Keyword search for 'crm'
UBlog Home
New integration offers streamlined workflow and fully compliance for LOsSaaS platforms Covideo and Usherpa have collaborated on an integration that allows shared users to record and send videos to partners, leads and clients within the CRM. Usherpa, a relationship engagement platform, offers mortg...
What lenders can do to get their LOs ready to succeed in the future If you’ve been in the mortgage business for more than a cycle or two, you’ve surely heard that the refinance boom is coming to an end. Having been active in this business since the 80s, I heard it first in the early 90s, then t...
If you want to do more business today and in the coming purchase money mortgage market, you’re going to have to get good at picking up the phone and reaching out to prospective borrowers. Many loan officers shy away from this for a couple of reasons. First, we have been enjoying easy refinance busi...
Finding mortgage business has never been easier, thanks to new business analytics.DENVER, June 14, 2021 -- Usherpa, developers of the real estate and mortgage industry’s original enterprise CRM technology, announced today the addition of a new form of UsherpAlert specifically designed to provide lea...
Most of the loan officers in the industry have never faced a purchase money mortgage market.DENVER, MAY 7, 2021 -- As mortgage refinance business continues to fall off during the remainder of 2021, many lenders will find their sales staff woefully unprepared to generate new loan sales in a purchase ...