The Best Mortgage CRM with SMS
Ricochet combines the fastest dialer with a comprehensive mortgage CRM with SMS, lead management 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!
ricochet’s mortgage crm drives more deals
Make More Contacts with Less Effort
Ricochet’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 Ricochet 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.
Ricochet: High Performance Mortgage CRM
Ricochet’s cloud-based contact centers are easy to deploy, fast, powerful and reliable.
Customize Ricochet to Be Your Ideal Mortgage CRM
EMAIL MESSAGING DRIP AUTOMATION
Use Ricochet’s marketing automation to generate more leads and fund more deals. Use drip email campaigns to stay top-of-mind, keep in touch and generate more engagement with borrowers.
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 loan officers and track their results using our gamification dashboard and agent notifications. Sort by call duration or volume of phone calls. As your loan officers compete, watch your performance improve overnight!
LOCAL CALLER ID
Increase your call pickup rates with borrowers 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
Loan officers can always leave the right message at the right time using Perfect Voicemail. Save your LO’s 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! Ricochet has partnered with third party providers to integrate Ringless Voicemail.*
* Separate third party agreement required.
IP RESTRICTIONS
Prevent users from accessing your account from anywhere but your white-listed IP addresses.
LEAD DISTRIBUTION & TAGS
Automatically distribute incoming leads for your mortgage 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 Ricochet CRM.
CHAT
Chat in real time with borrowers and team members to accelerate closing deals. Customize Ricochet to control the chat experience for your customers and your team.
