Wrote a Book
Now that we’re living in the age of self-publishing, we’re seeing more business leaders writing books. Most of these are not very useful, serving only as memoirs or self-congratulatory musings. A few new books act as business lead generators, but only if they offer real thought leadership. Dan’s new book…
In SmartCRM - 3 min read
The Pent-up Demand in the Real Estate Market
There is strong evidence to suggest that significant pent-up demand in the real estate market is expected to positively influence market dynamics in 2025.
In Authentic Intelligence - 4 min read
Why Companies Are So Bad at Choosing a CRM
It doesn’t matter whether the industry is in an upswing or the doldrums, executives are going to be busy. There are many decisions that must be made in both good times and bad. The most successful executives in the industry have become very good at making decisions, many of them…
Beating Pareto’s Principle in Mortgage
There are some truisms in business that very few can argue with. One of these is the Pareto Principle, also known as the 80/20 Rule. But it can be beat...even in mortgage.
Why Sales the Hard Way No Longer Works
The "hard way" in sales no longer guarantees success, especially in an industry that has transformed from transactional to relationship-based.
In Authentic Intelligence - 3 min read
Building Technology that Works
The failure rate of technology projects, particularly in the realm of CRM, is staggeringly high, with some studies suggesting that up to 90% of CRM implementations fail to deliver the expected results.
In Authentic Intelligence - 3 min read
Defining Authentic Intelligence
Authentic Intelligence is the fusion of technical expertise and real-world, experience-driven insights that enables organizations to build technology that truly works and delivers measurable results.
Navigating the SMS Compliance Seas: A Comprehensive Guide for Mortgage Pros
Short Message Service (SMS) has become an indispensable tool for mortgage professionals to connect with clients efficiently. However, recent changes in regulations have brought about the need for more compliance.
Scaling Trust With Technology
In the mortgage industry, successful loan officers generate business by building relationships. This partnership requires collaboration, trust, and a commitment to maintaining relationships over the long haul.
In Authentic Intelligence - 3 min read
Beating the Pareto Principle
It's true that 80% of a company's sales come from just 20% of its salespeople. But you can beat the Pareto Principle with the right software.
Proud TMC A Mile Above Sponsor
Usherpa is thrilled to be a sponsor at The Mortgage Collaborative's conference, kicking off on September 7! We have four full days of networking, collaboration, and growing together as a cooperative. Be sure to catch our CEO Chris Harrington at our Partner Showcase on Monday, September 9 at 1pm MT,…