List of Usherpa Marketing CRM Customers
Denver, 80111, CO,
United States
Since 2010, our global team of researchers has been studying Usherpa Marketing CRM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Usherpa Marketing CRM for Marketing Automation from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Usherpa Marketing CRM for Marketing Automation include: PrimeLending, A PlainsCapital Company, a United States based Banking and Financial Services organisation with 3200 employees and revenues of $1.30 billion, Supreme Lending, a United States based Banking and Financial Services organisation with 2500 employees and revenues of $1.00 billion, Western Ohio Mortgage, a United States based Banking and Financial Services organisation with 40 employees and revenues of $7.0 million and many others.
Contact us if you need a completed and verified list of companies using Usherpa Marketing CRM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Usherpa Marketing CRM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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PrimeLending, A PlainsCapital Company | Banking and Financial Services | 3200 | $1.3B | United States | Usherpa | Usherpa Marketing CRM | Marketing Automation | 2025 | n/a |
In 2025 PrimeLending implemented Usherpa Marketing CRM as a Usherpa-hosted Marketing Automation solution to support CRM-driven borrower and Realtor engagement across its U.S. retail mortgage branches. The implementation is visible through co-branded member content such as local housing video and newsletter material hosted on the Usherpa platform, indicating that content delivery and campaign orchestration are provisioned from the vendor environment rather than an on-premise stack.
Usherpa Marketing CRM appears configured to leverage core Marketing Automation capabilities, including campaign sequencing, personalized content delivery, and loan officer facing content distribution. The deployment emphasizes a content library of co-branded assets and automated outreach workflows that target borrowers and Realtor contacts, aligning marketing automation with front-line loan officer activities and local market messaging.
Operational coverage spans PrimeLending loan officers and local marketing teams across U.S. branches, with the platform used to distribute member content and to coordinate borrower and Realtor touchpoints. The Usherpa-hosted content URLs show content routing and rendering managed within the Usherpa environment, implying centralized hosting and multi-branch content access patterns rather than decentralized file sharing.
Governance appears centered on centralized content management and LO distribution workflows, requiring marketing to control co-branding, approvals, and campaign templates while loan officers execute local outreach. The configuration supports marketing and retail lending functions including local marketing, loan officer engagement, and Realtor relationship management, with rollout focused on operationalizing LO-facing content delivery and automated borrower engagement sequences.
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Supreme Lending | Banking and Financial Services | 2500 | $1.0B | United States | Usherpa | Usherpa Marketing CRM | Marketing Automation | 2025 | n/a |
In 2025, Supreme Lending deployed Usherpa Marketing CRM. The deployment is Usherpa hosted and used to distribute loan officer newsletters and member content across its US branch network, positioning Usherpa Marketing CRM within the Marketing Automation category for localized marketing and loan officer communications.
Functional usage centers on hosted member content, newsletter authoring and delivery, and loan officer landing pages. Configuration indicates CRM profile management paired with template driven campaign orchestration, scheduling, and automated distribution workflows consistent with done for you automated marketing capabilities in Marketing Automation.
Operational scope spans corporate marketing, retail branch marketing teams, and individual loan officers across Supreme Lending's national footprint. Content is provisioned for membership and borrower communications and is distributed with regional customization to branches, supporting consistent brand messaging while enabling local relevance.
Governance appears to rely on role based access for loan officers and marketing administrators, with workflow handoffs for content approval and newsletter publication to support compliance and standardized member communications in a financial services context.
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Western Ohio Mortgage | Banking and Financial Services | 40 | $7M | United States | Usherpa | Usherpa Marketing CRM | Marketing Automation | 2025 | n/a |
In 2025, Western Ohio Mortgage deployed Usherpa Marketing CRM as its loan-officer CRM and Marketing Automation solution. The initiative centralized customer contact workflows for the Ohio region, positioning Usherpa Marketing CRM to manage loan officer outreach and onboarding for a 40 person regional mortgage lender.
Configuration emphasized the Marketing Automation capabilities and pipeline alerting for loan officers, with implementation of automated daily alerts to notify loan officers of lead activity and task priorities. The deployment included configuration of email automation and lead routing workflows to accelerate LO response times and standardize outreach cadence across originations and sales operations.
Rollout scope concentrated on loan officer adoption and operational processes, with fast launch outcomes reported in the Usherpa account write up that informed this profile. Governance focused on embedding automated alerts into daily LO workflows and using the Usherpa Marketing CRM as the single source for outreach sequencing, onboarding tasks, and pipeline visibility within the Ohio operating footprint.
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