How to become a well-equipped sales professionalProjections indicate that the end of the golden age of refi is finally at hand, and many Loan Officers are going to have to work their selling muscles--which may have atrophied or never existed in the long refi boom. But now is not the time to wing it ...
New integration offers streamlined workflow and fully compliance for LOsSaaS platforms Covideo and Usherpa have collaborated on an integration that allows shared users to record and send videos to partners, leads and clients within the CRM. Usherpa, a relationship engagement platform, offers mortg...
What lenders can do to get their LOs ready to succeed in the future If you’ve been in the mortgage business for more than a cycle or two, you’ve surely heard that the refinance boom is coming to an end. Having been active in this business since the 80s, I heard it first in the early 90s, then t...
Closed loan data from the CRM now flows seamlessly into Homebot, helping Loan Officers Engage and Retain clients.DENVER, September 8, 2021 -- Usherpa, developers of the real estate and mortgage industry’s original enterprise CRM technology, announced today an integration with Homebot, the award-winn...
If you want to do more business today and in the coming purchase money mortgage market, you’re going to have to get good at picking up the phone and reaching out to prospective borrowers. Many loan officers shy away from this for a couple of reasons. First, we have been enjoying easy refinance busi...
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