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# Shape Mortgage CRM vs nCino's Mortgage Suite Comparison - What are their main differences?

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Shape Mortgage CRMnCino's Mortgage Suite[+ Add Product](#)

Pricing

**Shape Mortgage CRM**
 **$119.00** · Shape Core

**nCino's Mortgage Suite**
No pricing available

**Pricing Insights**
from reviews

Time to Implement

**Shape Mortgage CRM**
Not enough reviews yet

**nCino's Mortgage Suite**
Not enough reviews yet

Return on Investment

**Shape Mortgage CRM**
Not enough reviews yet

**nCino's Mortgage Suite**
Not enough reviews yet

Perceived Cost

**Shape Mortgage CRM**
$$$$$

**nCino's Mortgage Suite**
$$$$$

Average Discount

**Shape Mortgage CRM**
Not enough reviews yet

**nCino's Mortgage Suite**
Not enough reviews yet

**Pros & Cons**
from reviews

**Shape Mortgage CRM**
Not enough data

**nCino's Mortgage Suite**
Not enough data

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)

**nCino's Mortgage Suite**
Not enough data

Screenshots

**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)

**nCino's Mortgage Suite**
 ![nCino's Mortgage Suite 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/1344063/Capterra-Image-1.png)

**Ratings**
from reviews

Meets Requirements

**Shape Mortgage CRM**

9.8

9.894

**nCino's Mortgage Suite**

9.6

9.655

Ease of Use

**Shape Mortgage CRM**

9.9

9.994

**nCino's Mortgage Suite**

9.8

9.855

Ease of Setup

**Shape Mortgage CRM**

9.6

9.614

**nCino's Mortgage Suite**

9.6

9.68

Ease of Admin

**Shape Mortgage CRM**

9.3

9.39

**nCino's Mortgage Suite**

9.8

9.88

Quality of Support

**Shape Mortgage CRM**

9.9

9.994

**nCino's Mortgage Suite**

9.7

9.751

Has the product been a good partner in doing business?

**Shape Mortgage CRM**

10.0

10.09

**nCino's Mortgage Suite**

10.0

10.07

Product Direction (% positive)

**Shape Mortgage CRM**

9.4

9.492

**nCino's Mortgage Suite**

8.9

8.944

**Features**
ratings from reviews

Mortgage Point of Sale (POS)[Hide 9 FeaturesShow 9 Features](javascript:void(0);)

10.0

79

9.7

23

Borrower Tools

Borrower Portal

9.9(won by 0.4)

79

9.5

21

Comparison

9.9(won by 0.2)

79

9.7

18

Lender Tools

Loan Pipeline

10.0(tied score)

79

10.0(tied score)

17

Credit Pull

10.0(won by 0.1)

79

9.9

15

Workflows

10.0(won by 0.2)

78

9.8

17

Mobility

10.0(won by 0.2)

79

9.8

21

Core Functionality

Integrations

10.0(won by 0.2)

79

9.8

19

Customization

10.0(won by 0.6)

79

 (There is a greater than 0.5 difference between this product's rating and its competitors)

9.4

17

Document Management

10.0(won by 0.2)

79

9.8

20

Mortgage CRM[Hide 57 FeaturesShow 57 Features](javascript:void(0);)

9.8

90

9.8

29

Loan Services

LOS Integration - Mortage CRM

9.5

83

9.9(won by 0.4)

19

Alerts - Mortgage CRM

9.9(won by 0.3)

87

9.6

22

Lender Relationship - Mortgage CRM

9.9

86

10.0(won by 0.1)

22

Compliance - Mortgage CRM

9.9(won by 0.4)

87

9.5

21

Commercial Mortgages

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Client Management

Contact Management - Mortgage CRM

9.9(tied score)

89

9.9(tied score)

21

Real Estate CRM - Mortgage CRM

9.9(tied score)

86

9.9(tied score)

20

Email Marketing Automation - Mortgage CRM

9.9(won by 0.2)

88

9.7

18

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

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

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

Show 4 feature categories with incomplete data

Loan Management[Hide 10 FeaturesShow 10 Features](javascript:void(0);)

Not enough data

Not enough data

Agentic AI

Cross-System Integration

Not enough data

Not enough data

Autonomous Task Execution

Not enough data

Not enough data

Autonomous Task Execution

Not enough data

Not enough data

Multi-Step Planning

Not enough data

Not enough data

Reporting & Analytics

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

Audit Trails

Not enough data

Not enough data

KYC/AML Compliance

Not enough data

Not enough data

Role-Based Access Control

Not enough data

Not enough data

Loan Origination[Hide 70 FeaturesShow 70 Features](javascript:void(0);)

Not enough data

Not enough data

Agentic AI - Loan Origination

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

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

Digital Mortgage Closing[Hide 9 FeaturesShow 9 Features](javascript:void(0);)

Not enough data

Not enough data

Core Functionality

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

Document Preview

Not enough data

Not enough data

Document Library

Not enough data

Not enough data

Interoperability

MERS Integration

Not enough data

Not enough data

LOS Integration

Not enough data

Not enough data

Agentic AI - Digital Mortgage Closing

Proactive Assistance

Not enough data

Not enough data

Construction Loan Management[Hide 12 FeaturesShow 12 Features](javascript:void(0);)

Not enough data

Not enough data

Loan Management

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

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

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

Autonomous Task Execution

Not enough data

Not enough data

User Insights

Reviewers' Company Size

[![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%

[![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")](https://www.g2.com/products/ncino-s-mortgage-suite/reviews)

nCino's Mortgage Suite

Small-Business(50 or fewer emp.)

62.6%

Mid-Market(51-1000 emp.)

24.2%

Enterprise(\> 1000 emp.)

13.2%

Small-Business

(50 or fewer emp.)

47.0%

62.6%

Mid-Market

(51-1000 emp.)

42.0%

24.2%

Enterprise

(\> 1000 emp.)

11.0%

13.2%

Reviewers' Industry

[![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%

[![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")](https://www.g2.com/products/ncino-s-mortgage-suite/reviews)
nCino's Mortgage Suite

Real Estate

37.4%

Banking

19.8%

Financial Services

18.7%

Accounting

3.3%

Insurance

2.2%

Other

18.7%

FAQs

## Shape Mortgage CRM vs nCino's Mortgage Suite FAQs

Generated using AI

Last updated: August 16, 2026

### 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.

Alternatives

**Shape Mortgage CRM Alternatives**

 ![BNTouch Mortgage CRM](https://images.g2crowd.com/uploads/product/hd_favicon/f11e1800ccc4504f90599621bd5725bd/bntouch-mortgage-crm.svg "BNTouch Mortgage CRM")

[
BNTouch Mortgage CRM
](/products/bntouch-mortgage-crm/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)

**nCino's Mortgage Suite Alternatives**

 ![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)

 ![Total Expert](https://images.g2crowd.com/uploads/product/hd_favicon/2a90f29c8ecbf7e7cda09c272032d761/total-expert.svg "Total Expert")

[
Total Expert
](/products/total-expert/reviews)

 ![Floify](https://images.g2crowd.com/uploads/product/hd_favicon/db489f60a3afe9cbf7dbc39f9dc0b704/floify.svg "Floify")

[
Floify
](/products/floify/reviews)

 ![LendingPad](https://images.g2crowd.com/uploads/product/hd_favicon/96ba50f854322e0598ba2c5471b2cc33/lendingpad.svg "LendingPad")

[
LendingPad
](/products/lendingpad/reviews)

## Shape Mortgage CRM vs nCino's Mortgage Suite

When assessing the two solutions, reviewers found Shape Mortgage CRM easier to use. However, reviewers preferred the ease of administration with nCino's Mortgage Suite. Reviewers felt that the products are equally easy to set up, and both vendors make it equally easy to do business overall.

- Reviewers felt that Shape Mortgage CRM meets the needs of their business better than nCino's Mortgage Suite.
- 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 nCino's Mortgage Suite.