# Shape Mortgage Software, Surefire CRM vs Encompass Digital Mortgage Solution Comparison

| | Shape Mortgage Software | Surefire CRM | Encompass Digital Mortgage Solution | 
|---|---|---|---|
| **Star Rating** | 4.9 out of 5 | 4.0 out of 5 | 4.2 out of 5 | 
| **Total Reviews** | 98 | 20 | 61 | 
| **Largest Market Segment** | Small-Business (46.4% of reviews) | Mid-Market (75.0% of reviews) | Mid-Market (65.6% of reviews) | 
| **Entry Level Price** | $119.00 | No pricing available | No pricing available | 


---
## Ratings Comparison
| Rating | Shape Mortgage Software | Surefire CRM | Encompass Digital Mortgage Solution | 
|---|---|---|---|
  | **Meets Requirements** | 9.8 (92 reviews) | 7.9 (13 reviews) | 8.9 (56 reviews) | 
  | **Ease of Use** | 9.9 (92 reviews) | 6.7 (14 reviews) | 8.3 (56 reviews) | 
  | **Ease of Setup** | 9.6 (12 reviews) | 7.0 (9 reviews) | 6.3 (9 reviews) | 
  | **Ease of Admin** | 9.3 (9 reviews) | 7.0 (10 reviews) | 7.8 (9 reviews) | 
  | **Quality of Support** | 9.9 (92 reviews) | 7.3 (14 reviews) | 8.0 (49 reviews) | 
  | **Has the product been a good partner in doing business?** | 10.0 (9 reviews) | 7.3 (10 reviews) | 7.9 (8 reviews) | 
  | **Product Direction (% positive)** | 9.4 (91 reviews) | 7.3 (13 reviews) | 8.4 (57 reviews) | 

---
## Pricing

### Shape Mortgage Software

#### Entry-Level Pricing

Plan: Enterprise

Price: $119.00

Key Features:
- Includes: Phone, Text, E-mails, 100,000 records and over 500 plus powerful features

[Learn more about Shape Mortgage Software](https://www.g2.com/products/shape-mortgage-software/reviews)

#### Free Trial

Yes

### Surefire CRM

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

### Encompass Digital Mortgage Solution

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

---
## Features Comparison By Category

### Mortgage CRM

| Product | Score | Reviews |
|---|---|---|
| **Shape Mortgage Software** | 9.8/10 | 88 |
| **Surefire CRM** | 7.5/10 | 13 |
| **Encompass Digital Mortgage Solution** | N/A | N/A |

#### Loan Services

| Feature | Shape Mortgage Software | Surefire CRM | Encompass Digital Mortgage Solution | 
|---|---|---|---|
| **LOS Integration - Mortage CRM** | 9.5 (83 reviews) | 6.5 (12 reviews) | Not enough data | 
| **Alerts - Mortgage CRM** | 9.9 (87 reviews) | 7.9 (12 reviews) | Not enough data | 
| **Lender Relationship - Mortgage CRM** | 9.9 (86 reviews) | 7.9 (11 reviews) | Not enough data | 
| **Compliance - Mortgage CRM** | 9.9 (87 reviews) | 7.1 (11 reviews) | Not enough data | 

#### Client Management

| Feature | Shape Mortgage Software | Surefire CRM | Encompass Digital Mortgage Solution | 
|---|---|---|---|
| **Contact Management - Mortgage CRM** | 9.9 (88 reviews) | 8.1 (13 reviews) | Not enough data | 
| **Real Estate CRM - Mortgage CRM** | 9.9 (85 reviews) | 6.9 (8 reviews) | Not enough data | 
| **Email Marketing Automation - Mortgage CRM** | 9.9 (88 reviews) | 7.8 (13 reviews) | Not enough data | 

#### Agentic AI - Mortgage CRM

| Feature | Shape Mortgage Software | Surefire CRM | Encompass Digital Mortgage Solution | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | Not enough data | 

### Mortgage Point of Sale (POS)

| Product | Score | Reviews |
|---|---|---|
| **Shape Mortgage Software** | 10.0/10 | 79 |
| **Surefire CRM** | N/A | N/A |
| **Encompass Digital Mortgage Solution** | N/A | N/A |

#### Borrower Tools

| Feature | Shape Mortgage Software | Surefire CRM | Encompass Digital Mortgage Solution | 
|---|---|---|---|
| **Borrower Portal** | 9.9 (79 reviews) | Not enough data | Not enough data | 
| **Comparison** | 9.9 (79 reviews) | Not enough data | Not enough data | 

#### Lender Tools

| Feature | Shape Mortgage Software | Surefire CRM | Encompass Digital Mortgage Solution | 
|---|---|---|---|
| **Loan Pipeline** | 10.0 (79 reviews) | Not enough data | Not enough data | 
| **Credit Pull** | 10.0 (79 reviews) | Not enough data | Not enough data | 
| **Workflows** | 10.0 (78 reviews) | Not enough data | Not enough data | 
| **Mobility** | 10.0 (79 reviews) | Not enough data | Not enough data | 

#### Core Functionality

| Feature | Shape Mortgage Software | Surefire CRM | Encompass Digital Mortgage Solution | 
|---|---|---|---|
| **Integrations** | 10.0 (79 reviews) | Not enough data | Not enough data | 
| **Customization** | 10.0 (79 reviews) | Not enough data | Not enough data | 
| **Document Management** | 10.0 (79 reviews) | Not enough data | Not enough data | 

### Loan Origination

| Product | Score | Reviews |
|---|---|---|
| **Shape Mortgage Software** | N/A | N/A |
| **Surefire CRM** | N/A | N/A |
| **Encompass Digital Mortgage Solution** | N/A | N/A |

#### Agentic AI - Loan Origination

| Feature | Shape Mortgage Software | Surefire CRM | Encompass Digital Mortgage Solution | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | Not enough data | 

---
## Categories
**Shared Categories (1):** [Mortgage CRM Software](https://www.g2.com/categories/mortgage-crm)

**Unique to Shape Mortgage Software (1):** [Mortgage Point of Sale (POS) Software](https://www.g2.com/categories/mortgage-point-of-sale-pos)


**Unique to Encompass Digital Mortgage Solution (2):** [Loan Origination Software](https://www.g2.com/categories/loan-origination), [Mortgage Point of Sale (POS) Software](https://www.g2.com/categories/mortgage-point-of-sale-pos)


---
## Reviewer Demographics

### By Company Size

| Segment | Shape Mortgage Software | Surefire CRM | Encompass Digital Mortgage Solution | 
|---|---|---|---|
| **Small-Business** | 46.4% | 20.0% | 13.1% | 
| **Mid-Market** | 43.3% | 75.0% | 65.6% | 
| **Enterprise** | 10.3% | 5.0% | 21.3% | 

### By Industry

#### Shape Mortgage Software

- **Financial Services:** 20.6%
- **Marketing and Advertising:** 6.2%
- **Accounting:** 4.1%
- **Automotive:** 4.1%
- **Human Resources:** 4.1%
- **Banking:** 3.1%
- **Real Estate:** 3.1%
- **Hospital & Health Care:** 3.1%
- **Information Technology and Services:** 3.1%
- **Airlines/Aviation:** 2.1%
- **Other:** 46.4%

#### Surefire CRM

- **Financial Services:** 50.0%
- **Real Estate:** 30.0%
- **Insurance:** 5.0%
- **Information Technology and Services:** 5.0%
- **Education Management:** 5.0%
- **Consumer Services:** 5.0%

#### Encompass Digital Mortgage Solution

- **Financial Services:** 70.5%
- **Banking:** 21.3%
- **Real Estate:** 3.3%
- **Wholesale:** 1.6%
- **Law Enforcement:** 1.6%
- **Computer Software:** 1.6%

---
## Alternatives

### Alternatives to Shape Mortgage Software

- [BNTouch Mortgage CRM](https://www.g2.com/products/bntouch-mortgage-crm/reviews) — 4.5/5 stars (67 reviews)
- [nCino's Mortgage Suite](https://www.g2.com/products/ncino-s-mortgage-suite/reviews) — 4.9/5 stars (95 reviews)
- [Total Expert](https://www.g2.com/products/total-expert/reviews) — 4.5/5 stars (150 reviews)
- [Jungo: The Mortgage App](https://www.g2.com/products/jungo-the-mortgage-app/reviews) — 4.5/5 stars (20 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 CRM](https://www.g2.com/products/aidium-mortgage-crm/reviews) — 3.9/5 stars (7 reviews)
- [Cimmaron Mortgage Manager](https://www.g2.com/products/cimmaron-mortgage-manager/reviews) — 4.7/5 stars (25 reviews)
- [eClosing by Snapdocs](https://www.g2.com/products/eclosing-by-snapdocs/reviews) — 4.6/5 stars (28 reviews)
- [Blend Mortgage Suite](https://www.g2.com/products/blend-mortgage-suite/reviews) — 4.1/5 stars (7 reviews)

### Alternatives to Surefire CRM

- [BNTouch Mortgage CRM](https://www.g2.com/products/bntouch-mortgage-crm/reviews) — 4.5/5 stars (67 reviews)
- [Total Expert](https://www.g2.com/products/total-expert/reviews) — 4.5/5 stars (150 reviews)
- [Jungo: The Mortgage App](https://www.g2.com/products/jungo-the-mortgage-app/reviews) — 4.5/5 stars (20 reviews)
- [nCino's Mortgage Suite](https://www.g2.com/products/ncino-s-mortgage-suite/reviews) — 4.9/5 stars (95 reviews)
- [Insellerate](https://www.g2.com/products/insellerate/reviews) — 4.6/5 stars (25 reviews)
- [Aidium Mortgage CRM](https://www.g2.com/products/aidium-mortgage-crm/reviews) — 3.9/5 stars (7 reviews)
- [MLO Shift](https://www.g2.com/products/mlo-shift/reviews) — 5.0/5 stars (1 reviews)
- [eClosing by Snapdocs](https://www.g2.com/products/eclosing-by-snapdocs/reviews) — 4.6/5 stars (28 reviews)
- [Unify CRM](https://www.g2.com/products/unify-crm/reviews) — 4.4/5 stars (4 reviews)
- [Cimmaron Mortgage Manager](https://www.g2.com/products/cimmaron-mortgage-manager/reviews) — 4.7/5 stars (25 reviews)

### Alternatives to Encompass Digital Mortgage Solution

- [MeridianLink Mortgage](https://www.g2.com/products/meridianlink-mortgage/reviews) — 3.8/5 stars (19 reviews)
- [Floify](https://www.g2.com/products/floify/reviews) — 4.8/5 stars (57 reviews)
- [LendingPad](https://www.g2.com/products/lendingpad/reviews) — 4.7/5 stars (168 reviews)
- [Calyx](https://www.g2.com/products/calyx-software-calyx/reviews) — 3.8/5 stars (26 reviews)
- [nCino's Mortgage Suite](https://www.g2.com/products/ncino-s-mortgage-suite/reviews) — 4.9/5 stars (95 reviews)
- [TurnKey Lender](https://www.g2.com/products/turnkey-lender/reviews) — 4.7/5 stars (19 reviews)
- [Finflux](https://www.g2.com/products/m2p-fintech-finflux/reviews) — 4.6/5 stars (106 reviews)
- [BNTouch Mortgage CRM](https://www.g2.com/products/bntouch-mortgage-crm/reviews) — 4.5/5 stars (67 reviews)
- [Total Expert](https://www.g2.com/products/total-expert/reviews) — 4.5/5 stars (150 reviews)
- [CloudBankin](https://www.g2.com/products/cloudbankin/reviews) — 5.0/5 stars (127 reviews)

---
## Top Discussions

### Shape Mortgage Software

No discussions available for this product.

### Surefire CRM

No discussions available for this product.

### Encompass Digital Mortgage Solution

No discussions available for this product.

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