Usherpa Knowledge Center
Categories
- SmartScore Our proprietary AI algorithm delivering insights to customers potentially in the purchase or refinance market.
- Account Management
- Usherpa LO Tutorials Quick videos to get the most out of Usherpa
- Usherpa Basecamp Weekly new member training and recorded webinars
- Tips & Tricks
- Mobile App UsherpAlert: Tells you who, when and why to call!
- De-dupe wizard
- FAQ's Overview, How-to's and FAQ's
- My Account Information on managing your profile
- Relationships Uploading your database and organizing your contacts
- Emails and Campaigns What are contact types and what do they receive?
- Marketing Portal Emails, Direct Mail, Social Networking and Videos
- Partner Co-Marketing Creating co-branded marketing
- Loans Mine your loans, add referrals, etc.
- Managing Tasks Use Usherpa to create reminders and tasks for your busy day
- Reporting Track referrals, email analytics and address changes