CRM Software Provider Usherpa Joins The Mortgage Collaborative as a Preferred Partner

Usherpa, which offers a customer relationship engagement platform (REP), is now a preferred partner with The Mortgage Collaborative (TMC), a mortgage cooperative.

TMC’s growing network of mortgage lenders account for approximately 10% of the mortgage volume originated in the U.S.

“We are very excited to be added as a preferred partner and looking forward to serving TMC member lenders,” says Chris Harrington, CEO and co-founder of Usherpa, in a release. “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 SmartScore 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.