Usherpa

Usherpa is the award-winning SmartCRM built exclusively for the mortgage industry. Our mission is to empower loan officers, branches, and enterprise lenders with technology that automates the busywork, strengthens authentic relationships, and drives measurable growth. Born in a branch and forged during the mortgage meltdown, Usherpa understands the unique challenges of the industry—and we’ve spent over 25 years perfecting a platform designed for mortgage professionals, not general sales teams.

Serving loan officers, lenders, and credit unions nationwide, Usherpa delivers an all-in-one solution that combines CRM, marketing automation, and pipeline management into what we call the Infinite Referral Machine™. Our platform includes done-for-you campaigns that nurture prospects, clients, and referral partners automatically; SmartScore™ alerts powered by AI to surface the hottest opportunities; and personalized Local Housing Videos that position loan officers as trusted advisors in their markets. With best-in-class integrations to systems like Encompass, nCino, Blend, Optimal Blue, Homebot, and MMI, Usherpa fits seamlessly into lenders’ existing workflows. And unlike other CRMs, Usherpa is known for fast launches, easy adoption, and award-winning customer support that ensures loan officers actually use the system.

Usherpa has been proven to increase conversion rates and boost engagement across every stage of the borrower journey. Clients who implement Usherpa see email open rates rise by more than 250% and close 46% more loans on average from their prospect pipeline. Trusted by respected names like LoanPeople, Supreme Lending, Western Ohio Mortgage, Pilgrim Mortgage, Waterstone Mortgage, Elevations Credit Union, and GoPrime Mortgage, Usherpa has become the mortgage industry’s most loved CRM. Proudly woman-led and family-founded, we continue to set the standard for innovation, adoption, and results in mortgage marketing technology.