# Shape Mortgage CRM vs nCino's Mortgage Suite Comparison

---
## Frequently Asked Questions

### What is the difference between nCino's Mortgage Suite vs Shape Mortgage CRM?

Shape Mortgage CRM stands out for its AI-powered automation and pipeline management, while nCino's Mortgage Suite is noted for its user-friendly interface and mobile accessibility.

| [nCino's Mortgage Suite](https://www.g2.com/products/ncino-s-mortgage-suite/reviews) | [Shape Mortgage CRM](https://www.g2.com/products/shape-software-shape-mortgage-crm/reviews) |
| --- | --- |
| 4.9/5 (95 reviews) | 4.9/5 (100 reviews) |
| — | — |
| 9.6 | 9.6 |
| 9.7 | 9.9 |
| User-friendly interface and mobile accessibility | AI-powered automation and pipeline management |



### How do the pricing models of nCino's Mortgage Suite and Shape Mortgage CRM compare?

Shape Mortgage CRM is rated higher for value, with a stronger Price/Cost satisfaction score than nCino's Mortgage Suite.

- **nCino's Mortgage Suite:** In recent reviews, buyers highlight ease of use and mobile access as key value drivers, but some note friction from limited customization.
- **Shape Mortgage CRM:** Reviewers consistently praise the platform's robust automation and AI features as delivering strong value for the investment.



### What are the best alternatives to nCino's Mortgage Suite and Shape Mortgage CRM?

The top 3 alternatives to nCino's Mortgage Suite and Shape Mortgage CRM are BNTouch Mortgage CRM, Encompass Digital Mortgage Solution, and Total Expert.

| Product | G2 Rating (reviews) | Largest Segment | Pricing Insight | Top Reviewer-Cited Strength |
| --- | --- | --- | --- | --- |
| [nCino's Mortgage Suite](https://www.g2.com/products/ncino-s-mortgage-suite/reviews) | 4.9/5 (95 reviews) | — | — | User-friendly interface and mobile accessibility |
| [Shape Mortgage CRM](https://www.g2.com/products/shape-software-shape-mortgage-crm/reviews) | 4.9/5 (100 reviews) | — | — | AI-powered automation and pipeline management |
| [BNTouch Mortgage CRM](https://www.g2.com/products/bntouch-mortgage-crm/reviews) | 4.5/5 (68 reviews) | Small-Business | — | Comprehensive mortgage CRM features for small businesses |
| [Encompass Digital Mortgage Solution](https://www.g2.com/products/encompass-digital-mortgage-solution/reviews) | 4.2/5 (61 reviews) | Mid-Market | — | End-to-end digital mortgage process |
| [Total Expert](https://www.g2.com/products/total-expert-lead-management/reviews) | 4.5/5 (157 reviews) | Mid-Market | — | Lead management and marketing automation |



### Which Loan Management features should I prioritize when comparing nCino's Mortgage Suite and Shape Mortgage CRM?

Buyers should prioritize Task Management, Automation, Ease of Use, Quality of Support, and Customization when comparing nCino's Mortgage Suite and Shape Mortgage CRM.

- **Task Management:** Both products are frequently cited for task management, with Shape Mortgage CRM offering AI-driven automation and nCino's Mortgage Suite praised for mobile task tracking.
- **Automation:** Shape Mortgage CRM is highlighted for robust automation and AI features, while nCino's Mortgage Suite is noted for streamlined workflows.
- **Ease of Use:** Shape Mortgage CRM scores 9.9 and nCino's Mortgage Suite scores 9.8 for Ease of Use.
- **Quality of Support:** Shape Mortgage CRM scores 9.9 and nCino's Mortgage Suite scores 9.7 for Quality of Support.
- **Customization:** Shape Mortgage CRM is frequently mentioned for its customization options, while nCino's Mortgage Suite receives mixed feedback on flexibility.



### What are the pros and cons of nCino's Mortgage Suite vs Shape Mortgage CRM?

Shape Mortgage CRM's headline strength is its AI-powered automation, while nCino's Mortgage Suite is recognized for its user-friendly interface and mobile accessibility.

- **nCino's Mortgage Suite strengths:** Reviewers highlight ease of use, mobile access, and efficient document management.
- **nCino's Mortgage Suite trade-offs:** Some reviewers note limited customization and occasional friction in the user experience, especially after the SimpleNexus acquisition.
- **Shape Mortgage CRM strengths:** Reviewers consistently praise AI-driven automation, robust task management, and strong customer support.
- **Shape Mortgage CRM trade-offs:** A few reviewers mention a learning curve due to the platform's extensive features and desire for even more customization options.



### Is nCino's Mortgage Suite or Shape Mortgage CRM better for small businesses?

Shape Mortgage CRM is the better fit for small businesses, with strong small-business reviewer sentiment and features tailored to this segment.

- **nCino's Mortgage Suite:** Reviewers note ease of use and mobile access, but do not specifically highlight small-business fit.
- **Shape Mortgage CRM:** Small-business reviewers praise the platform for its straightforward, powerful CRM capabilities and automation that supports growing teams.



### Which Loan Management platform has better integrations?

Shape Mortgage CRM is favored for integrations, with reviewers citing easy integration with LOS and other platforms.

- **nCino's Mortgage Suite:** Reviewers mention integration with Encompass and secure upload portals.
- **Shape Mortgage CRM:** Reviewers highlight integration with LOS, CRM, and POS systems, and note that integration setup is straightforward and saves manual entry time.



### How do nCino's Mortgage Suite and Shape Mortgage CRM compare on customer support?

Shape Mortgage CRM leads on Quality of Support with a 0.2-point advantage over nCino's Mortgage Suite (9.9 vs 9.7).

- **nCino's Mortgage Suite:** Reviewers describe support as responsive and helpful, with most citing positive experiences.
- **Shape Mortgage CRM:** Reviewers consistently praise customer support as exceptional, knowledgeable, and quick to resolve issues.



### Which is easier to implement, nCino's Mortgage Suite or Shape Mortgage CRM?

nCino's Mortgage Suite and Shape Mortgage CRM are rated equally for Ease of Setup, both scoring 9.6, indicating parity in implementation experience.

- **nCino's Mortgage Suite:** Reviewers describe setup as straightforward and easy to navigate, with minimal friction reported.
- **Shape Mortgage CRM:** Reviewers note that implementation is quick and easy, with strong support and training resources available.



### Which product has better Task Management?

Shape Mortgage CRM is favored for Task Management due to its AI-driven automation and robust workflow tools.

- **nCino's Mortgage Suite:** Reviewers highlight mobile task tracking and efficient document management as key strengths for managing tasks.
- **Shape Mortgage CRM:** Reviewers consistently cite advanced task automation, AI-powered reminders, and comprehensive pipeline management as standout features for task management.



| | Shape Mortgage CRM | nCino's Mortgage Suite | 
|---|---|---|
| **Star Rating** | 4.9 out of 5 | 4.9 out of 5 | 
| **Total Reviews** | 101 | 95 | 
| **Largest Market Segment** | Small-Business (47.0% of reviews) | Small-Business (62.6% of reviews) | 
| **Entry Level Price** | $119.00 | No pricing available | 


---
## Ratings Comparison
| Rating | Shape Mortgage CRM | nCino's Mortgage Suite | 
|---|---|---|
  | **Meets Requirements** | 9.8 (94 reviews) | 9.6 (55 reviews) | 
  | **Ease of Use** | 9.9 (94 reviews) | 9.8 (55 reviews) | 
  | **Ease of Setup** | 9.6 (14 reviews) | 9.6 (8 reviews) | 
  | **Ease of Admin** | 9.3 (9 reviews) | 9.8 (8 reviews) | 
  | **Quality of Support** | 9.9 (94 reviews) | 9.7 (51 reviews) | 
  | **Has the product been a good partner in doing business?** | 10.0 (9 reviews) | 10.0 (7 reviews) | 
  | **Product Direction (% positive)** | 9.4 (92 reviews) | 8.9 (44 reviews) | 

---
## Pricing

### 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

### nCino's Mortgage Suite

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

---
## Features Comparison By Category

### Mortgage CRM

| Product | Score | Reviews |
|---|---|---|
| **Shape Mortgage CRM** | 9.8/10 | 90 |
| **nCino's Mortgage Suite** | 9.8/10 | 29 |

#### Loan Services

| Feature | Shape Mortgage CRM | nCino's Mortgage Suite | 
|---|---|---|
| **LOS Integration - Mortage CRM** | 9.5 (83 reviews) | 9.9 (19 reviews) | 
| **Alerts - Mortgage CRM** | 9.9 (87 reviews) | 9.6 (22 reviews) | 
| **Lender Relationship - Mortgage CRM** | 9.9 (86 reviews) | 10.0 (22 reviews) | 
| **Compliance - Mortgage CRM** | 9.9 (87 reviews) | 9.5 (21 reviews) | 
| **Commercial Mortgages** | Not enough data | Not enough data | 
| **Third-Party Integrations** | Not enough data | Not enough data | 

#### Client Management

| Feature | Shape Mortgage CRM | nCino's Mortgage Suite | 
|---|---|---|
| **Contact Management - Mortgage CRM** | 9.9 (89 reviews) | 9.9 (21 reviews) | 
| **Real Estate CRM - Mortgage CRM** | 9.9 (86 reviews) | 9.9 (20 reviews) | 
| **Email Marketing Automation - Mortgage CRM** | 9.9 (88 reviews) | 9.7 (18 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 | Shape Mortgage CRM | nCino's Mortgage Suite | 
|---|---|---|
| **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 | 

#### Additional Functionality

| Feature | Shape Mortgage CRM | nCino's Mortgage Suite | 
|---|---|---|
| **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 | 

### Construction Loan Management

| Product | Score | Reviews |
|---|---|---|
| **Shape Mortgage CRM** | N/A | N/A |
| **nCino's Mortgage Suite** | N/A | N/A |

#### Loan Management

| Feature | Shape Mortgage CRM | nCino's Mortgage Suite | 
|---|---|---|
| **Pipeline Management** | Not enough data | Not enough data | 
| **Interest Billing** | Not enough data | Not enough data | 
| **Risk Management** | Not enough data | Not enough data | 
| **Reporting** | Not enough data | Not enough data | 

#### Construction Project

| Feature | Shape Mortgage CRM | nCino's Mortgage Suite | 
|---|---|---|
| **Project Tracking** | Not enough data | Not enough data | 
| **Order Management** | Not enough data | Not enough data | 
| **Compliance Management** | Not enough data | Not enough data | 
| **Budget Tracking** | Not enough data | Not enough data | 

#### Collaboration

| Feature | Shape Mortgage CRM | nCino's Mortgage Suite | 
|---|---|---|
| **Borrower Portal** | Not enough data | Not enough data | 
| **Contractor Portal** | Not enough data | Not enough data | 
| **Payments** | Not enough data | Not enough data | 

#### Agentic AI -  Construction Loan Management

| Feature | Shape Mortgage CRM | nCino's Mortgage Suite | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 

### Digital Mortgage Closing

| Product | Score | Reviews |
|---|---|---|
| **Shape Mortgage CRM** | N/A | N/A |
| **nCino's Mortgage Suite** | N/A | N/A |

#### Core Functionality

| Feature | Shape Mortgage CRM | nCino's Mortgage Suite | 
|---|---|---|
| **eSignature** | Not enough data | Not enough data | 
| **eNote** | Not enough data | Not enough data | 
| **eVault** | Not enough data | Not enough data | 
| **eNotarization** | Not enough data | Not enough data | 

#### Document Management

| Feature | Shape Mortgage CRM | nCino's Mortgage Suite | 
|---|---|---|
| **Document Preview** | Not enough data | Not enough data | 
| **Document Library** | Not enough data | Not enough data | 

#### Interoperability

| Feature | Shape Mortgage CRM | nCino's Mortgage Suite | 
|---|---|---|
| **MERS Integration** | Not enough data | Not enough data | 
| **LOS Integration** | Not enough data | Not enough data | 

#### Agentic AI -  Digital Mortgage Closing

| Feature | Shape Mortgage CRM | nCino's Mortgage Suite | 
|---|---|---|
| **Proactive Assistance** | Not enough data | Not enough data | 

### Mortgage Point of Sale (POS)

| Product | Score | Reviews |
|---|---|---|
| **Shape Mortgage CRM** | 10.0/10 | 79 |
| **nCino's Mortgage Suite** | 9.7/10 | 23 |

#### Borrower Tools

| Feature | Shape Mortgage CRM | nCino's Mortgage Suite | 
|---|---|---|
| **Borrower Portal** | 9.9 (79 reviews) | 9.5 (21 reviews) | 
| **Comparison** | 9.9 (79 reviews) | 9.7 (18 reviews) | 

#### Lender Tools

| Feature | Shape Mortgage CRM | nCino's Mortgage Suite | 
|---|---|---|
| **Loan Pipeline** | 10.0 (79 reviews) | 10.0 (17 reviews) | 
| **Credit Pull** | 10.0 (79 reviews) | 9.9 (15 reviews) | 
| **Workflows** | 10.0 (78 reviews) | 9.8 (17 reviews) | 
| **Mobility** | 10.0 (79 reviews) | 9.8 (21 reviews) | 

#### Core Functionality

| Feature | Shape Mortgage CRM | nCino's Mortgage Suite | 
|---|---|---|
| **Integrations** | 10.0 (79 reviews) | 9.8 (19 reviews) | 
| **Customization** | 10.0 (79 reviews) | 9.4 (17 reviews) | 
| **Document Management** | 10.0 (79 reviews) | 9.8 (20 reviews) | 

### Loan Origination

| Product | Score | Reviews |
|---|---|---|
| **Shape Mortgage CRM** | N/A | N/A |
| **nCino's Mortgage Suite** | N/A | N/A |

#### Agentic AI - Loan Origination

| Feature | Shape Mortgage CRM | nCino's Mortgage Suite | 
|---|---|---|
| **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 | 
| **Accounting Integration** | Not enough data | Not enough data | 
| **Third-Party Integrations** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | Shape Mortgage CRM | nCino's Mortgage Suite | 
|---|---|---|
| **API** | Not enough data | Not enough data | 
| **Pipeline Management** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Online Applications** | Not enough data | Not enough data | 
| **Audit Trail** | Not enough data | Not enough data | 
| **Payment Collection** | Not enough data | Not enough data | 
| **Activity Dashboard** | Not enough data | Not enough data | 
| **Self Service Portal** | Not enough data | Not enough data | 
| **Status Tracking** | Not enough data | Not enough data | 
| **Scheduling** | Not enough data | Not enough data | 
| **Customer Database** | Not enough data | Not enough data | 
| **Document Storage** | Not enough data | Not enough data | 
| **Activity Tracking** | Not enough data | Not enough data | 
| **Data Import/Export** | Not enough data | Not enough data | 
| **Loan Processing** | Not enough data | Not enough data | 
| **Cash Flow Management** | Not enough data | Not enough data | 
| **Risk Management** | Not enough data | Not enough data | 
| **Dashboard** | Not enough data | Not enough data | 
| **For Commercial Business** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Financial Analysis** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 
| **Configurable Workflow** | Not enough data | Not enough data | 
| **Financial Management** | Not enough data | Not enough data | 
| **Loan Origination** | Not enough data | Not enough data | 
| **Customizable Reports** | Not enough data | Not enough data | 
| **Loan Portfolio Management** | Not enough data | Not enough data | 
| **Secure Data Storage** | Not enough data | Not enough data | 
| **ACH Payment Processing** | Not enough data | Not enough data | 
| **Compliance Management** | Not enough data | Not enough data | 
| **Client Portal** | Not enough data | Not enough data | 
| **Document Management** | Not enough data | Not enough data | 
| **Borrower Management** | Not enough data | Not enough data | 
| **Credit Check** | Not enough data | Not enough data | 
| **Risk Assessment** | Not enough data | Not enough data | 
| **Reporting & Statistics** | Not enough data | Not enough data | 
| **Lead Management** | Not enough data | Not enough data | 
| **Real-Time Reporting** | Not enough data | Not enough data | 
| **CRM** | Not enough data | Not enough data | 
| **Contact Management** | Not enough data | Not enough data | 
| **Automated Decisioning/Underwriting** | Not enough data | Not enough data | 
| **Customizable Branding** | Not enough data | Not enough data | 
| **Task Management** | Not enough data | Not enough data | 
| **Loan Management** | Not enough data | Not enough data | 
| **Rules-Based Workflow** | Not enough data | Not enough data | 
| **Template Management** | Not enough data | Not enough data | 
| **Reminders** | Not enough data | Not enough data | 
| **Client Management** | Not enough data | Not enough data | 
| **Electronic Signature** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 
| **Digital Signature** | Not enough data | Not enough data | 
| **Task Scheduling** | Not enough data | Not enough data | 
| **Transaction History** | Not enough data | Not enough data | 
| **Accounting** | Not enough data | Not enough data | 
| **Document Templates** | Not enough data | Not enough data | 
| **Customizable Templates** | Not enough data | Not enough data | 
| **Approval Process Control** | Not enough data | Not enough data | 
| **Multi-Company** | Not enough data | Not enough data | 
| **Electronic Payments** | Not enough data | Not enough data | 
| **Pricing Management** | Not enough data | Not enough data | 
| **Customer Management** | Not enough data | Not enough data | 
| **Communication Management** | Not enough data | Not enough data | 

### Loan Management

| Product | Score | Reviews |
|---|---|---|
| **Shape Mortgage CRM** | N/A | N/A |
| **nCino's Mortgage Suite** | N/A | N/A |

#### Agentic AI

| Feature | Shape Mortgage CRM | nCino's Mortgage Suite | 
|---|---|---|
| **Cross-System Integration** | Not enough data | Not enough data | 
| **Multi-Step Planning** | Not enough data | Not enough data | 
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Autonomous Task Execution** | Not enough data | Not enough data | 

#### Reporting & Analytics

| Feature | Shape Mortgage CRM | nCino's Mortgage Suite | 
|---|---|---|
| **Export Capabilities** | Not enough data | Not enough data | 
| **Custom Reports** | Not enough data | Not enough data | 
| **Dashboards & Visualizations** | Not enough data | Not enough data | 

#### Compliance & Security

| Feature | Shape Mortgage CRM | nCino's Mortgage Suite | 
|---|---|---|
| **Audit Trails** | Not enough data | Not enough data | 
| **Role-Based Access Control** | Not enough data | Not enough data | 
| **KYC/AML Compliance** | Not enough data | Not enough data | 

---
## 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)


**Unique to nCino's Mortgage Suite (4):** [Loan Management Software](https://www.g2.com/categories/loan-management), [Digital Mortgage Closing Software](https://www.g2.com/categories/digital-mortgage-closing), [Loan Origination Software](https://www.g2.com/categories/loan-origination), [Construction Loan Management Software](https://www.g2.com/categories/construction-loan-management)


---
## Reviewer Demographics

### By Company Size

| Segment | Shape Mortgage CRM | nCino's Mortgage Suite | 
|---|---|---|
| **Small-Business** | 47.0% | 62.6% | 
| **Mid-Market** | 42.0% | 24.2% | 
| **Enterprise** | 11.0% | 13.2% | 

### By Industry

#### 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%

#### nCino's Mortgage Suite

- **Real Estate:** 37.4%
- **Banking:** 19.8%
- **Financial Services:** 18.7%
- **Accounting:** 3.3%
- **Insurance:** 2.2%
- **Information Technology and Services:** 2.2%
- **Hospital & Health Care:** 2.2%
- **Consumer Services:** 2.2%
- **Airlines/Aviation:** 1.1%
- **Automotive:** 1.1%
- **Other:** 9.9%

---
## Alternatives

### Alternatives to Shape Mortgage CRM

- [BNTouch Mortgage CRM](https://www.g2.com/products/bntouch-mortgage-crm/reviews) — 4.5/5 stars (68 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) — 4.2/5 stars (41 reviews)
- [Cimmaron Mortgage Manager](https://www.g2.com/products/cimmaron-mortgage-manager/reviews) — 4.7/5 stars (25 reviews)

### Alternatives to nCino's Mortgage Suite

- [Encompass Digital Mortgage Solution](https://www.g2.com/products/encompass-digital-mortgage-solution/reviews) — 4.2/5 stars (61 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)
- [LendingPad](https://www.g2.com/products/lendingpad/reviews) — 4.7/5 stars (168 reviews)
- [CloudBankin](https://www.g2.com/products/cloudbankin/reviews) — 5.0/5 stars (127 reviews)
- [BNTouch Mortgage CRM](https://www.g2.com/products/bntouch-mortgage-crm/reviews) — 4.5/5 stars (68 reviews)
- [Blend Mortgage Suite](https://www.g2.com/products/blend-mortgage-suite/reviews) — 4.1/5 stars (7 reviews)
- [Finflux](https://www.g2.com/products/m2p-fintech-finflux/reviews) — 4.6/5 stars (106 reviews)
- [Abrigo Loan Origination](https://www.g2.com/products/abrigo-loan-origination/reviews) — 4.6/5 stars (86 reviews)
- [The Mortgage Office Loan Servicing](https://www.g2.com/products/the-mortgage-office-loan-servicing/reviews) — 4.9/5 stars (95 reviews)

---
## Top Discussions

### 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..."

### nCino's Mortgage Suite

- Title: [Is nCino's Mortgage Suite worth it for digital mortgage closing?](https://www.g2.com/discussions/is-ncino-s-mortgage-suite-worth-it-for-digital-mortgage-closing) — 1 comment, 1 upvote
  > **Top comment:** "If your origination already runs on nCino, the closing piece is probably worth it purely for the single borrower login. If you're buying it just for..."

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