CRM software provider Usherpa has announced an enhanced integration with Homebot that will empower users to engage more leads, sync contacts automatically, and act on Homebot insights—all within Usherpa.
Homebot is a client-for-life portal that empowers consumers with personalized, actionable insights about their home finances, while helping real estate and mortgage professionals stay meaningfully connected with their clients.
The new enhancements give users powerful new capabilities to automate outreach, boost prospect engagement, and increase conversion from where they already work, Usherpa says in a release.
The updated integration, which launched this summer, introduced several key improvements, including support for prospects without loans, automatic data syncing, in-app alert visibility, smarter pipeline triggers, and daily email updates that include Homebot activity.
“This is about making our users more efficient and effective,” says 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 customers and brand-new prospects—without switching tools or missing opportunities.”
“Usherpa’s platform is uniquely positioned to drive relationship-based marketing,” adds Ernie Graham, CEO of Homebot. “This enhanced integration makes it even easier for users to stay connected with homeowners and prospects in a meaningful, automated way.”