Usherpa Adds Sales Workflow Functionality In CRM
Usherpa has released new workflow management into its SmartCRM. Pipelines are customized experiences 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.
“The nation’s top loan officers consistently outperform their peers because they have a better sales process. Now, every loan officer can have a winning process and win more business,” said Usherpa CEO Chris Harrington. “Loan officers shouldn’t have to pay extra for this functionality. The new tool is ready to use out of the box, but its extensibility will make it a secret weapon for lenders willing to create custom workflows and make our SmartCRM available to their loan officers.”
Pipelines offers 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.
Each morning, the tool provides loan officers or their team members with their scheduled tasks for the day, via email, mobile app, and dashboard. Usherpa provides detailed reporting on each loan officer’s usage for management purposes.
Usherpa’s Smart CRM has maintained unmatched loyalty and longevity. Many of the company’s users have been using the CRM for more than a decade (and in some cases, over twenty years). Among new members, Usherpa maintains a retention rate over 90% at the 90-day mark.
The reasons for this are well documented. Studies performed by Usherpa’s lender clients have shown that users double their production, converting 46% more prospects and increasing repeat business by 57%, year-over-year. In addition, the company’s SmartScore technology finds past customers in LO portfolios that have a 360% greater likelihood of refinancing and a 297% greater chance of applying for a new purchase mortgage.
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