In uniquelyUsherpa - 2 min read
More Recognition for a Great Leader
Chris Harrington is one of the most recognized female business leaders in the financial services industry. She was just listed among HousingWire’s 2025 Women of Influence.
Building a Tech Stack for Growth
For smaller lenders, building an effective technology stack presents unique challenges. 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.
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.
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.
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.
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.
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 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 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…
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.
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.
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.
Proud TMC A Mile Above Sponsor
Usherpa is thrilled to be a sponsor at The Mortgage Collaborative's conference, kicking off on September 7! We have four full days of networking, collaboration, and growing together as a cooperative. Be sure to catch our CEO Chris Harrington at our Partner Showcase on Monday, September 9 at 1pm MT,…
In 2024 Connections Award - 3 min read
Usherpa and MortgageFlex Win Partnership Award
Leading industry players create partnership to drive more lender mortgage business. DENVER, August 05, 2024 -- Usherpa, developers of the real estate and mortgage industry’s first Customer Relationship Engagement Platform (REP) platform, and MortgageFlex, one of the industry’s original mortgage technology developers and creator of the MortgageFlexONE LOS and its…