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USHERPA
USHERPA
  • About Us
  • Products
    • Enterprise
    • Mortgage
    • Real Estate
  • Authentic Intelligence Book
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  • Schedule A Demo
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Automation Accelerates

In mortgage technology - 3 min read

The Impact of Accelerating Approvals on Borrower Satisfaction
There are very few metrics in the mortgage business that rank higher than borrower satisfaction. Borrowers expect fast responses, clear communication, and smooth approvals. Fail to deliver it and you’ll lose the business to another lender.
By USHERPA October 10, 2025
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Award-Winning Pipelines

In SmartCRM - 3 min read

Pipelines: The Award-Winning Workflow Tool That Makes Every LO Your Best LO
Every lender has a star loan officer. If they’re lucky, they’ll have a few on the team. But what if the secret sauce that made these LOs so good could be bottled and shared with the rest of the loan officers on the team?
By USHERPA September 4, 2025
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Breaking Pareto

In Authentic Intelligence - 2 min read

Breaking Pareto: The 80/20 Rule Isn’t Inevitable
We all know about the Pareto Principle. What if you stopped obsessing over motivation and started engineering success through habit replication?
By USHERPA September 1, 2025
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Automate for better sales.

In mortgage marketing - 3 min read

Want Better Sales? Automate the Habits That Are Already Working
What if the secret to closing more loans wasn’t about reinventing your sales strategy, but simply copying what already works? Wait until you read this.
By USHERPA August 25, 2025
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Technology doesn't replace salespeople

In mortgage technology - 3 min read

Technology Won’t Replace Salespeople
The fear that technology will replace humans has been hanging over the workplace for years. These fears have escalated with the introduction of new AI tools. But in sales, the opposite is true.
By USHERPA August 19, 2025
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Local Housing Market Videos

In SmartCRM - 4 min read

Leveraging Usherpa’s Market Videos to Win Clients
The real estate market is too volatile for consumers to work with anyone they don’t see as an expert. Fortunately, you can win their trust and build strong relationships by positioning yourself as a knowledgeable, dependable advisor.
By USHERPA July 1, 2025
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Motivation Doesn't Move the Needle

In SmartCRM - 3 min read

Why Motivation Doesn’t Move the Needle— and What Actually Does
Your motivational speech won’t transform your bottom 80% performers into top producers. That’s because motivation is not what drives sustained performance.
By USHERPA June 24, 2025
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Usherpa's New RETR Integration

In SmartCRM - 3 min read

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
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Live Support Matters

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
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How Credit Unions will grow in 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
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Where to be when borrowers return.

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
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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
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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
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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
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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
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For over 25 years Usherpa has helped mortgage and real estate pros stay organized and connected with their clients so they can close more deals with less effort.
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