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The technology loan officers have today is light years away from the tools I had when I was originating loans. In those days, a rolodex was a physical tool that sat on our desks. Today, we have Artificial Intelligence (AI), automated workflows, Big Data, and machine learning that all reside within t...

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Utilize technology and prove your value to these business partners  It’s a busy time to be a mortgage originator, to say the least. Amid this massive spike in origination volume, strategic loan officers and brokers are continuing to keep their sights on the long game.  Market trends ebb ...

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Lenders who provide more (and more accurate) information to borrowers during the loan origination process achieve higher levels of borrower satisfaction, which leads directly to more repeat and referral business. But only if the borrower stays with the lender until the loan closes. That only happ...

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Closed loan data from the CRM now flows seamlessly into Homebot, helping Loan Officers Engage and Retain clients.DENVER, September 8, 2021 -- Usherpa, developers of the real estate and mortgage industry’s original enterprise CRM technology, announced today an integration with Homebot, the award-winn...

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The customer is the main character of your story. If you want to engage people in every aspect of your business, you need to find ways to show that you understand them, know them, and are willing to remember the small details over long periods of time. Because the truth is, relationships are built ...

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