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The Mortgage Industry is Broken

And your LOS is the reason.

We have the cure.

Charlie - WILQO - Partner Bubbles-3

Meet USHERPA | SMARTCRM

Usherpa empowers mortgage professionals with award-winning marketing automation and CRM tools built specifically for the way lenders work. From lead to loan in process and beyond, Usherpa makes it easy to stay in touch with customers, prospects, and business partners through automated marketing emails and more. Users can leverage custom content, Local Housing Market Videos, and smart triggers based on loan stage, credit activity, and rate thresholds. With deep LOS integrations and compliance-focused messaging, Usherpa helps loan officers close more deals and build lifelong referral relationships.

Marketing Made Easy with Usherpa:

  • Done-For-You Marketing campaigns created and launched automatically on your behalf
  • Loan-in-Process email and text campaigns triggered by loan stage updates
  • Local Housing Market Videos branded for each user—available in most markets and rapidly expanding
  • In-Depth Analytics on open rates, engagement, and conversion opportunities
  • Seamless Integrations with borrower intelligence platforms, LOS, POS, and leading mortgage tech solutions
  • Weekly Training & Live Support from real people (no bots!)

Integration-Focused

Through seamless integration with Wilqo, Usherpa automatically imports contact and loan data to power personalized marketing at every stage of the borrower journey. From lead nurturing to in-process milestone email and text updates, all the way through automated post-closing campaigns, Usherpa helps originators stay connected without lifting a finger. These smart, compliant touchpoints enhance the borrower experience, strengthen referral relationships, and drive repeat business.

Learn more →

the impact
Horrible Borrower Experience

Ever wonder why your Net Promoter Score (NPS) might take a sharp 50-point dive?

One reason could be the repeated requests for information your clients have already provided.

Over-collecting data may seem advantageous to your team, but it's a different story from your borrowers' perspective.

Discovering they've provided unnecessary information can be a source of annoyance and inconvenience.

These practices can strain the customer relationship.

Is this really the way to treat the lifeblood of your business?

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Zero Differentiation from your Peers

Fact check: Most lenders' websites echo the same promises: a transparent process, the latest technology, and respect for the borrower.

Same Loans, Different Lenders

Given that most mortgage lenders offer similar loan programs, your differentiators narrow down to service, reputation, and rates/fees.

Stuck with Outdated Systems

But how can you truly distinguish yourself if you're operating on the same decades-old system as everyone else?

What levers can you pull to stand out from the crowd?


Check-the-Checker Workflow

Ever find yourself in a situation where half of your team's efforts are consumed by double-checking work already done by someone else?

A Matter of Control

Could it be because your current system offers limited control over how data is managed, leading to crucial information being overwritten?

Complicated Systems, Confusing Tasks

Or is it due to the complexity of your systems, causing people to forget the correct procedures — particularly when dealing with less common loans?

The Power of Trust

Imagine a scenario where everyone could trust that the work completed before them was accurate and thorough.

Wouldn't that be a game-changer for efficiency and morale?

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Audit Nightmares

Unless you're a federally chartered bank — and let's not forget the unique compliance challenges there — every state in which you lend has an interest in scrutinizing your processes. They want to ensure you're not causing harm to their residents.

Costly Consequences

Errors in this high-stakes environment are more than just a nightmare — they can directly impact your bottom line.

Auditors' Trust: Does Your System Measure Up?

Does your current system instill confidence in auditors that every detail — every "i" dotted, every "t" crossed — is being meticulously handled in your process?

Imagine having a system auditors know does the job... how much better would you sleep?

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Our Philosophy

It is your data.

It is your business.

We want to empower your success and not nickel-and-dime you to death.

For example, your subscription does not include monthly minimums. The mortgage cycle is seasonal, and locking you into a monthly minimum number of loans means you either pay more per loan on months with lower volumes or overage charges when you are busier. Either way, you lose (and the vendor wins).

We don't play that game.

Instead, your subscription with Wilqo includes a targeted number of closed loans for the year (the more you commit to, the lower your per-closed-loan price). Then, each month's volume gets deducted from that target. If you run out of loans before the year is up, you just buy another bundle.

Easy. Fair. Predictable.

Wilqo isn't just better ... we're different.
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