CRM & Lead GenIn The News

Usherpa Is Now A Mortgage Collaborative Preferred Partner

Usherpa, developers of a customer Relationship Engagement Platform (REP), announced that the company and its SmartCRM have been vetted by The Mortgage Collaborative (TMC), one of the largest mortgage cooperatives in the country. Usherpa is now a preferred partner to TMC’s growing network of mortgage lenders that account for approximately 10% of the mortgage volume originated in the US.

“We are very excited to be added as a preferred partner and looking forward to serving TMC member lenders,” said Usherpa CEO and co-founder Chris Harrington. “At a time when growing loan volume and market share are top lender concerns, our technology provides a proven solution that has helped many other lenders grow their businesses, even in the toughest markets.”

According to TMC’s 2024 “Pulse of the Network” survey of 2,000 industry executives, finding new business development opportunities to grow volume and market share ranked first among the Top 5 most critically important issues facing mortgage lenders in 2024.

Over the past 25 years, Usherpa has helped tens of thousands of loan officers and hundreds of companies boost their bottom line with its intuitive SmartCRM and Done-For-You marketing automation, ultimately growing into the largest privately held CRM company in the home finance industry.

Lender studies have shown that Usherpa users double their production, converting 46% more prospects and increasing repeat business by 57% year over year. In addition, the company’s SmartScoreTM AI 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.

Usherpa’s custom reporting dashboard gives loan officers all of the contact’s information, making it simple to call, text, make a note, or take action on each lead. For branch managers and corporate executives, it offers dynamic reporting and unprecedented visibility into the actions taken by their loan production team. Beyond that, Usherpa’s platform includes powerful Done-For-You marketing automation tools that serve to keep borrowers engaged not only during the origination process, reducing loan fallout significantly, but continually after funding – building strong repeat and refer business.

Usherpa’s SmartCRM Relationship Engagement Platform has maintained unmatched loyalty and longevity. Many members have been with the company for no less than a decade (and in some cases, over twenty years). Among new members, Usherpa maintains a retention rate of over 90% at the 90-day mark.

“The Mortgage Collaborative prides itself on having best in class preferred partners that help our lenders lower their cost of origination, improve their customer experience, and retain their best Loan Officers so that they can easily compete with even the largest lenders,” said Melissa Langdale, TMC’s President and COO. “We are thrilled to add Usherpa as a preferred partner.”