Maximize your Usherpa Account

Maximize Your Usherpa Account ~close more deals with less effort

Here are our top 5 ways to maximize your Usherpa Account

#1: Utilize the groups feature

Segment your database into smaller groups to help you focus on a specific group of people. For example, create a group of your top referral partners called “A Realtors” or your top potential customers called “Hot Prospects.” You can use groups to target each group with phone calls & marketing, all while keeping your database organized.

#2: Set up your call settings

Each morning you will receive your UsherpAlert email with notifications of birthdays, loan check-up, anniversaries and tasks. Make this email more effective by creating automatic call lists. You can set up your call setting directly in your Usherpa account based on contact type or groups. 5 mins and you’ve made your daily to dos much easier!

#3: Go back to the basics

In each contact, record personal notes, set up tasks and add favorite things about that person directly in the contact. Adding a personal touch to each contact will make your database the ultimate sales weapon!

#4: Targeted marketing

Mine your database for opportunities! Target a specific group of customers by filtering loan information, and send a refinance email. Use your “A Realtors” group to send Realtor in a Box products to your top referral partners.

#5: Set up your Social Networking

Reach out to a larger audience with Usherpa’s weekly and monthly newsletters through your social network. Link your social network accounts easily and create automatic posts!

Please don’t hesitate to reach out with any questions you have!