New integration offers streamlined workflow and fully compliance for LOs

SaaS 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.

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Both Covideo and Usherpa share a focus on personalized, engaging content. That alignment of shared values is ultimately what made us so excited to partner with them.”— Covideo CEO, Jason Price

Usherpa, a relationship engagement platform, offers mortgage professionals a SmartCRM™ and marketing automation system in one. Covideo, a video messaging platform, allows loan officers to record, send and track videos for loan process milestone events, messages to real estate partners, happy birthday messages, and more.

“Both Covideo and Usherpa share a focus on personalized, engaging content,” said Covideo CEO, Jason Price. “That alignment of shared values is ultimately what made us so excited to partner with them.”

Through the native integration, loan officers can use Covideo directly within Usherpa’s platform, allowing them to “streamline their workflows and optimize output,” said Price.

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Perhaps most importantly, loan officers are able to do so in a setting that adheres to strict compliance guidelines. Once a video is recorded, it is sent to a compliance officer for review and approval or, if denied, feedback on how it should be changed.

“Compliance is an important, but often challenging part of every loan officer’s day-to-day tasks,” said Chris Harrington, President and co-founder of Usherpa. “We know what a powerful tool video can be and we want to offer it to our users in a way that makes it as easy as possible for them to achieve their goals in complete compliance. This partnership makes that possible.”

The free integration is now live for Usherpa and Covideo users.

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