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!
This powerful new integration bridges the gap between finding valuable contacts and effectively nurturing those relationships—a game-changer for mortgage professionals looking to expand their referral networks and recruiting efforts.
The mortgage industry has never lacked tools for finding potential partners. The challenge has always been in effectively moving those prospects into meaningful, sustained relationships.
Our new integration with RETR.com solves this problem by creating a seamless connection between prospect identification and relationship nurturing.
Find and Engage Real Estate Agents with Ease
Building a strong referral network of real estate agents is essential for loan originators looking to maintain a consistent pipeline. Achieving that goal for our LO clients is one of the reasons this integration is so important to us.
With the RETR integration, you can:
- Identify promising real estate agents directly within the RETR platform
- With a single click on “Push to CRM,” instantly add them to your Usherpa database
- Immediately begin targeted marketing campaigns designed specifically for agent relationship development
No more copying and pasting contact information or manually creating new records. This streamlined workflow means you can focus your energy on relationship building rather than data entry.
Elevate Your Recruiting Game
Growing your team with top talent is just as crucial as building your referral network. The RETR integration also empowers your recruiting efforts by allowing you to:
- Search for high-performing mortgage loan originators within RETR
- Instantly add them to your Usherpa database with the “Push to CRM” feature
- Deploy specialized recruiting campaigns designed to showcase your company’s unique value proposition
By connecting these two powerful platforms, you’ll be able to identify potential team members and immediately begin the relationship-building process that’s so essential for successful recruiting.
What truly sets this integration apart is how it accelerates the relationship development process. The moment contacts are pushed from RETR into Usherpa, you can immediately begin engaging.
The platform offers personalized, relevant content designed specifically for their role and interests. Automated follow-up sequences maintain communication without requiring constant manual attention. Finally, targeted messaging positions the user as a valuable resource rather than just another mortgage professional.
This combination of efficient prospecting and immediate engagement helps Usherpa users stand out in a crowded market, making their outreach more effective from the very first contact.
To take advantage of this powerful integration, you’ll need a paid subscription with RETR.com in addition to your Usherpa membership. While this represents an additional investment, our clients are already reporting significant ROI through expanded referral networks and successful recruiting efforts.
If you’re looking for alternatives, Usherpa also has an integration with a similar system, MMI.io!
Our team is standing by to help you get the most out of this new integration. Whether you need assistance with the technical setup or strategies for maximizing your results, we’re here to support your success. Call on us today.
