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.
When lenders tell us about their success with our platform, we’re always excited to share these stories. They demonstrate what’s possible when mortgage professionals have the right technology working for them.
John Gabaldon of Waterstone Mortgage didn’t mince words when describing the impact Usherpa has had on his business: “Usherpa is a game-changer for my business,” he wrote.
Like many mortgage professionals, John had been using outdated processes to manage his prospect pipeline. These legacy approaches required significant manual effort and made it difficult to stay in front of the right prospects at the right time. The result? Missed opportunities and lower conversion rates.
Since implementing Usherpa Pipelines for managing prospects, John reports that his “conversion rate has increased to 25%—a significant jump in this industry.” Anyone who knows the mortgage business understands just how remarkable this improvement is, particularly in today’s market conditions.
Why Pipelines Functionality Makes Such a Difference
Introduced in 2024, our Pipelines feature was designed to eliminate the need for third-party task management systems, saving our clients money while improving transparency in reporting. But the real magic happens in how it transforms a loan officer’s daily workflow.
As John explains, “Replacing my old, outdated processes, Pipelines has completely transformed my workflow. Its ease of use allows me to stay in front of the right people at the right time.”
The key difference with Usherpa Pipelines is that it’s not just another generic CRM tool awkwardly adapted for mortgage use. It was built specifically for mortgage professionals by mortgage professionals who understand the unique rhythm and requirements of the lending business.
In the mortgage industry, timing is everything. Reaching out to a prospect too early or too late can mean the difference between closing a loan and losing it to a competitor. Usherpa’s intelligent automation ensures that you’re connecting with the right prospects precisely when they’re ready to engage.
“Usherpa keeps me top of mind, strengthens relationships, and ultimately helps me close more deals,” John shares. This ability to nurture relationships at scale without sacrificing the personal touch is what sets our platform apart.
The results speak for themselves. When combined with our enhanced AI SmartScore algorithm, Pipelines has contributed over $2.5 billion in additional revenue for our enterprise partners. Users like John are seeing their production double, with an average 28% increase in closed loans.
John concludes his testimonial with advice for his peers: “If you’re in the mortgage business and not using Usherpa, you’re missing out.”
We couldn’t have said it better ourselves.
Today’s mortgage professionals can’t afford to rely on outdated processes or generic CRM solutions that weren’t built for their specific needs. The difference between success and struggle often comes down to having the right tools—tools that were designed specifically for the challenges mortgage professionals face every day.
Ready to see how Usherpa Pipelines could transform your mortgage business? Contact us today for a personalized demonstration and learn how you could achieve results like John’s.
