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Usherpa
Mortgage SmartCRM with done-for-you marketing, database alerts and compliance review, now joined with Optimal Blue's pricing engine.
| What the AI does | 'Authentic Intelligence' engine that combs the LO's database in real time and serves daily opportunity notifications; Hot opportunity alerts; campaign rules |
|---|---|
| Who it serves | Independent loan officers, Retail lender branches |
| Starting price | Quote-based |
| Pricing model | Quote-based |
| Free trial | No |
| Best fit | Solo LO, Lender branch |
| Category | Mortgage CRM & Platforms with AI |
| Also fits | Refinance Alerts, Retention & Realtor Partners |
| Part of | Optimal Blue |
| Works with | Optimal Blue |
| Compliance | Posted on the vendor's site: RESPA, CFPB, Gramm-Leach-Bliley and TCPA compliance statement; Azure hosting; no SOC 2 named. |
| Checked | 2026-10-31, against the vendor's own page |
Good to know
Usherpa is a long-running mortgage SmartCRM that pairs done-for-you marketing and compliance review with database alerts driven by what the vendor calls Authentic Intelligence, which combs the LO's database in real time and serves daily opportunity notifications; it now sits inside Optimal Blue, bringing borrower outreach next to product and pricing. Pricing is by quote for individual LOs and corporate accounts.
The vendor states compliance with RESPA, CFPB, Gramm-Leach-Bliley and TCPA and that data is hosted in the Microsoft Azure cloud; no SOC 2 is named. Optimal Blue is the named integration.
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