Looking for a
Richochet360 alternative?
See why customers feel Shape is the better overall mortgage CRM.
 |
 |
|
|---|---|---|
| Lead & Sales Management | ||
Multiple Record Type Organization
Shape supports multiple record types for tailored lead and sales workflows, while Richochet360 does not support this capability.
|  |  Not available. |
| Multiple Pipeline Management
Shape enables teams to manage separate pipelines for different products or sales processes. Richochet360 lacks this feature.
| |  Limited |
| Partner Management & Referral Tracking
Partner Management & Referral Tracking
| | Not available. |
| Marketing & Automation | ||
| 1000+ Marketing Template Library
Shape provides a massive library of email, SMS, and video marketing templates. Richochet360 does not include a template library.
| | Not available. |
| Automated Email & Text Follow-Up
Shape includes robust automation for consistent follow-up via email and SMS. Richochet360’s automation is limited.
| |  Included, but limited automation tools. |
| AI-Powered Lead Scoring
Shape’s built-in AI automatically prioritizes leads based on behavior. Richochet360 does not offer this feature.
| | Not available. |
| Communication Tools | ||
| Mass Texting & MMS Messaging
Shape supports mass texting and multimedia messaging natively. Richochet360 charges additional fees or lacks these features altogether.
| |  Not included or requires additional cost. |
| Live Call Monitoring & Pre-Recorded Voicemail Drop
Shape allows managers to listen in on calls and deploy pre-recorded voicemail drops, helping improve performance. Richochet360 includes call monitoring but lacks voicemail automation.
| |  Included, but lacks automation like voicemail drops. |
Concerned about the moving process from Richochet360 to Shape?
Don’t be – we make it easy. We’ll migrate you to Shape quickly and with little to no downtime.
Shape is everything your mortgage company needs
Unlock ready-to-use mortgage marketing content that drives results
Shape delivers pre-built campaigns, video messaging, AI-powered lead scoring, and analytics—features not offered in Richochet360.
Maximize lead conversions with powerful lead management tools
Shape includes multiple pipelines, AI scoring, referral tracking, and advanced filtering. Richochet360 limits users to basic management workflows.
Convert more leads with CRO-optimized lead funnels
Shape includes themed landing pages, A/B testing, retargeting, and predictive CRO. Richochet360 does not offer any landing page tools.
Streamline your mortgage process with our built-in point of sale
Shape’s borrower portal handles digital 1003s, eSignatures, and milestone updates with full LOS syncing. Richochet360 lacks POS capabilities.
Track realtor referrals with powerful referral partnership management
Shape tracks top referrers, automates follow-up, and supports co-branded materials. Richochet360’s tracking tools are limited.
Eliminate manual effort with seamless LOS APIs and milestone updates
Shape integrates directly with Encompass and LendingPad. Richochet360 requires custom or case-by-case integrations.
Simplify task management with built-in automation
Shape offers task automation, calendar syncing, and automated follow-up. Richochet360 does not support advanced task workflows.
Shape vs Richochet360 better scalable
CRM alternative
Breaking down Shape vs Richochet360
Shape Software is a comprehensive CRM and marketing platform designed to unify lead management, automation, communication, and POS functionality in one interface. Shape outpaces Richochet360 with features like AI lead scoring, pipeline flexibility, mass texting, built-in landing pages, and full mobile access. With seamless LOS integration, ongoing updates, and customizable workflows, Shape empowers mortgage teams to scale faster and smarter—without additional third-party tools.
1000+ Marketing Template Library
Shape includes a massive pre-built marketing library; Richochet360 offers no native templates.
AI-Powered Lead Scoring
Shape prioritizes leads based on behavior and value. Richochet360 does not include AI scoring.
Mass Texting & MMS
Shape includes bulk SMS/MMS messaging, while Richochet360 charges extra or lacks it.
POS and Landing Pages
Shape includes a customer portal, digital 1003, and landing pages. Richochet360 does not offer these tools.
Richochet360 is a CRM with basic call center features but lacks advanced marketing, mobile, and workflow capabilities. It does not include marketing templates, AI lead scoring, or native landing page functionality. Many essential features require third-party add-ons or come with additional costs—making it harder for growing mortgage teams to scale efficiently.
Limited Marketing Automation
Lacks templates, scoring, segmentation, and workflows included in Shape.
No POS or Landing Page
Richochet360 does not offer a borrower portal or digital application process.
Added Cost for Texting
Basic texting features require additional monthly charges.
No AI or Lead Scoring
Missing intelligent lead prioritization available in Shape.
Get started with Shape today
