In SmartCRM - 5 min read
Beyond the Tool: CRM as a Loyal Teammate
Your CRM is not just a tool anymore, it’s a teammate. It's the kind of assistant that helps you show up as the trusted advisor your clients deserve.
In Authentic Intelligence - 3 min read
The Real ROI Formula
But all of the time the company spends evaluating a purchase will be insufficient to ensure a return on investment if the new software doesn’t come with great customer service.
In SmartCRM - 3 min read
Lenders Are Gearing Up for a Better 2026
The fourth quarter is the best period that Usherpa has seen in over a year. The industry may be returning to normal and lenders are gearing up for a better 2026.
In SmartCRM - 2 min read
Filtering User Data for Better Decisionmaking
One of the challenges business managers have faced as long as there has been technology to invest in is soliciting useful feedback from employees for better decision-making. Here's how you do it.
In SmartCRM - 4 min read
Understanding Why Lenders Switch Technology
Why do lenders switch technology? They don’t have to look the same or pursue the same strategies to have the same needs.
In SmartCRM - 3 min read
You CAN Upgrade Your Tech Without the Pain
While there are still some mission-critical systems and technology developers that have embraced the idea of painful implementations, Usherpa has gone in the other direction.
In SmartCRM - 3 min read
Solving the Tech Adoption Problem
Tech adoption is one of the most significant challenges companies face when they make investments. Failing to get full adoption will make it impossible for the company to realize a return.
In SmartCRM - 4 min read
The Communication Problem Every Loan Officer Has (But Nobody Talks About)
Why don't your loan officers reach out to prospects more. It's not because they don't care. It's because they're buried in the deals they're trying to close right now.
In mortgage technology - 3 min read
The Impact of Accelerating Approvals on Borrower Satisfaction
There are very few metrics in the mortgage business that rank higher than borrower satisfaction. Borrowers expect fast responses, clear communication, and smooth approvals. Fail to deliver it and you’ll lose the business to another lender.
In SmartCRM - 4 min read
3 Smart Things Loan Officers Do to Win More Business
In our continuing analysis of past years’ performance, we found that there were three very smart moves leading mortgage loan originators make that keep their businesses alive and profitable in any real estate market.
In SmartCRM - 3 min read
Pipelines: The Award-Winning Workflow Tool That Makes Every LO Your Best LO
Every lender has a star loan officer. If they’re lucky, they’ll have a few on the team. But what if the secret sauce that made these LOs so good could be bottled and shared with the rest of the loan officers on the team?
In Authentic Intelligence - 2 min read
Breaking Pareto: The 80/20 Rule Isn’t Inevitable
We all know about the Pareto Principle. What if you stopped obsessing over motivation and started engineering success through habit replication?
In mortgage marketing - 3 min read
Want Better Sales? Automate the Habits That Are Already Working
What if the secret to closing more loans wasn’t about reinventing your sales strategy, but simply copying what already works? Wait until you read this.
In mortgage technology - 3 min read
Technology Won’t Replace Salespeople
The fear that technology will replace humans has been hanging over the workplace for years. These fears have escalated with the introduction of new AI tools. But in sales, the opposite is true.
In SmartCRM - 3 min read
A Game-Changing Win for Usherpa Pipelines
Usherpa has been named a 2025 Game Changer Award winner by PROGRESS in Lending. This award recognizes breakthrough technologies that solve real problems in the mortgage industry and improve the lending process in meaningful ways.