Usherpa users already know the power of combining relationship-based marketing with intelligent automation. But with the latest upgrades to our Homebot integration, we’ve taken that power to the next level.

Whether you’re managing a database of long-time clients or nurturing brand-new leads, this enhanced integration is designed to help you work smarter—not harder—by surfacing the right opportunities at the right time.

And the best part? It all happens from inside Usherpa.

Loan officers and real estate agents are always looking for more efficient ways to stay connected with prospects. But keeping tabs on every lead and former client manually? That’s not sustainable.

The upgraded Usherpa + Homebot integration changes that by delivering real-time insights, automated syncing, and smarter triggers that help you act quickly, without adding to your to-do list.

As CEO Chris Harrington puts it:

“This is about making our users more efficient and effective. Loan officers and real estate agents can proactively engage both past customers and brand-new prospects—without switching tools or missing opportunities.”

What’s New in the Integration

Here’s a quick rundown of what’s been added this summer:

• Prospect Support – You can now send prospects (not just customers) to Homebot, enabling earlier engagement in the sales cycle.
• Automatic Syncing – Once you send a contact from Usherpa to Homebot, all future data updates sync automatically—no manual entry needed.
• Real-Time Alerts Where You Work – Homebot activity is now visible inside your Usherpa Dashboard, Contact Records, and a dedicated Homebot Alerts Report.
• Integrated Daily Emails – Our Daily Alert Email now includes Homebot activity, so you never miss a key event or insight.
  Smarter Automation – Homebot alerts can now trigger Usherpa Pipelines, helping you follow up right when the lead is warm.

Every one of these features is designed to turn Homebot insights into pipeline movement—automatically. Whether it’s a homeowner checking their equity or a prospect exploring refinancing, you’ll know right away and can act without delay.

This is relationship engagement at its best: real-time data, real-world impact.

This is just the first phase of a broader roadmap between Usherpa and Homebot. Future releases will continue to deepen the integration and drive even more powerful results for users.

If you already use both platforms, these new features are live and ready to use today. And if you’re not yet leveraging this integration, now’s the perfect time to see what smarter automation and deeper engagement can do for your business.

Our team is standing by to walk you through the features and show you how to make the most of this powerful integration. Contact Usherpa today to activate or optimize your Homebot integration and unlock a new level of prospect engagement.