Having the right technology can mean the difference between thriving and merely surviving. While the largest lenders have long invested in sophisticated tech stacks, we’re seeing an interesting trend emerge: smaller lenders, particularly credit unions and community banks, are now prioritizing CRM technology as a cornerstone of their growth strategy.
For smaller lenders, building an effective technology stack presents unique challenges. Unlike their larger counterparts, these institutions often operate with limited IT resources—sometimes just “departments of two doing everything,” as one of our team members recently observed at an industry event.
These smaller teams find themselves in a difficult position: they recognize the competitive necessity of robust customer relationship management, but they lack the bandwidth for complex, resource-intensive implementations or systems that require dedicated internal experts to maintain.
What Smaller Lenders Are Looking For
During recent lender collaboration sessions, we’ve had the opportunity to hear directly from credit unions and community banks about what they need in a CRM solution. The message is clear: they need technology that delivers enterprise-level capabilities without enterprise-level complexity.
These institutions are specifically seeking:
- Solutions that can be implemented quickly with minimal internal resources
- Platforms that work for you without having to lift a finger.
- Systems that don’t require a dedicated admin to maintain
- Technology that integrates seamlessly with their existing processes
How Usherpa is Meeting the Needs of these Institutions
Our SmartCRM was designed with precisely these needs in mind. Unlike generic CRMs that require extensive customization or mortgage-adjacent solutions that don’t truly understand the business, Usherpa delivers out-of-the-box functionality specifically tailored to mortgage lending.
The feedback we’ve received confirms we’re on the right track. During a recent partner collaboration session, one lender was so enthusiastic about how easily they implemented Usherpa and the difference it made that they generated appointment requests from others in attendance.
What makes Usherpa particularly well-suited for smaller lenders is our understanding that you don’t have unlimited resources to dedicate to technology implementation and management.
Our approach acknowledges this reality with:
- Streamlined implementation processes, designed to minimize demands on your team
- Intuitive interfaces that loan officers can master quickly
- Automated marketing that doesn’t require constant attention
- Live support that serves as an extension of your limited internal resources
As one partner recently shared, the ease of implementation for teams with limited resources has been transformative for their business.
If you work in a credit union, community bank, or smaller mortgage lender and are looking to build a better tech stack, call us. We’d love to show you how the right technology can drive retail origination growth without overwhelming your team. Contact us today to learn more about our approach to serving lenders just like yours.
