relationship engagement platform Archives

Why Choose a Mortgage-Specific Platform Over a Big-Box CRM?

One question we hear often is: “Why wouldn’t I just use a big-box CRM?” (Constant Contact, Sales Force, Hub Spot) Big-box CRMs can be powerful tools for organizing contacts, creating workflows and sending marketing. But they are built to serve many different industries, which often means your team must determine…

By USHERPA August 25, 2026

In relationship engagement platform - 3 min read

Stop Waiting for Rates and Focus on Relationships

Waiting for rates to drop. Waiting for affordability to improve. Waiting for consumers to return to the market in larger numbers. Waiting for the conditions that will finally make business feel easier again. This is all a trap.

By USHERPA June 23, 2026

In mortgage marketing - 3 min read

Great Loan Officers Don’t Keep Good Systems to Themselves

At Usherpa, AI doesn’t stand for artificial intelligence alone. It represents something deeper: authentic intelligence. That distinction is critical.

By USHERPA May 1, 2026

In relationship engagement platform - 3 min read

What it Means to be Called an Innovator

We were pleasantly surprised when our Customer Relationship Engagement Platform (REP) won the 2025 Innovation Award from the PROGRESS in Lending Association.

By USHERPA February 6, 2025

In 2024 Connections Award - 3 min read

Usherpa and MortgageFlex Win Partnership Award

Leading industry players create partnership to drive more lender mortgage business. DENVER, August 05, 2024 -- Usherpa, developers of the real estate and mortgage industry’s first Customer Relationship Engagement Platform (REP) platform, and MortgageFlex, one of the industry’s original mortgage technology developers and creator of the MortgageFlexONE LOS and its…

By USHERPA August 5, 2024

In mortgage marketing - 3 min read

What Being a TMC Preferred Partner Means to Usherpa

At Usherpa, we seek out industry partnerships and welcome vendors who have a similar mission of servicing mortgage lenders, and over the years, we’ve been fortunate to partner with some of the very best companies in our space. Which is why becoming a preferred partner of The Mortgage Collaborative, an…

By USHERPA August 1, 2024

In CEO announcement - 3 min read

Chris Harrington Promoted to CEO of Usherpa

Award-winning female executive takes the top spot at industry-leading Smart CRM. DENVER, July 01, 2024 -- Usherpa, developers of the real estate and mortgage industry’s first Relationship Engagement Platform (REP) platform, announced that company co-founder Chris Harrington has been promoted from President to CEO. Harrington has more than 25 years…

By USHERPA July 1, 2024

In fintech - 3 min read

2023 HW Tech Trendsetter Award Winner: Chris Harrington

DALLAS, TX — Today, HousingWire announced the winners of the 2023 Tech Trendsetters award. For the fifth year, HousingWire is recognizing the most impactful and innovative technology leaders serving the housing economy. This year, 50 honorees were selected. HousingWire’s 2023 Tech Trendsetters are made up of the top product and…

By USHERPA December 12, 2023