Link copied to clipboard # BNTouch Mortgage CRM vs Shape Mortgage CRM Comparison - What are their main differences? Share [ Export ](/compare/bntouch-mortgage-crm/shape-software-shape-mortgage-crm/export.csv) BNTouch Mortgage CRMShape Mortgage CRM[+ Add Product](#) Pricing **BNTouch Mortgage CRM** **$165.00** Per Month · Individual **Shape Mortgage CRM** **$119.00** · Shape Core **Pricing Insights** from reviews Time to Implement **BNTouch Mortgage CRM** 1 month Based on 13 responses **Shape Mortgage CRM** Not enough reviews yet Return on Investment **BNTouch Mortgage CRM** 5 months Based on 12 responses **Shape Mortgage CRM** Not enough reviews yet Perceived Cost **BNTouch Mortgage CRM** $$$$$ **Shape Mortgage CRM** $$$$$ Average Discount **BNTouch Mortgage CRM** Not enough reviews yet **Shape Mortgage CRM** Not enough reviews yet **Pros & Cons** from reviews **BNTouch Mortgage CRM** Not enough data **Shape Mortgage CRM** Not enough data Integrations **BNTouch Mortgage CRM** [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_6b9ac92082d75d13c28b32096f5f46fb/calyx.png "Product Avatar Image") Calyx ](https://www.g2.com/products/calyx/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_137cadb0d15e974b370ded41b8f92714/ellie-mae-encompass360.png "Product Avatar Image") Encompass360 ](https://www.g2.com/products/ellie-mae-encompass360/reviews)[ View all ](https://www.g2.com/products/bntouch-mortgage-crm/integrations) **Shape Mortgage CRM** [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_8b5a56f3c6394e4c723bd13ee890e4be/bankingbridge.png "Product Avatar Image") BankingBridge ](https://www.g2.com/products/bankingbridge/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_13b141edd7ad3806266cd959d83b38cb/blend-blend.png "Product Avatar Image") Blend ](https://www.g2.com/products/blend-mortgage-suite/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_9d8c2ccc0c884ab29ebd397cee8d4a3c/bombbomb.png "Product Avatar Image") BombBomb ](https://www.g2.com/products/bombbomb/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_3a9f46b15d804a2abbb8138a7bf78b88/calendly%282%29.png "Product Avatar Image") Calendly Sales ](https://www.g2.com/products/calendly/reviews)[ View all ](https://www.g2.com/products/shape-software-shape-mortgage-crm/integrations) Screenshots **BNTouch Mortgage CRM** ![BNTouch Mortgage CRM screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/113513/SoftwareAdvice5.png) **Shape Mortgage CRM** ![Shape Mortgage CRM screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/1208845/shape-responsive-crm.png) **Ratings** from reviews Meets Requirements **BNTouch Mortgage CRM** 8.9 8.957 **Shape Mortgage CRM** 9.8 9.894 Ease of Use **BNTouch Mortgage CRM** 8.4 8.458 **Shape Mortgage CRM** 9.9 9.994 Ease of Setup **BNTouch Mortgage CRM** 8.6 8.640 **Shape Mortgage CRM** 9.6 9.614 Ease of Admin **BNTouch Mortgage CRM** 8.4 8.415 **Shape Mortgage CRM** 9.3 9.39 Quality of Support **BNTouch Mortgage CRM** 9.2 9.255 **Shape Mortgage CRM** 9.9 9.994 Has the product been a good partner in doing business? **BNTouch Mortgage CRM** 9.2 9.215 **Shape Mortgage CRM** 10.0 10.09 Product Direction (% positive) **BNTouch Mortgage CRM** 9.0 9.056 **Shape Mortgage CRM** 9.4 9.492 **Features** ratings from reviews Mortgage Point of Sale (POS)[Hide 9 FeaturesShow 9 Features](javascript:void(0);) 7.1 6 10.0 79 Borrower Tools Borrower Portal 5.6 6 9.9(won by 4.3) 79 (There is a greater than 0.5 difference between this product's rating and its competitors) Comparison 6.9 6 9.9(won by 3.0) 79 (There is a greater than 0.5 difference between this product's rating and its competitors) Lender Tools Loan Pipeline 9.4 6 10.0(won by 0.6) 79 (There is a greater than 0.5 difference between this product's rating and its competitors) Credit Pull 5.3 5 10.0(won by 4.7) 79 (There is a greater than 0.5 difference between this product's rating and its competitors) Workflows 7.2 6 10.0(won by 2.8) 78 (There is a greater than 0.5 difference between this product's rating and its competitors) Mobility 7.2 6 10.0(won by 2.8) 79 (There is a greater than 0.5 difference between this product's rating and its competitors) Core Functionality Integrations 6.7 6 10.0(won by 3.3) 79 (There is a greater than 0.5 difference between this product's rating and its competitors) Customization 8.3 6 10.0(won by 1.7) 79 (There is a greater than 0.5 difference between this product's rating and its competitors) Document Management 7.5 6 10.0(won by 2.5) 79 (There is a greater than 0.5 difference between this product's rating and its competitors) Mortgage CRM[Hide 57 FeaturesShow 57 Features](javascript:void(0);) 8.8 50 9.8 90 Loan Services LOS Integration - Mortage CRM 8.7 44 9.5(won by 0.8) 83 (There is a greater than 0.5 difference between this product's rating and its competitors) Alerts - Mortgage CRM 9.0 45 9.9(won by 0.9) 87 (There is a greater than 0.5 difference between this product's rating and its competitors) Lender Relationship - Mortgage CRM 8.6 44 9.9(won by 1.3) 86 (There is a greater than 0.5 difference between this product's rating and its competitors) Compliance - Mortgage CRM 9.0 42 9.9(won by 0.9) 87 (There is a greater than 0.5 difference between this product's rating and its competitors) Commercial Mortgages Not enough data Not enough data Third-Party Integrations Not enough data Not enough data Client Management Contact Management - Mortgage CRM 9.1 47 9.9(won by 0.8) 89 (There is a greater than 0.5 difference between this product's rating and its competitors) Real Estate CRM - Mortgage CRM 8.9 39 9.9(won by 1.0) 86 (There is a greater than 0.5 difference between this product's rating and its competitors) Email Marketing Automation - Mortgage CRM 8.9 47 9.9(won by 1.0) 88 (There is a greater than 0.5 difference between this product's rating and its competitors) 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 Proactive Assistance 8.3(won by default) 5 Not enough data 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 Decision Making Not enough data Not enough data Additional Functionality 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 User Insights Reviewers' Company Size [![BNTouch Mortgage CRM](https://images.g2crowd.com/uploads/product/hd_favicon/f11e1800ccc4504f90599621bd5725bd/bntouch-mortgage-crm.svg "BNTouch Mortgage CRM")](https://www.g2.com/products/bntouch-mortgage-crm/reviews) BNTouch Mortgage CRM Small-Business(50 or fewer emp.) 73.5% Mid-Market(51-1000 emp.) 17.6% Enterprise(\> 1000 emp.) 8.8% [![Shape Mortgage CRM](https://images.g2crowd.com/uploads/product/hd_favicon/90ed07575dbde21292ccb0e8cf719fb7/shape-software-shape-mortgage-crm.svg "Shape Mortgage CRM")](https://www.g2.com/products/shape-software-shape-mortgage-crm/reviews) Shape Mortgage CRM Small-Business(50 or fewer emp.) 47.0% Mid-Market(51-1000 emp.) 42.0% Enterprise(\> 1000 emp.) 11.0% Small-Business (50 or fewer emp.) 73.5% 47.0% Mid-Market (51-1000 emp.) 17.6% 42.0% Enterprise (\> 1000 emp.) 8.8% 11.0% Reviewers' Industry [![BNTouch Mortgage CRM](https://images.g2crowd.com/uploads/product/hd_favicon/f11e1800ccc4504f90599621bd5725bd/bntouch-mortgage-crm.svg "BNTouch Mortgage CRM")](https://www.g2.com/products/bntouch-mortgage-crm/reviews) BNTouch Mortgage CRM Financial Services 49.2% Real Estate 30.8% Banking 12.3% Wholesale 3.1% Consumer Services 3.1% Other 1.5% [![Shape Mortgage CRM](https://images.g2crowd.com/uploads/product/hd_favicon/90ed07575dbde21292ccb0e8cf719fb7/shape-software-shape-mortgage-crm.svg "Shape Mortgage CRM")](https://www.g2.com/products/shape-software-shape-mortgage-crm/reviews) Shape Mortgage CRM Financial Services 21.2% Marketing and Advertising 6.1% Accounting 4.0% Automotive 4.0% Real Estate 4.0% Other 60.6% FAQs ## BNTouch Mortgage CRM vs Shape Mortgage CRM FAQs Generated using AI Last updated: August 15, 2026 ### 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. Alternatives **BNTouch Mortgage CRM Alternatives** ![Jungo: The Mortgage App](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_71531191ce4ae1d5b04fedf3d0b68da1/jungo-the-mortgage-app.png "Jungo: The Mortgage App") [ Jungo: The Mortgage App ](/products/jungo-the-mortgage-app/reviews) ![Surefire CRM](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_2a793c9873e2d36b058c6572763b4aa0/surefire-crm.png "Surefire CRM") [ Surefire CRM ](/products/surefire-crm/reviews) ![Encompass Digital Mortgage Solution](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_b5b44eb5780b25b9097f3e3eba5977f9/encompass-digital-mortgage-solution.png "Encompass Digital Mortgage Solution") [ Encompass Digital Mortgage... ](/products/encompass-digital-mortgage-solution/reviews) ![nCino's Mortgage Suite](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_ac2fa3f27d2e6903639fbd9d3a95c190/ncino-s-mortgage-suite.png "nCino's Mortgage Suite") [ nCino's Mortgage Suite ](/products/ncino-s-mortgage-suite/reviews) **Shape Mortgage CRM Alternatives** ![nCino's Mortgage Suite](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_ac2fa3f27d2e6903639fbd9d3a95c190/ncino-s-mortgage-suite.png "nCino's Mortgage Suite") [ nCino's Mortgage Suite ](/products/ncino-s-mortgage-suite/reviews) ![Total Expert](https://images.g2crowd.com/uploads/product/hd_favicon/2a90f29c8ecbf7e7cda09c272032d761/total-expert.svg "Total Expert") [ Total Expert ](/products/total-expert/reviews) ![Surefire CRM](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_2a793c9873e2d36b058c6572763b4aa0/surefire-crm.png "Surefire CRM") [ Surefire CRM ](/products/surefire-crm/reviews) ![Encompass Digital Mortgage Solution](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_b5b44eb5780b25b9097f3e3eba5977f9/encompass-digital-mortgage-solution.png "Encompass Digital Mortgage Solution") [ Encompass Digital Mortgage... ](/products/encompass-digital-mortgage-solution/reviews) ## BNTouch Mortgage CRM vs Shape Mortgage CRM When assessing the two solutions, reviewers found Shape Mortgage CRM easier to use, set up, and administer. Reviewers also preferred doing business with Shape Mortgage CRM overall. - Reviewers felt that Shape Mortgage CRM meets the needs of their business better than BNTouch Mortgage CRM. - When comparing quality of ongoing product support, reviewers felt that Shape Mortgage CRM is the preferred option. - For feature updates and roadmaps, our reviewers preferred the direction of Shape Mortgage CRM over BNTouch Mortgage CRM.