All-in-One CRM & Lead Management Built for Mortgage Professionals
Capture, dial, and manage mortgage leads faster than ever — all from a single, streamlined platform designed to boost productivity and close more loans.
Ricochet360: The Mortgage CRM & Lead Management Platform Built to Grow Your Lending Business
Make More Contacts with Less Effort
Ricochet360’s lightning-fast dialer connects your team with borrowers in under one second. Use proven call cadences and automation to boost contact rates, save time, and maximize productivity.
Close More Loans with a Smarter CRM
Deliver a consistent, professional experience for every borrower. Ricochet360 helps loan officers follow a repeatable sales process with automated outreach that builds trust and drives funded deals.
Nurture Deals with Marketing Automation
Automate up to 95% of your workflow with personalized email and SMS campaigns. Keep borrowers engaged at every stage — from pre-approval to post-close — without adding manual tasks to your team.
The Fast, Reliable Mortgage CRM Built for Modern Lenders
Set Up
Get Up & Running Faster
Ricochet360’s onboarding process is streamlined and highly automated — so your team can go live in hours, not weeks. Start contacting leads and closing loans without the long setup delays.
Compliance Ready
Manage Regulatory Compliance
Stay compliant with mortgage industry regulations using built-in workflows and communication standards. Ricochet360 helps your team follow corporate guidelines while reducing risk and maintaining audit readiness.
Stress-Free Performance
Maximize Results with Actionable Analytics
Ricochet360 provides full visibility into your pipeline and team performance with clear, detailed analytics — from high-level dashboards to granular lead metrics. Make smarter, data-driven decisions to close more loans and grow your lending business.
Reliable by Design
Enjoy Peace of Mind with 99.9% Uptime
Ricochet360 is built for reliability, with 99.9% uptime and redundant cloud infrastructure to keep your loan officers connected and productive. Focus on funding more loans — we’ll make sure the system never slows you down.
The Fast, Simple Mortgage CRM
Why Mortgage Teams Choose Ricochet360
Ricochet360 combines the industry’s fastest dialer with a full-featured mortgage CRM and built-in marketing automation. Our platform empowers lenders to reach and nurture borrowers more efficiently by automating the entire workflow. Call, email, text, and follow up — all with less effort from your loan officers and more impact on your pipeline.
Email Drip Automation
Stay top-of-mind with borrowers through automated email campaigns. Ricochet360’s drip messaging keeps your pipeline engaged from first contact to close.
Automated Text Messaging
Send SMS messages triggered by lead activity or status changes. Automatically follow up, confirm appointments, or re-engage missed calls with ease.
Social Media Integration
Import borrower social profiles to gain insights and personalize outreach. Connect and engage across Facebook, LinkedIn, and other major platforms.
Local Caller ID
Boost contact rates with a local number in every market you serve. Ricochet360 dynamically applies area codes to build trust with borrowers.
Gamification Tools
Motivate loan officers with real-time leaderboards and performance tracking. Drive competition and boost productivity across your team.
Call Recording
Record and monitor calls for coaching, compliance, and performance. Review live and stored calls to ensure quality conversations at every stage.
Perfect Voicemail
Leave a consistent, professional message with one click. Perfect Voicemail saves time while increasing callback rates and borrower engagement.
Ringless Voicemail
Reach more borrowers without disrupting them. Deliver voicemails directly to inboxes with Ricochet360’s ringless technology integrations.
IP restrictions
Control system access with customizable IP whitelisting. Keep your data secure by limiting logins to approved networks only.
Lead Distribution & Tags
Route leads automatically based on licensing, team structure, or lead type. Use custom tags to organize and prioritize every borrower opportunity.
DNC Scrubbing
Protect your business and stay compliant with automatic Do Not Call list scrubbing. Filter out federal, state, and DMA-registered numbers.
Direct Mail Management
Launch and manage personalized direct mail campaigns from your CRM. Integrate offline outreach into your multichannel marketing mix.
Referral Tracking
Empower partners with branded lead submission forms. Track referrals from initial handoff to funded deal — all within Ricochet360.
Real-Time Chat
Communicate instantly with prospects and team members. Use Ricochet360’s customizable chat tools to accelerate workflows and improve response time.
Accelerate Your Mortgage Pipeline with Smarter Tools
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