Usherpa
Usherpa is the SmartCRM built exclusively for mortgage professionals. From lead to long-term client, Usherpa automates marketing, streamlines workflows, and powers the Infinite Referral Machine, helping loan officers grow their business without the burnout.
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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.
Highlights
- Mortgage-Specific SmartCRM – Designed exclusively for loan officers, branches, and enterprise lenders.
- Fast to Launch, Easy to Adopt – Simple setup and intuitive tools loan officers actually use.
- Done-For-You Marketing – Automated campaigns for prospects, past clients, and business partners.
- Best-in-Class Integrations – Seamlessly connects with Encompass, nCino, Blend, Optimal Blue, Homebot, MMI, and more.
- SmartScore™ Alerts – AI-powered engagement scoring helps you focus on your hottest opportunities.
- Local Housing Videos – Monthly market updates customized to your region, boosting your advisor credibility.
- Infinite Referral Machine™ – Keeps you top-of-mind to drive repeat and referral business without the burnout.
- Award-Winning Support – Human, hands-on service every step of the way.
Details
Vendor Category
Customer Relationship Management (CRM)
Pricing Model
Subscription-Based Pricing
Works well with
Overview
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Product comparison
Usherpa
MortgageHalo
Volly
Overview
Usherpa is the SmartCRM built exclusively for mortgage professionals. From lead to long-term client, Usherpa automates marketing, streamlines workflows, and powers the Infinite Referral Machine, helping loan officers grow their business without the burnout.
The most self-driving mortgage CRM
Industry leaders rely on Volly’s Marketing Automation Suite to CAPTURE and CONVERT new business faster and RETAIN customers for life.
Highlights
- Mortgage-Specific SmartCRM – Designed exclusively for loan officers, branches, and enterprise lenders.
- Fast to Launch, Easy to Adopt – Simple setup and intuitive tools loan officers actually use.
- Done-For-You Marketing – Automated campaigns for prospects, past clients, and business partners.
- Best-in-Class Integrations – Seamlessly connects with Encompass, nCino, Blend, Optimal Blue, Homebot, MMI, and more.
- SmartScore™ Alerts – AI-powered engagement scoring helps you focus on your hottest opportunities.
- Local Housing Videos – Monthly market updates customized to your region, boosting your advisor credibility.
- Infinite Referral Machine™ – Keeps you top-of-mind to drive repeat and referral business without the burnout.
- Award-Winning Support – Human, hands-on service every step of the way.
Why Lenders Choose MortgageHalo
- Too busy to market? Done-for-you campaigns—consistent, professional, and compliant—are sent automatically on the loan officer’s behalf with responses and leads delivered to loan officers.
- Tired of missing deals? Get timely alerts when clients are back in the market—whether it’s a new listing, refinance opportunity, referral trigger, etc...
- Hard to stay in touch? Reliable, automated messages cover the full client lifecycle, from loan milestones to birthdays, surveys, and post-closing follow-up.
- Not sure what works? Proven channels—email, texts, social media, and optional print campaigns—reach clients where they respond best.
- Worried about compliance or adoption? A SaaS platform that’s SOC III compliant, with full implementation and live support.
MortgageHalo is the self-driving CRM loan officers rely on for consistent follow-up, timely opportunities, and long-term growth.
Volly can help you:
Acquire new business faster
Retain customers and drive repeat business
Increase marketing and loan officer capacities
Reduce the cost of acquiring new business
Gain peace of mind in meeting brand and regulatory requirements
Measurable results – Higher open rates, portfolio growth, and stronger customer relationships.
Usherpa
Customer reviews
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