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GUARANTEE CLIENT LOYALTY
AND EXPLODE YOUR SALES

Create relationships that last a lifetime using data intelligence and
multi-channel marketing.
The future of CRM is Relationship Engagement.

Usherpa knows what easy looks like.

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Schedule a Demo Join Now


USHERPA IS RICHARD'S SECRET TO SUCCESS

Usherpa is the secret to my success. I would not have made it 23 years in the
mortgage industry without a good, but very simple CRM. There are other options,
but I have found most others to be way too confusing and a CRM is just not
effective if you do not use it! The Usherpa CRM does everything that I need it
to do and more! Also the support is great…they are like a family, very helpful
and they care about your success! -Richard V. | Grand Rapids, MI


SIMPLIFY. AUTOMATE. RESONATE.

Build Bulletproof Relationships
Create a Referral Machine
Explode Your Business


CAROL'S REFERRALS HAVE GONE THROUGH THE ROOF

After 4 years with Usherpa my referrals have gone through the roof. I would say
referrals are now 70% of my business - there’s no way I’d have them without
Usherpa keeping me connected. -Carol M. | Dallas, TX


THE FUTURE OF CRM IS... RELATIONSHIP ENGAGEMENT


INSANELY EASY TECHNOLOGY

Usherpa knows what easy looks like. Our seamless, foolproof platform and robust
data intelligence create opportunities you can bank on. Building repeat business
and lifelong referrals is simple when you have the right tools. Usherpa is the
last CRM you’ll ever need.


ENGAGING MULTI-CHANNEL MARKETING

Forget the generic, uninspiring content you’ve seen before. Usherpa’s
customized, highly localized, and automated content written by industry pros
resonates with your leads, clients and partners to maintain meaningful,
productive relationships.


ELIMINATE MISSED OPPORTUNITIES

Never stress for your success! Usherpa’s intuitive CRM presents opportunities in
an easy-to-use format that gives you everything you need to stay on your
client’s radar, generate referrals, and grow your business. Usherpa curates a
marketing strategy that works with your workflows so your pipeline is always
full.

Schedule a Demo Join Now


WITH USHERPA YOU'LL...

CONVERT 46 MORE PROSPECTS
CLOSE 2 MORE DEALS
INCREASE 57 REPEAT BUSINESS


USHERPA BRINGS KAREN
2-3 DEALS A MONTH

After joining Usherpa I’m hearing from Realtors I haven’t talked to in years - I
would say Usherpa brings in 2-3 deals a month. -Karen S. | Jacksonville, FL


DAVID ATTRIBUTES
38 LOANS A YEAR TO USHERPA

I took a look at my last year's production numbers and I attribute 38 loans to
Usherpa. Thank you guys and keep up the excellent work! -David J. | Washington,
D.C.


UNIQUELY USHERPA FEATURES


EXPERIENCE EASY

Usherpa knows what easy looks like. Our seamless, foolproof platform and robust
data intelligence create opportunities you can bank on.


AUTOMATE AND GROW

Never stress for your success! Usherpa’s intuitive Relationship Engagement
Platform and robust CRM presents opportunities in an easy-to-use format.


DEVELOP BUSINESS STRATEGIES

At Usherpa, care about your success – which is why we crafted our Master Ascent
Plan! MAP gives you everything you need to fully employ the tools available from
Usherpa.


DEPLOY DATA INTELLIGENCE

Your database contains opportunities just waiting to be found. Usherpa uses
Authentic Intelligence to comb your database in real-time and serves up
notifications daily.


BECOME A THOUGHT LEADER

By building relationships based on trust, your network is your biggest asset.
With Usherpa, you’ll build your personal brand and become recognized as the
go-to mortgage expert they continue to do business with again and again.


BUILD A REFERRAL MACHINE

Usherpa helps you build your non-stop referral machine that performs regardless
of market conditions.

Schedule a Demo Join Now


USHERPA MEMBERS CLOSE AN AVERAGE OF
2X MORE LOANS EACH MONTH



* Usherpa data is from 2,541 users at 38 companies over same 12 month period.

** STRATMOR created and launched the Originator Census Survey. The latest set of
results cover activity for 18 Independents and 15 Bank Owned or Affiliated
mortgage companies - a total of 33 organizations.

The census collected information for 14,444 originators from companies with
under 100 LOs to those with over 1,000.


DUPLICATE HABITS OF TOP PRODUCERS

Over the last 25 years, Usherpa has been studying the mortgage industry's
highest producing Loan Officers to uncover their most important habits. Download
our guide "3 Habits of Top Producing Loan Officers (You Can Duplicate)" and take
your business to the next level.

Download Now


CONNIE'S BRANCH HAS GROWN FROM 4 TO 17

Usherpa is instrumental in helping me recruit LO’s for my branch. I’ve grown my
branch from 4 LO’s to 17 in the past year - Usherpa works! -Connie W. |
Kirkland, WA


WHAT MAKES USHERPA UNIQUE?

We know what easy looks like, that's Uniquely Usherpa. We believe engaging your
network should be simple and marketing solutions shouldn't be a distraction from
your business.

With Usherpa, you'll never stress for success! Our seamless Relationship
Engagement Platform and robust CRM allow you to focus on what you do best. Our
top priority is guiding you down the path to success. That's why over the last
25 years we've helped tens of thousands of loan officers and hundreds of
companies strengthen their relationships and close more deals.

Usherpa's streamlined solutions, backed by data intelligence, take the headaches
out of marketing, delivers the right content at the right time and propels your
business. Usherpa is the only marketing platform and CRM you'll ever need.

Isn't it time to discover what easy looks like?

Schedule a Demo Join Now


CAROLYN GOT 2 CALLS FROM THE LOCAL HOUSING VIDEO

I want to let you know I’ve received 2 calls from the “Denver Local Housing
Video!” One will turn into a loan, and the other one was a great connection
after 8 years. -Carolyn C. | Denver, CO


ISN’T IT TIME FOR YOU TO DISCOVER WHAT EASY LOOKS LIKE?

 * Convert more leads
 * Tech that works for you
 * Create lasting relationships with your clients

Curious? Let's Talk Explode Your Business

 * CONTACT US
 * JOIN NOW


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