In SmartCRM - 3 min read
Where to Be When Borrowers Enter the Buy Zone
If you’re an originator looking to capitalize on the upcoming market resurgence, now is the time to double down on your efforts.
What Lenders Are Really Thinking About in 2025
What we’re hearing is clear: lenders are becoming more vocal about their challenges, more strategic in their thinking, and more focused on the long game.
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 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.
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…
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.
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.