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Compare Shape Mortgage Software and Total Expert 
At a Glance
Market Segments
Small-Business (46.4% of reviews)
Mid-Market (71.4% of reviews)
Entry-Level Pricing
$119.00
No pricing available
Shape Mortgage Software
Star Rating
(98)4.9 out of 5
Market Segments
Small-Business (46.4% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$119.00
Learn more about Shape Mortgage SoftwareTotal Expert
Star Rating
(150)4.5 out of 5
Market Segments
Mid-Market (71.4% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about Total ExpertShape Mortgage Software vs Total Expert
When assessing the two solutions, reviewers found Shape Mortgage Software easier to use, set up, and administer. Reviewers also preferred doing business with Shape Mortgage Software overall.
- Reviewers felt that Shape Mortgage Software meets the needs of their business better than Total Expert.
- When comparing quality of ongoing product support, reviewers felt that Shape Mortgage Software is the preferred option.
- When assessing product direction, Shape Mortgage Software and Total Expert received similar ratings from our reviewers.
Pricing
Entry-Level Pricing
Shape Mortgage Software
Enterprise
$119.00
- Includes: Phone, Text, E-mails, 100,000 records and over 500 plus powerful features
Total Expert
No pricing availableFree Trial
Shape Mortgage Software
No trial information availableTotal Expert
No trial information availableRatings
Meets Requirements
9.8
92
8.5
129
Ease of Use
9.9
92
8.3
127
Ease of Setup
9.6
12
7.7
98
Ease of Admin
9.3
9
8.4
100
Quality of Support
9.9
92
8.6
126
Has the product been a good partner in doing business?
10.0
9
8.9
103
Product Direction (% positive)
9.4
91
9.4
109
Features by Category
Email Marketing
Not enough data
7.8
77
|
Verified
Not enough data
8.4
72
|
Verified
Not enough data
8.0
74
|
Verified
Not enough data
8.0
70
|
Verified
Online Marketing
Not enough data
7.2
64
|
Verified
Not enough data
7.7
69
|
Verified
Not enough data
7.0
58
|
Verified
Not enough data
7.2
63
|
Verified
Not enough data
6.8
49
Lead Management
Not enough data
8.3
65
|
Verified
Not enough data
7.5
63
|
Verified
Not enough data
8.2
59
|
Verified
Not enough data
7.3
53
|
Verified
Not enough data
8.5
62
|
Verified
Not enough data
7.3
49
Not enough data
8.6
61
|
Verified
Not enough data
8.4
60
|
Verified
Campaign Management
Not enough data
8.0
59
|
Verified
Not enough data
7.6
55
|
Verified
Not enough data
7.0
47
|
Verified
Not enough data
6.8
45
Social
Not enough data
6.1
46
Not enough data
7.3
62
|
Verified
Not enough data
7.2
51
|
Verified
Not enough data
6.9
52
Not enough data
6.1
45
Reporting & Analytics
Not enough data
7.6
70
|
Verified
Not enough data
6.5
55
|
Verified
Not enough data
6.9
51
|
Verified
Not enough data
6.9
48
|
Verified
Not enough data
6.1
47
Platform
Not enough data
7.6
66
|
Verified
Not enough data
8.3
61
|
Verified
Not enough data
8.3
67
|
Verified
Not enough data
7.2
48
|
Verified
Not enough data
6.8
50
|
Verified
Not enough data
7.9
65
|
Verified
Not enough data
7.5
53
|
Verified
Agentic AI - Marketing Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration
Not enough data
8.1
66
|
Verified
Not enough data
7.5
65
|
Verified
Not enough data
7.8
57
|
Verified
Loan Services
9.5
83
8.4
62
9.9
87
8.2
58
9.9
86
8.1
58
9.9
87
7.9
56
Client Management
9.9
88
8.4
60
9.9
85
8.2
58
9.9
88
8.6
63
Agentic AI - Mortgage CRM
Not enough data
5.3
10
Not enough data
5.7
10
Not enough data
5.8
10
Not enough data
5.9
9
Not enough data
5.7
10
Not enough data
6.0
10
Borrower Tools
9.9
79
Not enough data
9.9
79
Not enough data
Lender Tools
10.0
79
Not enough data
10.0
79
Not enough data
10.0
78
Not enough data
10.0
79
Not enough data
Core Functionality
10.0
79
Not enough data
10.0
79
Not enough data
10.0
79
Not enough data
Content
Not enough data
8.2
29
Platform Additional Functionality
Not enough data
7.1
22
Not enough data
7.6
29
Not enough data
7.9
22
Not enough data
6.7
25
Not enough data
7.7
23
Platform Reporting and Analytics
Not enough data
6.5
28
Not enough data
6.5
20
Customer Support
Not enough data
Feature Not Available
Not enough data
7.6
26
Not enough data
8.1
25
Not enough data
7.3
24
Marketing Automation
Not enough data
8.1
28
Not enough data
7.8
27
Not enough data
7.5
29
Sales Force Automation
Not enough data
7.4
22
Not enough data
8.0
23
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Agentic AI - Financial Services CRM
Not enough data
Not enough data
Categories
Categories
Shared Categories
Shape Mortgage Software and Total Expert are categorized as Mortgage CRM
Unique Categories
Shape Mortgage Software is categorized as Mortgage Point of Sale (POS)
Total Expert is categorized as Financial Services CRM and Marketing Automation
Reviews
Reviewers' Company Size
Shape Mortgage Software
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Total Expert
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
20.6%
Marketing and Advertising
6.2%
Human Resources
4.1%
Automotive
4.1%
Accounting
4.1%
Other
60.8%
Financial Services
63.9%
Banking
14.3%
Real Estate
9.5%
Marketing and Advertising
5.4%
Wine and Spirits
0.7%
Other
6.1%
Alternatives
Discussions
Shape Mortgage Software has no discussions with answers
Is total expert free?
1 Comment
ZS
NoRead more
Total Expert has no more discussions with answers
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