Blog - Page 3 of 4 - USHERPA

Chris at the helm of a ship at sea, with a storm coming in.

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…

By USHERPA February 20, 2025

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.

By USHERPA February 7, 2025

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.

By USHERPA February 6, 2025

GoPrime made the switch to Usherpa

In SmartCRM - 3 min read

Why GoPrime Mortgage Made the Switch to Usherpa—And Why You Should Too

We were thrilled to receive a glowing testimonial from Jessie Norris, Director of Marketing at GoPrime Mortgage, who shared their experience switching to Usherpa.

By USHERPA January 27, 2025

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…

By USHERPA January 16, 2025

avoiding contract lock in

Avoiding Contract Clauses that Lock You In

While we at Usherpa have chosen the “great product with fantastic support” option, others have found that contract law can keep a customer when they would rather choose another partner.

By USHERPA January 7, 2025

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.

By USHERPA January 2, 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…

By USHERPA December 18, 2024

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.

By Dan Harrington December 4, 2024

Don't do sales the hard way.

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.

By USHERPA November 26, 2024

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.

By USHERPA November 13, 2024

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.

By USHERPA October 16, 2024

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.

By USHERPA October 2, 2024

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.

By Dan Harrington September 28, 2024

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.

By USHERPA September 18, 2024

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