Usherpa, which offers a customer relationship engagement platform designed for mortgage lenders, is now integrated with Wilqo’s new Production Optimization Platform, which combines POS, LOS, AI-driven workflows and business intelligence into a single platform.
Usherpa is the first CRM to offer a direct integration with Wilqo, giving the company’s lender users a seamless bridge between borrower engagement and loan manufacturing, the firm says in a release.
“Today’s mortgage professionals don’t have time for disconnected systems or bottlenecks between marketing and operations,” says Chris Harrington, CEO and co-founder of Usherpa. “By integrating with Wilqo, we’re removing that friction for mortgage loan originators. Now, loan officers and lending teams can move even faster from lead to close—without ever losing the personal connection that drives repeat and referral business.”
Founded by experienced mortgage professionals and technology innovators, Wilqo breaks down the loan process into individual tasks, enabling automation and parallel workflows that reduce wait times, improve compliance and increase efficiency.
“Wilqo was built to connect every step of the lending journey — from borrower to backend — without unnecessary steps or silos,” says Jeff Benjamin, director and co-founder of Wilqo. “Usherpa’s Smart CRM is the ideal partner for this kind of innovation. Together, we’re helping lenders increase speed and reduce cost, while maintaining the high-touch experience borrowers expect.”
This new integration ensures that every lead, contact, and marketing engagement inside Usherpa is tightly aligned with the borrower’s loan journey in Wilqo. Loan officers can initiate communications, automate follow-ups, and see pipeline updates in real-time. Early-stage functionality also supports visibility into borrower activities, paving the way for more intelligent task routing and CRM-triggered communications in future Wilqo releases.