New integration makes it simple for Usherpa users to keep past clients engaged with monthly home wealth insights
DENVER, Aug. 25, 2025 /PRNewswire/ -- Homebot, the wealth-building assistant for homeowners, today announced an enhanced partnership with Usherpa, developers of the real estate and mortgage industry's Customer Relationship Engagement Platform (REP). The integration allows loan officers using Usherpa to seamlessly connect their clients with Homebot's monthly home wealth insights and private search experience, turning one-time transactions into lifetime relationships. This means seamless set-up with no additional cost for either platform.
The Homebot and Usherpa integration brings powering marketing and database automation directly into your CRM.
"We're solving the 13-month problem," said Ernie Graham, CEO and co-founder of Homebot. "Ninety percent of clients say they'd refer their loan officer, but most forget their name after 13 months. This integration helps Usherpa users stay top-of-mind by delivering monthly value about their clients' biggest investment."
The integration addresses a core challenge for loan officers: staying connected with past clients between transactions. With Homebot's 75% open rate and 52% monthly engagement, loan officers can maintain meaningful relationships that generate referrals and identify refinance opportunities automatically.
Key integration features include:
One-click client activation: Send loan clients from Usherpa to Homebot with the click of a button
Bulk client transfer: Move multiple closed loans to Homebot simultaneously for efficient database management
Private home search: offer clients and prospects a secure, branded discovery with your info front and center
Real-Time Alerts Where You Work: Users see Homebot activity directly on their Dashboard, Contact Records, and a new Homebot Alerts Report.
Automatic home wealth tracking: Clients receive monthly branded insights showing home value, equity growth, and wealth-building opportunities
Smarter Automation: Homebot alerts can now trigger in Usherpa's award-winning pipeline automation, helping users follow up at exactly the right time.
"Usherpa's relationship-focused approach aligns perfectly with our mission to help homeowners build wealth through their homes," said Graham. "Their users already understand the value of long-term client relationships, we're just making those relationships more valuable and easier to maintain."
The partnership comes as Homebot expands accessibility with new Teams pricing options designed for small to mid-sized mortgage organizations. With Usherpa's strong presence among this market segment, the timing creates significant value for organizations seeking enterprise-quality client engagement tools at more accessible price points.
For loan officers, the integration means every closing becomes an opportunity for lifetime income. When past clients receive monthly insights about their home's value and equity growth, natural conversations arise about refinancing, move-up opportunities, and referrals to friends and family.
The integration is available now for Usherpa users at no additional cost. Individual loan officers and teams can request access through Homebot's SMB enablement form, while enterprise clients can utilize the ENT enablement form for organization-wide activation.
"This is about making our users more efficient and effective," said Chris Harrington, CEO and co-founder of Usherpa. "With this phase of our Homebot integration, loan officers and real estate agents can proactively engage both past clients and new prospects through wealth insights and private search without switching tools or missing opportunities."
About Usherpa
Founded in 1995 as Media Center LLC, the second-largest retail mortgage company in the country, Usherpa was born in 2008. Thus, the company was "born in a branch; forged in a meltdown." Usherpa offers a powerful, easy-to-use marketing and CRM platform backed by gold-standard customer support and robust training. Loan Officers and Real Estate Agents using this Smart CRM have the power of the industry's first fully automated Relationship Engagement Platform and are empowered to build and maintain relationships with prospects, past customers, and business partners, resulting in increased repeat and referral business. Visit https://usherpa.com to learn more.
About Homebot
Founded in 2015, Homebot is a client-for-life portal that maximizes repeat and referral business for lenders by empowering consumers to build wealth through homeownership. The award-winning portal delivers personalized, actionable intelligence throughout the entire homeownership lifecycle to every client and prospect. Every month, we show them their home's value, equity growth, and wealth-building possibilities. With an average 50% monthly engagement rate, Homebot ensures lenders and agents remain the trusted advisors that consumers rely on to make informed decisions about the largest asset they may ever own, their home. Homebot is based in Denver, Colorado. Learn more at homebot.ai.
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