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Usherpa

SmartCRM technology that keeps you organized and connected

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Usherpa is a cloud-based marketing CRM and Relationship Engagement Platform for mortgage loan officers and real estate professionals. It analyzes a user's contact database to surface daily opportunity notifications and runs automated marketing campaigns, helping users stay organized and connected with clients and partners.

Features include task workflows, individual and team reminders, hot opportunity alerts, and a mobile app for tracking tasks and opportunities on the go. The platform offers done-for-you automated marketing campaigns written by industry professionals, customizable to a user's brand, with built-in compliance reviews. Campaigns can be sent via email or direct mail, and the system integrates with business partners.

Usherpa is offered in editions for loan officers and realtors, as well as an enterprise option. Support is available through email, chat, phone, and on-demand resources.

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