Sales Success Archives

Filtering User Data for Better Decisionmaking

One of the challenges business managers have faced as long as there has been technology to invest in is soliciting useful feedback from employees for better decision-making. Here's how you do it.

By USHERPA December 17, 2025

In SmartCRM - 4 min read

Understanding Why Lenders Switch Technology

Why do lenders switch technology? They don’t have to look the same or pursue the same strategies to have the same needs.

By USHERPA December 3, 2025

In SmartCRM - 3 min read

You CAN Upgrade Your Tech Without the Pain

While there are still some mission-critical systems and technology developers that have embraced the idea of painful implementations, Usherpa has gone in the other direction.

By USHERPA November 18, 2025

In SmartCRM - 3 min read

Solving the Tech Adoption Problem

Tech adoption is one of the most significant challenges companies face when they make investments. Failing to get full adoption will make it impossible for the company to realize a return.

By USHERPA November 4, 2025

In SmartCRM - 4 min read

The Communication Problem Every Loan Officer Has (But Nobody Talks About)

Why don't your loan officers reach out to prospects more. It's not because they don't care. It's because they're buried in the deals they're trying to close right now.

By USHERPA October 20, 2025

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

In SmartCRM - 4 min read

3 Smart Things Loan Officers Do to Win More Business

In our continuing analysis of past years’ performance, we found that there were three very smart moves leading mortgage loan originators make that keep their businesses alive and profitable in any real estate market.

By USHERPA September 16, 2025

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

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

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

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

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

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

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

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