# Shape Mortgage Software vs Total Expert Comparison

| | Shape Mortgage Software | Total Expert | 
|---|---|---|
| **Star Rating** | 4.9 out of 5 | 4.5 out of 5 | 
| **Total Reviews** | 98 | 150 | 
| **Largest Market Segment** | Small-Business (46.4% of reviews) | Mid-Market (71.4% of reviews) | 
| **Entry Level Price** | $119.00 | No pricing available | 

---
## Top Pros & Cons

### Shape Mortgage Software

**Not enough data**

### Total Expert

Pros:
- Ease of Use (15 reviews)
- Customer Support (11 reviews)

Cons:
- Learning Curve (5 reviews)
- Not Intuitive (5 reviews)

---
## Ratings Comparison
| Rating | Shape Mortgage Software | Total Expert | 
|---|---|---|
  | **Meets Requirements** | 9.8 (92 reviews) | 8.4 (129 reviews) | 
  | **Ease of Use** | 9.9 (92 reviews) | 8.3 (127 reviews) | 
  | **Ease of Setup** | 9.6 (12 reviews) | 7.6 (98 reviews) | 
  | **Ease of Admin** | 9.3 (9 reviews) | 8.4 (100 reviews) | 
  | **Quality of Support** | 9.9 (92 reviews) | 8.5 (126 reviews) | 
  | **Has the product been a good partner in doing business?** | 10.0 (9 reviews) | 8.9 (103 reviews) | 
  | **Product Direction (% positive)** | 9.4 (91 reviews) | 9.4 (109 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

### Total Expert

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

---
## Features Comparison By Category

### Marketing Automation

| Product | Score | Reviews |
|---|---|---|
| **Shape Mortgage Software** | N/A | N/A |
| **Total Expert** | 7.5/10 | 90 |

#### Email Marketing

| Feature | Shape Mortgage Software | Total Expert | 
|---|---|---|
| **Building and Personalizing Emails** | Not enough data | 7.8 (77 reviews) ✓ Verified | 
| **Sending Outbound Emails** | Not enough data | 8.4 (72 reviews) ✓ Verified | 
| **Manage Email Deliverability** | Not enough data | 8.0 (74 reviews) ✓ Verified | 
| **Automated Email Responses** | Not enough data | 8.0 (70 reviews) ✓ Verified | 

#### Online Marketing

| Feature | Shape Mortgage Software | Total Expert | 
|---|---|---|
| **Landing Pages and Forms** | Not enough data | 7.2 (64 reviews) ✓ Verified | 
| **Dynamic Content** | Not enough data | 7.7 (69 reviews) ✓ Verified | 
| **A/B Testing** | Not enough data | 7.0 (58 reviews) ✓ Verified | 
| **Mobile Optimized** | Not enough data | 7.2 (63 reviews) ✓ Verified | 
| **Search Tracking and Optimization** | Not enough data | 6.8 (49 reviews) | 

#### Lead Management

| Feature | Shape Mortgage Software | Total Expert | 
|---|---|---|
| **Marketing Lead Database** | Not enough data | 8.3 (65 reviews) ✓ Verified | 
| **Data Quality Management** | Not enough data | 7.5 (63 reviews) ✓ Verified | 
| **Segmentation** | Not enough data | 8.2 (59 reviews) ✓ Verified | 
| **Lead Scoring and Grading** | Not enough data | 7.3 (53 reviews) ✓ Verified | 
| **Lead Nurturing** | Not enough data | 8.5 (62 reviews) ✓ Verified | 
| **Online Behavior Tracking** | Not enough data | 7.3 (49 reviews) | 
| **Automated Alerts and Tasks** | Not enough data | 8.6 (61 reviews) ✓ Verified | 
| **CRM Lead Integration** | Not enough data | 8.4 (60 reviews) ✓ Verified | 

#### Campaign Management

| Feature | Shape Mortgage Software | Total Expert | 
|---|---|---|
| **Program Management** | Not enough data | 8.0 (59 reviews) ✓ Verified | 
| **Event / Webinar Marketing** | Not enough data | 7.6 (55 reviews) ✓ Verified | 
| **Calendaring** | Not enough data | 7.0 (47 reviews) ✓ Verified | 
| **Budgeting** | Not enough data | 6.8 (45 reviews) | 

#### Social

| Feature | Shape Mortgage Software | Total Expert | 
|---|---|---|
| **Social Listening** | Not enough data | 6.1 (46 reviews) | 
| **Social Sharing** | Not enough data | 7.3 (62 reviews) ✓ Verified | 
| **Social Campaigns** | Not enough data | 7.2 (51 reviews) ✓ Verified | 
| **Social Media Engagement** | Not enough data | 6.9 (52 reviews) | 
| **Social Media Advertising** | Not enough data | 6.1 (45 reviews) | 

#### Reporting & Analytics

| Feature | Shape Mortgage Software | Total Expert | 
|---|---|---|
| **Basic Reporting** | Not enough data | 7.6 (70 reviews) ✓ Verified | 
| **Web Analytics** | Not enough data | 6.5 (55 reviews) ✓ Verified | 
| **ROI Analytics** | Not enough data | 6.9 (51 reviews) ✓ Verified | 
| **Revenue Analytics** | Not enough data | 6.9 (48 reviews) ✓ Verified | 
| **SEO / Keyword Analytics** | Not enough data | 6.1 (47 reviews) | 

#### Platform

| Feature | Shape Mortgage Software | Total Expert | 
|---|---|---|
| **Customization ** | Not enough data | 7.6 (66 reviews) ✓ Verified | 
| **Workflow Capability** | Not enough data | 8.3 (61 reviews) ✓ Verified | 
| **User, Role, and Access Management** | Not enough data | 8.3 (67 reviews) ✓ Verified | 
| **Internationalization** | Not enough data | 7.2 (48 reviews) ✓ Verified | 
| **Sandbox / Test Environments** | Not enough data | 6.8 (50 reviews) ✓ Verified | 
| **Performance and Reliability** | Not enough data | 7.9 (65 reviews) ✓ Verified | 
| **Output Document Generation** | Not enough data | 7.5 (53 reviews) ✓ Verified | 

#### Agentic AI - Marketing Automation

| Feature | Shape Mortgage Software | Total Expert | 
|---|---|---|
| **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** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

#### Integration

| Feature | Shape Mortgage Software | Total Expert | 
|---|---|---|
| **Data Import & Export Tools** | Not enough data | 8.1 (66 reviews) ✓ Verified | 
| **Integration APIs** | Not enough data | 7.5 (65 reviews) ✓ Verified | 
| **Breadth of Partner Applications** | Not enough data | 7.8 (57 reviews) ✓ Verified | 

### Mortgage CRM

| Product | Score | Reviews |
|---|---|---|
| **Shape Mortgage Software** | 9.8/10 | 88 |
| **Total Expert** | 7.1/10 | 72 |

#### Loan Services

| Feature | Shape Mortgage Software | Total Expert | 
|---|---|---|
| **LOS Integration - Mortage CRM** | 9.5 (83 reviews) | 8.4 (62 reviews) | 
| **Alerts - Mortgage CRM** | 9.9 (87 reviews) | 8.2 (58 reviews) | 
| **Lender Relationship - Mortgage CRM** | 9.9 (86 reviews) | 8.1 (58 reviews) | 
| **Compliance - Mortgage CRM** | 9.9 (87 reviews) | 7.9 (56 reviews) | 

#### Client Management

| Feature | Shape Mortgage Software | Total Expert | 
|---|---|---|
| **Contact Management - Mortgage CRM** | 9.9 (88 reviews) | 8.4 (60 reviews) | 
| **Real Estate CRM - Mortgage CRM** | 9.9 (85 reviews) | 8.2 (58 reviews) | 
| **Email Marketing Automation - Mortgage CRM** | 9.9 (88 reviews) | 8.6 (64 reviews) | 

#### Agentic AI - Mortgage CRM

| Feature | Shape Mortgage Software | Total Expert | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 5.3 (10 reviews) | 
| **Multi-step Planning** | Not enough data | 5.7 (10 reviews) | 
| **Cross-system Integration** | Not enough data | 5.8 (10 reviews) | 
| **Adaptive Learning** | Not enough data | 5.9 (9 reviews) | 
| **Proactive Assistance** | Not enough data | 5.7 (10 reviews) | 
| **Decision Making** | Not enough data | 6.0 (10 reviews) | 

### Mortgage Point of Sale (POS)

| Product | Score | Reviews |
|---|---|---|
| **Shape Mortgage Software** | 10.0/10 | 79 |
| **Total Expert** | N/A | N/A |

#### Borrower Tools

| Feature | Shape Mortgage Software | Total Expert | 
|---|---|---|
| **Borrower Portal** | 9.9 (79 reviews) | Not enough data | 
| **Comparison** | 9.9 (79 reviews) | Not enough data | 

#### Lender Tools

| Feature | Shape Mortgage Software | Total Expert | 
|---|---|---|
| **Loan Pipeline** | 10.0 (79 reviews) | Not enough data | 
| **Credit Pull** | 10.0 (79 reviews) | Not enough data | 
| **Workflows** | 10.0 (78 reviews) | Not enough data | 
| **Mobility** | 10.0 (79 reviews) | Not enough data | 

#### Core Functionality

| Feature | Shape Mortgage Software | Total Expert | 
|---|---|---|
| **Integrations** | 10.0 (79 reviews) | Not enough data | 
| **Customization** | 10.0 (79 reviews) | Not enough data | 
| **Document Management** | 10.0 (79 reviews) | Not enough data | 

### Financial Services CRM

| Product | Score | Reviews |
|---|---|---|
| **Shape Mortgage Software** | N/A | N/A |
| **Total Expert** | 7.5/10 | 30 |

#### Content

| Feature | Shape Mortgage Software | Total Expert | 
|---|---|---|
| **Automation** | Not enough data | 8.2 (29 reviews) | 

#### Platform Additional Functionality

| Feature | Shape Mortgage Software | Total Expert | 
|---|---|---|
| **Pre-Built Connectors** | Not enough data | 7.1 (22 reviews) | 
| **Dashboard** | Not enough data | 7.6 (29 reviews) | 
| **Cloud** | Not enough data | 7.9 (22 reviews) | 
| **Mobility** | Not enough data | 6.7 (25 reviews) | 
| **Messaging** | Not enough data | 7.7 (23 reviews) | 

#### Platform Reporting and Analytics

| Feature | Shape Mortgage Software | Total Expert | 
|---|---|---|
| **Reporting** | Not enough data | 6.5 (28 reviews) | 
| **Forecasting** | Not enough data | 6.5 (20 reviews) | 

#### Customer Support

| Feature | Shape Mortgage Software | Total Expert | 
|---|---|---|
| **Case Management** | Not enough data | Feature Not Available | 
| **Customer Support Portal** | Not enough data | 7.6 (26 reviews) | 
| **Knowledge Base** | Not enough data | 8.1 (25 reviews) | 
| **Support Analytics** | Not enough data | 7.3 (24 reviews) | 

#### Marketing Automation

| Feature | Shape Mortgage Software | Total Expert | 
|---|---|---|
| **Campaign Management** | Not enough data | 8.1 (28 reviews) | 
| **Lead Management** | Not enough data | 7.8 (27 reviews) | 
| **Marketing Analytics** | Not enough data | 7.5 (29 reviews) | 

#### Sales Force Automation

| Feature | Shape Mortgage Software | Total Expert | 
|---|---|---|
| **Pipeline Management** | Not enough data | 7.4 (22 reviews) | 
| **Task Management** | Not enough data | 8.0 (23 reviews) | 
| **Product and Price List Management** | Not enough data | Feature Not Available | 
| **Quote and Order Management** | Not enough data | Feature Not Available | 
| **Contract Management** | Not enough data | Feature Not Available | 

#### Agentic AI - Financial Services CRM

| Feature | Shape Mortgage Software | Total Expert | 
|---|---|---|
| **Decision Making** | 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 Total Expert (2):** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm), [Marketing Automation Software](https://www.g2.com/categories/marketing-automation)


---
## Reviewer Demographics

### By Company Size

| Segment | Shape Mortgage Software | Total Expert | 
|---|---|---|
| **Small-Business** | 46.4% | 9.5% | 
| **Mid-Market** | 43.3% | 71.4% | 
| **Enterprise** | 10.3% | 19.0% | 

### 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%

#### Total Expert

- **Financial Services:** 64.6%
- **Banking:** 14.3%
- **Real Estate:** 9.5%
- **Marketing and Advertising:** 5.4%
- **Wine and Spirits:** 0.7%
- **Primary/Secondary Education:** 0.7%
- **Internet:** 0.7%
- **Information Technology and Services:** 0.7%
- **Human Resources:** 0.7%
- **Hospital & Health Care:** 0.7%
- **Other:** 2.0%

---
## 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)
- [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)
- [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)

### Alternatives to Total Expert

- [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) — 4.3/5 stars (226 reviews)
- [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) — 4.4/5 stars (14746 reviews)
- [HighLevel](https://www.g2.com/products/highlevel/reviews) — 4.6/5 stars (638 reviews)
- [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — 4.4/5 stars (14685 reviews)
- [Adobe Marketo Engage](https://www.g2.com/products/adobe-marketo-engage/reviews) — 4.1/5 stars (3134 reviews)
- [WebEngage](https://www.g2.com/products/webengage/reviews) — 4.5/5 stars (751 reviews)
- [Maximizer](https://www.g2.com/products/maximizer/reviews) — 4.0/5 stars (673 reviews)
- [Bloomreach](https://www.g2.com/products/bloomreach-bloomreach/reviews) — 4.6/5 stars (764 reviews)
- [Constant Contact Advanced Automation](https://www.g2.com/products/constant-contact-advanced-automation/reviews) — 4.4/5 stars (960 reviews)
- [Oracle Eloqua](https://www.g2.com/products/oracle-eloqua/reviews) — 3.9/5 stars (626 reviews)

---
## Top Discussions

### Shape Mortgage Software

No discussions available for this product.

### Total Expert

- Title: [Is total expert free?](https://www.g2.com/discussions/is-total-expert-free) — 1 comment
  > **Top comment:** "No"

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