Having the right technology in the right place can make or break a company’s efficiency, customer engagement, and ultimately, profitability. We provide that kind of software and you’ve heard us say that often. But it’s so much more powerful when other people tell our story.
That’s why we were thrilled to receive a glowing testimonial from Jessie Norris, Director of Marketing at GoPrime Mortgage, who shared their experience switching to Usherpa.
Like many companies, GoPrime was facing serious frustrations with their previous CRM—poor support, data mishandling, and a system that required excessive internal resources just to keep it running smoothly.
After an extensive evaluation of over a dozen CRMs, they found what they were looking for in Usherpa. Here is what they had to say about the experience.
A Seamless Transition with Hands-On Support
Making the switch to a new CRM is never an easy decision, especially when it feels like a massive undertaking. But GoPrime found that Usherpa made the process “nearly effortless” thanks to a hands-on support team that was always just an email or phone call away. Our team prioritizes customer success, ensuring every transition stays on track and meets critical timelines.
A CRM That Stands Out
Many CRMs in the mortgage industry feel outdated and clunky, but Usherpa is built with modern technology that keeps lenders ahead of the competition. As Jessie put it, “Usherpa’s technology is cutting-edge and far more modern than most other CRMs in our industry.”
But what truly sets Usherpa apart isn’t just the technology—it’s our commitment to our customers. We listen, we adapt, and we continuously improve based on user feedback. Unlike larger, impersonal CRM providers, we make every client feel like a top priority, ensuring they have the tools they need to succeed.
Loved by Loan Officers, Not Just Marketing Teams
One of the biggest challenges in implementing a CRM is getting Loan Officers to actually use it. GoPrime’s team struggled with this in the past, but with Usherpa, even their most reluctant Loan Officers embraced the platform.
The reason? Ease of use and exceptional training.
With Usherpa, Loan Officers can create their own content and deploy it effortlessly. Our help center and weekly live training eliminate the need for an internal CRM expert, saving marketing teams valuable time while ensuring every Loan Officer gets the support they need.
The Bottom-Line Benefits
A CRM should be an investment that delivers measurable returns, and for GoPrime, the benefits were clear. From cost savings during and after the transition to increased efficiency across their team, Usherpa has proven to be a cost-effective, user-friendly, and innovative solution that has elevated their operations.
Their advice to other mortgage professionals considering a switch? “Don’t wait as long as we did. Do it. You’ll be doing yourself, your sales team, and your bottom line a huge favor.”
If you’re looking for a CRM that offers cutting-edge technology, hands-on support, and a truly customer-centric experience, it’s time to take a closer look at Usherpa. Let’s talk about how we can help your team work smarter, not harder.
