Every lender has a star loan officer. If they’re lucky, they’ll have a few on the team. Pareto’s principle tells us that about 80% of the company’s volume will flow through these top producers.
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?
That’s the question that drove Usherpa’s developers to create Pipelines.
Pipelines are customized journeys that can be combined into automated campaigns to target the right task or activity at the right time. The new functionality currently comes to Usherpa users at no additional cost and can be used to target leads, prospects, existing borrowers, and Realtors.
So far, the new functionality has played a role in keeping Usherpa on Housingwire’s Mortgage Technology Tech100 list. It also won a Game Changer Award from PROGRESS in Lending, the same publication that called Usherpa CEO Chris Harrington a Leading Woman in Fintech, in part due to Pipelines.
From Innovation to Industry Recognition
Loan officers juggle countless moving parts every day. Between borrower communications, partner relationships, compliance requirements, and marketing, it’s easy for important details to slip through the cracks. That’s exactly why Usherpa created Pipelines—the customizable, Kanban-style task flows built right into our SmartCRM.
When Pipelines was first introduced, the goal was simple: give loan officers a clear, visual way to track tasks from first contact through closing and beyond. Unlike rigid project management tools or spreadsheets, Pipelines adapt to how each team actually works. Every stage can be customized, every task can be assigned, and every relationship can be tracked in one place.
Pipelines offer lenders a set of best practices sales workflows, but any loan officer can create as many custom pipelines as they wish with custom stages made up of tasks that they can either do or assign to other members of their team. The workflow can handle a diverse range of triggers and activities, including call scripting, automated emails, and various to-dos.
Recognized by industry leaders for reshaping how mortgage professionals manage their workflows, Pipelines has quickly become one of the most celebrated tools in Usherpa’s Relationship Engagement Platform (REP).
Why Pipelines Matters for Loan Officers Now
For Usherpa users, the award is proof of what they already know: Pipelines doesn’t just organize tasks, it accelerates success.
The mortgage industry runs on relationships and timing. Miss a follow-up, and you risk losing a referral partner. Delay a borrower update, and trust erodes. Pipelines ensure that doesn’t happen. With visual task management, customizable stages, built-in accountability, and integration into the SmartCRM, loan officers stay on top of every detail without adding extra steps.
By weaving workflows directly into relationship management, Pipelines gives LOs the ability to spend less time worrying about what’s next and more time building borrower trust and winning referrals. In effect, every loan officer on the team is as effective and successful as the lender’s very best.
Whether you’re already using Pipelines or just learning about it, now is the perfect time to take a fresh look. With new recognition as an award-winning tool and continued enhancements to Usherpa’s SmartCRM, Pipelines is ready to help you manage workflows with clarity and confidence. Want to see Pipelines in action? Schedule a demo today.
