The nation’s top loan officers consistently outperform their peers because they have a better sales process. It may include assistants and special automation, but it creates a playing field that is far from level. Are you ready to be a top LO?

We are excited to announce new functionality for the Usherpa SmartCRM and Relationship Engagement Platform that will allow every loan officer to win more business.

It’s called PIPELINES.

Pipelines are customized borrower, prospect, lead, and referral partner (and even recruits!) experiences that can be combined into automated workflows to target the right contact at the right time.

This new functionality offers built-in, best-practice marketing and lead generation workflows that can easily be extended. The tool will alert Usherpa users via in-platform dashboard, email, and mobile app about their scheduled tasks and even send tasks to loan officer assistants automatically.

No more paying for third-party tools that create duplicate data entry, frustration, and unnecessary expenses.

Pipelines are ready to use out of the box, but its flexibility will make it a secret weapon for lenders who create custom workflows to empower their loan officers, branch mangers, and recruiting managers.

Best of all, this new functionality currently comes to Usherpa users at no additional cost.

If you are using Usherpa, you’re already converting 46% more prospects and increasing repeat business by 57%, year-over-year. SmartScore technology finds past customers in your portfolio that have a 360% greater likelihood of refinancing and a 297% greater chance of applying for a new purchase mortgage.

Imagine what you could do with Pipelines to help automate your front-end sales and lead generation efforts.