Usherpa
Usherpa is a U.S.-based vertical SaaS company that sells SmartCRM, a cloud-based Relationship Engagement Platform on Microsoft Azure, to individual mortgage loan officers, real estate agents, and enterprise mortgage lenders, combining CRM, automated marketing, compliance tooling, and LOS integrations.
- Company typePrivate
- Founded1995
- HeadquartersEnglewood, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Usherpa does
Usherpa (legal entity Media Center, LLC, founded 1995 and rebranded in 2008) is a U.S.-based, founder-owned vertical SaaS company that sells a cloud-based Customer Relationship Engagement Platform (REP), branded as SmartCRM, to mortgage loan officers, real estate agents, and enterprise mortgage lenders. Headquartered in Denver, Colorado with 11-50 employees, the platform is built on Microsoft Azure and combines CRM functionality, automated marketing campaign execution, database analytics ("Authentic Intelligence"), workflow automation (Pipelines), compliance tooling (RESPA, CFPB, GLBA, TCPA), and open REST APIs integrating with 20+ FinTech and Loan Origination Systems including MortgageFlexONE, Homebot, and RETR.
The company's product portfolio is organized into three go-to-market lines — Enterprise, Mortgage (LO-focused), and Real Estate (agent-focused) — supplemented by the Mobile App and features such as USHERPAlert daily push notifications, SmartScore home equity monitoring, the Marketing Portal, and the Launch Pad Custom Email Wizard. Differentiation is anchored on sector specialization (built by former loan officers/realtors), a Done-For-You marketing content library, regulatory compliance baked into campaign execution, and a workflows layer (Pipelines) that lets enterprises replicate top-producer playbooks across the team. Reported outcomes include 2X more loans closed per month versus non-users (cohort of 2,541 users across 38 companies), 40-50% email open rates versus an 18% industry average, and a 90% user retention rate.
Usherpa's business model is a subscription SaaS priced by team size across five tiers from 1-5 seats up to 100+ seats, sold both directly via the website (separate enrollment portals for loan officers and realtors) and through enterprise direct sales, with distribution reinforced by The Mortgage Collaborative's Preferred Partner network, MortgageFlex integration co-marketing, and a content-led marketing engine that includes industry publications, podcast appearances, social media, founder-authored books, and event sponsorships. Revenue is not publicly disclosed; the company is bootstrapped with no institutional investors, parent company, or M&A activity in the source materials.
Usherpa firmographics
Firmographics- Name
- Usherpa
- Legal name
- Media Center, LLC
- Website
- https://usherpa.com
- Company type
- Private
- Founded year
- 1995
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Usherpa is a U.S.-based vertical SaaS company that sells SmartCRM, a cloud-based Relationship Engagement Platform on Microsoft Azure, to individual mortgage loan officers, real estate agents, and enterprise mortgage lenders, combining CRM, automated marketing, compliance tooling, and LOS integrations.
- Ownership category
- akta.pro rank
Usherpa industry classification
Industry- Product category
- Mortgage and Real Estate CRM Software
- NAICS
- Software Publishers (513210), Direct Mail Advertising (54186)
- SIC
- Services-Prepackaged Software (7372), Services-Direct Mail Advertising Services (7331)
- akta.pro primary industry
- Mortgage Lead Generation & Marketing Intermediaries (FSALABAI)
Keywords
Where Usherpa is headquartered
LocationHeadquarters
- HQ city
- Englewood
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Usherpa business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- SaaS CRM Subscription: Subscription-based CRM and marketing automation platform for mortgage and real estate professionals. Pricing based on team size (1-5 seats, 6-20, 21-50, 51-100, 100+ seats). No high upfront costs, no multiyear contracts required, no nickel-and-diming for essential features. Loan Officer Assistants and Admins included at no additional charge.
- Enterprise Licensing: Enterprise-level licensing for mortgage companies with multiple loan officers. Includes corporate marketing tools, compliance management, and team-level reporting.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Individual / Small Team (1-5 Seats) |
| Subscription | Monthly | Small Team / Branch (6-20 Seats) |
| Subscription | Monthly | Branch (21-50 Seats) |
| Subscription | Monthly | Enterprise (51-100 Seats) |
| Subscription | Monthly | Enterprise (100+ Seats) |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels9 records
Usherpa product offering
Product offeringCore offering
Usherpa provides SmartCRM, a cloud-based Relationship Engagement Platform (REP) built on Microsoft Azure for mortgage and real estate professionals. The platform analyzes customer databases in real-time, deploys done-for-you automated marketing campaigns (email and direct mail), and surfaces daily high-probability opportunities through its proprietary Authentic Intelligence technology. Offerings include specialized deployments for individual loan officers, real estate agents, and enterprise mortgage companies, with built-in compliance (RESPA, CFPB, GLBA, TCPA) and open REST APIs integrating with 20+ FinTech and LOS systems.
Product overview
Usherpa offers SmartCRM, the mortgage and real estate industry’s original Relationship Engagement Platform (REP), as a unified product portfolio. The core offering is SmartCRM / Relationship Engagement Platform, which combines intuitive CRM functionality, automated marketing campaigns, and Authentic Intelligence data analysis. The platform includes specialized offerings for Enterprise (corporate marketing teams, compliance officers, technology integration), Mortgage (loan officers), and Real Estate (agents) segments. Key features include USHERPAlert (daily opportunity notifications), Pipelines (award-winning workflow automation), Marketing Portal (brand-compliant content), and a Mobile App. The platform is complemented by the Authentic Intelligence Book by Dan Harrington. All offerings share a common architecture with Open REST APIs connecting to 20+ FinTech services and LOS platforms, unified database analysis, and done-for-you marketing automation.
Differentiator
Problem solved
Functional benefit
Brands
- Authentic Intelligence: Usherpa's approach to AI that combines technical expertise with real-world experience-driven insights. Dan Harrington authored a book titled 'Authentic Intelligence: The Other AI' explaining this philosophy.
Products and services
- SmartCRM The mortgage industry's original SmartCRM that analyzes user databases, automates marketing campaigns, tracks relationships, and presents new opportunities through daily push notifications and action plans. Targeted at mortgage and real estate professionals.
- Relationship Engagement Platform (REP) The industry's first Customer Relationship Engagement Platform combining intuitive user interface, automated experiences, AI data intelligence, and a customizable marketing suite for enterprise mortgage companies and lenders.
- Mortgage CRM Specialized CRM offering designed for mortgage loan officers, powered by Authentic Intelligence that automates workflows, surfaces daily opportunities, and helps LOs close more loans.
- Real Estate CRM SmartCRM designed for real estate agents that analyzes client databases, presents new opportunities daily, and automates delivery of fresh, relevant content to leads, clients, and partners.
- Pipelines Award-winning workflow automation tool that allows lenders to replicate proven workflows from top performers across their entire team of loan officers through marketing automation.
- Authentic Intelligence Book Book authored by Co-Founder Dan Harrington explaining the Authentic Intelligence philosophy — the fusion of technical expertise and real-world, experience-driven insights that enable organizations to build technology that delivers measurable results.
Quantifiable outcome
- 2X more loans closed per month (2,541 users at 38 companies over 12-month period)
- +6 more outcomes
Companies that use Usherpa
Customer profileNamed customers8 records
Segments4 records
Ideal customer profiles4 records
Usherpa technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
AI capability6 records
Feature10 records
Usherpa partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core, supporting and infrastructure.
- MortgageFlexcoreStrategic integration partnership with MortgageFlex, one of the industry's original mortgage technology developers and creator of MortgageFlexONE LOS. Won the 2024 Connections Award for partnership driving more lender mortgage business. Integration connects CRM data with loan origination system for seamless workflow.
- The Mortgage Collaborative (TMC)coreTMC Preferred Partner status. The Mortgage Collaborative is a cooperative of hundreds of mortgage lender members. Usherpa is featured at TMC conferences, sponsors events (including A Mile Above), and receives referral leads through the partner network.
- HomebotsupportingIntegration partnership delivering real-time insights, automated syncing, and smarter triggers for loan officers. Upgraded integration helps LOs act quickly on homeowner opportunities without adding to their to-do list.
- RETRsupportingIntegration partnership for network growth functionality. Building and nurturing professional relationships through RETR integration.
- Microsoft AzureinfrastructureCloud infrastructure partner providing Microsoft Azure cloud services for secure data storage and application hosting.
Scale indicators12 records
Recent moves8 records
Expansion highlights6 records
Usherpa competitors and assessment
Company assessmentDirect peers
- Follow Up Boss: Real estate-focused CRM with action plans, lead routing, and automated follow-up directly comparable to Usherpa's SmartCRM offerings for realtors and mortgage LOs. Both target the relationship-driven real estate and mortgage professional with database-driven daily action plans.
- LionDesk: Real estate CRM and marketing automation platform with email drip campaigns, video email, and contact management. Comparable to Usherpa in serving individual real estate agents and small teams with automated relationship marketing.
- BombBomb: Video email and CRM platform heavily adopted in the mortgage and real estate verticals. Both Usherpa and BombBomb compete for the same loan officer and realtor mindshare, focused on personalized outreach that drives response rates.
- Inside Real Estate (kvCORE): Real estate CRM and lead generation platform serving large brokerages and teams with smart CRM, lead routing, and consumer-facing tools. Comparable to Usherpa's enterprise real estate offering in automating relationship-based repeat business.
- Real Geeks: Real estate lead generation and CRM platform with integrated IDX websites, landing pages, and automated drip campaigns. Comparable to Usherpa in targeting real estate professionals with database-driven lead nurturing.
- CINC (Commissions Inc): Real estate CRM, lead generation and managed marketing platform for teams and brokerages. Comparable as a competitor in the mortgage-adjacent relationship-marketing segment, with overlap in automated follow-up and lead routing.
Broad incumbents
- Salesforce: Broad horizontal CRM incumbent used by many enterprise mortgage lenders and large real estate brokerages. Competes with Usherpa's enterprise REP tier as a general-purpose alternative for organizations that prefer a non-vertical-specific platform.
- HubSpot: Broad CRM and marketing automation platform often considered by individual loan officers and small real estate teams. Overlaps with Usherpa on email automation, contact management, and pipeline reporting, but lacks the mortgage-vertical compliance and workflows.
Emerging players
- BoldLeads: Real estate lead generation and CRM platform focused on agent-level customer acquisition. Comparable to Usherpa's real estate offering in automating lead nurturing and database campaigns.
Others
- MortgageFlex: Mortgage Loan Origination System (LOS) provider and a strategic integration partner of Usherpa. Included as a comparable ecosystem participant whose LOS data feeds Usherpa's CRM workflows, making the two complementary in lender technology stacks.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks5 records
Key highlights7 records
Customer concentration
Usherpa social profiles
Digital presenceUsherpa compliance and trust
Trust signalCompliance6 records
Usherpa financial estimates
Financial estimateRevenue estimate
Valuation estimate
Usherpa leadership team
Management profileNumber of profiles
Profiles4 records
Usherpa funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Usherpa M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Usherpa
What does Usherpa do?
Usherpa provides SmartCRM, a cloud-based Relationship Engagement Platform (REP) built on Microsoft Azure for mortgage and real estate professionals. The platform analyzes customer databases in real-time, deploys done-for-you automated marketing campaigns (email and direct mail), and surfaces daily high-probability opportunities through its proprietary Authentic Intelligence technology. Offerings include specialized deployments for individual loan officers, real estate agents, and enterprise mortgage companies, with built-in compliance (RESPA, CFPB, GLBA, TCPA) and open REST APIs integrating with 20+ FinTech and LOS systems.
Is Usherpa a public or private company?
Usherpa is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Usherpa founded?
Usherpa was founded in 1995. It employs 11 to 50 people.
Where is Usherpa based?
Usherpa is headquartered in Englewood, United States, in the North America region.
How does Usherpa make money?
Two revenue lines are on record. SaaS CRM Subscription is the primary driver. The others are enterprise Licensing.
Who are Usherpa's main competitors?
Direct peers on record are Follow Up Boss, LionDesk, BombBomb, Inside Real Estate (kvCORE), Real Geeks and CINC (Commissions Inc). Broad incumbents are Salesforce and HubSpot. BoldLeads is listed as an emerging player. MortgageFlex is listed as an others.
Does Usherpa have an API?
Yes. Open REST APIs that connect with 20+ FinTech services. Every LOS integration is customized to how the company and Loan Officers use the system. Includes a proprietary LOS monitoring system that alerts the team if the integration goes down.
What industry is Usherpa in?
Usherpa's product category is Mortgage and Real Estate CRM Software. Its primary akta.pro industry code is FSALABAI, Mortgage Lead Generation & Marketing Intermediaries. Its NAICS code is 513210 and its SIC code is 7372.