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Description

Market Intelligence technology compiles, organizes, and delivers crucial insights tailored to your NMLS, enabling mortgage professionals to enhance their effectiveness. With your Personalized Data, we can provide you with matches to potential referral partners, allowing you to network effectively and cultivate new connections. Experience a data-driven approach that stands out in the mortgage sector. Uncover and connect with fresh real estate agents in your area while establishing a targeted engagement funnel for potential referral partners. Although forming relationships with new referral sources can be labor-intensive, TrustStar streamlines this process by helping you focus on key metrics such as loan volume and available listings, ultimately crafting a dynamic referral list to maximize your prospecting efficiency. By leveraging TrustStar, you can stay ahead by responding proactively to real-time data that influences your business, thereby securing a competitive advantage in your field. Unlock new revenue streams and opportunities through actionable insights and emerging trends, as TrustStar ensures you receive timely notifications about the most pertinent information relevant to your success. This comprehensive approach not only enhances your networking capabilities but also fosters sustained growth in your professional relationships.

Description

Forge enduring connections that stand the test of time through the power of data intelligence and multi-faceted marketing approaches. The evolving landscape of CRM emphasizes Relationship Engagement, and Usherpa exemplifies simplicity in this domain. With our seamless and reliable platform combined with advanced data intelligence, we unlock opportunities that are worth your investment. When equipped with the right resources, fostering repeat business and securing lifelong referrals becomes a straightforward endeavor. Usherpa is the ultimate CRM solution you will ever need. Say goodbye to the bland and uninspiring content of the past; Usherpa delivers tailored, localized, and automated narratives crafted by industry experts that truly resonate with your leads, clients, and partners, ensuring meaningful and productive relationships endure. Eliminate any anxiety regarding your success! Usherpa’s user-friendly CRM showcases opportunities in an accessible format, providing all the essential tools to keep you on your clients' radar, attract referrals, and expand your business. Moreover, Usherpa designs a marketing strategy that aligns seamlessly with your workflows, ensuring your sales pipeline remains consistently full and vibrant. This approach not only streamlines your processes but also enhances your ability to connect with your audience in a genuine way.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Axis LMS No 
Sales Boomerang No 
TrustEngine No 
Zapier No 

Integrations

Axis LMS Yes 
Sales Boomerang Yes 
TrustEngine Yes 
Zapier Yes 

Pricing Details

$49.99 per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

TrustStar

Country

United States

Website

www.truststar.ai/

Vendor Details

Company Name

Usherpa

Founded

2008

Country

United States

Website

usherpa.com

Product Features

Product Features

Real Estate CRM

Campaign Management No 
Client / Property Matching No 
Contact Management No 
Dashboard No 
Email Marketing No 
Interaction Tracking No 
Lead Management No 
Property Alerts No 
Referral Tracking No 
Segmentation No 

Alternatives

Alternatives

Mortgage Quest Reviews

Mortgage Quest

Market Focus
Referral Rock Reviews

Referral Rock

Referral Rock Software