Blog - Page 3 of 5

Supercharge Your Network Growth With Usherpa’s New RETR Integration

Building and nurturing the right professional relationships can make all the difference between thriving and merely surviving. That's why we're excited to announce one of our latest integrations: RETR!

By USHERPA May 27, 2025

How Waterstone Mortgage Boosted Conversions by 25%

A 25% conversion rate isn't just impressive—it's extraordinary. Yet that's exactly what one mortgage professional achieved after implementing Usherpa's Pipelines feature.

By USHERPA May 13, 2025

In SmartCRM - 3 min read

Why Live Support is the Critical Element in SaaS

Lenders were just sending a very clear message: in today's mortgage technology landscape, live support isn't just a nice-to-have—it's what professionals are desperately seeking.

By USHERPA May 2, 2025

Why Advertising Won’t Win Mortgage Business

If your plan is to run ads to attract customers it won't work. Advertising was a powerful tool in selling homes in the past, but times have changed.

By USHERPA April 22, 2025

The Stories Other People Tell

The stories other people tell about our success can win us more business. Here's what people are saying about Usherpa.

By USHERPA April 8, 2025

Welcoming Laila Stout the the Usherpa Team

Laila Stout has agreed to come aboard as Ushpera’s Senior Marketing Manager. She will not only strengthen our internal capabilities but also provide enhanced value to our enterprise clients.

By USHERPA April 4, 2025

In SmartCRM - 3 min read

How Credit Unions Will Grow in 2025

Credit unions have always differentiated themselves through member-focused service. This approach has proven tremendously successful in auto lending. Now, they have a chance to win in mortgages.

By USHERPA March 25, 2025

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.

By USHERPA March 18, 2025

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.

By USHERPA March 11, 2025

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.

By USHERPA March 4, 2025

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

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