All-in-One Mortgage CRM & Mortgage Lead Management Software

Dial & Manage Mortgage Leads Faster Than Ever. Automate 95% of Your Sales Workflow.

The Fast, Simple Mortgage CRM

Ricochet360 combines the fastest dialer with a comprehensive mortgage CRM and marketing automation platform to help your mortgage team contact borrowers more effectively. Our mortgage lead management software enables lenders like you to contact and nurture leads efficiently by automating the entire workflow. Call, email, text, and follow up with less effort from your agents.

Not all CRM mortgage software solutions make you more productive – Ricochet360 does!

Ricochet360’s Mortgage CRM Drives More Deals

Make More Contacts with Less Effort

Ricochet360’s Dialer maximizes your mortgage team’s productivity. Call borrowers in under one second, and create automated follow up strategies for perfect call cadences.

Close More Loans with Ricochet360 CRM

Sell effectively with less work. Design a repeatable process for every borrower to experience. Ensure your loan officers use a smart communication strategy and provide a consistent message to help increase funding opportunities.

Nurture Deals with Automation

Ricochet360 can automate 95% of your loan officers workflow. Marketing automation helps you stay in touch with borrowers using drip email and SMS campaigns. Start with our base templates and personalize them for your loan officers.

Ricochet360: High-Performance Mortgage CRM

Ricochet360’s cloud-based contact centers are easy to deploy, fast, powerful and reliable.

Get Up & Running Faster

Onboarding with Ricochet360 is highly automated. You will spend hours, not weeks, getting everything set up.

Manage Regulatory Compliance

Meet regulatory compliance requirements with corporate standard workflows and communications.

Maximize Results using Analytics

Ricochet360’s analytics shows key metrics, from granular to high levels so you can make better decisions.

Enjoy Peace of Mind

With Ricochet360’s 99.9% uptime and redundant back-end processing, you won’t suffer through outages.

Customize Ricochet360 to Be Your Ideal Solar CRM & Solar Dialer

EMAIL MESSAGING DRIP AUTOMATION

Use Ricochet360's marketing automation to generate more leads and close more deals. Use drip email campaigns to stay top-of-mind, keep in touch and generate more engagement with prospects.

TEXT MESSAGING

Capitalize on automated, targeted SMS campaigns. With Text Messaging you can automatically send SMS messages to new leads when they first arrive or when a lead’s status changes. You can also receive text messages when contacts don’t answer your call on their cell phone.

SOCIAL MEDIA INTEGRATION

Social Link will import the Facebook, LinkedIn, Twitter, & Google+ profile information, allowing you to gain insights on consumers’ interests. It also allows you to engage them easily.

GAMIFICATION

Motivate your users and track their results using our gamification dashboard and agent notifications. Sort by call duration or volume of phone calls. As your agents compete, watch your performance improve overnight!

LOCAL CALLER ID

Increase your call pickup rates with consumers by having a local area code & number everywhere you call nationwide. $1 per area code additional charges apply.

CALL RECORDING

Monitor calls in real-time as they come into the phone system. Track your talk time and abandonment rates while you record or listen to live calls (and much more).

PERFECT VOICEMAIL

Agents can always leave the right message at the right time using Perfect Voicemail. Save your agents time leaving messages with every call, and ensure they always deliver a well-crafted message. With the click of a button, you can generate more returned calls quickly.

RINGLESS VOICEMAIL

Want to generate more callbacks without heavy lifting? Who doesn't? You can leave your prospect a message without their phone ever ringing or you needing to make a call! Ricochet360 has partnered with third party providers to integrate Ringless Voicemail.

IP RESTRICTIONS

Prevent users from accessing your account from anywhere but your white-listed IP addresses.

LEAD DISTRIBUTION & TAGS

Automatically distribute incoming leads to your sales teams and create custom tags to mark each incoming lead by source, type or custom classifications.

DNC SCRUBBING

Clean or “scrub” your inbound leads for numbers on Federal, State and DMA Do Not Call Registry (DNC) lists. Avoid negative reviews and costly penalties.

DIRECT MAIL MANAGEMENT

Direct mail is still a crucial marketing channel for many businesses. Create and manage direct mail advertising campaigns. Target specific leads and personalize messages.

REFERRAL TRACKING

Create forms for your partners that enable them to collect lead submissions, and then you can track their referrals through to the Ricochet360 CRM.

CHAT

Chat in real time with prospects and team members to accelerate sales. Customize Ricochet360 to control the chat experience for your customers and your team.

5 Star Review

Anthony Aguilar

Great staff, great product… Ricochet360 is the best all in one the market. I was literally using 3 different systems before I made the switch. Highly recommend!

Anthony A.

Benjamin Anaya

If I could give 10 stars, I would!!! Speed to Contact’s remarkable customer service needs to be told to everyone!

Benjamin A.

On Q Financial

At On Q Financial, we have loved using Ricochet360 to manage our lending teams’ leads. The platform is easy to use, has a simple design and top tier communication tools. It has increased our efficiency and helps us close more loans.

Ben Holland

Mortgage Bankers Association (MBA) Member

EXPERIENCE THE POWER OF

ALL-IN-ONE

See how you can grow your real estate agency using Ricochet360.