# BNTouch Mortgage CRM vs Shape Mortgage CRM Comparison

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## Frequently Asked Questions

### What is the difference between BNTouch Mortgage CRM vs Shape Mortgage CRM?

Shape Mortgage CRM stands out over BNTouch Mortgage CRM with higher reviewer ratings, superior ease of setup, and stronger support scores.

| [BNTouch Mortgage CRM](https://www.g2.com/products/bntouch-mortgage-crm/reviews) | [Shape Mortgage CRM](https://www.g2.com/products/shape-software-shape-mortgage-crm/reviews) |
| --- | --- |
| 4.5/5 (68 reviews) | 4.9/5 (100 reviews) |
| Small-Business | Small-Business |
| 8.6 | 9.6 |
| 9.2 | 9.9 |
| User-friendly interface and robust automation tools | AI-powered tools and end-to-end workflow automation |



### How do the pricing models of BNTouch Mortgage CRM and Shape Mortgage CRM compare?

Shape Mortgage CRM is rated higher for value, with reviewers expressing greater satisfaction with its pricing compared to BNTouch Mortgage CRM.

- **BNTouch Mortgage CRM:** In recent reviews, several users mention wishing the product was less expensive, though they appreciate the feature set for the price.
- **Shape Mortgage CRM:** Reviewers do not cite pricing as a drawback and highlight satisfaction with the value provided by the platform.



### What are the best alternatives to BNTouch Mortgage CRM and Shape Mortgage CRM?

The top three alternatives to BNTouch Mortgage CRM and Shape Mortgage CRM are Jungo: The Mortgage App, nCino's Mortgage Suite, and Surefire CRM.

| Product | G2 Rating (reviews) | Largest Segment | Pricing Insight | Top Reviewer-Cited Strength |
| --- | --- | --- | --- | --- |
| [BNTouch Mortgage CRM](https://www.g2.com/products/bntouch-mortgage-crm/reviews) | 4.5/5 (68 reviews) | Small-Business | Reviewers mention wishing for lower cost but value the features | User-friendly interface and robust automation tools |
| [Shape Mortgage CRM](https://www.g2.com/products/shape-software-shape-mortgage-crm/reviews) | 4.9/5 (100 reviews) | Small-Business | Reviewers express satisfaction with value | AI-powered tools and end-to-end workflow automation |
| [Jungo: The Mortgage App](https://www.g2.com/products/jungo-the-mortgage-app/reviews) | 4.5/5 (20 reviews) | Small-Business | — | — |
| [nCino's Mortgage Suite](https://www.g2.com/products/ncino-s-mortgage-suite/reviews) | 4.9/5 (95 reviews) | — | — | — |
| [Surefire CRM](https://www.g2.com/products/surefire-crm/reviews) | 4.0/5 (20 reviews) | Mid-Market | — | — |



### Which Mortgage CRM features should I prioritize when comparing BNTouch Mortgage CRM and Shape Mortgage CRM?

Buyers should prioritize ease of use, automation capabilities, workflow customization, integration options, and customer support when comparing BNTouch Mortgage CRM and Shape Mortgage CRM.

- **Ease of Use:** BNTouch Mortgage CRM scores 8.4; Shape Mortgage CRM scores 9.9.
- **Automation Capabilities:** BNTouch Mortgage CRM is praised for robust automation tools; Shape Mortgage CRM is highlighted for AI-powered automation and workflow streamlining.
- **Workflow Customization:** Both products are frequently cited for workflow features, with Shape Mortgage CRM noted for end-to-end workflow automation.
- **Integration Options:** BNTouch Mortgage CRM integrates with Calyx and Lending Pad; Shape Mortgage CRM is cited for LOS and POS integrations.
- **Customer Support:** BNTouch Mortgage CRM scores 9.2; Shape Mortgage CRM scores 9.9.



### What are the pros and cons of BNTouch Mortgage CRM vs Shape Mortgage CRM?

Shape Mortgage CRM's headline strength is its AI-powered automation and ease of use, while BNTouch Mortgage CRM is recognized for its user-friendly interface and robust automation tools.

- **BNTouch Mortgage CRM strengths:** Reviewers highlight its user-friendly interface, customizable workflows, and strong automation features for mortgage professionals.
- **BNTouch Mortgage CRM trade-offs:** Some reviewers mention a steep learning curve, desire for lower pricing, and occasional complexity in feature navigation.
- **Shape Mortgage CRM strengths:** Reviewers consistently praise its AI-powered tools, high ease of use, end-to-end workflow automation, and superior customer support.
- **Shape Mortgage CRM trade-offs:** A few reviewers note a desire for even more customization options and mention that learning all features can take time.



### Is BNTouch Mortgage CRM or Shape Mortgage CRM better for small businesses?

Shape Mortgage CRM is the better fit for small businesses, with higher satisfaction scores and strong small-business reviewer sentiment.

- **BNTouch Mortgage CRM:** Largest segment is Small-Business; reviewers appreciate its user-friendly interface and automation but mention a learning curve and pricing concerns.
- **Shape Mortgage CRM:** Largest segment is Small-Business; reviewers highlight ease of use, AI-powered automation, and high satisfaction with support and implementation.



### Which Mortgage CRM platform has better integrations?

Reviewers favor BNTouch Mortgage CRM and Shape Mortgage CRM equally for integrations, with both products supporting key mortgage industry tools.

- **BNTouch Mortgage CRM:** Integrates with Calyx and Lending Pad, with recent reviews citing these connections.
- **Shape Mortgage CRM:** Reviewers mention LOS and POS integrations, with positive sentiment around integration ease and utility.



### How do BNTouch Mortgage CRM and Shape Mortgage CRM compare on customer support?

Shape Mortgage CRM leads BNTouch Mortgage CRM in Quality of Support by a material margin, scoring 9.9 versus 9.2.

- **BNTouch Mortgage CRM:** Reviewers frequently praise responsive and helpful customer support, noting quick resolutions and strong onboarding assistance.
- **Shape Mortgage CRM:** Reviewers consistently describe exceptional support, rapid responses, and knowledgeable assistance, with many citing support as a standout feature.



### Which is easier to implement, BNTouch Mortgage CRM or Shape Mortgage CRM?

Shape Mortgage CRM is rated higher for Ease of Setup, scoring 9.6 compared to BNTouch Mortgage CRM's 8.6.

- **BNTouch Mortgage CRM:** Reviewers describe setup as generally straightforward with helpful support, though some mention a learning curve for advanced features.
- **Shape Mortgage CRM:** Reviewers highlight easy onboarding, quick data upload, and smooth integration with other systems, with many calling implementation a breeze.



### Which product has better Workflows?

Shape Mortgage CRM is favored for Workflows, with reviewers citing its end-to-end automation and higher satisfaction scores.

- **BNTouch Mortgage CRM:** Workflow features are frequently mentioned, with an Ease of Use score of 8.4 and Meets Requirements score of 8.9.
- **Shape Mortgage CRM:** Reviewers highlight end-to-end workflow automation, with an Ease of Use score of 9.9 and Meets Requirements score of 9.8.



| | BNTouch Mortgage CRM | Shape Mortgage CRM | 
|---|---|---|
| **Star Rating** | 4.5 out of 5 | 4.9 out of 5 | 
| **Total Reviews** | 68 | 101 | 
| **Largest Market Segment** | Small-Business (73.5% of reviews) | Small-Business (47.0% of reviews) | 
| **Entry Level Price** | $165.00 Per Month | $119.00 | 


---
## Ratings Comparison
| Rating | BNTouch Mortgage CRM | Shape Mortgage CRM | 
|---|---|---|
  | **Meets Requirements** | 8.9 (57 reviews) | 9.8 (94 reviews) | 
  | **Ease of Use** | 8.4 (58 reviews) | 9.9 (94 reviews) | 
  | **Ease of Setup** | 8.6 (40 reviews) | 9.6 (14 reviews) | 
  | **Ease of Admin** | 8.4 (15 reviews) | 9.3 (9 reviews) | 
  | **Quality of Support** | 9.2 (55 reviews) | 9.9 (94 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.2 (15 reviews) | 10.0 (9 reviews) | 
  | **Product Direction (% positive)** | 9.0 (56 reviews) | 9.4 (92 reviews) | 

---
## Pricing

### BNTouch Mortgage CRM

#### Entry-Level Pricing

Plan: Individual

Price: $165.00 Per Month

Description: Record Capacity: 2500 records*Up to 2,500 contacts can be uploaded, managed and marketed to from your CRM at any time.
 
Unlimited Emails & Campaigns
 
Unlimited Video Marketing
 
Text and Voice Marketing***
Lead Conversion Marketing Platform
 
Digital Loan Platform
 
Post-Funded Follow Up Platform
 
Refinance Opportunities and Birthday Alerts

Key Features:
- Record Capacity: 2500 records*Up to 2,500 contacts can be uploaded, managed and marketed to from your CRM at any time.   Unlimited Emails & Campaigns   Unlimited Video Marketing   Text and Voice Marketing*** Lead Conversion Marketing Platform   Digital Loan Platform   Post-Funded Follow Up Platform   Refinance Opportunities and Birthday Alerts

[Browse all 3 editions](https://www.g2.com/products/bntouch-mortgage-crm/pricing)

#### Free Trial

No

### Shape Mortgage CRM

#### Entry-Level Pricing

Plan: Shape Core

Price: $119.00

Description: Core is the full Shape CRM for a single loan officer or a small team. You get contact management, pipelines, tasks, and omni channel communication in one system, with 100,000 records included so your past-client database is always working. On the lead side, Core captures leads in real time from any source, runs duplicate checks, and pushes new leads out through automated distribution rules. QuickFire lets you call the lead the moment it lands. Built-in phone, two-way texting, and email mean the follow-up happens in the CRM instead of three other tools.

Key Features:
- Full CRM and lead management features
- QuickFire speed-to-lead distribution
- Lead Routing and shark tanks with state licensing logic

[Browse all 3 editions](https://www.g2.com/products/shape-software-shape-mortgage-crm/pricing)

#### Free Trial

No

---
## Features Comparison By Category

### Mortgage CRM

| Product | Score | Reviews |
|---|---|---|
| **BNTouch Mortgage CRM** | 8.8/10 | 50 |
| **Shape Mortgage CRM** | 9.8/10 | 90 |

#### Loan Services

| Feature | BNTouch Mortgage CRM | Shape Mortgage CRM | 
|---|---|---|
| **LOS Integration - Mortage CRM** | 8.7 (44 reviews) | 9.5 (83 reviews) | 
| **Alerts - Mortgage CRM** | 9.0 (45 reviews) | 9.9 (87 reviews) | 
| **Lender Relationship - Mortgage CRM** | 8.6 (44 reviews) | 9.9 (86 reviews) | 
| **Compliance - Mortgage CRM** | 9.0 (42 reviews) | 9.9 (87 reviews) | 
| **Commercial Mortgages** | Not enough data | Not enough data | 
| **Third-Party Integrations** | Not enough data | Not enough data | 

#### Client Management

| Feature | BNTouch Mortgage CRM | Shape Mortgage CRM | 
|---|---|---|
| **Contact Management - Mortgage CRM** | 9.1 (47 reviews) | 9.9 (89 reviews) | 
| **Real Estate CRM - Mortgage CRM** | 8.9 (39 reviews) | 9.9 (86 reviews) | 
| **Email Marketing Automation - Mortgage CRM** | 8.9 (47 reviews) | 9.9 (88 reviews) | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Loan Management** | Not enough data | Not enough data | 
| **Document Management** | Not enough data | Not enough data | 
| **Escrow Management** | Not enough data | Not enough data | 
| **Property Tax Management** | Not enough data | Not enough data | 
| **Lead Management** | Not enough data | Not enough data | 
| **Borrower Management** | Not enough data | Not enough data | 
| **Pricing Management** | Not enough data | Not enough data | 
| **Pipeline Management** | Not enough data | Not enough data | 
| **Refinance Management** | Not enough data | Not enough data | 
| **Task Management** | Not enough data | Not enough data | 
| **Compliance Management** | Not enough data | Not enough data | 
| **Residential Mortgages** | Not enough data | Not enough data | 

#### Agentic AI - Mortgage CRM

| Feature | BNTouch Mortgage CRM | Shape Mortgage CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Proactive Assistance** | 8.3 (5 reviews) | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | BNTouch Mortgage CRM | Shape Mortgage CRM | 
|---|---|---|
| **Third Party Loan Origination** | Not enough data | Not enough data | 
| **Loan Servicing** | Not enough data | Not enough data | 
| **Outsource Processing** | Not enough data | Not enough data | 
| **Pre-Qualification** | Not enough data | Not enough data | 
| **Loan Origination** | Not enough data | Not enough data | 
| **Visual Presentation** | Not enough data | Not enough data | 
| **Accounting** | Not enough data | Not enough data | 
| **Activity Dashboard** | Not enough data | Not enough data | 
| **For Brokers** | Not enough data | Not enough data | 
| **Credit Reporting** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **Client Database** | Not enough data | Not enough data | 
| **HUD Settlement Statements** | Not enough data | Not enough data | 
| **Search/Filter** | Not enough data | Not enough data | 
| **Government Loans** | Not enough data | Not enough data | 
| **For Borrowers** | Not enough data | Not enough data | 
| **Promissory Notes** | Not enough data | Not enough data | 
| **Multi-Branch** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Lender Search** | Not enough data | Not enough data | 
| **Reporting & Statistics** | Not enough data | Not enough data | 
| **Document Storage** | Not enough data | Not enough data | 
| **Marketing Automation** | Not enough data | Not enough data | 
| **Contact Management** | Not enough data | Not enough data | 
| **Amortization Schedule** | Not enough data | Not enough data | 
| **Customer Statements** | Not enough data | Not enough data | 
| **Electronic Applications** | Not enough data | Not enough data | 
| **Payment Tracking** | Not enough data | Not enough data | 

### Mortgage Point of Sale (POS)

| Product | Score | Reviews |
|---|---|---|
| **BNTouch Mortgage CRM** | 7.1/10 | 6 |
| **Shape Mortgage CRM** | 10.0/10 | 79 |

#### Borrower Tools

| Feature | BNTouch Mortgage CRM | Shape Mortgage CRM | 
|---|---|---|
| **Borrower Portal** | 5.6 (6 reviews) | 9.9 (79 reviews) | 
| **Comparison** | 6.9 (6 reviews) | 9.9 (79 reviews) | 

#### Lender Tools

| Feature | BNTouch Mortgage CRM | Shape Mortgage CRM | 
|---|---|---|
| **Loan Pipeline** | 9.4 (6 reviews) | 10.0 (79 reviews) | 
| **Credit Pull** | 5.3 (5 reviews) | 10.0 (79 reviews) | 
| **Workflows** | 7.2 (6 reviews) | 10.0 (78 reviews) | 
| **Mobility** | 7.2 (6 reviews) | 10.0 (79 reviews) | 

#### Core Functionality

| Feature | BNTouch Mortgage CRM | Shape Mortgage CRM | 
|---|---|---|
| **Integrations** | 6.7 (6 reviews) | 10.0 (79 reviews) | 
| **Customization** | 8.3 (6 reviews) | 10.0 (79 reviews) | 
| **Document Management** | 7.5 (6 reviews) | 10.0 (79 reviews) | 

---
## Categories
**Shared Categories (2):** [Mortgage CRM Software](https://www.g2.com/categories/mortgage-crm), [Mortgage Point of Sale (POS) Software](https://www.g2.com/categories/mortgage-point-of-sale-pos)




---
## Reviewer Demographics

### By Company Size

| Segment | BNTouch Mortgage CRM | Shape Mortgage CRM | 
|---|---|---|
| **Small-Business** | 73.5% | 47.0% | 
| **Mid-Market** | 17.6% | 42.0% | 
| **Enterprise** | 8.8% | 11.0% | 

### By Industry

#### BNTouch Mortgage CRM

- **Financial Services:** 49.2%
- **Real Estate:** 30.8%
- **Banking:** 12.3%
- **Wholesale:** 3.1%
- **Consumer Services:** 3.1%
- **Accounting:** 1.5%

#### Shape Mortgage CRM

- **Financial Services:** 21.2%
- **Marketing and Advertising:** 6.1%
- **Accounting:** 4.0%
- **Automotive:** 4.0%
- **Real Estate:** 4.0%
- **Human Resources:** 4.0%
- **Banking:** 3.0%
- **Hospital & Health Care:** 3.0%
- **Information Technology and Services:** 3.0%
- **Airlines/Aviation:** 2.0%
- **Other:** 45.5%

---
## Alternatives

### Alternatives to BNTouch Mortgage CRM

- [Jungo: The Mortgage App](https://www.g2.com/products/jungo-the-mortgage-app/reviews) — 4.5/5 stars (20 reviews)
- [Surefire CRM](https://www.g2.com/products/surefire-crm/reviews) — 4.0/5 stars (20 reviews)
- [Encompass Digital Mortgage Solution](https://www.g2.com/products/encompass-digital-mortgage-solution/reviews) — 4.2/5 stars (61 reviews)
- [nCino's Mortgage Suite](https://www.g2.com/products/ncino-s-mortgage-suite/reviews) — 4.9/5 stars (95 reviews)
- [Lead Management](https://www.g2.com/products/total-expert-lead-management/reviews) — 4.5/5 stars (158 reviews)
- [Floify](https://www.g2.com/products/floify/reviews) — 4.8/5 stars (57 reviews)
- [Aidium Mortgage](https://www.g2.com/products/aidium-mortgage/reviews) — 3.9/5 stars (7 reviews)
- [Insellerate](https://www.g2.com/products/insellerate/reviews) — 4.6/5 stars (25 reviews)
- [Cimmaron Mortgage Manager](https://www.g2.com/products/cimmaron-mortgage-manager/reviews) — 4.7/5 stars (25 reviews)
- [Firepoint](https://www.g2.com/products/firepoint/reviews) — 3.9/5 stars (14 reviews)

### Alternatives to Shape Mortgage CRM

- [nCino's Mortgage Suite](https://www.g2.com/products/ncino-s-mortgage-suite/reviews) — 4.9/5 stars (95 reviews)
- [Lead Management](https://www.g2.com/products/total-expert-lead-management/reviews) — 4.5/5 stars (158 reviews)
- [Surefire CRM](https://www.g2.com/products/surefire-crm/reviews) — 4.0/5 stars (20 reviews)
- [Jungo: The Mortgage App](https://www.g2.com/products/jungo-the-mortgage-app/reviews) — 4.5/5 stars (20 reviews)
- [Encompass Digital Mortgage Solution](https://www.g2.com/products/encompass-digital-mortgage-solution/reviews) — 4.2/5 stars (61 reviews)
- [Floify](https://www.g2.com/products/floify/reviews) — 4.8/5 stars (57 reviews)
- [Insellerate](https://www.g2.com/products/insellerate/reviews) — 4.6/5 stars (25 reviews)
- [Aidium Mortgage](https://www.g2.com/products/aidium-mortgage/reviews) — 3.9/5 stars (7 reviews)
- [MeridianLink Mortgage](https://www.g2.com/products/meridianlink-mortgage/reviews) — 4.1/5 stars (39 reviews)
- [Cimmaron Mortgage Manager](https://www.g2.com/products/cimmaron-mortgage-manager/reviews) — 4.7/5 stars (25 reviews)

---
## Top Discussions

### BNTouch Mortgage CRM

- Title: [What is the best way to set up the SPF in the DNS section?](https://www.g2.com/discussions/40475-what-is-the-best-way-to-set-up-the-spf-in-the-dns-section) — 1 comment, 1 upvote
  > **Top comment:** "Comment deleted by user."

### Shape Mortgage CRM

- Title: [What is Shape Mortgage Software used for?](https://www.g2.com/discussions/what-is-shape-mortgage-software-used-for) — 1 comment *(includes official response)*
  > **Top comment:** "Shape Mortgage CRM is used by loan officers, brokers, and mortgage banks to manage leads from first contact through funding, and to keep marketing running to..."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/bntouch-mortgage-crm-vs-shape-software-shape-mortgage-crm)