Closed loan data from the CRM now flows seamlessly into Homebot, helping Loan Officers Engage and Retain clients.

Usherpa, developers of the real estate and mortgage industry’s original enterprise SmartCRM™ technology, announced an integration with Homebot, the award-winning, client-for-life portal that empowers consumers to build wealth through homeownership. This integration makes it easy for the loan data in Usherpa to flow seamlessly into Homebot, where users can educate and engage their clients throughout the homeownership lifecycle.

“Loan officers must be viewed as trusted advisors if they hope to earn repeat and referral business,” said Dan Harrington, Usherpa Co-Founder and CEO. “Homebot makes it easy for lenders to continue to add value to homeowners after the loan closes and now Usherpa makes it easy to get the homeowner’s loan information into Homebot.”

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“Usherpa was the first enterprise CRM for mortgage originators and we are thrilled to be partnering with them. We look forward to a long relationship with Usherpa.”

— Ernie Graham, CEO and Co-Founder of Homebot

Homebot serves loan officers across the nation and achieves an average 50% monthly engagement rate across millions of consumers. Their personalized home finance insights empower homeowners to track their equity position, consider investment possibilities, explore potential refinance scenarios, and much more.

With the new integration, the borrower’s contact, property, and loan fields in Usherpa have been mapped onto the matching Homebot fields for sharing via secure API. Enterprises using Homebot are able to control the integration at both the company level and the individual loan officer level depending on what best suits their organization.

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“Usherpa was the first enterprise CRM for mortgage originators and we are thrilled to be partnering with them,” said Ernie Graham, CEO and Co-Founder of Homebot. “This integration will make it much easier for loan officers to load their clients into Homebot. We look forward to a long relationship with Usherpa.”

What started out as a better tool for marketing home loans in 1995 has evolved into the industry’s most sophisticated, cloud-based CRM/Marketing Automation system. Now referred to as the Relationship Engagement Platform, Usherpa’s smart CRM software has helped thousands of loan officers stay connected with partners and clients. These LOs have helped hundreds of thousands of borrowers fulfill their dreams of homeownership.

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